Duke Energy vs Southern DUK vs SO
Duke Energy and Southern on one sheet: valuation multiples, growth, margins, debt, dividends and returns, each section labelled with the period it covers, from the companies' filings. Add or remove a stock above the sheet; the link holds the set.
What differs most
- Return on equity: Southern 11.8%, Duke Energy 9.6%.
- Price / sales: Southern 3.5×, Duke Energy 2.9×.
- Trailing P/E: Southern 22.4×, Duke Energy 18.7×.
- Debt / equity: Southern 1.9×, Duke Energy 1.7×.
Price return
2025-10-26 → 2026-10-26
DUK−2.3%
SO−3.5%
Profile
latestSector
Utilities
Utilities
Industry
Regulated Electric
Regulated Electric
Market value
$97.04B
$106.49B
Enterprise value
$187.61B
$180.59B
Employees
26,441
29,651
Revenue per employee (TTM)
$1.3M
$1.0M
Our models
nightlythe valuation on each stock's pagePrice vs model
9% undervalued vs model
5% undervalued vs model
Model range
$129–150
$91.50–105
Models in the headline
1
1
FCF growth priced in, at a 10% return
—
—
Every model, its assumptions and its range: DUK valuation · SO valuation. The growth priced in, at any return: DUK reverse DCF · SO reverse DCF.
Trading
close 2026-10-26Last close
$124.44
$92.57
52-week high
$133.46
$99.11
52-week low
$113.35
$82.35
Price vs 52-week high
−6.8%
−6.6%
Price vs 52-week low
+9.8%
+12.4%
Average daily volume / shares
0.5%
0.5%
Beta
0.34
0.30
Returns
to 2026-10-261 month
+9.8%
+11.7%
3 months
−4.7%
−4.8%
6 months
−2.2%
−1.0%
Year to date
+6.2%
+6.2%
1 year
−2.3%
−3.5%
1 year, dividends added
+1.1%
−0.3%
2 years
+6.2%
+0.8%
Valuation
price × TTM to Jun 2026P/E (TTM)
18.7×
22.4×
P/E on consensus EPS (next FY)
18.5×
20.1×
Price / sales
2.9×
3.5×
EV / sales
5.6×
6.0×
EV / EBITDA
11.6×
12.5×
Price / book
1.8×
2.7×
Price / free cash flow (FY)
n/m
n/m
Free-cash-flow yield (FY)
−1.7%
−2.8%
Growth
TTM and FY2025Revenue growth (TTM)
—
—
Revenue growth, consensus next FY
+4.3%
+3.5%
Revenue, 3-year CAGR
3.9%
0.3%
Revenue, 5-year CAGR
6.6%
7.7%
EPS growth (TTM)
—
—
EPS growth, consensus next FY
+6.4%
+17.2%
EPS, 3-year CAGR
25.8%
6.3%
Free cash flow, 3-year CAGR
—
—
Diluted shares, 3-year change
+0.9%
+2.6%
Profitability
TTM to Jun 2026Gross margin (FY)†
31.6%
29.8%
Operating margin
27.6%
24.2%
EBITDA margin
48.5%
48.0%
Net margin
15.8%
15.4%
Free-cash-flow margin (FY)
−5.2%
−9.9%
Return on equity
9.6%
11.8%
Return on assets
2.6%
2.9%
Asset turnover
0.17
0.19
† Gross margin (FY): As filed. Companies draw the cost-of-revenue line in different places, so gross margins of two companies in one industry can differ for that reason alone; operating margin does not depend on where the line is drawn.
Balance sheet
MRQ Jun 2026Cash
$673.0M
$2.98B
Total debt
$91.24B
$77.09B
Net debt
$90.56B
$74.10B
Debt / equity
1.7×
1.9×
Net debt / EBITDA (TTM)
5.6×
5.1×
Interest coverage (FY)
2.4×
2.2×
Current ratio (FY)
0.55
0.65
Dividends
trailing 12 monthsDividend yield
3.4%
3.2%
Dividends per share
$4.28
$3.00
Payout ratio (of TTM EPS)
64.4%
72.5%
Dividend per share, 5-year CAGR
2.0%
2.9%
Frequency
Quarterly
Quarterly
Ownership and activity
last 90 days · latest 13FTracked superinvestors holding (13F)
1
1
Insider open-market buys (Form 4)
$0
$0
Insider sales (Form 4)
$0
$842K
Analyst upgrades
0
0
Analyst downgrades
0
0
Statements
income TTM to Jun 2026 · cash flow FY2025Revenue
$33.25B
$30.18B
EBITDA
$16.12B
$14.49B
Operating income
$9.19B
$7.29B
Net income
$5.25B
$4.66B
EPS (diluted)
$6.65
$4.14
Operating cash flow
$12.35B
$9.80B
Capital expenditure
−$14.02B
−$12.74B
Free cash flow
−$1.67B
−$2.94B
Dividends paid
$3.30B
$3.02B
Statements, prices, dividends and consensus estimates from Financial Modeling Prep; insider trades from Form 4 and holdings from 13F. Refreshed nightly. A comparison of filed numbers, not a recommendation to buy, sell or hold any security.