DUK vs. SO
Compare and contrast key facts about Duke Energy Corporation (DUK) and The Southern Company (SO).
Performance
DUK vs. SO - Performance Comparison
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DUK vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 12.63% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
SO The Southern Company | 12.04% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Fundamentals
DUK:
$9.62
SO:
$3.92
DUK:
13.61
SO:
24.74
DUK:
1.07
SO:
1.53
DUK:
2.10
SO:
3.63
DUK:
$32.36B
SO:
$29.55B
DUK:
$22.67B
SO:
$22.08B
DUK:
$15.57B
SO:
$7.26B
Returns By Period
The year-to-date returns for both stocks are quite close, with DUK having a 12.63% return and SO slightly lower at 12.04%. Over the past 10 years, DUK has underperformed SO with an annualized return of 9.28%, while SO has yielded a comparatively higher 11.02% annualized return.
DUK
- 1D
- -0.03%
- 1M
- -0.55%
- YTD
- 12.63%
- 6M
- 8.80%
- 1Y
- 11.95%
- 3Y*
- 15.11%
- 5Y*
- 10.55%
- 10Y*
- 9.28%
SO
- 1D
- 0.44%
- 1M
- -0.30%
- YTD
- 12.04%
- 6M
- 3.91%
- 1Y
- 9.04%
- 3Y*
- 15.73%
- 5Y*
- 13.39%
- 10Y*
- 11.02%
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Return for Risk
DUK vs. SO — Risk / Return Rank
DUK
SO
DUK vs. SO - Risk-Adjusted Trends 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.
| DUK | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.55 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.11 | 0.86 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.59 | +0.43 |
Martin ratioReturn relative to average drawdown | 2.40 | 1.45 | +0.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DUK | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.55 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.73 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.50 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.63 | -0.13 |
Correlation
The correlation between DUK and SO is 0.61, 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.
Dividends
DUK vs. SO - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.24%, more than SO's 3.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.24% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
SO The Southern Company | 3.05% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
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.
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Drawdown Indicators
| DUK | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -38.43% | -33.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -14.99% | +4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -23.28% | -0.88% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -38.43% | +1.06% |
Current DrawdownCurrent decline from peak | -1.92% | -2.19% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -10.88% | -6.88% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 6.14% | -1.50% |
Volatility
DUK vs. SO - Volatility Comparison
The current volatility for Duke Energy Corporation (DUK) is 4.39%, while The Southern Company (SO) has a volatility of 4.89%. This indicates that DUK experiences smaller price fluctuations and is considered to be less risky than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DUK | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 4.89% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.44% | 12.15% | -1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 16.66% | -0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 18.48% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 21.90% | -1.54% |
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