SO vs. DUK

In the year-to-date period, SO achieves a 28.95% return, which is significantly higher than DUK's 20.31% return. Over the past 10 years, SO has outperformed DUK with an annualized return of 11.06%, while DUK has yielded a comparatively lower 7.86% annualized return.

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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.

The current SO Sharpe Ratio is 1.92, which is comparable to the DUK Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of SO and DUK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SO's dividend yield for the trailing twelve months is around 3.23%, less than DUK's 3.69% yield.

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.

The Southern Company (SO) and Duke Energy Corporation (DUK) have volatilities of 5.67% and 5.82%, 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.

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.