DUK vs. SO
Compare and contrast key facts about Duke Energy Corporation (DUK) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUK or SO.
Performance
DUK vs. SO - Performance Comparison
Returns By Period
In the year-to-date period, DUK achieves a 21.78% return, which is significantly lower than SO's 30.18% return. Over the past 10 years, DUK has underperformed SO with an annualized return of 8.05%, while SO has yielded a comparatively higher 11.18% annualized return.
DUK
21.78%
-5.08%
11.61%
31.29%
9.84%
8.05%
SO
30.18%
-4.80%
13.03%
30.83%
11.37%
11.18%
Fundamentals
| DUK | SO | |
|---|---|---|
| Market Cap | $87.71B | $96.10B |
| EPS | $5.57 | $4.29 |
| PE Ratio | 20.38 | 20.45 |
| PEG Ratio | 2.64 | 2.91 |
| Total Revenue (TTM) | $30.21B | $26.43B |
| Gross Profit (TTM) | $14.74B | $12.64B |
| EBITDA (TTM) | $14.29B | $11.25B |
Key characteristics
| DUK | SO | |
|---|---|---|
| Sharpe Ratio | 1.90 | 1.84 |
| Sortino Ratio | 2.66 | 2.69 |
| Omega Ratio | 1.33 | 1.32 |
| Calmar Ratio | 1.84 | 2.54 |
| Martin Ratio | 9.62 | 8.70 |
| Ulcer Index | 3.23% | 3.59% |
| Daily Std Dev | 16.35% | 17.04% |
| Max Drawdown | -71.92% | -38.43% |
| Current Drawdown | -5.08% | -5.72% |
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Correlation
The correlation between DUK and SO is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
DUK vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) and The Southern Company (SO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DUK vs. SO - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.65%, more than SO's 3.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.65% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
SO The Southern Company | 3.25% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.89% |
Drawdowns
DUK vs. SO - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for DUK and SO. For additional features, visit the drawdowns tool.
Volatility
DUK vs. SO - Volatility Comparison
Duke Energy Corporation (DUK) and The Southern Company (SO) have volatilities of 6.00% and 5.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DUK vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation and The Southern Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities