Compare Stocks

5 / 10
Try these comparisons:

Stock Comparison

SO vs DUK vs D vs AEP vs EXC

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
SO
The Southern Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$105.41B
5Y Perf.+63.9%
DUK
Duke Energy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$97.70B
5Y Perf.+46.6%
D
Dominion Energy, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$54.18B
5Y Perf.-27.5%
AEP
American Electric Power Company, Inc.

Regulated Electric

UtilitiesNASDAQ • US
Market Cap$72.04B
5Y Perf.+55.5%
EXC
Exelon Corporation

Regulated Electric

UtilitiesNASDAQ • US
Market Cap$46.05B
5Y Perf.+64.8%

SO vs DUK vs D vs AEP vs EXC — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
SO logoSO
DUK logoDUK
D logoD
AEP logoAEP
EXC logoEXC
IndustryRegulated ElectricRegulated ElectricRegulated ElectricRegulated ElectricRegulated Electric
Market Cap$105.41B$97.70B$54.18B$72.04B$46.05B
Revenue (TTM)$30.17B$33.29B$17.45B$22.16B$24.79B
Net Income (TTM)$4.36B$5.14B$2.35B$3.65B$2.78B
Gross Margin43.1%58.4%34.6%40.4%29.5%
Operating Margin24.1%27.0%26.3%23.5%21.0%
Forward P/E20.4x18.7x17.2x20.9x15.8x
Total Debt$65.82B$90.87B$48.94B$50.24B$50.55B
Cash & Equiv.$1.64B$245M$250M$268M$1.15B

SO vs DUK vs D vs AEP vs EXCLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

SO
DUK
D
AEP
EXC
StockMay 20May 26Return
The Southern Company (SO)100163.9+63.9%
Duke Energy Corpora… (DUK)100146.6+46.6%
Dominion Energy, In… (D)10072.5-27.5%
American Electric P… (AEP)100155.5+55.5%
Exelon Corporation (EXC)100164.8+64.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: SO vs DUK vs D vs AEP vs EXC

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: AEP leads in 3 of 7 categories (5-stock set), making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Dominion Energy, Inc. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. DUK and EXC also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
SO
The Southern Company
The Income Angle

Among these 5 stocks, SO doesn't own a clear edge in any measured category.

Best for: utilities exposure
DUK
Duke Energy Corporation
The Value Pick

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 20.9x), PEG 0.63 vs 2.44
Best for: valuation efficiency
D
Dominion Energy, Inc.
The Growth Play

D is the #2 pick in this set and the best alternative if growth exposure and defensive is your priority.

  • Rev growth 14.2%, EPS growth 41.4%, 3Y rev CAGR 5.8%
  • Beta 0.03, yield 4.3%, current ratio 0.77x
  • 14.2% revenue growth vs EXC's 5.3%
  • 4.3% yield, vs AEP's 2.9%
Best for: growth exposure and defensive
AEP
American Electric Power Company, Inc.
The Income Pick

AEP carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.

  • Dividend streak 21 yrs, beta 0.01, yield 2.9%
  • 151.7% 10Y total return vs SO's 141.5%
  • Lower volatility, beta 0.01, current ratio 0.45x
  • 16.5% margin vs EXC's 11.2%
Best for: income & stability and long-term compounding
EXC
Exelon Corporation
The Niche Pick

EXC is the clearest fit if your priority is efficiency.

  • 3.3% ROA vs DUK's 2.6%, ROIC 5.1% vs 4.6%
Best for: efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthD logoD14.2% revenue growth vs EXC's 5.3%
ValueDUK logoDUKLower P/E (18.7x vs 20.9x), PEG 0.63 vs 2.44
Quality / MarginsAEP logoAEP16.5% margin vs EXC's 11.2%
Stability / SafetyAEP logoAEPBeta 0.01 vs D's 0.03
DividendsD logoD4.3% yield, vs AEP's 2.9%
Momentum (1Y)AEP logoAEP+26.9% vs EXC's +0.8%
Efficiency (ROA)EXC logoEXC3.3% ROA vs DUK's 2.6%, ROIC 5.1% vs 4.6%

SO vs DUK vs D vs AEP vs EXC — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

