Duke Energy Corporation (DUK) vs The Southern Company (SO)

A side-by-side comparison of Duke Energy Corporation and The Southern Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnDUK vs SO

growth of $100 · dividends reinvested · last 10y
DUK +124.9% (+8.4%/yr)SO +156.2% (+9.9%/yr)SO compounded faster over this window
100150200250Start $10020182020202220242026$225$256
DUK SO

DUK vs SO: by the numbers

  • SO is the larger company ($100.28B vs $93.10B market cap).
  • DUK trades at the lower trailing earnings multiple (17.93 vs 21.06 P/E), one valuation lens rather than an overall verdict.
  • DUK converts more revenue to profit (15.72% vs 15.43% net margin).
  • SO grew revenue faster over the past five years (6.68% vs 6.46% CAGR).
  • DUK pays the higher dividend yield (3.59% vs 3.40%).

Metrics side by side

Valuation

MetricDUKSO
P/E ratio17.9321.06
Forward P/E17.7918.99
P/S ratio2.793.32
P/B ratio1.702.53
EV / EBITDA11.7313.07

Profitability

MetricDUKSO
Gross margin31.56%29.81%
Operating margin27.60%24.19%
Net margin15.72%15.43%
ROE9.58%11.77%
ROIC4.20%4.15%

Dividends

MetricDUKSO
Dividend yield3.59%3.40%
Payout ratio64.26%72.46%

Growth (annualized)

MetricDUKSO
Revenue CAGR (5Y)6.46%6.68%
EPS CAGR (5Y)29.69%5.96%
Total return CAGR (5Y)6.99%9.54%

Frequently asked

Which has the lower trailing P/E, DUK or SO?
DUK has the lower trailing P/E: DUK trades at 17.93 and SO at 21.06. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, DUK or SO?
Over the past five years, SO grew revenue faster — DUK at a 6.46% CAGR versus SO at 6.68%.
Does DUK or SO pay a bigger dividend?
DUK yields 3.59% and SO yields 3.40% based on trailing dividends and the latest price.
Is DUK or SO more profitable?
DUK runs the higher net margin — DUK at 15.72% versus SO at 15.43%.
How have DUK and SO total returns compared?
Over the past 10 years, DUK delivered 8.66% and SO delivered 10.10% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 11, 2026.