$EXC vs $PPL: Weighing Growth Prospects Against Dividend Yields in the Utility Sector Both EXC and PPL are regulated electric utilities, but their growth profiles differ sharply: Exelon targets roughly 5–7% EPS growth, while PPL targets 6–8%. Exelon offers a h

$EXC vs $PPL: Weighing Growth Prospects Against Dividend Yields in the Utility Sector Both EXC and PPL are regulated electric utilities, but their growth profiles differ sharply: Exelon targets roughly 5–7% EPS growth, while PPL targets 6–8%. Exelon offers a higher dividend yield (near 3.8–3.9%) and a lower valuation, while PPL carries a richer P/E multiple and a lower yield (near 3.2–3.3%). PPL is more aggressively leveraged to data-center-driven load growth through its Pennsylvania and Kentucky pipelines and its Invitium Energy joint venture. Exelon trimmed its large-load and data-center project pipeline from 43 GW to 36 GW, a modest reset that weighed on short-term sentiment.