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5 / 10Stock Comparison
NWN vs NEE vs AEP vs DUK vs SO
Revenue, margins, valuation, and 5-year total return — side by side.
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NWN vs NEE vs AEP vs DUK vs SO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Gas | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $2.11B | $194.60B | $71.69B | $97.33B | $104.20B |
| Revenue (TTM) | $1.29B | $27.93B | $22.16B | $33.29B | $30.17B |
| Net Income (TTM) | $123M | $8.18B | $3.65B | $5.14B | $4.36B |
| Gross Margin | 22.4% | 47.8% | 40.4% | 58.4% | 43.1% |
| Operating Margin | 26.9% | 29.5% | 23.5% | 27.0% | 24.1% |
| Forward P/E | 16.5x | 23.0x | 20.5x | 18.5x | 20.1x |
| Total Debt | $2.76B | $95.62B | $50.24B | $90.87B | $65.82B |
| Cash & Equiv. | $41M | $2.81B | $268M | $245M | $1.64B |
NWN vs NEE vs AEP vs DUK vs SO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Northwest Natural H… (NWN) | 100 | 78.7 | -21.3% |
| NextEra Energy, Inc. (NEE) | 100 | 145.7 | +45.7% |
| American Electric P… (AEP) | 100 | 152.7 | +52.7% |
| Duke Energy Corpora… (DUK) | 100 | 145.0 | +45.0% |
| The Southern Company (SO) | 100 | 160.9 | +60.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NWN vs NEE vs AEP vs DUK vs SO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NWN carries the broadest edge in this set and is the clearest fit for growth exposure and defensive.
- Rev growth 11.8%, EPS growth 36.5%, 3Y rev CAGR 7.5%
- Beta -0.05, yield 3.8%, current ratio 0.72x
- 11.8% revenue growth vs DUK's 6.2%
- Lower P/E (16.5x vs 20.1x)
NEE is the #2 pick in this set and the best alternative if quality and momentum is your priority.
- 29.3% margin vs NWN's 9.6%
- +42.0% vs SO's +3.6%
- 3.9% ROA vs NWN's 2.0%, ROIC 4.1% vs 8.1%
AEP ranks third and is worth considering specifically for income & stability and long-term compounding.
- Dividend streak 21 yrs, beta 0.01, yield 2.9%
- 146.9% 10Y total return vs NEE's 266.0%
- Lower volatility, beta 0.01, current ratio 0.45x
- Beta 0.01 vs NEE's 0.21
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.62 vs NWN's 4.58
Among these 5 stocks, SO doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.8% revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (16.5x vs 20.1x) | |
| Quality / Margins | 29.3% margin vs NWN's 9.6% | |
| Stability / Safety | Beta 0.01 vs NEE's 0.21 | |
| Dividends | 3.8% yield, 7-year raise streak, vs NEE's 2.4% | |
| Momentum (1Y) | +42.0% vs SO's +3.6% | |
| Efficiency (ROA) | 3.9% ROA vs NWN's 2.0%, ROIC 4.1% vs 8.1% |
NWN vs NEE vs AEP vs DUK vs SO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NWN vs NEE vs AEP vs DUK vs SO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NWN leads in 2 of 6 categories
NEE leads 0 • AEP leads 0 • DUK leads 0 • SO leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — NEE and DUK each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 25.9x NWN's $1.3B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to NWN's 9.6%. On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.3B | $27.9B | $22.2B | $33.3B | $30.2B |
| EBITDAEarnings before interest/tax | $496M | $15.5B | $8.8B | $15.3B | $13.3B |
| Net IncomeAfter-tax profit | $123M | $8.2B | $3.7B | $5.1B | $4.4B |
| Free Cash FlowCash after capex | -$333M | -$3.8B | $840M | $6.6B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +22.4% | +47.8% | +40.4% | +58.4% | +43.1% |
