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.
Correlation
The correlation between DUK and SO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DUK vs. SO - Performance Comparison
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Key characteristics
DUK:
0.95
SO:
0.83
DUK:
1.51
SO:
1.32
DUK:
1.18
SO:
1.16
DUK:
1.65
SO:
1.25
DUK:
4.10
SO:
2.98
DUK:
4.66%
SO:
5.57%
DUK:
18.42%
SO:
18.98%
DUK:
-71.92%
SO:
-38.43%
DUK:
-5.43%
SO:
-4.57%
Fundamentals
DUK:
$90.12B
SO:
$97.60B
DUK:
$6.03
SO:
$4.17
DUK:
19.23
SO:
21.27
DUK:
2.83
SO:
3.73
DUK:
2.95
SO:
3.50
DUK:
1.76
SO:
2.84
DUK:
$30.94B
SO:
$27.85B
DUK:
$20.44B
SO:
$12.65B
DUK:
$15.13B
SO:
$13.58B
Returns By Period
In the year-to-date period, DUK achieves a 9.90% return, which is significantly higher than SO's 8.68% return. Over the past 10 years, DUK has underperformed SO with an annualized return of 8.78%, while SO has yielded a comparatively higher 11.97% annualized return.
DUK
9.90%
-2.52%
5.56%
17.31%
11.86%
8.78%
SO
8.68%
-1.95%
2.58%
15.63%
15.30%
11.97%
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Risk-Adjusted Performance
DUK vs. SO — Risk-Adjusted Performance Rank
DUK
SO
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.
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Dividends
DUK vs. SO - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.60%, more than SO's 3.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% |
SO The Southern Company | 3.25% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
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.
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Volatility
DUK vs. SO - Volatility Comparison
Duke Energy Corporation (DUK) has a higher volatility of 7.23% compared to The Southern Company (SO) at 6.60%. This indicates that DUK's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
DUK vs. SO - Profitability Comparison
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported a gross profit of 4.28B and revenue of 8.25B. Therefore, the gross margin over that period was 51.9%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Southern Company reported a gross profit of 3.74B and revenue of 7.78B. Therefore, the gross margin over that period was 48.1%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported an operating income of 2.34B and revenue of 8.25B, resulting in an operating margin of 28.4%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Southern Company reported an operating income of 2.01B and revenue of 7.78B, resulting in an operating margin of 25.9%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported a net income of 1.38B and revenue of 8.25B, resulting in a net margin of 16.7%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Southern Company reported a net income of 1.33B and revenue of 7.78B, resulting in a net margin of 17.2%.