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.
DUK
Duke Energy Corporation
$129.24UtilitiesDelayed quote: Jul 28, 2026, 4:00 PM EDT
SO
The Southern Company
$96.78UtilitiesDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — DUK vs SO
growth of $100 · dividends reinvested · last 30yDUK +1086.9%SO +2777.1%SO compounded faster
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
| Metric | DUK | SO |
|---|---|---|
| P/E ratio | 19.73 | 24.68 |
| Forward P/E | 19.23 | 21.07 |
| P/S ratio | 3.01 | 3.61 |
| P/B ratio | 1.84 | 2.93 |
| PEG ratio | 1.77 | 4.14 |
| EV / EBITDA | 12.38 | 13.78 |
| FCF yield | 6.58% | N/A |
Profitability
| Metric | DUK | SO |
|---|---|---|
| Gross margin | 31.56% | 29.81% |
| 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 | 3.31% | 3.09% |
| 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) | 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.
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 July 28, 2026.