ED vs DUK vs SO Stock Comparison

Consolidated Edison, Duke Energy and Southern Prices as of Oct 26, 2026 Peers: Industry group
ED Consolidated Edison Inc
$115.44 +11.9% 1M +15.4% 1Y
Market cap
$42.49B
P/E
21.0x
Revenue (TTM)
$17.69B
Div. yield
0.03%
Regulated Electric Utilities Utilities
6 wins
DUK Duke Energy CORP
$124.46 +9.8% 1M -2.3% 1Y
Market cap
$96.89B
P/E
18.7x
Revenue (TTM)
$33.25B
Div. yield
–
Regulated Electric Utilities Utilities
3 wins
SO Southern Co
$92.56 +11.7% 1M -3.5% 1Y
Market cap
$104.96B
P/E
22.5x
Revenue (TTM)
$30.18B
Div. yield
0.03%
Regulated Electric Utilities Utilities
3 wins

Head to Head

12 decided of 12

Consolidated Edison leads on 6 of the 12 questions below (Consolidated Edison 6, Southern 3, Duke Energy 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEDDUKSOLeader
Larger companyMarket capitalisation $42.49B $96.89B $104.96B SO
Cheaper on earningsLower P/E, profitable companies only 21.0x 18.7x 22.5x DUK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.2x 19.0x 19.1x ED
Faster revenue growthRevenue growth, trailing twelve months +9.5% +6.3% +6.4% ED
More profitableNet margin, trailing twelve months 11.5% — 15.4% SO
Better return on capitalReturn on invested capital 9.1% — 5.1% ED
Less leveragedLower net debt / EBITDA -0.1x — 5.3x ED
Higher dividend yieldTrailing dividend yield 0.03% 0.00% 0.03% SO
Better 1-year returnPrice return, last 12 months +15.4% -2.3% -3.5% ED
Better 5-year returnAnnualised price return, 5 years +8.7%/yr +3.9%/yr +8.1%/yr ED
Less volatileAnnualised volatility, 1 year 18.0% 16.7% 17.9% DUK
Higher overall scoreMean of the five percentile scores vs peers 53/100 74/100 43/100 DUK

Percentile Scorecard

EDDUKSO

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEDDUKSO
Valuation 80 #14 of 67 83 #12 of 67 36 #43 of 67
Growth 30 #46 of 65 83 #12 of 65 53 #31 of 65
Profitability 33 #43 of 64 57 #28 of 64 78 #15 of 64
Financial Health 89 #8 of 64 – 35 #42 of 64
Shareholder Returns 33 #45 of 67 73 #19 of 67 15 #57 of 67
Overall 53 74 43
  • ED ranked among 67 companies in Regulated Utilities
  • DUK ranked among 67 companies in Regulated Utilities
  • SO ranked among 67 companies in Regulated Utilities

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEDDUKSOSPY
1 month +11.9%+9.8%+11.7% -0.8%
3 months +3.6%-3.4%-4.1% +3.5%
6 months +6.1%-2.1%-1.3% +7.0%
Year to date +16.2%+6.2%+6.1% +12.2%
1 year +15.4%-2.3%-3.5% +13.0%
3 years +32.0%+42.2%+39.1% +86.3%
3 years, per year +9.7%+12.5%+11.6% +23.1%
5 years +51.9%+21.1%+47.8% +68.6%
5 years, per year +8.7%+3.9%+8.1% +11.0%
10 years +56.3%+58.0%+81.6% +258.0%
10 years, per year +4.6%+4.7%+6.1% +13.6%

