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 30yDUK +194.3%SO +589.7%SO compounded faster
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 4It depends on what you're optimizing for:
ValueDUK(lower P/E)
GrowthSO(faster 5Y revenue CAGR)
IncomeDUK(higher dividend yield)
QualitySO(higher ROIC)
Valuation
| Metric | DUK | SO |
|---|---|---|
| P/E ratio | 19.14● | 24.04 |
| Forward P/E | 17.43● | 19.09 |
| P/S ratio | 2.92● | 3.51 |
| P/B ratio | 1.79● | 2.86 |
| PEG ratio | 1.74● | 4.03 |
| EV / EBITDA | 11.56● | 12.54 |
| FCF yield | 6.78% | — |
Profitability
| Metric | DUK | SO |
|---|---|---|
| Gross margin | 58.41%● | 43.11% |
| Operating margin | 26.98%● | 24.15% |
| Net margin | 15.44%● | 14.46% |
| ROE | 9.44% | 11.75%● |
| ROIC | 4.13% | 4.36%● |
Dividends
| Metric | DUK | SO |
|---|---|---|
| Dividend yield | 3.41%● | 3.17% |
| Payout ratio | 67.51% | 75.63% |
Growth (annualized)
| Metric | DUK | SO |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Duke Energy P/E ratioSouthern P/E ratioDuke Energy dividend yieldSouthern dividend yieldDuke Energy ROESouthern ROEDuke Energy operating marginSouthern operating marginDuke Energy revenue growthSouthern revenue growthDuke Energy free cash flowSouthern free cash flow
Duke Energy & Southern appear in these rankings
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.