Asset Management
Compare Stocks
5 / 10Stock Comparison
POWR vs D vs NEE vs DUK vs SO
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
POWR vs D vs NEE vs DUK vs SO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $625M | $55.30B | $197.25B | $97.50B | $105.37B |
| Revenue (TTM) | $444M | $17.45B | $27.93B | $33.29B | $30.17B |
| Net Income (TTM) | $-4M | $2.35B | $8.18B | $5.14B | $4.36B |
| Gross Margin | 22.8% | 34.6% | 47.8% | 58.4% | 43.1% |
| Operating Margin | 2.5% | 26.3% | 29.5% | 27.0% | 24.1% |
| Forward P/E | 106.5x | 17.5x | 23.4x | 18.7x | 20.4x |
| Total Debt | $19M | $48.94B | $95.62B | $90.87B | $65.82B |
| Cash & Equiv. | $18M | $250M | $2.81B | $245M | $1.64B |
POWR vs D vs NEE vs DUK vs SO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Dominion Energy, In… (D) | 100 | 74.0 | -26.0% |
| NextEra Energy, Inc. (NEE) | 100 | 148.1 | +48.1% |
| Duke Energy Corpora… (DUK) | 100 | 146.1 | +46.1% |
| The Southern Company (SO) | 100 | 163.8 | +63.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: POWR vs D vs NEE vs DUK vs SO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
POWR ranks third and is worth considering specifically for growth exposure.
- Rev growth 72.9%, EPS growth 183.9%
- 72.9% NII/revenue growth vs DUK's 6.2%
D carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.01, yield 4.2%
- Lower volatility, beta 0.01, current ratio 0.77x
- Beta 0.01, yield 4.2%, current ratio 0.77x
- Lower P/E (17.5x vs 20.4x)
NEE is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 263.3% 10Y total return vs SO's 138.2%
- 29.3% margin vs POWR's 1.3%
- +39.1% vs SO's +9.9%
- 3.9% ROA vs POWR's -1.4%, ROIC 4.1% vs 4.6%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs SO's 3.49
Among these 5 stocks, SO doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 72.9% NII/revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (17.5x vs 20.4x) | |
| Quality / Margins | 29.3% margin vs POWR's 1.3% | |
| Stability / Safety | Beta 0.01 vs POWR's 0.80 | |
| Dividends | 4.2% yield, vs NEE's 2.4%, (1 stock pays no dividend) | |
| Momentum (1Y) | +39.1% vs SO's +9.9% | |
| Efficiency (ROA) | 3.9% ROA vs POWR's -1.4%, ROIC 4.1% vs 4.6% |
POWR vs D vs NEE vs DUK vs SO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
POWR vs D vs NEE vs DUK vs SO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NEE leads in 2 of 6 categories
D leads 1 • POWR leads 1 • DUK leads 0 • SO leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NEE leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 75.0x POWR's $444M. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to POWR's 1.3%. On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $444M | $17.4B | $27.9B | $33.3B | $30.2B |
| EBITDAEarnings before interest/tax | $6M | $6.9B | $15.5B | $15.3B | $13.3B |
| Net IncomeAfter-tax profit | -$4M | $2.4B | $8.2B | $5.1B | $4.4B |
| Free Cash FlowCash after capex | -$41M | -$4.4B | -$3.8B | $6.6B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +22.8% | +34.6% | +47.8% | +58.4% | +43.1% |
| Operating MarginEBIT ÷ Revenue | +2.5% | +26.3% | +29.5% | +27.0% | +24.1% |
| Net MarginNet income ÷ Revenue | +1.3% | +13.5% | +29.3% | +15.4% | +14.5% |
| FCF MarginFCF ÷ Revenue | -2.1% | -25.0% | -13.6% | +19.8% | -12.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +23.1% | +7.3% | +11.3% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -100.0% | +160.0% | +11.9% | -0.8% |
Valuation Metrics
D leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 18.2x trailing earnings, D trades at a 83% valuation discount to POWR's 106.5x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs SO's 4.08x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $625M | $55.3B | $197.2B | $97.5B | $105.4B |
| Enterprise ValueMkt cap + debt − cash | $625M | $104.0B | $290.1B | $188.1B | $169.5B |
| Trailing P/EPrice ÷ TTM EPS | 106.50x | 18.24x | 28.75x | 19.82x | 23.84x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.53x | 23.39x | 18.67x | 20.43x |
| PEG RatioP/E ÷ EPS growth rate | 2.73x | — | 1.66x | 0.67x | 4.08x |
| EV / EBITDAEnterprise value multiple | 29.00x | 15.29x | 18.90x | 12.63x | 12.75x |
| Price / SalesMarket cap ÷ Revenue | 1.41x | 3.35x | 7.18x | 3.02x | 3.57x |
| Price / BookPrice ÷ Book value/share | 3.78x | 1.61x | 2.97x | 1.83x | 2.67x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
POWR 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 $-3 for POWR. POWR carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to DUK's 1.71x. On the Piotroski fundamental quality scale (0–9), D scores 7/9 vs SO's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -2.7% | +7.1% | +12.7% | +9.6% | +11.3% |
| ROA (TTM)Return on assets | -1.4% | +2.8% | +3.9% | +2.6% | +2.8% |
| ROICReturn on invested capital | +4.6% | +4.3% | +4.1% | +4.6% | +5.3% |
| ROCEReturn on capital employed | +6.0% | +4.4% | +4.7% | +5.0% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.11x | 1.46x | 1.44x | 1.71x | 1.69x |
| Net DebtTotal debt minus cash | $170,000 | $48.7B | $92.8B | $90.6B | $64.2B |
| Cash & Equiv.Liquid assets | $18M | $250M | $2.8B | $245M | $1.6B |
| Total DebtShort + long-term debt | $19M | $48.9B | $95.6B | $90.9B | $65.8B |
| Interest CoverageEBIT ÷ Interest expense | -3.54x | 2.79x | 1.99x | 2.57x | 2.51x |
Total Returns (Dividends Reinvested)