SOThe Southern Company
FY 2025
Southern Company Gas
50.0%$5.0B
Gas Distribution Operations
43.9%$4.4B
Gas Marketing Services
5.8%$582M
Gas Pipeline Investments
0.3%$32M
DUKDuke Energy Corporation
FY 2025
Other Revenues
100.0%$1.7B
DDominion Energy, Inc.
FY 2025
Dominion Energy Virginia
71.3%$11.8B
Dominion Energy South Carolina
21.6%$3.6B
Contracted Energy
7.1%$1.2B
AEPAmerican Electric Power Company, Inc.
FY 2025
Transmission And Distribution Companies
65.4%$6.1B
Generation And Marketing
28.9%$2.7B
Product and Service, Other
5.6%$526M
EXCExelon Corporation
FY 2025
Commonwealth Edison Co
25.6%$7.3B
Pepco Holdings LLC
25.1%$7.1B
Baltimore Gas and Electric Company
18.4%$5.2B
PECO Energy Co
16.5%$4.7B
Delmarva Power and Light Company
6.9%$2.0B
Atlantic City Electric Company
6.0%$1.7B
Corporate Segment and Other Operating Segment
1.5%$424M

SO vs DUK vs D vs AEP vs EXC — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLDUKLAGGINGSO

Income & Cash Flow (Last 12 Months)

DUK leads this category, winning 4 of 6 comparable metrics.

DUK is the larger business by revenue, generating $33.3B annually — 1.9x D's $17.4B. AEP is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to EXC's 11.2%. On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.

MetricSO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…D logoDDominion Energy, …AEP logoAEPAmerican Electric…EXC logoEXCExelon Corporation
RevenueTrailing 12 months$30.2B$33.3B$17.4B$22.2B$24.8B
EBITDAEarnings before interest/tax$13.3B$15.3B$6.9B$8.8B$8.9B
Net IncomeAfter-tax profit$4.4B$5.1B$2.4B$3.7B$2.8B
Free Cash FlowCash after capex-$3.8B$6.6B-$4.4B$840M-$2.2B
Gross MarginGross profit ÷ Revenue+43.1%+58.4%+34.6%+40.4%+29.5%
Operating MarginEBIT ÷ Revenue+24.1%+27.0%+26.3%+23.5%+21.0%
Net MarginNet income ÷ Revenue+14.5%+15.4%+13.5%+16.5%+11.2%
FCF MarginFCF ÷ Revenue-12.7%+19.8%-25.0%+3.8%-8.7%
Rev. Growth (YoY)Latest quarter vs prior year+8.0%+11.3%+23.1%+6.8%+7.9%
EPS Growth (YoY)Latest quarter vs prior year-0.8%+11.9%-100.0%+6.7%0.0%
DUK leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

EXC leads this category, winning 4 of 6 comparable metrics.

At 16.4x trailing earnings, EXC trades at a 31% valuation discount to SO's 23.9x 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.

MetricSO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…D logoDDominion Energy, …AEP logoAEPAmerican Electric…EXC logoEXCExelon Corporation
Market CapShares × price$105.4B$97.7B$54.2B$72.0B$46.1B
Enterprise ValueMkt cap + debt − cash$169.6B$188.3B$102.9B$122.0B$95.5B
Trailing P/EPrice ÷ TTM EPS23.85x19.90x17.87x19.90x16.43x
Forward P/EPrice ÷ next-FY EPS est.20.44x18.74x17.19x20.89x15.78x
PEG RatioP/E ÷ EPS growth rate4.08x0.67x2.33x2.57x
EV / EBITDAEnterprise value multiple12.75x12.64x15.13x13.88x10.86x
Price / SalesMarket cap ÷ Revenue3.57x3.03x3.28x3.31x1.90x
Price / BookPrice ÷ Book value/share2.67x1.84x1.58x2.14x1.58x
Price / FCFMarket cap ÷ FCF
EXC leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

D leads this category, winning 5 of 9 comparable metrics.

AEP delivers a 11.5% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $7 for D. D carries lower financial leverage with a 1.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to EXC's 1.76x. On the Piotroski fundamental quality scale (0–9), D scores 7/9 vs EXC's 5/9, reflecting strong financial health.

