COMP <GO>
SO vs DUK // FORWARD P/E MULTIPLE
Southern Company (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: SO 5
— DUK 7
▲ FORWARD P/E MULTIPLE LEADER: DUK
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
forward-pe
22.9x
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
forward-pe
18.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SO VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SO | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.90% | 5.20% | +1.70 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.5x | 8.7x | -0.20 | SO | /valuation <GO> |
| Free Cash Flow Yield | -2.74% | -1.73% | -1.01 | DUK | /fcf-yield <GO> |
| Operating Margin | 24.70% | 31.40% | -6.70 | DUK | /operating-margins <GO> |
| Net Profit Margin | 14.70% | 18.10% | -3.40 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 10.60% | 3.30% | +7.30 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.82% | 3.40% | -0.58 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.98 | 0.89 | +0.09 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.9 | 63.8 | -0.90 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.58 | 0.76 | -0.18 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 22.9x | 18.4x | +4.50 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $106.97B | $98.16B | $8.81B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SO REV | DUK REV | SO GROSS % | DUK GROSS % | SO FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $29.55B | $0 | — | — | -$2.94B | -$1.69B |
| FY 2024 | $26.72B | $0 | — | — | $833.0M | $48.0M |
| FY 2023 | $25.25B | $0 | — | — | $6.42B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SO // BETA 0.58
DUK // BETA 0.76