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.
DUK
Duke Energy Corporation
$119.42UtilitiesDelayed quote: Sep 11, 2026, 4:00 PM EDT
SO
The Southern Company
$87.17UtilitiesDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — DUK vs SO
growth of $100 · dividends reinvested · last 10yDUK +124.9% (+8.4%/yr)SO +156.2% (+9.9%/yr)SO compounded faster over this window
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
| Metric | DUK | SO |
|---|---|---|
| P/E ratio | 17.93 | 21.06 |
| Forward P/E | 17.79 | 18.99 |
| P/S ratio | 2.79 | 3.32 |
| P/B ratio | 1.70 | 2.53 |
| EV / EBITDA | 11.73 | 13.07 |
Profitability
| Metric | DUK | SO |
|---|---|---|
| Gross margin | 31.56% | 29.81% |
| Operating margin | 27.60% | 24.19% |
| Net margin | 15.72% | 15.43% |
| ROE | 9.58% | 11.77% |
| ROIC | 4.20% | 4.15% |
Dividends
| Metric | DUK | SO |
|---|---|---|
| Dividend yield | 3.59% | 3.40% |
| Payout ratio | 64.26% | 72.46% |
Growth (annualized)
| Metric | DUK | SO |
|---|---|---|
| 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.
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 September 11, 2026.