DUK vs SO vs AEP
161 measures in 16 categories, one definition each, computed from filings and market data.
DUK47.0
Duke Energy Corporation
Utilities · Regulated Electric
$121.47 +2.18%$94.7B mkt cap
Score DNA
AEP48.4
American Electric Power Company, Inc.
Utilities · Regulated Electric
$127.14 +2.29%$69.2B mkt cap
Score DNA
Price, rebased to 100 three years ago
DUK SO AEP · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 4 | 1 | 5 |
| Last Congress purchase | 2026-09-25 | 2026-09-25 | 2026-08-26 |
| 13F net change in holders | +11 | +9 | +51 |
| ETFs adding shares, 30d | 994 | 1,138 | 1,043 |
| ETFs trimming, 30d | 741 | 734 | 782 |
| Net ETF funds, 30d | +253 | +404 | +261 |
Valuation
16 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| P/E (TTM) | 18.1x
41st
|
22.5x
84th
|
22.0x
82nd
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.35
13th
|
1.71
42nd
|
1.57
35th
|
| Price / sales | 2.8x
61st
|
3.5x
86th
|
3.1x
73rd
|
| Price / book | 1.7x
43rd
|
2.7x
93rd
|
2.2x
75th
|
| Price / tangible book | 2.8x
84th
|
3.2x
91st
|
2.3x
70th
|
| Price / free cash flow | 16.8x
53rd
|
40.8x
79th
|
9.3x
42nd
|
| Price / operating cash flow | 8.2x
42nd
|
10.2x
77th
|
9.1x
51st
|
| Enterprise value | $185.3B
98th
|
$179.0B
95th
|
$122.1B
91st
|
| EV / sales | 5.6x
75th
|
5.9x
89th
|
5.4x
73rd
|
| EV / EBITDA | 11.4x
48th
|
12.5x
64th
|
14.2x
91st
|
| EV / EBIT | 19.0x
48th
|
22.0x
75th
|
24.5x
93rd
|
| EV / free cash flow | 32.9x
58th
|
69.6x
79th
|
16.3x
37th
|
| Earnings yield | 5.5%
59th
|
4.4%
16th
|
4.5%
18th
|
| FCF yield | 5.9%
77th
|
2.5%
66th
|
10.8%
82nd
|
| Operating cash flow yield | 12.2%
60th
|
9.8%
26th
|
11.0%
51st
|
| Graham number (per share) | $103.21
95th
|
$56.43
52nd
|
$86.56
82nd
|
Profitability (TTM)
12 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Gross margin | 68.2%
84th
|
43.4%
43rd
|
49.0%
59th
|
| EBITDA margin | 48.9%
93rd
|
47.5%
84th
|
38.2%
39th
|
| Operating margin | 27.6%
93rd
|
24.2%
73rd
|
28.4%
98th
|
| EBIT margin | 29.2%
93rd
|
27.0%
75th
|
22.1%
39th
|
| Net margin | 15.7%
77th
|
15.4%
73rd
|
13.9%
59th
|
| NOPAT margin | 23.9%
89th
|
21.0%
70th
|
25.6%
95th
|
| FCF margin | 16.9%
82nd
|
8.5%
68th
|
33.2%
98th
|
| Operating cash flow margin | 34.7%
77th
|
34.0%
73rd
|
33.8%
70th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 0.0%
0th
|
0.0%
0th
|
3.6%
49th
|
| Stock comp / revenue | 0.0%
0th
|
0.4%
98th
|
0.0%
0th
|
| Effective tax rate | 13.3%
43rd
|
13.0%
39th
|
9.9%
32nd
|
Returns on capital
11 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| ROE (on average equity) | 9.9%
43rd
|
12.7%
82nd
|
10.1%
48th
|
| ROA | 2.7%
45th
|
3.0%
61st
|
2.7%
55th
|
| ROIC | 5.5%
50th
|
5.6%
55th
|
6.8%
86th
|
| ROCE | 5.4%
55th
|
5.6%
70th
|
4.6%
27th
|
| Return on tangible assets | 5.0%
57th
|
5.2%
77th
|
4.3%
18th
|
| Cash ROIC (OCF / invested capital) | 8.0%
36th
|
9.0%
61st
|
9.0%
59th
|
| Gross profitability (GP / assets) | 11.3%
70th
|
8.1%
36th
|
9.1%
50th
|
| ROIC, 3-yr average | 3.9%
36th
|
4.7%
70th
|
5.0%
77th
|
| ROIC, 5-yr average | 3.5%
21st
|
4.6%
60th
|
4.7%
67th
|
| ROE, 5-yr average | 7.8%
19th
|
11.8%
74th
|
10.2%
42nd
|
| Incremental ROIC | 57.1%
91st
|
22.2%
52nd
|
27.0%
70th
|
Growth
