DUK vs SO
Comparison between Duke Energy Corp (DUK, Company) and Southern Company (SO, Company).
Both DUK and SO are from the Utilities sector.
5-Year PerformanceSO has outperformed DUK, delivering a return of +11.6% compared to +8.2%
DUK vs SO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DUK vs SO - Historical Returns
Returns include dividend reinvestment.
DUK vs SO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DUK | SO |
|---|---|---|
| 2026 | +7.61% | +7.94% |
| 2025 | +12.65% | +9.78% |
| 2024 | +14.59% | +20.43% |
| 2023 | -2.31% | +1.49% |
| 2022 | +3.44% | +8.86% |
| 2021 | +21.57% | +20.40% |
| 2020 | +5.76% | +2.40% |
| 2019 | +12.35% | +52.31% |
| 2018 | +8.52% | -1.87% |
| 2017 | +12.80% | +2.73% |
| 2016 | +13.81% | +9.37% |
| 2015 | -11.30% | -0.60% |
| 2014 | +27.97% | +26.52% |
| 2013 | +10.90% | -1.74% |
| 2012 | +3.14% | -0.82% |
| 2011 | +29.89% | +26.25% |
| 2010 | +11.09% | +21.04% |
| 2009 | +18.92% | -6.08% |
| 2008 | -19.99% | +1.63% |
| 2007 | +10.15% | +9.49% |
| 2006 | +24.49% | +9.97% |
| 2005 | +14.38% | +9.07% |
| 2004 | +30.85% | +16.91% |
| 2003 | +9.85% | +9.50% |
| 2002 | -48.90% | +16.95% |
| 2001 | -2.50% | +102.26% |
| 2000 | +83.71% | +53.68% |
| 1999 | -9.78% | -10.68% |
DUK vs SO Drawdown Comparison
The maximum drawdown for DUK was -71.89%, occurring on Mar 10, 2003. Recovery took 1500 trading sessions.
The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The current DUK drawdown is -6.09%. The current SO drawdown is -5.81%.
| Rank | DUK | SO |
|---|---|---|
| #1 | -71.89% Apr 26, 2001 - Apr 18, 2007 | -38.44% Jan 30, 2020 - Aug 16, 2021 |
| #2 | -38.89% Dec 13, 2007 - Sep 13, 2010 | -30.47% Sep 18, 2008 - Jul 26, 2010 |
| #3 | -37.37% Feb 21, 2020 - Apr 13, 2021 | -23.28% Aug 19, 2022 - May 3, 2024 |
| #4 | -26.75% Nov 30, 2000 - Apr 20, 2001 | -21.01% Nov 2, 1999 - Apr 25, 2000 |
| #5 | -24.16% May 27, 2022 - Jul 12, 2024 | -19.29% Jan 29, 2015 - Mar 10, 2016 |
| #6 | -23.07% Jan 29, 2015 - Jun 27, 2016 | -18.94% Dec 26, 2000 - Mar 27, 2001 |
| #7 | -19.02% Jan 27, 2000 - Apr 13, 2000 | -17.68% Nov 2, 2017 - Feb 20, 2019 |
| #8 | -18.13% Nov 14, 2017 - Nov 16, 2018 | -17.47% Oct 28, 2002 - Jan 6, 2003 |
| #9 | -18.07% Apr 25, 2007 - Dec 5, 2007 | -16.88% Sep 13, 2000 - Dec 26, 2000 |
| #10 | -16.23% Nov 2, 1999 - Jan 21, 2000 | -15.85% May 8, 2002 - Jul 31, 2002 |
| #11 | -14.77% Jul 6, 2016 - May 22, 2017 | -15.00% Oct 15, 2025 - Mar 16, 2026 |
| #12 | -12.51% Apr 29, 2013 - Apr 8, 2014 | -14.92% Apr 23, 2013 - Apr 28, 2014 |
| #13 | -12.20% Jun 18, 2012 - Jan 30, 2013 | -14.82% Jan 9, 2008 - Sep 18, 2008 |
| #14 | -11.61% Oct 18, 2024 - Mar 3, 2025 | -14.14% Apr 26, 2000 - Aug 7, 2000 |
| #15 | -10.90% Sep 12, 2000 - Sep 28, 2000 | -14.04% May 27, 2022 - Jul 29, 2022 |
Correlation
Correlation between DUK and SO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
DUK vs SO dividend yield comparison.
| Year | DUK | SO |
|---|---|---|
| 2026 | 1.71% | 1.62% |
| 2025 | 3.60% | 3.37% |
| 2024 | 3.84% | 3.47% |
| 2023 | 4.18% | 3.96% |
| 2022 | 3.86% | 3.78% |
| 2021 | 3.72% | 3.82% |
| 2020 | 4.17% | 4.13% |
| 2019 | 4.11% | 3.86% |
| 2018 | 4.21% | 5.42% |
| 2017 | 4.15% | 4.78% |
| 2016 | 4.33% | 4.52% |
| 2015 | 4.54% | 4.60% |
| 2014 | 3.77% | 4.24% |
| 2013 | 4.48% | 4.90% |
| 2012 | 4.75% | 4.54% |
| 2011 | 4.50% | 4.05% |
| 2010 | 5.45% | 4.71% |
| 2009 | 5.46% | 5.20% |
| 2008 | 6.00% | 4.49% |
| 2007 | 73.06% | 4.12% |
| 2006 | 3.79% | 4.16% |
| 2005 | 4.26% | 4.27% |
| 2004 | 4.34% | 4.22% |
| 2003 | 5.38% | 4.58% |
| 2002 | 5.63% | 4.77% |
| 2001 | 2.80% | 59.28% |
| 2000 | 3.06% | 4.03% |
| 1999 | 1.10% | 0.00% |
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