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STOCK COMPARISON

Duke Energy vs Southern: Fair Value & Quality

Both stocks run through our valuation models. Here is how Duke Energy (DUK) and Southern (SO) compare, as of Sep 4, 2026.

As of Sep 4, 2026, Fair Value Calculator sees Southern as the less overvalued of the two: Duke Energy trades at $121 versus a fair value of $74.89 (-38%), while Southern trades at $88.77 versus $58.81 (-34%).
Duke Energy
DUK · USD · Utilities
-38%
upside to fair value
overvalued
Price$121
Fair Value$74.89
Quality45/100
Southern
SO · USD · Utilities
-34%
upside to fair value
overvalued
Price$88.77
Fair Value$58.81
Quality43/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Duke EnergySouthern
Valuation
19.0×P/E (TTM)24.5×
3.01×P/S (TTM)3.57×
1.90×P/B2.99×
10.8×EV/EBITDA12.2×
2.47×PEG2.74×
−38.3%Fair value upside−33.8%
3.5%Dividend yield3.3%
$4.24Dividend per share$2.96
Profitability
26%Operating margin26%
1.36×EBIT margin trend (5Y)1.03×
10%Return on equity11%
3%Return on assets3%
Growth
11%Revenue growth (YoY)8%
3.9%Avg. growth/yr (3Y)0.3%
6.6%Avg. growth/yr (5Y)7.7%
+8.7%Value creation/yr+9.0%
Balance & size
2.4×Interest coverage (EBIT/interest)2.2×
1.55×Debt / equity1.80×
$98BMarket cap$108B
expensiveGrowth qualityexpensive

Duke Energy leads: 10 to 3 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Duke Energyof which business quality 41 · market factors 57 Southernof which business quality 40 · market factors 54
ProfitabilityMargins and returns on capital today
30
32
Quality GrowthAre margins and returns improving?
36
38
CashflowEarnings quality: real cash, not paper profit
50
50
Fin. StrengthBalance sheet, leverage, solvency risk
12
9
InvestmentDisciplined investing over empire-building
59
49
Low VolatilityCalm price path (market factor)
99
98
MomentumPrice trend over the last 3–12 months (market factor)
39
37
52W MomentumDistance to the 52-week high (market factor)
40
35
Net IssuanceBuybacks instead of dilution
77
75

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyDuke EnergyPrice $121SouthernPrice $88.77
Earnings-Based-75%below the price$30.46-79%below the price$18.52
Dividend Discount-43%below the price$68.61-51%below the price$43.51
Multiples-21%below the price$96.04-33%below the price$59.70
Asset-Based-63%below the price$44.55-76%below the price$21.41
Economic Profit-70%below the price$35.83-76%below the price$20.98
Growth Earnings-20%below the price$97.11-34%below the price$58.74
Minimum-75%below the price$30.46-79%below the price$18.52
Maximum-20%below the price$97.11-33%below the price$59.70
Median-53%below the price$56.58-63%below the price$32.46
Geometric mean-54%below the price$56.08-63%below the price$32.90

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Duke Energy: 15 of 15 models see the stock below the current price.

Southern: 15 of 15 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Duke Energy
Bear $51.46Fair Value $74.89Bull $123
$121 = current price (white tick)
Southern
Bear $36.59Fair Value $58.81Bull $81.83
$88.77 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Duke Energy · Utilities

Quality score45 · below median
Fair value upside-38% · below median

Southern · Utilities

Quality score43 · below median
Fair value upside-34% · below median

Bottom line

As of Sep 4, 2026, Fair Value Calculator sees Southern as the less overvalued of the two: Duke Energy trades at $121 versus a fair value of $74.89 (-38%), while Southern trades at $88.77 versus $58.81 (-34%).

Duke Energy has the higher quality score (45/100).

See the full analysis →
Duke Energy · Southern

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.