17 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Revenue growth (TTM YoY) | 6.7%
34th
|
6.4%
20th
|
7.7%
43rd
|
| Revenue growth (QoQ) | -17.3%
45th
|
-16.9%
50th
|
-9.6%
68th
|
| Revenue CAGR, 3 yr | 4.7%
77th
|
3.0%
52nd
|
4.6%
75th
|
| Revenue CAGR, 5 yr | 6.5%
60th
|
6.7%
64th
|
7.4%
76th
|
| Gross profit CAGR, 3 yr | 24.3%
77th
|
6.9%
43rd
|
28.5%
80th
|
| Operating income CAGR, 3 yr | 11.9%
57th
|
14.7%
64th
|
19.9%
89th
|
| Net income growth (TTM YoY) | 8.5%
50th
|
8.7%
52nd
|
-13.9%
12th
|
| Net income CAGR, 3 yr | 52.2%
95th
|
14.7%
70th
|
16.5%
82nd
|
| EPS growth (TTM YoY) | 8.2%
67th
|
5.3%
55th
|
-16.2%
14th
|
| EPS CAGR, 3 yr | 51.7%
98th
|
13.2%
77th
|
14.0%
86th
|
| EPS CAGR, 5 yr | 11.6%
82nd
|
6.6%
70th
|
4.1%
50th
|
| FCF growth (TTM YoY) | — | — | 249.0%
80th
|
| FCF CAGR, 3 yr | — | — | — |
| Operating cash flow CAGR, 3 yr | 26.8%
86th
|
22.1%
72nd
|
22.1%
70th
|
| Book value CAGR, 3 yr | 3.9%
32nd
|
7.5%
68th
|
8.0%
86th
|
| Dividend CAGR, 3 yr | -70.6%
0th
|
0.2%
40th
|
-0.8%
26th
|
| Sustainable growth rate | 9.8%
93rd
|
4.2%
64th
|
3.5%
34th
|
Margin history & stability
7 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Gross margin, 3-yr average | 54.4%
86th
|
47.3%
61st
|
37.2%
25th
|
| Operating margin, 3-yr average | 26.6%
95th
|
25.4%
91st
|
25.2%
89th
|
| Net margin, 3-yr average | 15.3%
70th
|
16.1%
80th
|
14.9%
68th
|
| FCF margin, 3-yr average | 3.9%
73rd
|
0.7%
68th
|
13.2%
95th
|
| Revenue stability (0-1) | 0.98
95th
|
0.85
68th
|
0.95
89th
|
| Earnings stability (0-1) | 0.43
50th
|
0.74
73rd
|
0.51
55th
|
| Margin stability (0-1) | 0.79
43rd
|
0.90
80th
|
0.73
27th
|
Liquidity (latest quarter)
7 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Cash & short-term investments | $673.0M
66th
|
$3.0B
89th
|
$603.0M
64th
|
| Net cash (− = net debt) | −$90.6B
5th
|
−$74.1B
7th
|
−$52.9B
20th
|
| Working capital | −$6.7B
5th
|
−$3.4B
14th
|
−$7.0B
2nd
|
| Current ratio | 0.66
20th
|
0.79
39th
|
0.50
7th
|
| Quick ratio | 0.43
16th
|
0.58
36th
|
0.38
9th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.03
34th
|
0.19
75th
|
0.04
41st
|
| Defensive interval (days) | 139 days
19th
|
436 days
71st
|
286 days
50th
|
Leverage & solvency (latest quarter)
13 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Total debt | $91.2B
95th
|
$77.1B
86th
|
$53.5B
82nd
|
| Debt / equity | 1.67
45th
|
1.95
68th
|
1.66
43rd
|
| Net debt / equity | 1.65
48th
|
1.87
64th
|
1.65
45th
|
| Debt / assets | 45.4%
55th
|
47.6%
80th
|
44.0%
48th
|
| Debt / capital | 62.5%
45th
|
66.1%
68th
|
62.5%
43rd
|
| Debt / EBITDA | 5.60
52nd
|
5.37
32nd
|
6.22
80th
|
| Net debt / EBITDA | 5.55
52nd
|
5.17
27th
|
6.15
84th
|
| Interest coverage (EBIT / interest) | 2.6x
73rd
|
2.5x
59th
|
2.3x
30th
|
| Cash interest coverage | 3.1x
52nd
|
3.1x
55th
|
3.5x
68th
|
| Debt payback (years of OCF) | 7.9 yrs
58th
|
7.5 yrs
51st
|
7.0 yrs
37th
|
| Liabilities / assets | 71.7%
36th
|
73.9%
52nd
|
72.6%
48th
|
| IS credit model rating | B | B | B |
| Implied credit spread (bps) | 750
34th
|
750
34th
|
750
34th
|
Efficiency
11 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Asset turnover | 0.17
9th
|
0.19
32nd
|
0.20
41st
|
| Fixed asset turnover | 0.24
30th
|
0.25
40th
