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Duke Energy Corporation

DUK - NYQ
Energy & Transportation
Electric & Other Services Combined
Country
USA
Market Cap
$89.7B
Dividend Yield
4%
Beta
0.47 (Low)
Trading Volume
1.6M (Moderate)
Momentum
Very Weak Neutral Very Strong
Value vs. Growth
Deep Value Fair Value Rapid Growth
Quality
Poor Average Excellent
Size
Micro Large Mega Cap

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
20.82
Forward P/E
18.80
PEG Ratio
2.61
Price/Book
1.88
EV/EBITDA
11.87
EV/Revenue
5.86

Income Statement

Revenue (TTM)
$29.9B
Gross Profit (TTM)
$15.2B
EBITDA
$14.3B

Financial Ratios

Profit Margin
15%
Operating Margin (TTM)
30%
Gross Profit Margin
51%
EBITDA Margin
48%
ROE (TTM)
9%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
20%
52-Week Range
$89.30
$115.48
$119.68
50-Day Moving Average
$111.23
Price vs. 50-Day MA
3.82%
200-Day Moving Average
$110.63
Price vs. 200-Day MA
4.38%
Analyst Ratings Distribution
0
0
11
7
2
Strong Sell Strong Buy
Median Price Target
$122.07
Price to Target
95%

Exelon Corporation

EXC - NMS
View EXC's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $43.6B
Volume: 5.5M (Moderate)
Beta: 0.58 (Low)
Dividend Yield: 4%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Exelon Corporation is an American Fortune 100 energy company headquartered in Chicago, Illinois and incorporated in Pennsylvania.

Compare
Valuation
Financials
Momentum
Ratings

Exelon Corporation is a major player in the electric utility industry, focusing on both generation and distribution, and has similar operational dynamics and market behavior to DUK.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 72%

R-squared: 52%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • DUK in EXC's comparables: Yes
  • EXC in DUK's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 2%
  • Profit Margin: 15% vs 11%
  • ROE: 9% vs 9%
  • Operating Margin: 30% vs 20%
  • Revenue (TTM): $29.9B vs $23.0B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $89.7B vs $43.6B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.26 vs 17.70
  • P/B Ratio: 1.88 vs 1.66
  • EV/EBITDA: 11.87 vs 11.14
  • Forward P/E: 18.80 vs 16.89
  • PEG Ratio: 2.61 vs 2.60

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • DUK Rating: Buy
  • EXC Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • DUK Country: USA
  • EXC Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • DUK Beta: 0.47 (Low)
  • EXC Beta: 0.58 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • DUK Price vs 200-day MA: 104.38%
  • EXC Price vs 200-day MA: 112.74%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • DUK Dividend Yield: 4%
  • EXC Dividend Yield: 4%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
18.20
Forward P/E
16.89
PEG Ratio
2.60
Price/Book
1.66
EV/EBITDA
11.14
EV/Revenue
3.96

Income Statement

Revenue (TTM)
$23.0B
Gross Profit (TTM)
$9.4B
EBITDA
$7.2B

Financial Ratios

Profit Margin
11%
Operating Margin (TTM)
20%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
9%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
2%
Quarterly Earnings Growth (YoY)
3%
52-Week Range
$33.02
$43.36
$45.20
50-Day Moving Average
$40.20
Price vs. 50-Day MA
7.86%
200-Day Moving Average
$38.46
Price vs. 200-Day MA
12.74%
Analyst Ratings Distribution
1
0
10
6
2
Strong Sell Strong Buy
Median Price Target
$44.16
Price to Target
98%

WEC Energy Group, Inc.

WEC - NYQ
View WEC's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $33.1B
Volume: 941.6K (Low)
Beta: 0.44 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.

