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 July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnDUK vs SO

growth of $100 · dividends reinvested · last 30y
DUK +1086.9%SO +2777.1%SO compounded faster
01k2k3kStart $100200120062011201620212026$1,187$2,877
DUK SO

DUK vs SO: by the numbers

  • SO is the larger company ($109.10B vs $100.76B market cap).
  • DUK trades at the lower trailing earnings multiple (19.73 vs 24.68 P/E), one valuation lens rather than an overall verdict.
  • 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 (3.31% vs 3.09%).

Metrics side by side

Valuation

MetricDUKSO
P/E ratio19.7324.68
Forward P/E19.2321.07
P/S ratio3.013.61
P/B ratio1.842.93
PEG ratio1.774.14
EV / EBITDA12.3813.78
FCF yield6.58%N/A

Profitability

MetricDUKSO
Gross margin31.56%29.81%
Operating margin26.98%24.15%
Net margin15.44%14.46%
ROE9.44%11.75%
ROIC4.13%4.36%

Dividends

MetricDUKSO
Dividend yield3.31%3.09%
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)N/A-14.36%
Total return CAGR (5Y)8.56%12.97%

Frequently asked

Which has the lower trailing P/E, DUK or SO?
DUK has the lower trailing P/E: DUK trades at 19.73 and SO at 24.68. 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 6.70% CAGR versus SO at 7.25%.
Does DUK or SO pay a bigger dividend?
DUK yields 3.31% and SO yields 3.09% 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%.
How have DUK and SO total returns compared?
Over the past 10 years, DUK delivered 8.76% and SO delivered 10.77% 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 July 28, 2026.