SO vs. DUK
Compare and contrast key facts about The Southern Company (SO) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or DUK.
Correlation
The correlation between SO and DUK 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
SO vs. DUK - Performance Comparison
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Key characteristics
SO:
0.75
DUK:
0.87
SO:
1.20
DUK:
1.42
SO:
1.15
DUK:
1.17
SO:
1.12
DUK:
1.53
SO:
2.68
DUK:
3.80
SO:
5.56%
DUK:
4.66%
SO:
18.94%
DUK:
18.38%
SO:
-38.43%
DUK:
-71.92%
SO:
-6.00%
DUK:
-6.54%
Fundamentals
SO:
$96.13B
DUK:
$87.41B
SO:
$4.17
DUK:
$6.03
SO:
20.95
DUK:
18.65
SO:
3.62
DUK:
2.85
SO:
3.45
DUK:
2.86
SO:
2.76
DUK:
1.77
SO:
$27.85B
DUK:
$30.94B
SO:
$12.65B
DUK:
$20.44B
SO:
$13.58B
DUK:
$15.13B
Returns By Period
In the year-to-date period, SO achieves a 7.05% return, which is significantly lower than DUK's 8.61% return. Over the past 10 years, SO has outperformed DUK with an annualized return of 11.81%, while DUK has yielded a comparatively lower 8.67% annualized return.
SO
7.05%
-4.00%
2.38%
14.02%
14.96%
11.81%
DUK
8.61%
-3.78%
6.73%
16.52%
11.60%
8.67%
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Risk-Adjusted Performance
SO vs. DUK — Risk-Adjusted Performance Rank
SO
DUK
SO vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and Duke Energy Corporation (DUK). 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
SO vs. DUK - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.30%, less than DUK's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 3.30% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
DUK Duke Energy Corporation | 4.49% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% |
Drawdowns
SO vs. DUK - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for SO and DUK. For additional features, visit the drawdowns tool.
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Volatility
SO vs. DUK - Volatility Comparison
The current volatility for The Southern Company (SO) is 6.40%, while Duke Energy Corporation (DUK) has a volatility of 7.10%. This indicates that SO experiences smaller price fluctuations and is considered to be less risky than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SO vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between The Southern Company and Duke Energy Corporation. 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
SO vs. DUK - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.