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SREA vs NEE vs DUK vs SO vs D

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

Live fundamentals10-year financials5-year price chart
SREA
Sempra

Regulated Electric

UtilitiesNYSE • US
Market Cap$14.05B
5Y Perf.-15.7%
NEE
NextEra Energy, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$200.77B
5Y Perf.+50.7%
DUK
Duke Energy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$99.28B
5Y Perf.+49.0%
SO
The Southern Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$108.11B
5Y Perf.+68.0%
D
Dominion Energy, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$55.37B
5Y Perf.-25.9%

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

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

Company Snapshot
SREA logoSREA
NEE logoNEE
DUK logoDUK
SO logoSO
D logoD
IndustryRegulated ElectricRegulated ElectricRegulated ElectricRegulated ElectricRegulated 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 Margin52.1%47.8%58.4%43.1%34.6%
Operating Margin23.7%29.5%27.0%24.1%26.3%
Forward P/E4.2x23.8x19.0x21.0x17.6x
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 DLong-Term Stock Performance

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

SREA
NEE
DUK
SO
D
StockMay 20May 26Return
Sempra (SREA)10084.3-15.7%
NextEra Energy, Inc. (NEE)100150.7+50.7%
Duke Energy Corpora… (DUK)100149.0+49.0%
The Southern Company (SO)100168.0+68.0%
Dominion Energy, In… (D)10074.1-25.9%

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.

Bottom line: NEE leads in 3 of 7 categories (5-stock set), making it the strongest pick for profitability and margin quality and recent price momentum and sentiment. Sempra is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. D also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
SREA
Sempra
The Income Pick

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%
Best for: income & stability
NEE
NextEra Energy, Inc.
The Quality Compounder

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

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

  • PEG 0.64 vs SO's 3.58
Best for: valuation efficiency
SO
The Southern Company
The Long-Run Compounder

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

  • 140.8% 10Y total return vs NEE's 276.1%
Best for: long-term compounding
D
Dominion Energy, Inc.
The Growth Play

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%
Best for: growth exposure and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthD logoD14.2% revenue growth vs SREA's 3.9%
ValueSREA logoSREALower P/E (4.2x vs 17.6x)
Quality / MarginsNEE logoNEE29.3% margin vs SREA's 13.4%
Stability / SafetyD logoDBeta 0.03 vs SREA's 0.83
DividendsSREA logoSREA11.4% yield, 3-year raise streak, vs NEE's 2.3%
Momentum (1Y)NEE logoNEE+49.2% vs SO's +8.6%
Efficiency (ROA)NEE logoNEE3.9% 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

SREASempra
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
NEENextEra Energy, Inc.
FY 2025
Florida Power & Light Company
67.6%$18.3B
NEER Segment
32.4%$8.8B
DUKDuke Energy Corporation
FY 2024
Electric Utilities and Infrastructure
92.0%$26.8B
Gas Utilities and Infrastructure
8.0%$2.3B
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
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

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.

BEST OVERALLSREALAGGINGD

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 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.

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

Valuation Metrics

SREA leads this category, winning 4 of 6 comparable 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.

MetricSREA logoSREASempraNEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
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 EPS7.82x29.26x20.22x24.46x18.26x
Forward P/EPrice ÷ next-FY EPS est.4.22x23.81x19.05x20.97x17.56x
PEG RatioP/E ÷ EPS growth rate1.69x0.68x4.18x
EV / EBITDAEnterprise value multiple74.65x19.13x12.74x12.95x15.30x
Price / SalesMarket cap ÷ Revenue1.03x7.31x3.08x3.66x3.35x
Price / BookPrice ÷ Book value/share0.33x3.03x1.87x2.74x1.61x
Price / FCFMarket cap ÷ FCF
SREA leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

SREA leads this category, winning 5 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 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.

MetricSREA logoSREASempraNEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
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 0–945557
Debt / EquityFinancial leverage0.89x1.44x1.71x1.69x1.46x
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 expense2.81x1.99x2.57x2.51x2.79x
SREA leads this category, winning 5 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 $16,791 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.

MetricSREA logoSREASempraNEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
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%
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 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.

MetricSREA logoSREASempraNEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
Beta (5Y)Sensitivity to S&P 5000.83x0.21x-0.24x-0.15x0.03x
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 0–10059.955.346.354.351.7
Avg Volume (50D)Average daily shares traded47K8.8M3.6M4.4M4.3M
Evenly matched — NEE and DUK each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

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%.

MetricSREA logoSREASempraNEE logoNEENextEra Energy, I…DUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
Analyst RatingConsensus buy/hold/sellBuyHoldHoldHold
Price TargetConsensus 12-month target$98.13$135.44$99.62$66.25
# AnalystsCovering analysts36313331
Dividend YieldAnnual dividend ÷ price+11.4%+2.3%+3.3%+2.8%+4.2%
Dividend StreakConsecutive years of raises330110
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%
Evenly matched — SREA and NEE each lead in 1 of 2 comparable metrics.
Key Takeaway

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

Best OverallSempra (SREA)Leads 2 of 6 categories
Loading custom metrics...

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

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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  • Net Margin > 8%
  • Dividend Yield > 4.5%
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  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 17%
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Income & Dividend Stock

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SO

Income & Dividend Stock

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

High-Growth Compounder

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 11%
  • Net Margin > 8%
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Custom Screen

Beat Both

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

Revenue Growth>
%
(SREA: -0.1% · NEE: 7.3%)
Net Margin>
%
(SREA: 13.4% · NEE: 29.3%)
P/E Ratio<
x
(SREA: 7.8x · NEE: 29.3x)

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