Compare
Valuation
Financials
Momentum
Ratings

Duke Energy Corporation operates in the electric utility sector, providing services similar to WEC Energy Group, with a strong focus on renewable energy initiatives and a solid customer base across multiple states.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 75%

R-squared: 56%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • DUK in WEC's comparables: Yes
  • WEC in DUK's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 3%
  • Profit Margin: 15% vs 18%
  • ROE: 9% vs 12%
  • Operating Margin: 30% vs 21%
  • Revenue (TTM): $29.9B vs $8.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $89.7B vs $33.1B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.26 vs 21.58
  • P/B Ratio: 1.88 vs 2.78
  • EV/EBITDA: 11.87 vs 13.99
  • Forward P/E: 18.80 vs 20.66
  • PEG Ratio: 2.61 vs 2.65

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • DUK Rating: Buy
  • WEC Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • DUK Country: USA
  • WEC Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • DUK Beta: 0.47 (Low)
  • WEC Beta: 0.44 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • DUK Price vs 200-day MA: 104.38%
  • WEC Price vs 200-day MA: 112.82%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • DUK Dividend Yield: 4%
  • WEC Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
21.84
Forward P/E
20.66
PEG Ratio
2.65
Price/Book
2.78
EV/EBITDA
13.99
EV/Revenue
6.37

Income Statement

Revenue (TTM)
$8.6B
Gross Profit (TTM)
$3.8B
EBITDA
$3.4B

Financial Ratios

Profit Margin
18%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
12%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
106%
52-Week Range
$74.76
$104.23
$108.87
50-Day Moving Average
$99.08
Price vs. 50-Day MA
5.20%
200-Day Moving Average
$92.39
Price vs. 200-Day MA
12.82%
Analyst Ratings Distribution
1
0
11
4
2
Strong Sell Strong Buy
Median Price Target
$102.69
Price to Target
101%

American Electric Power Company, Inc.

AEP - NMS
View AEP's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $55.1B
Volume: 3.7M (Moderate)
Beta: 0.49 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

American Electric Power (AEP) is a major investor-owned electric utility in the United States, delivering electricity to more than five million customers in 11 states.

Compare
Valuation
Financials
Momentum
Ratings

Duke Energy is a major electric utility provider in the U.S., similar to AEP, and operates in a comparable regulatory environment, serving millions of customers across multiple states.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 67%

R-squared: 45%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • AEP in DUK's comparables: Yes
  • DUK in AEP's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 3%
  • Profit Margin: 15% vs 15%
  • ROE: 11% vs 9%
  • Operating Margin: 26% vs 30%
  • Revenue (TTM): $19.7B vs $29.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $55.1B vs $89.7B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 18.53 vs 20.26
  • P/B Ratio: 2.13 vs 1.88
  • EV/EBITDA: 12.69 vs 11.87
  • Forward P/E: 18.21 vs 18.80
  • PEG Ratio: 1.63 vs 2.61

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • AEP Rating: Hold
  • DUK Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • AEP Country: USA
  • DUK Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • AEP Beta: 0.49 (Low)
  • DUK Beta: 0.47 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A-

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • AEP Price vs 200-day MA: 107.23%
  • DUK Price vs 200-day MA: 104.38%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • AEP Dividend Yield: 3%
  • DUK Dividend Yield: 4%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
19.31
Forward P/E
18.21
PEG Ratio
1.63
Price/Book
2.13
EV/EBITDA
12.69
EV/Revenue
5.21

Income Statement

Revenue (TTM)
$19.7B
Gross Profit (TTM)
$9.3B
EBITDA
$7.8B

Financial Ratios

Profit Margin
15%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
11%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
97%
52-Week Range
$76.22
$103.39
$109.52
50-Day Moving Average
$98.22
Price vs. 50-Day MA
5.26%
200-Day Moving Average
$96.42
Price vs. 200-Day MA
7.23%
Analyst Ratings Distribution
0
1
14
3
3
Strong Sell Strong Buy
Median Price Target
$102.13
Price to Target
101%

Sempra

SRE - NYQ
View SRE's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Gas & Other Services Combined
Market Cap: $46.4B
Volume: 3.2M (Moderate)
Beta: 0.78 (Low)
Dividend Yield: 4%
Very Weak Momentum
Fair Value
Good Quality
Large Cap

