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DUK vs. SO: Duke Energy vs. Southern Company Stock Comparison

How do Duke Energy (DUK) and Southern Company (SO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Duke Energy (DUK) and Southern Company (SO) are both classified in the Electric Utilities sub-industry within the broader Electric Utilities industry, placing them in the closest GICS peer bucket.

Company profile comparison for Duke Energy (DUK) and Southern Company (SO)
Profile ItemDUKSO
NameDuke Energy CorporationThe Southern Company
Country/RegionUnited StatesUnited States
GICS SectorUtilitiesUtilities
GICS Industry GroupUtilitiesUtilities
GICS IndustryElectric UtilitiesElectric Utilities
GICS Sub-IndustryElectric UtilitiesElectric Utilities
Market Capitalization97.78 billion USD108.76 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980December 31, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DUK
SO
GSPC
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Duke Energy (DUK) vs. Southern Company (SO), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Duke Energy (DUK) and Southern Company (SO). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Duke Energy (DUK) and Southern Company (SO). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
Total Return (1Y)6.72%3.33%
Total Return (3Y, Annualized)14.56%13.24%
Total Return (5Y, Annualized)7.68%12.23%

Risk Profile

Drawdown History

DUK
SO
GSPC
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Duke Energy (DUK) vs. Southern Company (SO), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Duke Energy (DUK) and Southern Company (SO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
Volatility (1Y, Annualized)15.66%17.02%
Beta (5Y)0.380.34
Max Drawdown (5Y)-24.16%-23.28%
Avg. Volume (3M)3.59M5.89M

Risk-Adjusted Performance

Risk-Return Positioning

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DUK and SO are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
Sharpe Ratio (1Y)0.17-0.04
Sortino Ratio (1Y)0.24-0.06

Profitability

ROE (TTM)

Both Duke Energy (DUK) at 9.66% and Southern Company (SO) at 11.48% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

DUK

Utilities industry group

9.66%

Max
17.16%
Q3
11.74%
DUK
9.66%
Median
9.47%
Q1
7.66%
Min
2.67%

SO

Utilities industry group

11.48%

Max
17.16%
Q3
11.74%
SO
11.48%
Median
9.47%
Q1
7.66%
Min
2.67%
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their ROE against the Utilities industry group benchmark.

Net Margin (TTM)

Both Duke Energy (DUK) at 15.71% and Southern Company (SO) at 15.44% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

DUK

Utilities industry group

15.71%

Max
27.58%
Q3
17.19%
DUK
15.71%
Median
12.61%
Q1
9.24%
Min
-1.02%

SO

Utilities industry group

15.44%

Max
27.58%
Q3
17.19%
SO
15.44%
Median
12.61%
Q1
9.24%
Min
-1.02%
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their net margin against the Utilities industry group benchmark.

Operating Margin (TTM)

Both Duke Energy (DUK) at 25.51% and Southern Company (SO) at 25.46% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

DUK

Utilities industry group

25.51%

Max
43.52%
Q3
30.50%
DUK
25.51%
Median
23.72%
Q1
17.21%
Min
0.00%

SO

Utilities industry group

25.46%

Max
43.52%
Q3
30.50%
SO
25.46%
Median
23.72%
Q1
17.21%
Min
0.00%
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their operating margin against the Utilities industry group benchmark.

Profitability Metrics

Profitability metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
ROE (TTM)9.66%11.48%
ROA (TTM)2.78%3.18%
Net Margin (TTM)15.71%15.44%
Operating Margin (TTM)25.51%25.46%
Gross Margin (TTM)51.05%48.29%

Growth

Revenue Growth

Both Duke Energy (DUK) at 6.19% and Southern Company (SO) at 10.59% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Duke Energy (DUK) at 10.51% and Southern Company (SO) at -1.75% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
Revenue Growth (YoY)6.19%10.59%
Revenue Growth (3Y CAGR)3.87%0.31%
EPS Growth (YoY)10.51%-1.75%
EPS Growth (3Y CAGR)23.75%6.34%

Financial Strength

Current Ratio (MRQ)

Both Duke Energy (DUK) at 0.66 and Southern Company (SO) at 0.79 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

DUK

Utilities industry group

0.66

Max
1.74
Q3
1.19
Median
0.93
DUK
0.66
Q1
0.66
Min
0.32

SO

Utilities industry group

0.79

Max
1.74
Q3
1.19
Median
0.93
SO
0.79
Q1
0.66
Min
0.32
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their current ratio against the Utilities industry group benchmark.