| Operating MarginEBIT ÷ Revenue | +26.9% | +29.5% | +23.5% | +27.0% | +24.1% |
| Net MarginNet income ÷ Revenue | +9.6% | +29.3% | +16.5% | +15.4% | +14.5% |
| FCF MarginFCF ÷ Revenue | -25.9% | -13.6% | +3.8% | +19.8% | -12.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.8% | +7.3% | +6.8% | +11.3% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | +160.0% | +6.7% | +11.9% | -0.8% |
Valuation Metrics
NWN leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 18.1x trailing earnings, NWN trades at a 36% valuation discount to NEE's 28.4x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs NWN's 5.01x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $2.1B | $194.6B | $71.7B | $97.3B | $104.2B |
| Enterprise ValueMkt cap + debt − cash | $4.8B | $287.4B | $121.7B | $188.0B | $168.4B |
| Trailing P/EPrice ÷ TTM EPS | 18.07x | 28.36x | 19.78x | 19.79x | 23.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.54x | 23.02x | 20.51x | 18.53x | 20.06x |
| PEG RatioP/E ÷ EPS growth rate | 5.01x | 1.64x | 2.32x | 0.67x | 4.03x |
| EV / EBITDAEnterprise value multiple | 7.92x | 18.73x | 13.84x | 12.61x | 12.66x |
| Price / SalesMarket cap ÷ Revenue | 1.63x | 7.08x | 3.29x | 3.02x | 3.53x |
| Price / BookPrice ÷ Book value/share | 1.39x | 2.93x | 2.13x | 1.83x | 2.64x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
NWN leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
NEE delivers a 12.7% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $8 for NWN. NEE carries lower financial leverage with a 1.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to NWN's 1.87x. On the Piotroski fundamental quality scale (0–9), AEP scores 7/9 vs SO's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +8.3% | +12.7% | +11.5% | +9.6% | +11.3% |
| ROA (TTM)Return on assets | +2.0% | +3.9% | +3.2% | +2.6% | +2.8% |
| ROICReturn on invested capital | +8.1% | +4.1% | +5.1% | +4.6% | +5.3% |
| ROCEReturn on capital employed | +8.1% | +4.7% | +5.5% | +5.0% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 7 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.87x | 1.44x | 1.56x | 1.71x | 1.69x |
| Net DebtTotal debt minus cash | $2.7B | $92.8B | $50.0B | $90.6B | $64.2B |
| Cash & Equiv.Liquid assets | $41M | $2.8B | $268M | $245M | $1.6B |
| Total DebtShort + long-term debt | $2.8B | $95.6B | $50.2B | $90.9B | $65.8B |
| Interest CoverageEBIT ÷ Interest expense | 2.39x | 1.99x | 2.61x | 2.57x | 2.51x |
Total Returns (Dividends Reinvested)
Evenly matched — NEE and AEP each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AEP five years ago would be worth $17,068 today (with dividends reinvested), compared to $10,855 for NWN. Over the past 12 months, NEE leads with a +42.0% total return vs SO's +3.6%. The 3-year compound annual growth rate (CAGR) favors AEP at 15.7% vs NWN's 6.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +9.2% | +16.1% | +14.6% | +7.2% | +6.9% |
| 1-Year ReturnPast 12 months | +18.4% | +42.0% | +26.1% | +5.3% | +3.6% |
| 3-Year ReturnCumulative with dividends | +19.6% | +31.0% | +54.7% | +38.9% | +35.5% |
| 5-Year ReturnCumulative with dividends | +8.5% | +38.2% | +70.7% | +44.0% | +60.6% |
| 10-Year ReturnCumulative with dividends | +22.0% | +266.0% | +146.9% | +104.1% | +137.8% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +9.4% | +15.7% | +11.6% | +10.7% |
Risk & Volatility
Evenly matched — NEE and DUK each lead in 1 of 2 comparable metrics.