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

Compare
Valuation
Financials
Momentum
Ratings

Duke Energy is a major utility company with a focus on electric and gas distribution, similar to Sempra's operations in the energy sector. It has a comparable market cap and is involved in the management of energy infrastructure.

correlation
C+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 15%

R-squared: 2%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • DUK in SRE's comparables: Yes
  • SRE in DUK's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 8%
  • Profit Margin: 15% vs 22%
  • ROE: 9% vs 10%
  • Operating Margin: 30% vs 26%
  • Revenue (TTM): $29.9B vs $13.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $89.7B vs $46.4B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.26 vs 16.13
  • P/B Ratio: 1.88 vs 1.53
  • EV/EBITDA: 11.87 vs 14.61
  • Forward P/E: 18.80 vs 14.66
  • PEG Ratio: 2.61 vs 3.19

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs GAS & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • DUK Rating: Buy
  • SRE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • DUK Country: USA
  • SRE Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A-

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • DUK Beta: 0.47 (Low)
  • SRE Beta: 0.78 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • DUK Price vs 200-day MA: 104.38%
  • SRE Price vs 200-day MA: 86.81%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • DUK Dividend Yield: 4%
  • SRE Dividend Yield: 4%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
16.16
Forward P/E
14.66
PEG Ratio
3.19
Price/Book
1.53
EV/EBITDA
14.61
EV/Revenue
6.20

Income Statement

Revenue (TTM)
$13.2B
Gross Profit (TTM)
$5.4B
EBITDA
$5.3B

Financial Ratios

Profit Margin
22%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-10%
52-Week Range
$64.89
$71.30
$95.12
50-Day Moving Average
$82.56
Price vs. 50-Day MA
-13.64%
200-Day Moving Average
$82.13
Price vs. 200-Day MA
-13.19%
Analyst Ratings Distribution
0
0
7
9
3
Strong Sell Strong Buy
Median Price Target
$82.22
Price to Target
87%

Edison International

EIX - NYQ
View EIX's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $21.2B
Volume: 3.0M (Moderate)
Beta: 0.88 (Average)
Dividend Yield: 6%
Very Weak Momentum
Value
Average Quality
Large Cap

Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy.

Compare
Valuation
Financials
Momentum
Ratings

Duke Energy is a major public utility company that operates in the electric services sector, similar to Edison International, and has a comparable market presence and regulatory environment.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 25%

R-squared: 6%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • DUK in EIX's comparables: Yes
  • EIX in DUK's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 8%
  • Profit Margin: 15% vs 7%
  • ROE: 9% vs 7%
  • Operating Margin: 30% vs 22%
  • Revenue (TTM): $29.9B vs $17.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $89.7B vs $21.2B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.26 vs 16.64
  • P/B Ratio: 1.88 vs 1.53
  • EV/EBITDA: 11.87 vs 9.49
  • Forward P/E: 18.80 vs 9.43
  • PEG Ratio: 2.61 vs 0.63

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC SERVICES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • DUK Rating: Buy
  • EIX Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • DUK Country: USA
  • EIX Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A-

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • DUK Beta: 0.47 (Low)
  • EIX Beta: 0.88 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • DUK Price vs 200-day MA: 104.38%
  • EIX Price vs 200-day MA: 72.56%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A-

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • DUK Dividend Yield: 4%
  • EIX Dividend Yield: 6%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
16.64
Forward P/E
9.43
PEG Ratio
0.63
Price/Book
1.53
EV/EBITDA
9.49
EV/Revenue
3.44

Income Statement

Revenue (TTM)
$17.6B
Gross Profit (TTM)
$9.2B
EBITDA
$6.4B

Financial Ratios

Profit Margin
7%
Operating Margin (TTM)
22%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
7%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-11%
52-Week Range
$49.06
$55.08
$87.71
50-Day Moving Average
$61.02
Price vs. 50-Day MA
-9.73%
200-Day Moving Average
$75.91
Price vs. 200-Day MA
-27.44%
Analyst Ratings Distribution
0
1
4
12
1
Strong Sell Strong Buy
Median Price Target
$70.14
Price to Target
79%
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