MetricSO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…D logoDDominion Energy, …AEP logoAEPAmerican Electric…EXC logoEXCExelon Corporation
ROE (TTM)Return on equity+11.3%+9.6%+7.1%+11.5%+9.8%
ROA (TTM)Return on assets+2.8%+2.6%+2.8%+3.2%+3.3%
ROICReturn on invested capital+5.3%+4.6%+4.3%+5.1%+5.1%
ROCEReturn on capital employed+5.4%+5.0%+4.4%+5.5%+5.0%
Piotroski ScoreFundamental quality 0–955775
Debt / EquityFinancial leverage1.69x1.71x1.46x1.56x1.76x
Net DebtTotal debt minus cash$64.2B$90.6B$48.7B$50.0B$49.4B
Cash & Equiv.Liquid assets$1.6B$245M$250M$268M$1.2B
Total DebtShort + long-term debt$65.8B$90.9B$48.9B$50.2B$50.6B
Interest CoverageEBIT ÷ Interest expense2.51x2.57x2.79x2.61x2.42x
D leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

AEP leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in AEP five years ago would be worth $16,976 today (with dividends reinvested), compared to $9,541 for D. Over the past 12 months, AEP leads with a +26.9% total return vs EXC's +0.8%. The 3-year compound annual growth rate (CAGR) favors AEP at 15.9% vs EXC's 5.1% — a key indicator of consistent wealth creation.

MetricSO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…D logoDDominion Energy, …AEP logoAEPAmerican Electric…EXC logoEXCExelon Corporation
YTD ReturnYear-to-date+8.1%+7.8%+5.2%+15.3%+3.5%
1-Year ReturnPast 12 months+5.8%+5.6%+17.6%+26.9%+0.8%
3-Year ReturnCumulative with dividends+37.0%+39.6%+23.3%+55.6%+16.1%
5-Year ReturnCumulative with dividends+62.8%+45.2%-4.6%+69.8%+64.5%
10-Year ReturnCumulative with dividends+141.5%+106.8%+27.8%+151.7%+124.7%
CAGR (3Y)Annualised 3-year return+11.1%+11.8%+7.2%+15.9%+5.1%
AEP leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — DUK and AEP each lead in 1 of 2 comparable metrics.

DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than D's 0.03 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AEP currently trades 95.0% from its 52-week high vs EXC's 88.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricSO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…D logoDDominion Energy, …AEP logoAEPAmerican Electric…EXC logoEXCExelon Corporation
Beta (5Y)Sensitivity to S&P 500-0.15x-0.24x0.03x0.01x-0.14x
52-Week HighHighest price in past year$100.84$134.49$67.50$139.44$50.65
52-Week LowLowest price in past year$83.09$111.22$52.53$97.46$41.71
% of 52W HighCurrent price vs 52-week peak+92.7%+93.3%+91.3%+95.0%+88.9%
RSI (14)Momentum oscillator 0–10053.846.752.059.440.6
Avg Volume (50D)Average daily shares traded4.5M3.6M4.3M3.0M8.2M
Evenly matched — DUK and AEP each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — D and AEP each lead in 1 of 2 comparable metrics.

Analyst consensus: SO as "Hold", DUK as "Hold", D as "Hold", AEP as "Buy", EXC as "Hold". Consensus price targets imply 9.2% upside for EXC (target: $49) vs 2.8% for AEP (target: $136). For income investors, D offers the higher dividend yield at 4.32% vs SO's 2.91%.

MetricSO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…D logoDDominion Energy, …AEP logoAEPAmerican Electric…EXC logoEXCExelon Corporation
Analyst RatingConsensus buy/hold/sellHoldHoldHoldBuyHold
Price TargetConsensus 12-month target$99.62$135.44$66.25$136.20$49.18
# AnalystsCovering analysts3331313535
Dividend YieldAnnual dividend ÷ price+2.9%+3.4%+4.3%+2.9%+3.5%
Dividend StreakConsecutive years of raises110211
Dividend / ShareAnnual DPS$2.72$4.25$2.66$3.86$1.60
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%0.0%0.0%0.0%
Evenly matched — D and AEP each lead in 1 of 2 comparable metrics.
Key Takeaway

DUK leads in 1 of 6 categories (Income & Cash Flow). EXC leads in 1 (Valuation Metrics). 2 tied.