Risk & Volatility
DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than NEE's 0.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 94.5% from its 52-week high vs NWN's 89.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.12x | 0.19x | -0.01x | -0.24x | -0.16x |
| 52-Week HighHighest price in past year | $55.99 | $98.75 | $139.44 | $134.49 | $100.84 |
| 52-Week LowLowest price in past year | $39.10 | $63.88 | $97.46 | $111.22 | $83.09 |
| % of 52W HighCurrent price vs 52-week peak | +89.4% | +94.5% | +94.5% | +92.8% | +91.7% |
| RSI (14)Momentum oscillator 0–100 | 23.4 | 54.3 | 46.5 | 40.7 | 43.5 |
| Avg Volume (50D)Average daily shares traded | 258K | 8.7M | 2.9M | 3.5M | 4.5M |
Analyst Outlook
Evenly matched — NWN and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NWN as "Hold", NEE as "Buy", AEP as "Buy", DUK as "Hold", SO as "Hold". Consensus price targets imply 13.9% upside for NWN (target: $57) vs 4.2% for AEP (target: $137). For income investors, NWN offers the higher dividend yield at 3.77% vs NEE's 2.40%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $57.00 | $99.11 | $137.25 | $136.44 | $99.62 |
| # AnalystsCovering analysts | 8 | 36 | 35 | 31 | 33 |
| Dividend YieldAnnual dividend ÷ price | +3.8% | +2.4% | +2.9% | +3.4% | +2.9% |
| Dividend StreakConsecutive years of raises | 7 | 30 | 21 | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.89 | $2.24 | $3.86 | $4.25 | $2.72 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
NWN leads in 2 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 4 categories are tied.
NWN vs NEE vs AEP vs DUK vs SO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NWN or NEE or AEP or DUK or SO a better buy right now?
For growth investors, Northwest Natural Holding Company (NWN) is the stronger pick with 11.
8% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). Northwest Natural Holding Company (NWN) offers the better valuation at 18. 1x trailing P/E (16. 5x forward), making it the more compelling value choice. Analysts rate NextEra Energy, Inc. (NEE) a "Buy" — based on 36 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NWN or NEE or AEP or DUK or SO?
On trailing P/E, Northwest Natural Holding Company (NWN) is the cheapest at 18.
1x versus NextEra Energy, Inc. at 28. 4x. On forward P/E, Northwest Natural Holding Company is actually cheaper at 16. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Duke Energy Corporation wins at 0. 62x versus Northwest Natural Holding Company's 4. 58x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — NWN or NEE or AEP or DUK or SO?
Over the past 5 years, American Electric Power Company, Inc.
(AEP) delivered a total return of +70. 7%, compared to +8. 5% for Northwest Natural Holding Company (NWN). Over 10 years, the gap is even starker: NEE returned +265. 3% versus NWN's +22. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NWN or NEE or AEP or DUK or SO?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus NextEra Energy, Inc. 's 0. 19β — meaning NEE is approximately -178% more volatile than DUK relative to the S&P 500. On balance sheet safety, NextEra Energy, Inc. (NEE) carries a lower debt/equity ratio of 144% versus 187% for Northwest Natural Holding Company — giving it more financial flexibility in a downturn.
05Which is growing faster — NWN or NEE or AEP or DUK or SO?
By revenue growth (latest reported year), Northwest Natural Holding Company (NWN) is pulling ahead at 11.
8% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: Northwest Natural Holding Company grew EPS 36. 5% year-over-year, compared to -2. 4% for NextEra Energy, Inc.. Over a 3-year CAGR, NEE leads at 9. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NWN or NEE or AEP or DUK or SO?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 8. 8% for Northwest Natural Holding Company — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NWN leads at 31. 4% versus 24. 3% for AEP. At the gross margin level — before operating expenses — NEE leads at 62. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is NWN or NEE or AEP or DUK or SO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Duke Energy Corporation (DUK) is the more undervalued stock at a PEG of 0. 62x versus Northwest Natural Holding Company's 4. 58x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Northwest Natural Holding Company (NWN) trades at 16. 5x forward P/E versus 23. 0x for NextEra Energy, Inc. — 6. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NWN: 13. 9% to $57. 00.
08Which pays a better dividend — NWN or NEE or AEP or DUK or SO?
All stocks in this comparison pay dividends.
Northwest Natural Holding Company (NWN) offers the highest yield at 3. 8%, versus 2. 4% for NextEra Energy, Inc. (NEE).
09Is NWN or NEE or AEP or DUK or SO better for a retirement portfolio?
For long-horizon retirement investors, Duke Energy Corporation (DUK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
24), 3. 4% yield, +103. 3% 10Y return). Both have compounded well over 10 years (DUK: +103. 3%, NEE: +265. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between NWN and NEE and AEP and DUK and SO?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: NWN is a small-cap income-oriented stock; NEE is a mid-cap quality compounder stock; AEP is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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