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

DUK leads on 12 of 16 compared metrics.

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 June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — DUK vs SO

growth of $100 · last 30y
DUK +194.3%SO +589.7%SO compounded faster
0200400600Start $100200120062011201620212026$294$690
DUK SO

DUK vs SO: by the numbers

  • SO is the larger company ($105.97B vs $97.43B market cap).
  • DUK trades at the lower earnings multiple (19.14 vs 24.04 P/E).
  • DUK converts more revenue to profit (15.44% vs 14.46% net margin).
  • SO grew revenue faster over the past five years (7.25% vs 6.70% CAGR).
  • DUK pays the higher dividend yield (3.41% vs 3.17%).

Which is better, DUK or SO?

Metric tally: DUK 12 · SO 4

It depends on what you're optimizing for:

ValueDUK(lower P/E)
GrowthSO(faster 5Y revenue CAGR)
IncomeDUK(higher dividend yield)
QualitySO(higher ROIC)

Valuation

MetricDUKSO
P/E ratio19.1424.04
Forward P/E17.4319.09
P/S ratio2.923.51
P/B ratio1.792.86
PEG ratio1.744.03
EV / EBITDA11.5612.54
FCF yield6.78%

Profitability

MetricDUKSO
Gross margin58.41%43.11%
Operating margin26.98%24.15%
Net margin15.44%14.46%
ROE9.44%11.75%
ROIC4.13%4.36%

Dividends

MetricDUKSO
Dividend yield3.41%3.17%
Payout ratio67.51%75.63%

Growth (annualized)

MetricDUKSO
Revenue CAGR (5Y)6.70%7.25%
EPS CAGR (5Y)29.69%5.96%
FCF CAGR (5Y)131.21%-5.51%
Total return CAGR (5Y)8.25%12.08%

Frequently asked

Which is better, DUK or SO?
It depends on your goal. value: DUK (lower P/E); growth: SO (faster 5Y revenue CAGR); income: DUK (higher dividend yield); quality: SO (higher ROIC). Across all compared metrics, DUK leads 12 to 4.
Is DUK or SO cheaper?
On trailing earnings, DUK is cheaper: DUK trades at a 19.14 P/E and SO at 24.04.
Which has grown faster, DUK or SO?
Over the past five years, SO grew revenue faster — DUK at a 6.70% CAGR versus SO at 7.25%.
Does DUK or SO pay a bigger dividend?
DUK yields 3.41% and SO yields 3.17% based on trailing dividends and the latest price.
Is DUK or SO more profitable?
DUK runs the higher net margin — DUK at 15.44% versus SO at 14.46%.
Which has been the better investment, DUK or SO?
Over the past 10-year, SO delivered the higher annualized total return — DUK at 8.73% versus SO at 10.76%. 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 June 13, 2026.