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STOCK COMPARISON

Duke Energy vs Southern Company (The) Series 2: Fair Value & Quality

Both stocks run through our valuation models. Here is how Duke Energy (DUK) and Southern Company (The) Series 2 (SOJE) compare, as of Aug 13, 2026.

As of Aug 13, 2026, Fair Value Calculator sees Southern Company (The) Series 2 as the more attractively valued of the two: Duke Energy trades at $123 versus a fair value of $74.89 (-39%), while Southern Company (The) Series 2 trades at $16.24 versus $16.36 (+1%).
Duke Energy
DUK · USD · Utilities
-39%
upside to fair value
overvalued
Price$123
Fair Value$74.89
Quality44/100
Southern Company (The) Series 2
SOJE · USD · Utilities
+1%
upside to fair value
fairly valued
Price$16.24
Fair Value$16.36
Quality44/100

Head-to-head numbers

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

Duke EnergySouthern Company (The) Series 2
Valuation
19.4×P/E (TTM)
3.01×P/S (TTM)
1.90×P/B1.82×
10.8×EV/EBITDA7.6×
2.47×PEG
3.4%Dividend yield5.9%
$4.24Dividend per share
Profitability
16%Net margin0%
26%Operating margin0%
10%Return on equity12%
3%Return on assets0%
Growth
11%Revenue growth (YoY)0%
3.9%Avg. growth/yr (3Y)0.3%
6.6%Avg. growth/yr (5Y)7.7%
Balance & size
1.55×Debt / equity1.25×
$98BMarket cap$66B
expensiveGrowth qualityexpensive

Southern Company (The) Series 2 leads: 5 to 6 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 60 Southern Company (The) Series 2of which business quality 41 · market factors 48
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
17
InvestmentDisciplined investing over empire-building
59
49
Low VolatilityCalm price path (market factor)
99
100
MomentumPrice trend over the last 3–12 months (market factor)
43
33
52W MomentumDistance to the 52-week high (market factor)
45
14
Net IssuanceBuybacks instead of dilution
77
71

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Duke Energy

Earnings-Based$30.46
Dividend Discount$68.61
Multiples$96.04
Asset-Based$44.55
Economic Profit$35.83
Growth Earnings$97.11

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

Southern Company (The) Series 2

Earnings-Based$7.01
Multiples$17.26
Asset-Based$5.96
Economic Profit$8.40
Growth Earnings$16.36

7 of 13 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
$123 = current price (white tick)
Southern Company (The) Series 2
Bear $10.19Fair Value $16.36Bull $21.27
$16.24 = 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 score44 · below median
Fair value upside-39% · below median

Southern Company (The) Series 2 · Utilities

Quality score44 · below median
Fair value upside+1% · above median

Bottom line

As of Aug 13, 2026, Fair Value Calculator sees Southern Company (The) Series 2 as the more attractively valued of the two: Duke Energy trades at $123 versus a fair value of $74.89 (-39%), while Southern Company (The) Series 2 trades at $16.24 versus $16.36 (+1%).

Duke Energy has the higher quality score (44/100).

See the full analysis →

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.