|
0.23
23rd
|
| Inventory turnover | 2.3
5th
|
5.4
39th
|
6.7
52nd
|
| Receivables turnover | 7.8
25th
|
13.7
95th
|
11.2
84th
|
| Days sales outstanding | 47 days
77th
|
27 days
2nd
|
32 days
16th
|
| Days inventory outstanding | 156 days
98th
|
68 days
60th
|
54 days
49th
|
| Days payables outstanding | 160 days
88th
|
68 days
37th
|
106 days
77th
|
| Cash conversion cycle (days) | 43 days
86th
|
27 days
65th
|
−19 days
12th
|
| Capex / revenue | 17.8%
26th
|
25.4%
33rd
|
0.6%
0th
|
| Capex / depreciation | 0.91
12th
|
1.24
21st
|
0.04
0th
|
| Operating expense ratio | 46.1%
66th
|
25.8%
36th
|
23.1%
30th
|
Cash flow & earnings quality
7 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Operating cash flow / net income | 2.21
57th
|
2.20
52nd
|
2.42
66th
|
| FCF / net income | 1.07
80th
|
0.55
68th
|
2.38
98th
|
| FCF / operating cash flow | 48.6%
78th
|
25.1%
73rd
|
98.2%
100th
|
| Capex / operating cash flow | 51.4%
22nd
|
74.9%
24th
|
1.8%
0th
|
| Accruals ratio | -3.2%
52nd
|
-3.6%
41st
|
-3.9%
18th
|
| Sloan accruals ratio | -3.6%
61st
|
-3.7%
45th
|
-4.8%
23rd
|
| Earnings quality score (0-1) | 1.00
16th
|
1.00
16th
|
1.00
16th
|
Scores & forensic checks
15 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| IS score | 47
75th
|
43
61st
|
48
84th
|
| IS profitability | 58
77th
|
57
70th
|
61
86th
|
| IS growth | 50
52nd
|
50
57th
|
35
14th
|
| IS value | 58
50th
|
53
16th
|
53
18th
|
| IS momentum | 79
68th
|
79
59th
|
66
16th
|
| IS risk (safety) | 15
0th
|
15
0th
|
15
0th
|
| IS quality | 73
93rd
|
70
73rd
|
67
57th
|
| IS balance sheet | 26
52nd
|
24
32nd
|
25
43rd
|
| IS earnings quality | 80
68th
|
80
57th
|
79
52nd
|
| IS cash flow | 56
80th
|
46
73rd
|
86
100th
|
| Piotroski F-score (0-9) | 8
75th
|
8
75th
|
5
14th
|
| Altman Z-score | 0.7
36th
|
1.0
73rd
|
0.9
66th
|
| Beneish M-score | −2.84
16th
|
−2.73
37th
|
−2.79
26th
|
| Ohlson O-score | −7.66
14th
|
−7.49
23rd
|
−7.28
39th
|
| IS credit score | 26
39th
|
26
43rd
|
26
36th
|
Size (TTM)
8 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| Market cap | $94.7B
93rd
|
$104.9B
98th
|
$69.2B
91st
|
| Revenue | $33.4B
100th
|
$30.2B
89th
|
$22.5B
80th
|
| EBITDA | $16.3B
95th
|
$14.3B
91st
|
$8.6B
80th
|
| Net income | $5.2B
95th
|
$4.7B
86th
|
$3.1B
80th
|
| Free cash flow | $5.6B
91st
|
$2.6B
82nd
|
$7.5B
95th
|
| Total assets | $201.1B
95th
|
$162.0B
86th
|
$121.6B
80th
|
| Shareholders' equity | $54.8B
95th
|
$39.6B
86th
|
$32.1B
82nd
|
| Employees | 26,441
89th
|
29,651
100th
|
17,581
82nd
|
Price performance
9 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| 1 day | +2.2% | +2.2% | +2.3% |
| 1 week | +4.1% | +5.8% | +3.5% |
| 1 month | +2.5% | +5.1% | +4.5% |
| 3 months | −2.6% | −2.7% | −3.0% |
| 6 months | −3.5% | −1.9% | −4.9% |
| Year to date | +6.1% | +7.2% | +10.7% |
| 1 year | −2.3% | −5.5% | +8.1% |
| 3 years, cumulative | +51.3% | +50.7% | +84.0% |
| 5 years, cumulative | +46.5% | +74.9% | +78.0% |
Technicals
4 measures| Measure | DUK | SO | AEP |
|---|---|---|---|
| RSI 14 | 66.8 | 72.9 | 66.5 |
| From 52-week high | −8.1% | −7.4% | −9.6% |
| From 52-week low | +9.4% | +11.6% | +13.9% |
| Beta | 0.34 | 0.30 | 0.47 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17