Regulated Electric
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SREA vs NEE vs DUK vs SO vs D
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
SREA vs NEE vs DUK vs SO vs D — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $14.05B | $200.77B | $99.28B | $108.11B | $55.37B |
| Revenue (TTM) | $13.70B | $27.93B | $33.29B | $30.17B | $17.45B |
| Net Income (TTM) | $1.83B | $8.18B | $5.14B | $4.36B | $2.35B |
| Gross Margin | 52.1% | 47.8% | 58.4% | 43.1% | 34.6% |
| Operating Margin | 23.7% | 29.5% | 27.0% | 24.1% | 26.3% |
| Forward P/E | 4.2x | 23.8x | 19.0x | 21.0x | 17.6x |
| Total Debt | $37.46B | $95.62B | $90.87B | $65.82B | $48.94B |
| Cash & Equiv. | $2M | $2.81B | $245M | $1.64B | $250M |
SREA vs NEE vs DUK vs SO vs D — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Sempra (SREA) | 100 | 84.3 | -15.7% |
| NextEra Energy, Inc. (NEE) | 100 | 150.7 | +50.7% |
| Duke Energy Corpora… (DUK) | 100 | 149.0 | +49.0% |
| The Southern Company (SO) | 100 | 168.0 | +68.0% |
| Dominion Energy, In… (D) | 100 | 74.1 | -25.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SREA vs NEE vs DUK vs SO vs D
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SREA is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 3 yrs, beta 0.83, yield 11.4%
- Lower P/E (4.2x vs 17.6x)
- 11.4% yield, 3-year raise streak, vs NEE's 2.3%
NEE carries the broadest edge in this set and is the clearest fit for quality and momentum.
- 29.3% margin vs SREA's 13.4%
- +49.2% vs SO's +8.6%
- 3.9% ROA vs SREA's 1.8%, ROIC 4.1% vs 3.2%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.64 vs SO's 3.58
SO is the clearest fit if your priority is long-term compounding.
- 140.8% 10Y total return vs NEE's 276.1%
D ranks third and is worth considering specifically for growth exposure and sleep-well-at-night.
- 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 4.2%, current ratio 0.77x
- 14.2% revenue growth vs SREA's 3.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.2% revenue growth vs SREA's 3.9% | |
| Value | Lower P/E (4.2x vs 17.6x) | |
| Quality / Margins | 29.3% margin vs SREA's 13.4% | |
| Stability / Safety | Beta 0.03 vs SREA's 0.83 | |
| Dividends | 11.4% yield, 3-year raise streak, vs NEE's 2.3% | |
| Momentum (1Y) | +49.2% vs SO's +8.6% | |
| Efficiency (ROA) | 3.9% ROA vs SREA's 1.8%, ROIC 4.1% vs 3.2% |
SREA vs NEE vs DUK vs SO vs D — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SREA vs NEE vs DUK 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
SREA leads 2 • DUK leads 0 • SO leads 0 • D 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 SREA's $13.7B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to SREA's 13.4%. On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $13.7B | $27.9B | $33.3B | $30.2B | $17.4B |
| EBITDAEarnings before interest/tax | $5.8B | $15.5B | $15.3B | $13.3B | $6.9B |
| Net IncomeAfter-tax profit | $1.8B | $8.2B | $5.1B | $4.4B | $2.4B |
| Free Cash FlowCash after capex | -$10.2B | -$3.8B | $10.7B | -$3.8B | -$4.4B |
| Gross MarginGross profit ÷ Revenue | +52.1% | +47.8% | +58.4% | +43.1% | +34.6% |
| Operating MarginEBIT ÷ Revenue | +23.7% | +29.5% | +27.0% | +24.1% | +26.3% |
| Net MarginNet income ÷ Revenue | +13.4% | +29.3% | +15.4% | +14.5% | +13.5% |
| FCF MarginFCF ÷ Revenue | -74.4% | -13.6% | +32.1% | -12.7% | -25.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.1% | +7.3% | +11.3% | +8.0% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -48.1% | +160.0% | +11.9% | -0.8% | -100.0% |
Valuation Metrics
SREA leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 7.8x trailing earnings, SREA trades at a 73% valuation discount to NEE's 29.3x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.68x vs SO's 4.18x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $14.0B | $200.8B | $99.3B | $108.1B | $55.4B |
| Enterprise ValueMkt cap + debt − cash | $51.5B | $293.6B | $189.9B | $172.3B | $104.1B |
| Trailing P/EPrice ÷ TTM EPS | 7.82x | 29.26x | 20.22x | 24.46x | 18.26x |
| Forward P/EPrice ÷ next-FY EPS est. | 4.22x | 23.81x | 19.05x | 20.97x | 17.56x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.69x | 0.68x | 4.18x | — |
| EV / EBITDAEnterprise value multiple | 74.65x | 19.13x | 12.74x | 12.95x | 15.30x |
| Price / SalesMarket cap ÷ Revenue | 1.03x | 7.31x | 3.08x | 3.66x | 3.35x |
| Price / BookPrice ÷ Book value/share | 0.33x | 3.03x | 1.87x | 2.74x | 1.61x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
SREA leads this category, winning 5 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 SREA. SREA carries lower financial leverage with a 0.89x 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 SREA's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +4.6% | +12.7% | +9.6% | +11.3% | +7.1% |
| ROA (TTM)Return on assets | +1.8% | +3.9% | +2.6% | +2.8% | +2.8% |
| ROICReturn on invested capital | +3.2% | +4.1% | +4.6% | +5.3% | +4.3% |
| ROCEReturn on capital employed | +5.7% | +4.7% | +5.0% | +5.4% | +4.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.89x | 1.44x | 1.71x | 1.69x | 1.46x |
| Net DebtTotal debt minus cash | $37.5B | $92.8B | $90.6B | $64.2B | $48.7B |
| Cash & Equiv.Liquid assets | $2M | $2.8B | $245M | $1.6B | $250M |
| Total DebtShort + long-term debt | $37.5B | $95.6B | $90.9B | $65.8B | $48.9B |
