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4 / 10Stock Comparison
TVE vs SO vs DUK vs EXC
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
TVE vs SO vs DUK vs EXC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Banks - Regional | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $12M | $103.49B | $96.80B | $44.93B |
| Revenue (TTM) | $13.67B | $30.17B | $33.29B | $24.79B |
| Net Income (TTM) | $0.00 | $4.36B | $5.14B | $2.78B |
| Gross Margin | — | 43.1% | 58.4% | 24.1% |
| Operating Margin | 18.8% | 24.1% | 27.0% | 21.0% |
| Forward P/E | 0.0x | 20.1x | 18.5x | 15.4x |
| Total Debt | $49M | $65.82B | $90.87B | $50.55B |
| Cash & Equiv. | $0.00 | $1.64B | $245M | $1.15B |
TVE vs SO vs DUK vs EXC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Tennessee Valley Au… (TVE) | 100 | 90.3 | -9.7% |
| The Southern Company (SO) | 100 | 160.9 | +60.9% |
| Duke Energy Corpora… (DUK) | 100 | 145.0 | +45.0% |
| Exelon Corporation (EXC) | 100 | 160.7 | +60.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TVE vs SO vs DUK vs EXC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TVE has the current edge in this matchup, primarily because of its strength in growth exposure.
- Rev growth 11.0%, EPS growth 19.8%
- 11.0% NII/revenue growth vs EXC's 5.3%
- Lower P/E (0.0x vs 15.4x)
SO is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 136.5% 10Y total return vs EXC's 123.0%
- Lower volatility, beta -0.16, current ratio 0.65x
- Lower D/E ratio (169.3% vs 175.5%)
- 2.8% ROA vs EXC's 2.4%, ROIC 5.3% vs 5.1%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.62 vs SO's 3.43
- 15.4% margin vs TVE's 9.9%
- +7.0% vs EXC's +1.0%
EXC is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 1 yrs, beta -0.16, yield 3.6%
- Beta -0.16, yield 3.6%, current ratio 0.92x
- 3.6% yield, 1-year raise streak, vs DUK's 3.4%, (1 stock pays no dividend)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.0% NII/revenue growth vs EXC's 5.3% | |
| Value | Lower P/E (0.0x vs 15.4x) | |
| Quality / Margins | 15.4% margin vs TVE's 9.9% | |
| Stability / Safety | Lower D/E ratio (169.3% vs 175.5%) | |
| Dividends | 3.6% yield, 1-year raise streak, vs DUK's 3.4%, (1 stock pays no dividend) | |
| Momentum (1Y) | +7.0% vs EXC's +1.0% | |
| Efficiency (ROA) | 2.8% ROA vs EXC's 2.4%, ROIC 5.3% vs 5.1% |
TVE vs SO vs DUK vs EXC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
TVE vs SO vs DUK vs EXC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
DUK leads in 2 of 6 categories
TVE leads 1 • SO leads 1 • EXC leads 1 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
DUK leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 2.4x TVE's $13.7B. DUK is the more profitable business, keeping 15.4% of every revenue dollar as net income compared to TVE's 9.9%. On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $13.7B | $30.2B | $33.3B | $24.8B |
| EBITDAEarnings before interest/tax | $2.6B | $13.3B | $15.3B | $8.9B |
| Net IncomeAfter-tax profit | $0 | $4.4B | $5.1B | $2.8B |
| Free Cash FlowCash after capex | $13M | -$3.8B | $6.6B | -$2.2B |
| Gross MarginGross profit ÷ Revenue | — | +43.1% | +58.4% | +24.1% |
| Operating MarginEBIT ÷ Revenue | +18.8% | +24.1% | +27.0% | +21.0% |
| Net MarginNet income ÷ Revenue | +9.9% | +14.5% | +15.4% | +11.2% |
| FCF MarginFCF ÷ Revenue | +0.1% | -12.7% | +19.8% | -8.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +8.0% | +11.3% | +7.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -21.1% | -0.8% | +11.9% | 0.0% |
Valuation Metrics
TVE leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 0.0x trailing earnings, TVE trades at a 100% valuation discount to SO's 23.4x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.66x vs SO's 4.00x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $12M | $103.5B | $96.8B | $44.9B |
