DUKE ENERGY CORP (DUK) Stock Fundamental Analysis

NYSE:DUK • US26441C2044

126.78 USD
+0.41 (+0.32%)
At close: Feb 20, 2026
127 USD
+0.22 (+0.17%)
After Hours: 2/20/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, DUK scores 4 out of 10 in our fundamental rating. DUK was compared to 46 industry peers in the Electric Utilities industry. DUK has an excellent profitability rating, but there are concerns on its financial health. DUK has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year DUK was profitable.
  • DUK had a positive operating cash flow in the past year.
  • In the past 5 years DUK has always been profitable.
  • Each year in the past 5 years DUK had a positive operating cash flow.
DUK Yearly Net Income VS EBIT VS OCF VS FCFDUK Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 2.51%, DUK is in line with its industry, outperforming 41.30% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 9.47%, DUK is in line with its industry, outperforming 45.65% of the companies in the same industry.
  • DUK has a Return On Invested Capital of 4.29%. This is comparable to the rest of the industry: DUK outperforms 54.35% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for DUK is in line with the industry average of 4.59%.
  • The 3 year average ROIC (4.09%) for DUK is below the current ROIC(4.29%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.51%
ROE 9.47%
ROIC 4.29%
ROA(3y)2.14%
ROA(5y)2.01%
ROE(3y)7.94%
ROE(5y)7.3%
ROIC(3y)4.09%
ROIC(5y)3.81%
DUK Yearly ROA, ROE, ROICDUK Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

1.3 Margins

  • The Profit Margin of DUK (15.24%) is better than 60.87% of its industry peers.
  • DUK's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 26.61%, DUK belongs to the top of the industry, outperforming 91.30% of the companies in the same industry.
  • DUK's Operating Margin has improved in the last couple of years.
  • DUK has a better Gross Margin (71.95%) than 63.04% of its industry peers.
  • In the last couple of years the Gross Margin of DUK has remained more or less at the same level.
Industry RankSector Rank
OM 26.61%
PM (TTM) 15.24%
GM 71.95%
OM growth 3Y6.01%
OM growth 5Y2.17%
PM growth 3Y21.5%
PM growth 5Y23.42%
GM growth 3Y3.43%
GM growth 5Y-0.21%
DUK Yearly Profit, Operating, Gross MarginsDUK Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • DUK has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • DUK has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for DUK has been increased compared to 5 years ago.
  • The debt/assets ratio for DUK is higher compared to a year ago.
DUK Yearly Shares OutstandingDUK Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M
DUK Yearly Total Debt VS Total AssetsDUK Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50B 100B 150B

2.2 Solvency

  • DUK has an Altman-Z score of 0.70. This is a bad value and indicates that DUK is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.70, DUK is doing worse than 67.39% of the companies in the same industry.
  • The Debt to FCF ratio of DUK is 7.29, which is on the high side as it means it would take DUK, 7.29 years of fcf income to pay off all of its debts.
  • With an excellent Debt to FCF ratio value of 7.29, DUK belongs to the best of the industry, outperforming 82.61% of the companies in the same industry.
  • A Debt/Equity ratio of 1.60 is on the high side and indicates that DUK has dependencies on debt financing.
  • The Debt to Equity ratio of DUK (1.60) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.6
Debt/FCF 7.29
Altman-Z 0.7
ROIC/WACC0.67
WACC6.4%
DUK Yearly LT Debt VS Equity VS FCFDUK Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B 40B 60B 80B

2.3 Liquidity

  • A Current Ratio of 0.55 indicates that DUK may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.55, DUK is doing worse than 82.61% of the companies in the same industry.
  • A Quick Ratio of 0.33 indicates that DUK may have some problems paying its short term obligations.
  • The Quick ratio of DUK (0.33) is worse than 86.96% of its industry peers.
Industry RankSector Rank
Current Ratio 0.55
Quick Ratio 0.33
DUK Yearly Current Assets VS Current LiabilitesDUK Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.12% over the past year.
  • The Earnings Per Share has been growing slightly by 4.30% on average over the past years.
  • The Revenue has been growing slightly by 6.19% in the past year.
  • DUK shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.20% yearly.
EPS 1Y (TTM)7.12%
EPS 3Y5.84%
EPS 5Y4.3%
EPS Q2Q%-9.64%
Revenue 1Y (TTM)6.19%
Revenue growth 3Y3.87%
Revenue growth 5Y6.2%
Sales Q2Q%7.85%

