Diversified Utilities
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5 / 10Stock Comparison
SRE 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
SRE vs D vs NEE vs DUK vs SO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Diversified Utilities | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $59.84B | $54.15B | $194.60B | $97.33B | $104.20B |
| Revenue (TTM) | $13.61B | $17.45B | $27.93B | $33.29B | $30.17B |
| Net Income (TTM) | $2.07B | $2.35B | $8.18B | $5.14B | $4.36B |
| Gross Margin | 36.3% | 34.6% | 47.8% | 58.4% | 43.1% |
| Operating Margin | 17.0% | 26.3% | 29.5% | 27.0% | 24.1% |
| Forward P/E | 17.9x | 17.2x | 23.1x | 18.6x | 20.2x |
| Total Debt | $36.29B | $48.94B | $95.62B | $90.87B | $65.82B |
| Cash & Equiv. | $2M | $250M | $2.81B | $245M | $1.64B |
SRE 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 |
|---|---|---|---|
| Sempra (SRE) | 100 | 145.0 | +45.0% |
| Dominion Energy, In… (D) | 100 | 72.5 | -27.5% |
| NextEra Energy, Inc. (NEE) | 100 | 146.1 | +46.1% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SRE vs D vs NEE vs DUK vs SO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SRE plays a supporting role in this comparison — it may shine differently against other peers.
D carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.03, yield 4.3%
- Rev growth 14.2%, EPS growth 41.4%, 3Y rev CAGR 5.8%
- Lower volatility, beta 0.03, current ratio 0.77x
- Beta 0.03, yield 4.3%, current ratio 0.77x
NEE is the #2 pick in this set and the best alternative if quality and momentum is your priority.
- 29.3% margin vs D's 13.5%
- +42.0% vs SO's +3.6%
- 3.9% ROA vs SRE's 2.4%, ROIC 4.1% vs 3.2%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs SO's 3.45
SO is the clearest fit if your priority is long-term compounding.
- 137.8% 10Y total return vs NEE's 266.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.2% revenue growth vs SRE's 5.8% | |
| Value | Lower P/E (17.2x vs 20.2x) | |
| Quality / Margins | 29.3% margin vs D's 13.5% | |
| Stability / Safety | Beta 0.03 vs SRE's 0.37 | |
| Dividends | 4.3% yield, vs NEE's 2.4% | |
| Momentum (1Y) | +42.0% vs SO's +3.6% | |
| Efficiency (ROA) | 3.9% ROA vs SRE's 2.4%, ROIC 4.1% vs 3.2% |
SRE vs D vs NEE vs DUK vs SO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SRE 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
DUK leads 1 • SRE leads 1 • D 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 — 2.4x SRE's $13.6B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to D's 13.5%. On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $13.6B | $17.4B | $27.9B | $33.3B | $30.2B |
| EBITDAEarnings before interest/tax | $4.3B | $6.9B | $15.5B | $15.3B | $13.3B |
| Net IncomeAfter-tax profit | $2.1B | $2.4B | $8.2B | $5.1B | $4.4B |
| Free Cash FlowCash after capex | -$6.9B | -$4.4B | -$3.8B | $6.6B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +36.3% | +34.6% | +47.8% | +58.4% | +43.1% |
| Operating MarginEBIT ÷ Revenue | +17.0% | +26.3% | +29.5% | +27.0% | +24.1% |
| Net MarginNet income ÷ Revenue | +15.2% | +13.5% | +29.3% | +15.4% | +14.5% |
| FCF MarginFCF ÷ Revenue | -50.9% | -25.0% | -13.6% | +19.8% | -12.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.8% | +23.1% | +7.3% | +11.3% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +26.9% | -100.0% | +160.0% | +11.9% | -0.8% |
Valuation Metrics
DUK leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 17.9x trailing earnings, D trades at a 46% valuation discount to SRE's 33.3x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $59.8B | $54.2B | $194.6B | $97.3B | $104.2B |
| Enterprise ValueMkt cap + debt − cash | $96.1B | $102.8B | $287.4B | $188.0B | $168.4B |
| Trailing P/EPrice ÷ TTM EPS | 33.31x | 17.86x | 28.36x | 19.79x | 23.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.92x | 17.18x | 23.07x | 18.64x | 20.21x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.64x | 0.67x | 4.03x |
| EV / EBITDAEnterprise value multiple | 16.53x | 15.12x | 18.73x | 12.61x | 12.66x |
| Price / SalesMarket cap ÷ Revenue | 4.36x | 3.28x | 7.08x | 3.02x | 3.53x |
| Price / BookPrice ÷ Book value/share | 1.42x | 1.58x | 2.93x | 1.83x | 2.64x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
SRE 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 $5 for SRE. SRE carries lower financial leverage with a 0.86x 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 | +5.1% | +7.1% | +12.7% | +9.6% | +11.3% |
| ROA (TTM)Return on assets | +2.4% | +2.8% | +3.9% | +2.6% | +2.8% |
| ROICReturn on invested capital | +3.2% | +4.3% | +4.1% | +4.6% | +5.3% |
| ROCEReturn on capital employed | +3.7% | +4.4% | +4.7% | +5.0% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.86x | 1.46x | 1.44x | 1.71x | 1.69x |
| Net DebtTotal debt minus cash | $36.3B | $48.7B | $92.8B | $90.6B | $64.2B |
| Cash & Equiv.Liquid assets | $2M | $250M | $2.8B | $245M | $1.6B |
| Total DebtShort + long-term debt | $36.3B | $48.9B | $95.6B | $90.9B | $65.8B |
