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POWR vs DUK vs NEE vs SO vs D
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
POWR vs DUK vs NEE vs SO vs D — 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 | $97.50B | $197.25B | $105.37B | $55.30B |
| Revenue (TTM) | $444M | $33.29B | $27.93B | $30.17B | $17.45B |
| Net Income (TTM) | $-4M | $5.14B | $8.18B | $4.36B | $2.35B |
| Gross Margin | 22.8% | 58.4% | 47.8% | 43.1% | 34.6% |
| Operating Margin | 2.5% | 27.0% | 29.5% | 24.1% | 26.3% |
| Forward P/E | 106.5x | 18.7x | 23.4x | 20.4x | 17.5x |
| Total Debt | $19M | $90.87B | $95.62B | $65.82B | $48.94B |
| Cash & Equiv. | $18M | $245M | $2.81B | $1.64B | $250M |
POWR vs DUK vs NEE vs SO vs D — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Duke Energy Corpora… (DUK) | 100 | 146.1 | +46.1% |
| NextEra Energy, Inc. (NEE) | 100 | 148.1 | +48.1% |
| The Southern Company (SO) | 100 | 163.8 | +63.8% |
| Dominion Energy, In… (D) | 100 | 74.0 | -26.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: POWR vs DUK vs NEE vs SO vs D
Each card shows where this stock fits in a portfolio — not just who wins on paper.
POWR is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 72.9%, EPS growth 183.9%
- 72.9% NII/revenue growth vs DUK's 6.2%
DUK ranks third and is worth considering specifically for valuation efficiency.
- PEG 0.63 vs SO's 3.49
- Lower P/E (18.7x vs 20.4x), PEG 0.63 vs 3.49
NEE carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 263.3% 10Y total return vs SO's 138.2%
- 29.3% margin vs POWR's 1.3%
- 2.4% yield, 30-year raise streak, vs D's 4.2%, (1 stock pays no dividend)
- +39.1% vs SO's +9.9%
Among these 5 stocks, SO doesn't own a clear edge in any measured category.
D is the clearest fit if your priority is 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
- Beta 0.01 vs POWR's 0.80
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 72.9% NII/revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (18.7x vs 20.4x), PEG 0.63 vs 3.49 | |
| Quality / Margins | 29.3% margin vs POWR's 1.3% | |
| Stability / Safety | Beta 0.01 vs POWR's 0.80 | |
| Dividends | 2.4% yield, 30-year raise streak, vs D's 4.2%, (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 DUK vs NEE vs SO vs D — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
POWR vs DUK vs NEE vs SO vs D — 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 | $33.3B | $27.9B | $30.2B | $17.4B |
| EBITDAEarnings before interest/tax | $6M | $15.3B | $15.5B | $13.3B | $6.9B |
| Net IncomeAfter-tax profit | -$4M | $5.1B | $8.2B | $4.4B | $2.4B |
| Free Cash FlowCash after capex | -$41M | $6.6B | -$3.8B | -$3.8B | -$4.4B |
| Gross MarginGross profit ÷ Revenue | +22.8% | +58.4% | +47.8% | +43.1% | +34.6% |
| Operating MarginEBIT ÷ Revenue | +2.5% | +27.0% | +29.5% | +24.1% | +26.3% |
| Net MarginNet income ÷ Revenue | +1.3% | +15.4% | +29.3% | +14.5% | +13.5% |
| FCF MarginFCF ÷ Revenue | -2.1% | +19.8% | -13.6% | -12.7% | -25.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +11.3% | +7.3% | +8.0% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +11.9% | +160.0% | -0.8% | -100.0% |
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 | $97.5B | $197.2B | $105.4B | $55.3B |
| Enterprise ValueMkt cap + debt − cash | $625M | $188.1B | $290.1B | $169.5B | $104.0B |
| Trailing P/EPrice ÷ TTM EPS | 106.50x | 19.82x | 28.75x | 23.84x | 18.24x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 18.67x | 23.39x | 20.43x | 17.53x |
| PEG RatioP/E ÷ EPS growth rate | 2.73x | 0.67x | 1.66x | 4.08x | — |
| EV / EBITDAEnterprise value multiple | 29.00x | 12.63x | 18.90x | 12.75x | 15.29x |
| Price / SalesMarket cap ÷ Revenue | 1.41x | 3.02x | 7.18x | 3.57x | 3.35x |