| Enterprise ValueMkt cap + debt − cash | $61M | $167.7B | $187.4B | $94.3B |
| Trailing P/EPrice ÷ TTM EPS | 0.01x | 23.42x | 19.68x | 16.03x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.06x | 18.53x | 15.39x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.00x | 0.66x | 2.51x |
| EV / EBITDAEnterprise value multiple | 0.02x | 12.61x | 12.58x | 10.74x |
| Price / SalesMarket cap ÷ Revenue | 0.00x | 3.50x | 3.00x | 1.85x |
| Price / BookPrice ÷ Book value/share | — | 2.62x | 1.82x | 1.54x |
| Price / FCFMarket cap ÷ FCF | 0.96x | — | — | — |
Profitability & Efficiency
SO leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SO delivers a 11.3% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $10 for DUK. SO carries lower financial leverage with a 1.69x debt-to-equity ratio, signaling a more conservative balance sheet compared to EXC's 1.76x. On the Piotroski fundamental quality scale (0–9), SO scores 5/9 vs TVE's 1/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +11.3% | +9.6% | +9.8% |
| ROA (TTM)Return on assets | — | +2.8% | +2.6% | +2.4% |
| ROICReturn on invested capital | +3.9% | +5.3% | +4.6% | +5.1% |
| ROCEReturn on capital employed | — | +5.4% | +5.0% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 1 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | — | 1.69x | 1.71x | 1.76x |
| Net DebtTotal debt minus cash | $49M | $64.2B | $90.6B | $49.4B |
| Cash & Equiv.Liquid assets | $0 | $1.6B | $245M | $1.2B |
| Total DebtShort + long-term debt | $49M | $65.8B | $90.9B | $50.6B |
| Interest CoverageEBIT ÷ Interest expense | 2.15x | 2.51x | 2.57x | 2.42x |
Total Returns (Dividends Reinvested)
DUK leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EXC five years ago would be worth $16,082 today (with dividends reinvested), compared to $10,269 for TVE. Over the past 12 months, DUK leads with a +7.0% total return vs EXC's +1.0%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.4% vs EXC's 4.3% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -1.6% | +6.1% | +6.6% | +0.9% |
| 1-Year ReturnPast 12 months | +4.8% | +4.9% | +7.0% | +1.0% |
| 3-Year ReturnCumulative with dividends | +18.6% | +34.7% | +38.2% | +13.5% |
| 5-Year ReturnCumulative with dividends | +2.7% | +59.6% | +39.4% | +60.8% |
| 10-Year ReturnCumulative with dividends | +18.8% | +136.5% | +103.3% | +123.0% |
| CAGR (3Y)Annualised 3-year return | +5.9% | +10.4% | +11.4% | +4.3% |
Risk & Volatility
Evenly matched — TVE 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 TVE's 0.09 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TVE currently trades 95.8% from its 52-week high vs EXC's 86.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.09x | -0.16x | -0.24x | -0.16x |
| 52-Week HighHighest price in past year | $24.73 | $100.84 | $134.49 | $50.65 |
| 52-Week LowLowest price in past year | $22.86 | $83.09 | $111.22 | $41.71 |
| % of 52W HighCurrent price vs 52-week peak | +95.8% | +91.0% | +92.3% | +86.7% |
| RSI (14)Momentum oscillator 0–100 | 34.5 | 39.8 | 38.8 | 30.7 |
| Avg Volume (50D)Average daily shares traded | 20K | 4.4M | 3.5M | 8.2M |
Analyst Outlook
EXC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: SO as "Hold", DUK as "Hold", EXC as "Hold". Consensus price targets imply 12.0% upside for EXC (target: $49) vs 8.5% for SO (target: $100). For income investors, EXC offers the higher dividend yield at 3.64% vs SO's 2.96%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | — | $99.62 | $136.44 | $49.18 |
| # AnalystsCovering analysts | — | 33 | 31 | 35 |
| Dividend YieldAnnual dividend ÷ price | — | +3.0% | +3.4% | +3.6% |
| Dividend StreakConsecutive years of raises | — | 1 | 1 | 1 |
| Dividend / ShareAnnual DPS | — | $2.72 | $4.25 | $1.60 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
DUK leads in 2 of 6 categories (Income & Cash Flow, Total Returns). TVE leads in 1 (Valuation Metrics). 1 tied.