| Interest CoverageEBIT ÷ Interest expense | 2.81x | 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 $16,062 today (with dividends reinvested), compared to $9,541 for D. 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 DUK at 11.6% vs D's 7.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.8% | +5.1% | +16.1% | +7.2% | +6.9% |
| 1-Year ReturnPast 12 months | +24.2% | +16.6% | +42.0% | +5.3% | +3.6% |
| 3-Year ReturnCumulative with dividends | +27.9% | +23.2% | +31.0% | +38.9% | +35.5% |
| 5-Year ReturnCumulative with dividends | +50.4% | -4.6% | +38.2% | +44.0% | +60.6% |
| 10-Year ReturnCumulative with dividends | +115.5% | +27.4% | +266.0% | +104.1% | +137.8% |
| CAGR (3Y)Annualised 3-year return | +8.6% | +7.2% | +9.4% | +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 SRE's 0.37 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 SRE's 90.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.37x | 0.03x | 0.21x | -0.24x | -0.15x |
| 52-Week HighHighest price in past year | $101.03 | $67.50 | $98.75 | $134.49 | $100.84 |
| 52-Week LowLowest price in past year | $73.06 | $52.53 | $63.88 | $111.22 | $83.09 |
| % of 52W HighCurrent price vs 52-week peak | +90.7% | +91.3% | +94.5% | +92.8% | +91.7% |
| RSI (14)Momentum oscillator 0–100 | 45.7 | 44.3 | 54.3 | 40.7 | 43.5 |
| Avg Volume (50D)Average daily shares traded | 2.9M | 4.2M | 8.7M | 3.5M | 4.5M |
Analyst Outlook
Evenly matched — D and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SRE as "Buy", D as "Hold", NEE as "Buy", DUK as "Hold", SO as "Hold". Consensus price targets imply 16.8% upside for SRE (target: $107) vs 5.2% for NEE (target: $98). For income investors, D offers the higher dividend yield at 4.32% vs NEE's 2.40%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $107.00 | $66.25 | $98.13 | $135.44 | $99.62 |
| # AnalystsCovering analysts | 25 | 31 | 36 | 31 | 33 |
| Dividend YieldAnnual dividend ÷ price | +2.7% | +4.3% | +2.4% | +3.4% | +2.9% |
| Dividend StreakConsecutive years of raises | 11 | 0 | 30 | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.46 | $2.66 | $2.24 | $4.25 | $2.72 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | 0.0% | 0.0% | 0.0% | 0.0% |
NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). DUK leads in 1 (Valuation Metrics). 2 tied.
SRE vs D vs NEE vs DUK vs SO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SRE or D or NEE or DUK or SO 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. 8% for Sempra (SRE). Dominion Energy, Inc. (D) offers the better valuation at 17. 9x trailing P/E (17. 2x forward), making it the more compelling value choice. Analysts rate Sempra (SRE) a "Buy" — based on 25 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 — SRE or D or NEE or DUK or SO?
On trailing P/E, Dominion Energy, Inc.
(D) is the cheapest at 17. 9x versus Sempra at 33. 3x. On forward P/E, Dominion Energy, Inc. is actually cheaper at 17. 2x. 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. 45x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SRE or D or NEE or DUK or SO?
Over the past 5 years, The Southern Company (SO) delivered a total return of +60.
6%, compared to -4. 6% for Dominion Energy, Inc. (D). Over 10 years, the gap is even starker: NEE returned +266. 0% versus D's +27. 4%. 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 — SRE 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 Sempra's 0. 37β — meaning SRE is approximately -252% more volatile than DUK relative to the S&P 500. On balance sheet safety, Sempra (SRE) carries a lower debt/equity ratio of 86% versus 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SRE or D or NEE or DUK or SO?
By revenue growth (latest reported year), Dominion Energy, Inc.
(D) is pulling ahead at 14. 2% versus 5. 8% for Sempra (SRE). On earnings-per-share growth, the picture is similar: Dominion Energy, Inc. grew EPS 41. 4% year-over-year, compared to -37. 8% for Sempra. 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 — SRE or D or NEE or DUK or SO?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 13. 4% for Sempra — 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 23. 7% for SRE. 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 SRE 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. 45x. 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. 2x forward P/E versus 23. 1x for NextEra Energy, Inc. — 5. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SRE: 16. 8% to $107. 00.
08Which pays a better dividend — SRE or D or NEE or DUK or SO?
All stocks in this comparison pay dividends.
Dominion Energy, Inc. (D) offers the highest yield at 4. 3%, versus 2. 4% for NextEra Energy, Inc. (NEE).
09Is SRE 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, +104. 1% 10Y return). Both have compounded well over 10 years (DUK: +104. 1%, SRE: +115. 5%), 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 SRE and D and NEE 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: SRE is a mid-cap quality compounder stock; D is a mid-cap deep-value 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. 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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