| Price / BookPrice ÷ Book value/share | 3.78x | 1.83x | 2.97x | 2.67x | 1.61x |
| 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% | +9.6% | +12.7% | +11.3% | +7.1% |
| ROA (TTM)Return on assets | -1.4% | +2.6% | +3.9% | +2.8% | +2.8% |
| ROICReturn on invested capital | +4.6% | +4.6% | +4.1% | +5.3% | +4.3% |
| ROCEReturn on capital employed | +6.0% | +5.0% | +4.7% | +5.4% | +4.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.11x | 1.71x | 1.44x | 1.69x | 1.46x |
| Net DebtTotal debt minus cash | $170,000 | $90.6B | $92.8B | $64.2B | $48.7B |
| Cash & Equiv.Liquid assets | $18M | $245M | $2.8B | $1.6B | $250M |
| Total DebtShort + long-term debt | $19M | $90.9B | $95.6B | $65.8B | $48.9B |
| Interest CoverageEBIT ÷ Interest expense | -3.54x | 2.57x | 1.99x | 2.51x | 2.79x |
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% | +7.4% | +17.6% | +8.1% | +7.3% |
| 1-Year ReturnPast 12 months | +17.4% | +11.6% | +39.1% | +9.9% | +19.6% |
| 3-Year ReturnCumulative with dividends | +25.4% | +40.1% | +29.5% | +39.2% | +28.5% |
| 5-Year ReturnCumulative with dividends | +32.8% | +43.7% | +45.7% | +67.0% | -1.3% |
| 10-Year ReturnCumulative with dividends | +46.4% | +101.9% | +263.3% | +138.2% | +27.8% |
| CAGR (3Y)Annualised 3-year return | +7.8% | +11.9% | +9.0% | +11.7% | +8.7% |
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 | -0.24x | 0.19x | -0.16x | 0.01x |
| 52-Week HighHighest price in past year | $28.42 | $134.49 | $98.75 | $100.84 | $67.50 |
| 52-Week LowLowest price in past year | $23.18 | $111.22 | $63.88 | $83.09 | $52.53 |
| % of 52W HighCurrent price vs 52-week peak | +97.4% | +93.0% | +95.8% | +92.7% | +93.2% |
| RSI (14)Momentum oscillator 0–100 | 60.1 | 40.2 | 52.7 | 44.1 | 50.4 |
| Avg Volume (50D)Average daily shares traded | 134K | 3.4M | 8.0M | 4.4M | 4.0M |
Analyst Outlook
Evenly matched — NEE and D each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: DUK as "Hold", NEE as "Buy", SO as "Hold", D 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 | — | $136.44 | $99.11 | $99.62 | $66.88 |
| # AnalystsCovering analysts | — | 31 | 36 | 33 | 31 |
| Dividend YieldAnnual dividend ÷ price | — | +3.4% | +2.4% | +2.9% | +4.2% |
| Dividend StreakConsecutive years of raises | — | 1 | 30 | 1 | 0 |
| Dividend / ShareAnnual DPS | — | $4.25 | $2.24 | $2.72 | $2.66 |
| 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 DUK vs NEE vs SO vs D: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is POWR or DUK or NEE or SO or D 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 DUK or NEE or SO or D?
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 DUK or NEE or SO or D?
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 DUK or NEE or SO or D?
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 DUK or NEE or SO or D?
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 DUK or NEE or SO or D?
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 DUK or NEE or SO or D 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 DUK or NEE or SO or D?
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 DUK or NEE or SO or D 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 DUK and NEE and SO and D?
These companies operate in different sectors (POWR (Financial Services) and DUK (Utilities) and NEE (Utilities) and SO (Utilities) and D (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; DUK is a mid-cap income-oriented stock; NEE is a mid-cap quality compounder stock; SO is a mid-cap quality compounder stock; D is a mid-cap income-oriented stock. DUK, NEE, SO, D 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.
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