| Interest CoverageEBIT ÷ Interest expense | 2.81x | 1.99x | 2.57x | 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 $16,791 today (with dividends reinvested), compared to $9,779 for D. Over the past 12 months, NEE leads with a +49.2% total return vs SO's +8.6%. The 3-year compound annual growth rate (CAGR) favors DUK at 12.1% vs SREA's 1.8% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -2.2% | +19.7% | +9.5% | +10.9% | +7.5% |
| 1-Year ReturnPast 12 months | +11.8% | +49.2% | +9.2% | +8.6% | +20.7% |
| 3-Year ReturnCumulative with dividends | +5.5% | +35.9% | +41.0% | +39.5% | +25.7% |
| 5-Year ReturnCumulative with dividends | +4.6% | +43.6% | +48.9% | +67.9% | -2.2% |
| 10-Year ReturnCumulative with dividends | +24.3% | +276.1% | +107.2% | +140.8% | +28.4% |
| CAGR (3Y)Annualised 3-year return | +1.8% | +10.8% | +12.1% | +11.7% | +7.9% |
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 SREA's 0.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 97.5% from its 52-week high vs SREA's 90.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 0.21x | -0.24x | -0.15x | 0.03x |
| 52-Week HighHighest price in past year | $23.84 | $98.75 | $134.49 | $100.84 | $67.50 |
| 52-Week LowLowest price in past year | $6.33 | $63.88 | $111.22 | $83.09 | $52.53 |
| % of 52W HighCurrent price vs 52-week peak | +90.2% | +97.5% | +94.9% | +95.1% | +93.3% |
| RSI (14)Momentum oscillator 0–100 | 59.9 | 55.3 | 46.3 | 54.3 | 51.7 |
| Avg Volume (50D)Average daily shares traded | 47K | 8.8M | 3.6M | 4.4M | 4.3M |
Analyst Outlook
Evenly matched — SREA and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NEE as "Buy", DUK as "Hold", SO as "Hold", D as "Hold". Consensus price targets imply 6.2% upside for DUK (target: $135) vs 1.9% for NEE (target: $98). For income investors, SREA offers the higher dividend yield at 11.42% vs NEE's 2.33%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | — | $98.13 | $135.44 | $99.62 | $66.25 |
| # AnalystsCovering analysts | — | 36 | 31 | 33 | 31 |
| Dividend YieldAnnual dividend ÷ price | +11.4% | +2.3% | +3.3% | +2.8% | +4.2% |
| Dividend StreakConsecutive years of raises | 3 | 30 | 1 | 1 | 0 |
| Dividend / ShareAnnual DPS | $2.46 | $2.24 | $4.25 | $2.72 | $2.66 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.8% | 0.0% | 0.0% | 0.0% | 0.0% |
NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). SREA leads in 2 (Valuation Metrics, Profitability & Efficiency). 2 tied.
SREA vs NEE vs DUK vs SO vs D: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SREA or NEE or DUK or SO or D 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 3. 9% for Sempra (SREA). Sempra (SREA) offers the better valuation at 7. 8x trailing P/E (4. 2x 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 — SREA or NEE or DUK or SO or D?
On trailing P/E, Sempra (SREA) is the cheapest at 7.
8x versus NextEra Energy, Inc. at 29. 3x. On forward P/E, Sempra is actually cheaper at 4. 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. 64x versus The Southern Company's 3. 58x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SREA or NEE or DUK or SO or D?
Over the past 5 years, The Southern Company (SO) delivered a total return of +67.
9%, compared to -2. 2% for Dominion Energy, Inc. (D). Over 10 years, the gap is even starker: NEE returned +276. 1% versus SREA's +24. 3%. 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 — SREA or NEE or DUK or SO or D?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Sempra's 0. 83β — meaning SREA is approximately -438% more volatile than DUK relative to the S&P 500. On balance sheet safety, Sempra (SREA) carries a lower debt/equity ratio of 89% versus 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SREA or NEE or DUK or SO or D?
By revenue growth (latest reported year), Dominion Energy, Inc.
(D) is pulling ahead at 14. 2% versus 3. 9% for Sempra (SREA). 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 — SREA or NEE or DUK or SO or D?
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 SREA. 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 SREA or NEE or DUK 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. 64x versus The Southern Company's 3. 58x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Sempra (SREA) trades at 4. 2x forward P/E versus 23. 8x for NextEra Energy, Inc. — 19. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 6. 2% to $135. 44.
08Which pays a better dividend — SREA or NEE or DUK or SO or D?
All stocks in this comparison pay dividends.
Sempra (SREA) offers the highest yield at 11. 4%, versus 2. 3% for NextEra Energy, Inc. (NEE).
09Is SREA or NEE or DUK 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. 3% yield, +107. 2% 10Y return). Both have compounded well over 10 years (DUK: +107. 2%, SREA: +24. 3%), 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 SREA and NEE and DUK and SO and D?
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: SREA is a mid-cap deep-value stock; NEE is a large-cap quality compounder stock; DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder stock; D is a mid-cap income-oriented 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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