NEE vs SO vs DUK
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
Price, rebased to 100 three years ago
NEE SO DUK · 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 | NEE | SO | DUK |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 1 | 1 | 4 |
| Last Congress purchase | 2026-09-25 | 2026-09-25 | 2026-09-25 |
| 13F net change in holders | +6 | +9 | +11 |
| ETFs adding shares, 30d | 1,440 | 1,138 | 994 |
| ETFs trimming, 30d | 1,147 | 734 | 741 |
| Net ETF funds, 30d | +293 | +404 | +253 |
Valuation
16 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| P/E (TTM) | 17.9x
39th
|
22.5x
84th
|
18.1x
41st
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 4.88
87th
|
1.71
42nd
|
0.35
13th
|
| Price / sales | 5.7x
100th
|
3.5x
86th
|
2.8x
61st
|
| Price / book | 2.9x
98th
|
2.7x
93rd
|
1.7x
43rd
|
| Price / tangible book | 3.5x
93rd
|
3.2x
91st
|
2.8x
84th
|
| Price / free cash flow | 54.6x
84th
|
40.8x
79th
|
16.8x
53rd
|
| Price / operating cash flow | 12.1x
91st
|
10.2x
77th
|
8.2x
42nd
|
| Enterprise value | $273.8B
100th
|
$179.0B
95th
|
$185.3B
98th
|
| EV / sales | 9.4x
100th
|
5.9x
89th
|
5.6x
75th
|
| EV / EBITDA | 15.4x
100th
|
12.5x
64th
|
11.4x
48th
|
| EV / EBIT | 26.2x
100th
|
22.0x
75th
|
19.0x
48th
|
| EV / free cash flow | 89.8x
84th
|
69.6x
79th
|
32.9x
58th
|
| Earnings yield | 5.6%
61st
|
4.4%
16th
|
5.5%
59th
|
| FCF yield | 1.8%
64th
|
2.5%
66th
|
5.9%
77th
|
| Operating cash flow yield | 8.3%
12th
|
9.8%
26th
|
12.2%
60th
|
| Graham number (per share) | $52.33
41st
|
$56.43
52nd
|
$103.21
95th
|
Profitability (TTM)
12 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Gross margin | 71.8%
98th
|
43.4%
43rd
|
68.2%
84th
|
| EBITDA margin | 61.4%
100th
|
47.5%
84th
|
48.9%
93rd
|
| Operating margin | 29.5%
100th
|
24.2%
73rd
|
27.6%
93rd
|
| EBIT margin | 36.0%
100th
|
27.0%
75th
|
29.2%
93rd
|
| Net margin | 32.0%
100th
|
15.4%
73rd
|
15.7%
77th
|
| NOPAT margin | 32.0%
100th
|
21.0%
70th
|
23.9%
89th
|
| FCF margin | 10.5%
75th
|
8.5%
68th
|
16.9%
82nd
|
| Operating cash flow margin | 47.6%
98th
|
34.0%
73rd
|
34.7%
77th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| Stock comp / revenue | 0.0%
0th
|
0.4%
98th
|
0.0%
0th
|
| Effective tax rate | -8.6%
7th
|
13.0%
39th
|
13.3%
43rd
|
Returns on capital
11 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| ROE (on average equity) | 17.2%
98th
|
12.7%
82nd
|
9.9%
43rd
|
| ROA | 4.3%
93rd
|
3.0%
61st
|
2.7%
45th
|
| ROIC | 5.7%
59th
|
5.6%
55th
|
5.5%
50th
|
| ROCE | 5.1%
36th
|
5.6%
70th
|
5.4%
55th
|
| Return on tangible assets | 4.8%
41st
|
5.2%
77th
|
5.0%
57th
|
| Cash ROIC (OCF / invested capital) | 8.4%
41st
|
9.0%
61st
|
8.0%
36th
|
| Gross profitability (GP / assets) | 9.0%
48th
|
8.1%
36th
|
11.3%
70th
|
| ROIC, 3-yr average | 5.7%
86th
|
4.7%
70th
|
3.9%
36th
|
| ROIC, 5-yr average | 5.5%
86th
|
4.6%
60th
|
3.5%
21st
|
| ROE, 5-yr average | 13.2%
93rd
|
11.8%
74th
|
7.8%
19th
|
| Incremental ROIC | 12.3%
23rd
|
22.2%
52nd
|
57.1%
91st
|
Growth
17 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Revenue growth (TTM YoY) | 12.1%
80th
|
6.4%
20th
|
6.7%
34th
|
| Revenue growth (QoQ) | 8.3%