Debt / Equity (MRQ)

Duke Energy (DUK) at 1.61 carries an industry-typical debt-to-equity mix, while Southern Company (SO) at 1.82 uses more debt funding than most peers.

DUK

Utilities industry group

1.61

Max
2.60
Q3
1.79
DUK
1.61
Median
1.33
Q1
0.85
Min
0.00

SO

Utilities industry group

1.82

Max
2.60
SO
1.82
Q3
1.79
Median
1.33
Q1
0.85
Min
0.00
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their debt-to-equity ratio against the Utilities industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
Current Ratio (MRQ)0.660.79
Debt / Equity (MRQ)1.611.82
Net Debt / EBITDA5.415.20

Dividends

Dividend Yield (TTM)

Both Duke Energy (DUK) at 3.36% and Southern Company (SO) at 3.12% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

DUK

Utilities industry group

3.36%

Max
6.00%
Q3
3.74%
DUK
3.36%
Median
2.89%
Q1
1.42%
Min
0.00%

SO

Utilities industry group

3.12%

Max
6.00%
Q3
3.74%
SO
3.12%
Median
2.89%
Q1
1.42%
Min
0.00%
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their dividend yield against the Utilities industry group benchmark.

Dividend Payout Ratio (TTM)

Both Duke Energy (DUK) at 65.23% and Southern Company (SO) at 71.81% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

DUK

Utilities industry group

65.23%

Max
108.09%
Q3
72.14%
DUK
65.23%
Median
58.54%
Q1
37.81%
Min
0.00%

SO

Utilities industry group

71.81%

Max
108.09%
Q3
72.14%
SO
71.81%
Median
58.54%
Q1
37.81%
Min
0.00%
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their payout ratio against the Utilities industry group benchmark.

Dividend Metrics

Dividend metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
Dividend Yield (TTM)3.36%3.12%
Dividend Payout Ratio (TTM)65.23%71.81%

Valuation

P/E Ratio (TTM)

Both Duke Energy (DUK) at 19.30 and Southern Company (SO) at 22.78 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

DUK

Utilities industry group

19.30

Max
31.65
Q3
23.25
Median
21.07
DUK
19.30
Q1
16.52
Min
6.64

SO

Utilities industry group

22.78

Max
31.65
Q3
23.25
SO
22.78
Median
21.07
Q1
16.52
Min
6.64
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their P/E ratio against the Utilities industry group benchmark.

P/S Ratio (TTM)

Duke Energy (DUK) at 2.99 is priced about in line with its industry on P/S ratio, while Southern Company (SO) at 3.60 sits in the pricier quartile — SO costs more per dollar of sales.

DUK

Utilities industry group

2.99

Max
6.35
Q3
3.58
DUK
2.99
Median
2.63
Q1
1.61
Min
0.00

SO

Utilities industry group

3.60

Max
6.35
SO
3.60
Q3
3.58
Median
2.63
Q1
1.61
Min
0.00
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their P/S ratio against the Utilities industry group benchmark.

P/B Ratio (MRQ)

Duke Energy (DUK) at 1.82 is valued about in line with its industry on P/B ratio, while Southern Company (SO) at 2.87 carries an above-peer premium to book — SO is pricier on assets.

DUK

Utilities industry group

1.82

Max
3.28
Q3
2.31
Median
1.85
DUK
1.82
Q1
1.40
Min
0.35

SO

Utilities industry group

2.87

Max
3.28
SO
2.87
Q3
2.31
Median
1.85
Q1
1.40
Min
0.35
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Duke Energy (DUK) vs. Southern Company (SO): A comparison of their P/B ratio against the Utilities industry group benchmark.

Valuation Metrics

Valuation metrics for Duke Energy (DUK) and Southern Company (SO)
MetricDUKSO
P/E Ratio (TTM)19.3022.78
P/S Ratio (TTM)2.993.60
P/B Ratio (MRQ)1.822.87
Free Cash Flow Yield (TTM)-2.30%-3.53%