TVE vs SO vs DUK vs EXC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TVE or SO or DUK or EXC a better buy right now?
For growth investors, Tennessee Valley Authority PARRS A 2029 (TVE) is the stronger pick with 11.
0% revenue growth year-over-year, versus 5. 3% for Exelon Corporation (EXC). Tennessee Valley Authority PARRS A 2029 (TVE) offers the better valuation at 0. 0x trailing P/E, making it the more compelling value choice. Analysts rate The Southern Company (SO) a "Hold" — based on 33 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 — TVE or SO or DUK or EXC?
On trailing P/E, Tennessee Valley Authority PARRS A 2029 (TVE) is the cheapest at 0.
0x versus The Southern Company at 23. 4x. On forward P/E, Exelon Corporation is actually cheaper at 15. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Duke Energy Corporation wins at 0. 62x versus The Southern Company's 3. 43x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — TVE or SO or DUK or EXC?
Over the past 5 years, Exelon Corporation (EXC) delivered a total return of +60.
8%, compared to +2. 7% for Tennessee Valley Authority PARRS A 2029 (TVE). Over 10 years, the gap is even starker: SO returned +136. 5% versus TVE's +18. 8%. 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 — TVE or SO or DUK or EXC?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Tennessee Valley Authority PARRS A 2029's 0. 09β — meaning TVE is approximately -139% more volatile than DUK relative to the S&P 500. On balance sheet safety, The Southern Company (SO) carries a lower debt/equity ratio of 169% versus 176% for Exelon Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — TVE or SO or DUK or EXC?
By revenue growth (latest reported year), Tennessee Valley Authority PARRS A 2029 (TVE) is pulling ahead at 11.
0% versus 5. 3% for Exelon Corporation (EXC). On earnings-per-share growth, the picture is similar: Tennessee Valley Authority PARRS A 2029 grew EPS 19. 8% 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.
06Which has better profit margins — TVE or SO or DUK or EXC?
Duke Energy Corporation (DUK) is the more profitable company, earning 15.
4% net margin versus 9. 9% for Tennessee Valley Authority PARRS A 2029 — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DUK leads at 26. 6% versus 18. 8% for TVE. At the gross margin level — before operating expenses — DUK leads at 31. 6%, 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 TVE or SO or DUK 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. 62x versus The Southern Company's 3. 43x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Exelon Corporation (EXC) trades at 15. 4x forward P/E versus 20. 1x for The Southern Company — 4. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EXC: 12. 0% to $49. 18.
08Which pays a better dividend — TVE or SO or DUK or EXC?
In this comparison, EXC (3.
6% yield), DUK (3. 4% yield), SO (3. 0% yield) pay a dividend. TVE does not pay a meaningful dividend and should not be held primarily for income.
09Is TVE or SO or DUK 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, +103. 3% 10Y return). Both have compounded well over 10 years (DUK: +103. 3%, TVE: +18. 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.
10What are the main differences between TVE and SO and DUK and EXC?
These companies operate in different sectors (TVE (Financial Services) and SO (Utilities) and DUK (Utilities) and EXC (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TVE is a small-cap deep-value stock; SO is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock; EXC is a mid-cap deep-value stock. SO, DUK, EXC pay a dividend while TVE does not, making them suitable for different income and tax situations. 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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