Best OverallDuke Energy Corporation (DUK)Leads 1 of 6 categories
Loading custom metrics...

SO vs DUK vs D vs AEP vs EXC: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is SO or DUK or D or AEP or EXC a better buy right now?

For growth investors, Dominion Energy, Inc.

(D) is the stronger pick with 14. 2% revenue growth year-over-year, versus 5. 3% for Exelon Corporation (EXC). Exelon Corporation (EXC) offers the better valuation at 16. 4x trailing P/E (15. 8x forward), making it the more compelling value choice. Analysts rate American Electric Power Company, Inc. (AEP) a "Buy" — based on 35 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.

02

Which has the better valuation — SO or DUK or D or AEP or EXC?

On trailing P/E, Exelon Corporation (EXC) is the cheapest at 16.

4x versus The Southern Company at 23. 9x. On forward P/E, Exelon Corporation is actually cheaper at 15. 8x. 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.

03

Which is the better long-term investment — SO or DUK or D or AEP or EXC?

Over the past 5 years, American Electric Power Company, Inc.

(AEP) delivered a total return of +69. 8%, compared to -4. 6% for Dominion Energy, Inc. (D). Over 10 years, the gap is even starker: AEP returned +151. 7% 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.

04

Which is safer — SO or DUK or D or AEP or EXC?

By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.

24β versus Dominion Energy, Inc. 's 0. 03β — meaning D is approximately -111% more volatile than DUK relative to the S&P 500. On balance sheet safety, Dominion Energy, Inc. (D) carries a lower debt/equity ratio of 146% versus 176% for Exelon Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — SO or DUK or D or AEP or EXC?

By revenue growth (latest reported year), Dominion Energy, Inc.

(D) is pulling ahead at 14. 2% versus 5. 3% for Exelon Corporation (EXC). On earnings-per-share growth, the picture is similar: Dominion Energy, Inc. grew EPS 41. 4% year-over-year, compared to -1. 8% for The Southern Company. Over a 3-year CAGR, EXC leads at 8. 3% 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.

06

Which has better profit margins — SO or DUK or D or AEP or EXC?

Dominion Energy, Inc.

(D) is the more profitable company, earning 18. 2% net margin versus 11. 4% for Exelon Corporation — meaning it keeps 18. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: D leads at 26. 7% versus 21. 2% for EXC. At the gross margin level — before operating expenses — D leads at 49. 0%, 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.

07

Is SO or DUK or D or AEP or EXC 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, Exelon Corporation (EXC) trades at 15. 8x forward P/E versus 20. 9x for American Electric Power Company, Inc. — 5. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EXC: 9. 2% to $49. 18.

08

Which pays a better dividend — SO or DUK or D or AEP or EXC?

All stocks in this comparison pay dividends.

Dominion Energy, Inc. (D) offers the highest yield at 4. 3%, versus 2. 9% for The Southern Company (SO).

09

Is SO or DUK or D or AEP or EXC 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, +106. 8% 10Y return). Both have compounded well over 10 years (DUK: +106. 8%, D: +27. 8%), 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.

10

What are the main differences between SO and DUK and D and AEP and EXC?

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: SO is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock; D is a mid-cap deep-value stock; AEP is a mid-cap quality compounder stock; EXC is a mid-cap deep-value 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.

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.

Stocks Like

SO

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
Run This Screen
Stocks Like

DUK

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
Run This Screen
Stocks Like

D

High-Growth Compounder

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 11%
  • Net Margin > 8%
Run This Screen
Stocks Like

AEP

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
Run This Screen
Stocks Like

EXC

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 6%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform SO and DUK and D and AEP and EXC on the metrics below

Revenue Growth>
%
(SO: 8.0% · DUK: 11.3%)
Net Margin>
%
(SO: 14.5% · DUK: 15.4%)
P/E Ratio<
x
(SO: 23.9x · DUK: 19.9x)

You Might Also Compare

Based on how these companies actually compete and overlap — not just which sector they're filed under.