NEE leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SO five years ago would be worth $16,698 today (with dividends reinvested), compared to $9,873 for D. Over the past 12 months, NEE leads with a +39.1% total return vs SO's +9.9%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.9% vs POWR's 7.8% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +15.8% | +7.3% | +17.6% | +7.4% | +8.1% |
| 1-Year ReturnPast 12 months | +17.4% | +19.6% | +39.1% | +11.6% | +9.9% |
| 3-Year ReturnCumulative with dividends | +25.4% | +28.5% | +29.5% | +40.1% | +39.2% |
| 5-Year ReturnCumulative with dividends | +32.8% | -1.3% | +45.7% | +43.7% | +67.0% |
| 10-Year ReturnCumulative with dividends | +46.4% | +27.8% | +263.3% | +101.9% | +138.2% |
| CAGR (3Y)Annualised 3-year return | +7.8% | +8.7% | +9.0% | +11.9% | +11.7% |
Risk & Volatility
Evenly matched — POWR 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 POWR's 0.80 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. POWR currently trades 97.4% from its 52-week high vs SO's 92.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.80x | 0.01x | 0.19x | -0.24x | -0.16x |
| 52-Week HighHighest price in past year | $28.42 | $67.50 | $98.75 | $134.49 | $100.84 |
| 52-Week LowLowest price in past year | $23.18 | $52.53 | $63.88 | $111.22 | $83.09 |
| % of 52W HighCurrent price vs 52-week peak | +97.4% | +93.2% | +95.8% | +93.0% | +92.7% |
| RSI (14)Momentum oscillator 0–100 | 60.1 | 50.4 | 52.7 | 40.2 | 44.1 |
| Avg Volume (50D)Average daily shares traded | 134K | 4.0M | 8.0M | 3.4M | 4.4M |
Analyst Outlook
Evenly matched — D and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: D as "Hold", NEE as "Buy", DUK as "Hold", SO as "Hold". Consensus price targets imply 9.1% upside for DUK (target: $136) vs 4.8% for NEE (target: $99). For income investors, D offers the higher dividend yield at 4.23% vs NEE's 2.37%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | — | $66.88 | $99.11 | $136.44 | $99.62 |
| # AnalystsCovering analysts | — | 31 | 36 | 31 | 33 |
| Dividend YieldAnnual dividend ÷ price | — | +4.2% | +2.4% | +3.4% | +2.9% |
| Dividend StreakConsecutive years of raises | — | 0 | 30 | 1 | 1 |
| Dividend / ShareAnnual DPS | — | $2.66 | $2.24 | $4.25 | $2.72 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). D leads in 1 (Valuation Metrics). 2 tied.
POWR vs D vs NEE vs DUK vs SO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is POWR or D or NEE or DUK or SO a better buy right now?
For growth investors, iShares Inc.
(POWR) is the stronger pick with 72. 9% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). Dominion Energy, Inc. (D) offers the better valuation at 18. 2x trailing P/E (17. 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 — POWR or D or NEE or DUK or SO?
On trailing P/E, Dominion Energy, Inc.
(D) is the cheapest at 18. 2x versus iShares Inc. at 106. 5x. On forward P/E, Dominion Energy, Inc. is actually cheaper at 17. 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. 63x versus The Southern Company's 3. 49x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — POWR or D or NEE or DUK or SO?
Over the past 5 years, The Southern Company (SO) delivered a total return of +67.
0%, compared to -1. 3% for Dominion Energy, Inc. (D). Over 10 years, the gap is even starker: NEE returned +263. 3% versus D's +27. 8%. 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 — POWR or D or NEE or DUK or SO?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus iShares Inc. 's 0. 80β — meaning POWR is approximately -430% more volatile than DUK relative to the S&P 500. On balance sheet safety, iShares Inc. (POWR) carries a lower debt/equity ratio of 11% versus 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — POWR or D or NEE or DUK or SO?
By revenue growth (latest reported year), iShares Inc.
(POWR) is pulling ahead at 72. 9% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: iShares Inc. grew EPS 183. 9% 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 — POWR or D or NEE or DUK or SO?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 1. 3% for iShares Inc. — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEE leads at 30. 1% versus 2. 5% for POWR. 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 POWR or D or NEE 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. 63x versus The Southern Company's 3. 49x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Dominion Energy, Inc. (D) trades at 17. 5x forward P/E versus 23. 4x for NextEra Energy, Inc. — 5. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 9. 1% to $136. 44.
08Which pays a better dividend — POWR or D or NEE or DUK or SO?
In this comparison, D (4.
2% yield), DUK (3. 4% yield), SO (2. 9% yield), NEE (2. 4% yield) pay a dividend. POWR does not pay a meaningful dividend and should not be held primarily for income.
09Is POWR or D or NEE 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, +101. 9% 10Y return). Both have compounded well over 10 years (DUK: +101. 9%, POWR: +46. 4%), 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 POWR and D and NEE and DUK and SO?
These companies operate in different sectors (POWR (Financial Services) and D (Utilities) and NEE (Utilities) and DUK (Utilities) and SO (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: POWR is a small-cap high-growth stock; D is a mid-cap income-oriented stock; NEE is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder stock. D, NEE, DUK, SO pay a dividend while POWR does not, making them suitable for different income and tax situations. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.