82nd
|
-16.9%
50th
|
-17.3%
45th
|
| Revenue CAGR, 3 yr | 2.5%
36th
|
3.0%
52nd
|
4.7%
77th
|
| Revenue CAGR, 5 yr | 11.5%
95th
|
6.7%
64th
|
6.5%
60th
|
| Gross profit CAGR, 3 yr | 9.0%
55th
|
6.9%
43rd
|
24.3%
77th
|
| Operating income CAGR, 3 yr | -3.9%
11th
|
14.7%
64th
|
11.9%
57th
|
| Net income growth (TTM YoY) | 57.2%
95th
|
8.7%
52nd
|
8.5%
50th
|
| Net income CAGR, 3 yr | 4.7%
30th
|
14.7%
70th
|
52.2%
95th
|
| EPS growth (TTM YoY) | 55.1%
95th
|
5.3%
55th
|
8.2%
67th
|
| EPS CAGR, 3 yr | 3.7%
36th
|
13.2%
77th
|
51.7%
98th
|
| EPS CAGR, 5 yr | 22.8%
92nd
|
6.6%
70th
|
11.6%
82nd
|
| FCF growth (TTM YoY) | -63.3%
60th
|
— | — |
| FCF CAGR, 3 yr | — | — | — |
| Operating cash flow CAGR, 3 yr | 18.8%
56th
|
22.1%
72nd
|
26.8%
86th
|
| Book value CAGR, 3 yr | 7.4%
66th
|
7.5%
68th
|
3.9%
32nd
|
| Dividend CAGR, 3 yr | 2.5%
84th
|
0.2%
40th
|
-70.6%
0th
|
| Sustainable growth rate | 8.1%
86th
|
4.2%
64th
|
9.8%
93rd
|
Margin history & stability
7 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Gross margin, 3-yr average | 65.0%
98th
|
47.3%
61st
|
54.4%
86th
|
| Operating margin, 3-yr average | 30.6%
100th
|
25.4%
91st
|
26.6%
95th
|
| Net margin, 3-yr average | 26.4%
100th
|
16.1%
80th
|
15.3%
70th
|
| FCF margin, 3-yr average | 19.6%
98th
|
0.7%
68th
|
3.9%
73rd
|
| Revenue stability (0-1) | 0.76
55th
|
0.85
68th
|
0.98
95th
|
| Earnings stability (0-1) | 0.62
64th
|
0.74
73rd
|
0.43
50th
|
| Margin stability (0-1) | 0.89
70th
|
0.90
80th
|
0.79
43rd
|
Liquidity (latest quarter)
7 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Cash & short-term investments | $2.9B
86th
|
$3.0B
89th
|
$673.0M
66th
|
| Net cash (− = net debt) | −$107.3B
0th
|
−$74.1B
7th
|
−$90.6B
5th
|
| Working capital | −$13.5B
0th
|
−$3.4B
14th
|
−$6.7B
5th
|
| Current ratio | 0.53
11th
|
0.79
39th
|
0.66
20th
|
| Quick ratio | 0.44
20th
|
0.58
36th
|
0.43
16th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.10
66th
|
0.19
75th
|
0.03
34th
|
| Defensive interval (days) | 290 days
52nd
|
436 days
71st
|
139 days
19th
|
Leverage & solvency (latest quarter)
13 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Total debt | $110.2B
100th
|
$77.1B
86th
|
$91.2B
95th
|
| Debt / equity | 1.93
66th
|
1.95
68th
|
1.67
45th
|
| Net debt / equity | 1.88
73rd
|
1.87
64th
|
1.65
48th
|
| Debt / assets | 47.3%
73rd
|
47.6%
80th
|
45.4%
55th
|
| Debt / capital | 65.9%
66th
|
66.1%
68th
|
62.5%
45th
|
| Debt / EBITDA | 6.18
77th
|
5.37
32nd
|
5.60
52nd
|
| Net debt / EBITDA | 6.02
70th
|
5.17
27th
|
5.55
52nd
|
| Interest coverage (EBIT / interest) | 3.0x
84th
|
2.5x
59th
|
2.6x
73rd
|
| Cash interest coverage | 3.9x
80th
|
3.1x
55th
|
3.1x
52nd
|
| Debt payback (years of OCF) | 8.0 yrs
65th
|
7.5 yrs
51st
|
7.9 yrs
58th
|
| Liabilities / assets | 70.7%
30th
|
73.9%
52nd
|
71.7%
36th
|
| IS credit model rating | B- | B | B |
| Implied credit spread (bps) | 900
75th
|
750
34th
|
750
34th
|
Efficiency
11 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Asset turnover | 0.13
2nd
|
0.19
32nd
|
0.17
9th
|
| Fixed asset turnover | 0.17
2nd
|
0.25
40th
|
0.24
30th
|
| Inventory turnover | 3.4
9th
|
5.4
39th
|
2.3
5th
|