3.2 Future

  • The Earnings Per Share is expected to grow by 6.43% on average over the next years.
  • The Revenue is expected to grow by 4.49% on average over the next years.
EPS Next Y7.14%
EPS Next 2Y7.03%
EPS Next 3Y6.83%
EPS Next 5Y6.43%
Revenue Next Year3.77%
Revenue Next 2Y3.78%
Revenue Next 3Y3.36%
Revenue Next 5Y4.49%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
DUK Yearly Revenue VS EstimatesDUK Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10B 20B 30B 40B
DUK Yearly EPS VS EstimatesDUK Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8

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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • DUK is valuated rather expensively with a Price/Earnings ratio of 20.06.
  • DUK's Price/Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Earnings ratio is at 26.99. DUK is valued slightly cheaper when compared to this.
  • DUK is valuated rather expensively with a Price/Forward Earnings ratio of 18.72.
  • DUK's Price/Forward Earnings is on the same level as the industry average.
  • When comparing the Price/Forward Earnings ratio of DUK to the average of the S&P500 Index (28.06), we can say DUK is valued slightly cheaper.
Industry RankSector Rank
PE 20.06
Fwd PE 18.72
DUK Price Earnings VS Forward Price EarningsDUK Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, DUK is valued cheaper than 93.48% of the companies in the same industry.
Industry RankSector Rank
P/FCF 8
EV/EBITDA N/A
DUK Per share dataDUK EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates DUK does not grow enough to justify the current Price/Earnings ratio.
  • DUK has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)2.81
PEG (5Y)4.66
EPS Next 2Y7.03%
EPS Next 3Y6.83%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.40%, DUK has a reasonable but not impressive dividend return.
  • DUK's Dividend Yield is comparable with the industry average which is at 3.13.
  • DUK's Dividend Yield is rather good when compared to the S&P500 average which is at 1.85.
Industry RankSector Rank
Dividend Yield 3.4%

5.2 History

  • The dividend of DUK has a limited annual growth rate of 2.59%.
  • DUK has paid a dividend for at least 10 years, which is a reliable track record.
  • DUK has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)2.59%
Div Incr Years11
Div Non Decr Years11
DUK Yearly Dividends per shareDUK Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • DUK's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP0%
EPS Next 2Y7.03%
EPS Next 3Y6.83%
DUK Yearly Income VS Free CF VS DividendDUK Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B

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Find the best dividend stocksShow peers with best dividend

DUKE ENERGY CORP

NYSE:DUK (2/20/2026, 8:04:00 PM)

After market: 127 +0.22 (+0.17%)

