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Stock Comparison

SRE vs D vs NEE vs DUK vs SO

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

Live fundamentals10-year financials5-year price chart
SRE
Sempra

Diversified Utilities

UtilitiesNYSE • US
Market Cap$59.84B
5Y Perf.+45.0%
D
Dominion Energy, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$54.15B
5Y Perf.+45.8%
NEE
NextEra Energy, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$194.60B
5Y Perf.+46.1%
DUK
Duke Energy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$97.33B
5Y Perf.+4.4%
SO
The Southern Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$104.20B
5Y Perf.+62.0%

SRE vs D vs NEE vs DUK vs SO — Key Financials

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

Company Snapshot
SRE logoSRE
D logoD
NEE logoNEE
DUK logoDUK
SO logoSO
IndustryDiversified UtilitiesRegulated ElectricRegulated ElectricRegulated ElectricRegulated 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 Margin36.3%34.6%47.8%58.4%43.1%
Operating Margin17.0%26.3%29.5%27.0%24.1%
Forward P/E17.9x17.2x23.1x18.6x20.2x
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 SOLong-Term Stock Performance

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

SRE
D
NEE
DUK
SO
StockMay 20May 26Return
Sempra (SRE)100145.0+45.0%
Dominion Energy, In… (D)10072.5-27.5%
NextEra Energy, Inc. (NEE)100146.1+46.1%
Duke Energy Corpora… (DUK)100145.8+45.8%
The Southern Company (SO)100162.0+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.

Bottom line: D leads in 4 of 7 categories (5-stock set), making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. NextEra Energy, Inc. is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
SRE
Sempra
The Income Angle

SRE plays a supporting role in this comparison — it may shine differently against other peers.

Best for: utilities exposure
D
Dominion Energy, Inc.
The Income Pick

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
Best for: income & stability and growth exposure
NEE
NextEra Energy, Inc.
The Quality Compounder

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%
Best for: quality and momentum
DUK
Duke Energy Corporation
The Value Pick

DUK is the clearest fit if your priority is valuation efficiency.

  • PEG 0.63 vs SO's 3.45
Best for: valuation efficiency
SO
The Southern Company
The Long-Run Compounder

SO is the clearest fit if your priority is long-term compounding.

  • 137.8% 10Y total return vs NEE's 266.0%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthD logoD14.2% revenue growth vs SRE's 5.8%
ValueD logoDLower P/E (17.2x vs 20.2x)
Quality / MarginsNEE logoNEE29.3% margin vs D's 13.5%
Stability / SafetyD logoDBeta 0.03 vs SRE's 0.37
DividendsD logoD4.3% yield, vs NEE's 2.4%
Momentum (1Y)NEE logoNEE+42.0% vs SO's +3.6%
Efficiency (ROA)NEE logoNEE3.9% 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

SRESempra
FY 2025
Utilities Service Line
50.0%$11.5B
Natural Gas, Gathering, Transportation, Marketing and Processing
28.1%$6.5B
Electricity
17.9%$4.1B
Energy-Related Businesses
4.0%$911M
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
NEENextEra Energy, Inc.
FY 2025
Florida Power & Light Company
67.6%$18.3B
NEER Segment
32.4%$8.8B
DUKDuke Energy Corporation
FY 2025
Other Revenues
100.0%$1.7B
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

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.

BEST OVERALLNEELAGGINGSO

Income & Cash Flow (Last 12 Months)

NEE leads this category, winning 3 of 6 comparable metrics.

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.

MetricSRE logoSRESempraD logoDDominion Energy, …NEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…
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%
NEE leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

DUK leads this category, winning 3 of 6 comparable 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.

MetricSRE logoSRESempraD logoDDominion Energy, …NEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…
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 EPS33.31x17.86x28.36x19.79x23.58x
Forward P/EPrice ÷ next-FY EPS est.17.92x17.18x23.07x18.64x20.21x
PEG RatioP/E ÷ EPS growth rate1.64x0.67x4.03x
EV / EBITDAEnterprise value multiple16.53x15.12x18.73x12.61x12.66x
Price / SalesMarket cap ÷ Revenue4.36x3.28x7.08x3.02x3.53x
Price / BookPrice ÷ Book value/share1.42x1.58x2.93x1.83x2.64x
Price / FCFMarket cap ÷ FCF
DUK leads this category, winning 3 of 6 comparable metrics.

Profitability & Efficiency

SRE leads this category, winning 4 of 9 comparable metrics.

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.

MetricSRE logoSRESempraD logoDDominion Energy, …NEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…
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 0–967555
Debt / EquityFinancial leverage0.86x1.46x1.44x1.71x1.69x
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 expense2.81x2.79x1.99x2.57x2.51x
SRE leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

NEE leads this category, winning 3 of 6 comparable metrics.

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.

MetricSRE logoSRESempraD logoDDominion Energy, …NEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…
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%
NEE leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

Evenly matched — NEE and DUK 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 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.

MetricSRE logoSRESempraD logoDDominion Energy, …NEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…
Beta (5Y)Sensitivity to S&P 5000.37x0.03x0.21x-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 0–10045.744.354.340.743.5
Avg Volume (50D)Average daily shares traded2.9M4.2M8.7M3.5M4.5M
Evenly matched — NEE and DUK each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

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%.

MetricSRE logoSRESempraD logoDDominion Energy, …NEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…
Analyst RatingConsensus buy/hold/sellBuyHoldBuyHoldHold
Price TargetConsensus 12-month target$107.00$66.25$98.13$135.44$99.62
# AnalystsCovering analysts2531363133
Dividend YieldAnnual dividend ÷ price+2.7%+4.3%+2.4%+3.4%+2.9%
Dividend StreakConsecutive years of raises1103011
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%
Evenly matched — D and NEE each lead in 1 of 2 comparable metrics.
Key Takeaway

NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). DUK leads in 1 (Valuation Metrics). 2 tied.

Best OverallNextEra Energy, Inc. (NEE)Leads 2 of 6 categories
Loading custom metrics...

SRE vs D vs NEE vs DUK vs SO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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SRE

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SO

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  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
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Beat Both

Find stocks that outperform SRE and D and NEE and DUK and SO on the metrics below

Revenue Growth>
%
(SRE: -3.8% · D: 23.1%)
Net Margin>
%
(SRE: 15.2% · D: 13.5%)
P/E Ratio<
x
(SRE: 33.3x · D: 17.9x)

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