Risk

MeasureEDDUKSOSPY
Volatility, 1Y 18.0%16.7%17.9% 12.7%
Downside volatility, 1Y 17.7%16.9%17.5% 12.7%
Beta vs S&P 500, 1Y -0.51-0.32-0.23 1.00
Return / volatility, 1Y 0.85-0.14-0.19 1.02
Max drawdown, 5Y -22.0%-26.0%-23.3% -25.4%
From 52-week high -0.7%-6.7%-6.6% -1.8%
52-week high $116.25$133.46$99.11 $779.14
52-week low $95.41$113.24$82.35 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEDDUKSO
P/E now vs peer median 21.0xmedian 20.8x 18.7xmedian 20.8x 22.6xmedian 20.8x
P/S now vs peer median 2.4xmedian 2.9x 2.9xmedian 2.9x 3.5xmedian 2.9x
EV/EBITDA now vs peer median 7.6xmedian 13.1x —median 13.1x 13.1xmedian 13.1x
P/FCF now vs peer median -49.5xmedian 36.7x —median 36.7x -32.6xmedian 36.7x
P/B now vs peer median 1.7xmedian 1.7x 1.7xmedian 1.7x 2.5xmedian 1.7x
PEG now vs peer median -2.55median 2.23 0.31median 2.23 0.71median 2.23

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEDDUKSO
Revenue $17.69B $33.25B $30.18B
Gross profit $9.44B – $25.14B
Operating income $3.18B $9.23B $7.31B
Net income $2.22B $5.38B $4.66B
Free cash flow -$862.00M – -$3.27B
EPS (diluted) $5.48 $6.66 $4.08
Cash & equivalents $1.47B $673.00M $2.98B
Total debt $5.26B – $295.00B
Shares (diluted) 370.00M 779.00M 1.14B
Enterprise value $39.06B $96.89B $96.01B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEDDUKSO
P/E 21.0x 18.7x 22.6x
P/FCF -49.5x – -32.6x
P/Operating cash flow 10.8x 8.4x 10.0x
P/S 2.4x 2.9x 3.5x
P/B 1.7x 1.7x 2.5x
P/Tangible book 1.7x 1.7x 2.5x
EV/EBITDA 7.6x – 13.1x
EV/EBIT 13.3x – 24.5x
EV/Revenue 2.4x 2.9x 5.9x
EV/FCF -48.9x – -54.8x
EV/Operating cash flow 10.7x 8.4x 16.8x
PEG (3Y EPS CAGR) -2.55 0.31 0.71

Growth

14 metrics
MetricEDDUKSO
Revenue growth (1Y) 9.5% 6.3% 6.4%
Revenue CAGR (3Y) 4.4% 4.6% 3.0%
Gross profit growth (1Y) 9.4% – 5.3%
Gross profit CAGR (3Y) 7.5% – 1.6%
Operating income growth (1Y) 12.9% 9.5% 1.5%
Operating income CAGR (3Y) -2.8% 13.2% 14.7%
Net income growth (1Y) 14.6% 8.7% 8.7%
Net income CAGR (3Y) -3.5% 59.0% 16.2%
EPS growth (1Y) 2.4% 8.9% 5.6%
EPS CAGR (3Y) -8.2% 59.6% 31.9%
Operating cash flow growth (1Y) -12.5% -3.2% 15.5%
Operating cash flow CAGR (3Y) 8.0% 26.8% 23.7%
Free cash flow growth (1Y) -210.1% – -152.2%
Free cash flow CAGR (3Y) 12.8% – -3.1%

Profitability

14 metrics
MetricEDDUKSO
Gross margin 53.4% – 83.3%
EBITDA margin 31.6% – 45.2%
Operating margin 18.0% – 24.2%
Pretax margin 16.4% – 17.4%
Net margin 11.5% – 15.4%
FCF margin -4.9% – -10.8%
Operating cash flow margin 22.4% 34.8% 35.3%
Return on equity 8.6% 9.5% 9.2%
Return on assets 2.9% 2.7% 2.9%
Return on invested capital 9.1% – 5.1%
Return on capital employed 4.5% – 5.1%
Asset turnover 0.2x 0.2x 0.2x
Cash conversion (OCF / net income) 1.8x 2.1x 2.3x
Stock comp / revenue – – –