126.78

+0.41 (+0.32%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-10
Earnings (Next)05-04
Inst Owners70.14%
Inst Owner Change-0.28%
Ins Owners0.04%
Ins Owner Change4.26%
Market Cap98.59B
Revenue(TTM)32.24B
Net Income(TTM)4.91B
Analysts72.14
Price Target135.4 (6.8%)
Short Float %1.73%
Short Ratio3.4
Dividend
Industry RankSector Rank
Dividend Yield 3.4%
Yearly Dividend4.15
Dividend Growth(5Y)2.59%
DP0%
Div Incr Years11
Div Non Decr Years11
Ex-Date02-13
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)1.21%
Min EPS beat(2)-0.07%
Max EPS beat(2)2.5%
EPS beat(4)3
Avg EPS beat(4)4.1%
Min EPS beat(4)-0.07%
Max EPS beat(4)8.68%
EPS beat(8)5
Avg EPS beat(8)3.45%
EPS beat(12)6
Avg EPS beat(12)0.9%
EPS beat(16)8
Avg EPS beat(16)0.76%
Revenue beat(2)1
Avg Revenue beat(2)2.46%
Min Revenue beat(2)-0.49%
Max Revenue beat(2)5.42%
Revenue beat(4)3
Avg Revenue beat(4)2.34%
Min Revenue beat(4)-0.49%
Max Revenue beat(4)5.42%
Revenue beat(8)6
Avg Revenue beat(8)2.68%
Revenue beat(12)8
Avg Revenue beat(12)2.48%
Revenue beat(16)12
Avg Revenue beat(16)5.7%
PT rev (1m)-1.16%
PT rev (3m)-2.36%
EPS NQ rev (1m)-1.01%
EPS NQ rev (3m)-5.9%
EPS NY rev (1m)-0.08%
EPS NY rev (3m)-0.29%
Revenue NQ rev (1m)-1.47%
Revenue NQ rev (3m)-1.58%
Revenue NY rev (1m)0.01%
Revenue NY rev (3m)0.03%
Valuation
Industry RankSector Rank
PE 20.06
Fwd PE 18.72
P/S 3.06
P/FCF 8
P/OCF 8
P/B 1.9
P/tB 3
EV/EBITDA N/A
EPS(TTM)6.32
EY4.99%
EPS(NY)6.77
Fwd EY5.34%
FCF(TTM)15.86
FCFY12.51%
OCF(TTM)15.86
OCFY12.51%
SpS41.45
BVpS66.66
TBVpS42.22
PEG (NY)2.81
PEG (5Y)4.66
Graham Number97.36
Profitability
Industry RankSector Rank
ROA 2.51%
ROE 9.47%
ROCE 4.91%
ROIC 4.29%
ROICexc 4.3%
ROICexgc 4.81%
OM 26.61%
PM (TTM) 15.24%
GM 71.95%
FCFM 38.25%
ROA(3y)2.14%
ROA(5y)2.01%
ROE(3y)7.94%
ROE(5y)7.3%
ROIC(3y)4.09%
ROIC(5y)3.81%
ROICexc(3y)4.1%
ROICexc(5y)3.82%
ROICexgc(3y)4.62%
ROICexgc(5y)4.32%
ROCE(3y)4.71%
ROCE(5y)4.39%
ROICexgc growth 3Y6.61%
ROICexgc growth 5Y4.25%
ROICexc growth 3Y7.06%
ROICexc growth 5Y4.78%
OM growth 3Y6.01%
OM growth 5Y2.17%
PM growth 3Y21.5%
PM growth 5Y23.42%
GM growth 3Y3.43%
GM growth 5Y-0.21%
F-Score7
Asset Turnover0.16
Health
Industry RankSector Rank
Debt/Equity 1.6
Debt/FCF 7.29
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 250
Cash Conversion N/A
Profit Quality 251.02%
Current Ratio 0.55
Quick Ratio 0.33
Altman-Z 0.7
F-Score7
WACC6.4%
ROIC/WACC0.67
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)7.12%
EPS 3Y5.84%
EPS 5Y4.3%
EPS Q2Q%-9.64%
EPS Next Y7.14%
EPS Next 2Y7.03%
EPS Next 3Y6.83%
EPS Next 5Y6.43%
Revenue 1Y (TTM)6.19%
Revenue growth 3Y3.87%
Revenue growth 5Y6.2%
Sales Q2Q%7.85%
Revenue Next Year3.77%
Revenue Next 2Y3.78%
Revenue Next 3Y3.36%
Revenue Next 5Y4.49%
EBIT growth 1Y8.02%
EBIT growth 3Y10.11%
EBIT growth 5Y8.5%
EBIT Next Year84.57%
EBIT Next 3Y30.18%
EBIT Next 5Y18.43%
FCF growth 1Y25587.5%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y0.02%
OCF growth 3Y27.66%
OCF growth 5Y6.84%

DUKE ENERGY CORP / DUK FAQ

Can you provide the ChartMill fundamental rating for DUKE ENERGY CORP?

ChartMill assigns a fundamental rating of 4 / 10 to DUK.


What is the valuation status of DUKE ENERGY CORP (DUK) stock?

ChartMill assigns a valuation rating of 4 / 10 to DUKE ENERGY CORP (DUK). This can be considered as Fairly Valued.


Can you provide the profitability details for DUKE ENERGY CORP?

DUKE ENERGY CORP (DUK) has a profitability rating of 7 / 10.


What are the PE and PB ratios of DUKE ENERGY CORP (DUK) stock?

The Price/Earnings (PE) ratio for DUKE ENERGY CORP (DUK) is 20.06 and the Price/Book (PB) ratio is 1.9.


How financially healthy is DUKE ENERGY CORP?

The financial health rating of DUKE ENERGY CORP (DUK) is 2 / 10.