| Receivables turnover | 6.8
11th
|
13.7
95th
|
7.8
25th
|
| Days sales outstanding | 54 days
91st
|
27 days
2nd
|
47 days
77th
|
| Days inventory outstanding | 108 days
93rd
|
68 days
60th
|
156 days
98th
|
| Days payables outstanding | 240 days
98th
|
68 days
37th
|
160 days
88th
|
| Cash conversion cycle (days) | −78 days
2nd
|
27 days
65th
|
43 days
86th
|
| Capex / revenue | 37.1%
64th
|
25.4%
33rd
|
17.8%
26th
|
| Capex / depreciation | 1.46
29th
|
1.24
21st
|
0.91
12th
|
| Operating expense ratio | 52.0%
82nd
|
25.8%
36th
|
46.1%
66th
|
Cash flow & earnings quality
7 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Operating cash flow / net income | 1.48
14th
|
2.20
52nd
|
2.21
57th
|
| FCF / net income | 0.33
64th
|
0.55
68th
|
1.07
80th
|
| FCF / operating cash flow | 22.1%
66th
|
25.1%
73rd
|
48.6%
78th
|
| Capex / operating cash flow | 77.9%
34th
|
74.9%
24th
|
51.4%
22nd
|
| Accruals ratio | -2.1%
84th
|
-3.6%
41st
|
-3.2%
52nd
|
| Sloan accruals ratio | -4.8%
25th
|
-3.7%
45th
|
-3.6%
61st
|
| Earnings quality score (0-1) | 1.00
16th
|
1.00
16th
|
1.00
16th
|
Scores & forensic checks
15 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| IS score | 49
86th
|
43
61st
|
47
75th
|
| IS profitability | 76
100th
|
57
70th
|
58
77th
|
| IS growth | 67
98th
|
50
57th
|
50
52nd
|
| IS value | 55
32nd
|
53
16th
|
58
50th
|
| IS momentum | 92
100th
|
79
59th
|
79
68th
|
| IS risk (safety) | 15
0th
|
15
0th
|
15
0th
|
| IS quality | 72
82nd
|
70
73rd
|
73
93rd
|
| IS balance sheet | 23
18th
|
24
32nd
|
26
52nd
|
| IS earnings quality | 72
11th
|
80
57th
|
80
68th
|
| IS cash flow | 37
61st
|
46
73rd
|
56
80th
|
| Piotroski F-score (0-9) | 6
32nd
|
8
75th
|
8
75th
|
| Altman Z-score | 1.1
77th
|
1.0
73rd
|
0.7
36th
|
| Beneish M-score | −2.44
65th
|
−2.73
37th
|
−2.84
16th
|
| Ohlson O-score | −7.85
7th
|
−7.49
23rd
|
−7.66
14th
|
| IS credit score | 23
16th
|
26
43rd
|
26
39th
|
Size (TTM)
8 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| Market cap | $166.5B
100th
|
$104.9B
98th
|
$94.7B
93rd
|
| Revenue | $29.0B
86th
|
$30.2B
89th
|
$33.4B
100th
|
| EBITDA | $17.8B
100th
|
$14.3B
91st
|
$16.3B
95th
|
| Net income | $9.3B
100th
|
$4.7B
86th
|
$5.2B
95th
|
| Free cash flow | $3.0B
86th
|
$2.6B
82nd
|
$5.6B
91st
|
| Total assets | $232.8B
100th
|
$162.0B
86th
|
$201.1B
95th
|
| Shareholders' equity | $57.1B
100th
|
$39.6B
86th
|
$54.8B
95th
|
| Employees | 17,400
80th
|
29,651
100th
|
26,441
89th
|
Price performance
9 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| 1 day | +1.1% | +2.2% | +2.2% |
| 1 week | +3.1% | +5.8% | +4.1% |
| 1 month | −1.8% | +5.1% | +2.5% |
| 3 months | −9.3% | −2.7% | −2.6% |
| 6 months | −13.2% | −1.9% | −3.5% |
| Year to date | −0.7% | +7.2% | +6.1% |
| 1 year | −6.4% | −5.5% | −2.3% |
| 3 years, cumulative | +59.4% | +50.7% | +51.3% |
| 5 years, cumulative | +11.3% | +74.9% | +46.5% |
Technicals
4 measures| Measure | NEE | SO | DUK |
|---|---|---|---|
| RSI 14 | 55.4 | 72.9 | 66.8 |
| From 52-week high | −19.2% | −7.4% | −8.1% |
| From 52-week low | +7.2% | +11.6% | +9.4% |
| Beta | 0.64 | 0.30 | 0.34 |
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