Financial Health

11 metrics
MetricEDDUKSO
Debt / assets 1.3% – 46.6%
Debt / equity 0.0x – 1.8x
Net debt / EBITDA -0.1x – 5.3x
Debt / FCF -1.1x – -23.1x
Liabilities / assets 66.4% – 73.9%
Equity / assets 33.6% 28.3% 26.1%
Interest coverage 2.6x – 2.3x
Current ratio 1.3x 0.7x 0.8x
Quick ratio 0.8x – 0.4x
Cash ratio 0.3x – 0.2x
Altman Z-score 1.18 – –

Shareholder Returns

7 metrics
MetricEDDUKSO
Dividend yield 3.0% 3.4% 3.2%
Net buyback yield -2.2% – –
Shareholder yield 0.8% 3.4% 3.2%
Payout ratio (earnings) 54.8% – 66.6%
Payout ratio (FCF) -140.8% – -94.8%
Dividend growth (1Y) 7.7% – 4.7%
Dividend CAGR (3Y) 3.1% – 1.2%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEDDUKSO
Forward P/E 18.2xFY2026 19.0xFY2026 19.1xFY2026
EPS, next fiscal year $6.36FY2026 $6.56FY2026 $4.85FY2026
EPS growth, next FY +11.6%FY2026 +4.0%FY2026 +12.8%FY2026
EPS growth, the year after -2.2% +15.4% -3.1%
Revenue, next fiscal year $16.77BFY2026 $32.40BFY2026 $31.53BFY2026
Revenue growth, next FY -0.9%FY2026 +0.5%FY2026 +6.7%FY2026
Revenue growth, the year after +6.3% +4.1% +8.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEDDUKSO
Held by institutions 76.0% 69.7% 72.5%
Institutions holding 1,431 2,457 2,363
Change in shares held, QoQ +6.7% +0.5% +5.7%
Institutions buying 755 1,297 1,248
Institutions selling 385 801 724
Buyers to sellers 1.96 1.62 1.72

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EDDUKSO
ED 1.00 0.84 0.77
DUK 0.84 1.00 0.86
SO 0.77 0.86 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ED, DUK and SO?

Southern (SO) is the largest by market capitalisation: Consolidated Edison (ED) $42.49B, Duke Energy (DUK) $96.89B, Southern (SO) $104.96B.

Which stock is cheaper, ED, DUK and SO?

Duke Energy (DUK) trades on the lowest price-to-earnings ratio (Consolidated Edison (ED) 21.0x, Duke Energy (DUK) 18.7x, Southern (SO) 22.5x). On next year's consensus earnings, Consolidated Edison (ED) is cheapest (Consolidated Edison (ED) 18.2x, Duke Energy (DUK) 19.0x, Southern (SO) 19.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Consolidated Edison (ED) grew revenue fastest over the trailing twelve months: Consolidated Edison (ED) +9.5%, Duke Energy (DUK) +6.3%, Southern (SO) +6.4%.

Which company is more profitable?

Southern (SO) has the highest net margin (Consolidated Edison (ED) 11.5%, Southern (SO) 15.4%). On return on invested capital, Consolidated Edison (ED) leads (Consolidated Edison (ED) 9.1%, Southern (SO) 5.1%).

Which stock has performed better?

Over the past year Consolidated Edison (ED) returned the most: Consolidated Edison (ED) +15.4%, Duke Energy (DUK) -2.3%, Southern (SO) -3.5%. Over five years, Consolidated Edison (ED) compounded fastest (Consolidated Edison (ED) +8.7%/yr, Duke Energy (DUK) +3.9%/yr, Southern (SO) +8.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Southern (SO) has the highest dividend yield: Consolidated Edison (ED) 0.03%, Duke Energy (DUK) 0.00%, Southern (SO) 0.03%. Duke Energy (DUK) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Duke Energy (DUK) has been the steadiest (Consolidated Edison (ED) 18.0%, Duke Energy (DUK) 16.7%, Southern (SO) 17.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ED, DUK and SO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Consolidated Edison (ED) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.