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 12.1%, Duke Energy 9.4%.
- Trailing P/E: Southern 23.3×, Duke Energy 18.6×.
- Debt / equity: Southern 2.1×, Duke Energy 1.7×.
- EV / EBITDA: Southern 13.2×, Duke Energy 10.8×.
Price return
2025-10-16 → 2026-10-16
DUK−4.7%
SO−7.4%
Profile
latestSector
Utilities
Utilities
Industry
Regulated Electric
Regulated Electric
Market value
$94.71B
$104.89B
Enterprise value
$182.82B
$178.43B
Employees
26,441
29,651
Revenue per employee (TTM)
$1.2M
$1.0M
Our models
nightlythe valuation on each stock's pagePrice vs model
16% undervalued vs model
6% undervalued vs model
Model range
$133–190
$91.58–105
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 2026-10-16Last close
$121.47
$91.18
52-week high
$133.46
$99.11
52-week low
$113.35
$82.35
Price vs 52-week high
−9.0%
−8.0%
Price vs 52-week low
+7.2%
+10.7%
Average daily volume / shares
0.5%
0.5%
Beta
0.34
0.30
Returns
to 2026-10-161 month
+3.2%
+5.7%
3 months
−3.7%
−5.1%
6 months
−5.6%
−3.9%
Year to date
+3.6%
+4.6%
1 year
−4.7%
−7.4%
1 year, dividends added
−1.3%
−4.3%
2 years
+1.4%
−1.2%
Valuation
price × TTM to Mar 2026P/E (TTM)
18.6×
23.3×
P/E on consensus EPS (next FY)
18.1×
19.8×
Price / sales
2.9×
3.5×
EV / sales
5.6×
5.9×
EV / EBITDA
10.8×
13.2×
Price / book
1.7×
2.9×
Price / free cash flow (FY)
n/m
n/m
Free-cash-flow yield (FY)
−1.8%
−2.8%
Growth
TTM and FY2025Revenue growth (TTM)
—
—
Revenue growth, consensus next FY
+5.9%
+3.5%
Revenue, 3-year CAGR
3.4%
0.3%
Revenue, 5-year CAGR
6.2%
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 Mar 2026Gross margin (FY)†
31.6%
29.8%
Operating margin
27.7%
24.2%
EBITDA margin
52.0%
44.7%
Net margin
15.8%
14.5%
Free-cash-flow margin (FY)
−5.3%
−9.9%
Return on equity
9.4%
12.1%
Return on assets
2.6%
2.8%
Asset turnover
0.16
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 Mar 2026Cash
$2.14B
$981.0M
Total debt
$90.25B
$74.52B
Net debt
$88.11B
$73.54B
Debt / equity
1.7×
2.1×
Net debt / EBITDA (TTM)
5.2×
5.5×
Interest coverage (FY)
2.4×
2.2×
Current ratio (FY)
0.55
0.65
Dividends
trailing 12 monthsDividend yield
3.5%
3.3%
Dividends per share
$4.28
$3.00
Payout ratio (of TTM EPS)
65.6%
76.7%
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
1
0
Analyst downgrades
0
1
Statements
income TTM to Mar 2026 · cash flow FY2025Revenue
$32.52B
$30.18B
EBITDA
$16.91B
$13.49B
Operating income
$9.01B
$7.29B
Net income
$5.14B
$4.36B
EPS (diluted)
$6.52
$3.91
Operating cash flow
$12.33B
$9.80B
Capital expenditure
−$14.02B
−$12.74B
Free cash flow
−$1.69B
−$2.94B
Dividends paid
—
$3.02B
Statements from the companies' SEC filings; 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.