DUKE ENERGY CORP (DUK) Fundamental Analysis & Valuation
NYSE:DUK • US26441C2044
131.595 USD
+0.16 (+0.13%)
Last: Mar 4, 2026, 10:26 AM
This DUK fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
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 scores excellent on profitability, but there are concerns on its financial health. DUK has a correct valuation and a medium growth rate.
1. DUK Profitability Analysis
1.1 Basic Checks
- DUK had positive earnings in the past year.
- In the past year DUK had a positive cash flow from operations.
- Each year in the past 5 years DUK has been profitable.
- Each year in the past 5 years DUK had a positive operating cash flow.
1.2 Ratios
- DUK's Return On Assets of 2.51% is on the low side compared to the rest of the industry. DUK is outperformed by 60.87% of its industry peers.
- DUK has a Return On Equity (9.47%) which is in line with its industry peers.
- DUK has a Return On Invested Capital (4.29%) which is comparable to the rest of the industry.
- The Average Return On Invested Capital over the past 3 years for DUK is in line with the industry average of 4.48%.
- The last Return On Invested Capital (4.29%) for DUK is above the 3 year average (4.09%), which is a sign of increasing profitability.
| Industry Rank | Sector 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%
1.3 Margins
- The Profit Margin of DUK (15.24%) is better than 76.09% of its industry peers.
- In the last couple of years the Profit Margin of DUK has grown nicely.
- DUK has a Operating Margin of 26.61%. This is amongst the best in the industry. DUK outperforms 89.13% of its industry peers.
- In the last couple of years the Operating Margin of DUK has grown nicely.
- The Gross Margin of DUK (71.95%) is better 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 Rank | Sector 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%
2. DUK Health Analysis
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.
- The number of shares outstanding for DUK has been increased compared to 1 year ago.
- Compared to 5 years ago, DUK has more shares outstanding
- Compared to 1 year ago, DUK has a worse debt to assets ratio.
2.2 Solvency
- Based on the Altman-Z score of 0.71, we must say that DUK is in the distress zone and has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 0.71, 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.
- DUK's Debt to FCF ratio of 7.29 is amongst the best of the industry. DUK outperforms 82.61% of its industry peers.
- DUK has a Debt/Equity ratio of 1.60. This is a high value indicating a heavy dependency on external financing.
- DUK has a Debt to Equity ratio of 1.60. This is comparable to the rest of the industry: DUK outperforms 45.65% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.6 | ||
| Debt/FCF | 7.29 | ||
| Altman-Z | 0.71 |
ROIC/WACC0.67
WACC6.42%
2.3 Liquidity
- A Current Ratio of 0.55 indicates that DUK may have some problems paying its short term obligations.
- With a Current ratio value of 0.55, DUK is not doing good in the industry: 80.43% of the companies in the same industry are doing better.
- A Quick Ratio of 0.33 indicates that DUK may have some problems paying its short term obligations.
- With a Quick ratio value of 0.33, DUK is not doing good in the industry: 86.96% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.55 | ||
| Quick Ratio | 0.33 |
3. DUK Growth Analysis
3.1 Past
- The Earnings Per Share has been growing slightly by 7.12% over the past year.
- Measured over the past 5 years, DUK shows a small growth in Earnings Per Share. The EPS has been growing by 4.30% on average per year.
- Looking at the last year, DUK shows a small growth in Revenue. The Revenue has grown by 6.19% in the last 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
- DUK is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 6.43% yearly.
- 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
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- 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.
4. DUK Valuation Analysis
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 20.82, DUK is valued on the expensive side.
- DUK's Price/Earnings is on the same level as the industry average.
- When comparing the Price/Earnings ratio of DUK to the average of the S&P500 Index (26.83), we can say DUK is valued slightly cheaper.
- With a Price/Forward Earnings ratio of 19.43, DUK is valued on the expensive side.
- DUK's Price/Forward Earnings ratio is in line with the industry average.
- The average S&P500 Price/Forward Earnings ratio is at 24.95. DUK is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.82 | ||
| Fwd PE | 19.43 |
4.2 Price Multiples
- DUK's Price/Free Cash Flow ratio is rather cheap when compared to the industry. DUK is cheaper than 89.13% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 8.3 | ||
| EV/EBITDA | N/A |
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)2.92
PEG (5Y)4.84
EPS Next 2Y7.03%
EPS Next 3Y6.83%
5. DUK Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 3.30%, DUK has a reasonable but not impressive dividend return.
- DUK's Dividend Yield is comparable with the industry average which is at 3.14.
- Compared to an average S&P500 Dividend Yield of 1.82, DUK pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.3% |
5.2 History
- The dividend of DUK has a limited annual growth rate of 2.59%.
- DUK has been paying a dividend for at least 10 years, so it has a reliable track record.
- DUK has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)2.59%
Div Incr Years11
Div Non Decr Years11
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 Fundamentals: All Metrics, Ratios and Statistics
NYSE:DUK (3/4/2026, 10:26:09 AM)
131.595
+0.16 (+0.13%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-10 2026-02-10/bmo
Earnings (Next)05-04 2026-05-04/bmo
Inst Owners70.14%
Inst Owner Change-6.09%
Ins Owners0.04%
Ins Owner Change6.8%
Market Cap102.34B
Revenue(TTM)32.24B
Net Income(TTM)4.91B
Analysts72.14
Price Target137.39 (4.4%)
Short Float %2.21%
Short Ratio4.13
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.3% |
Yearly Dividend4.15
Dividend Growth(5Y)2.59%
DP0%
Div Incr Years11
Div Non Decr Years11
Ex-Date02-13 2026-02-13 (1.065)
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)0.29%
PT rev (3m)-1.09%
EPS NQ rev (1m)3.11%
EPS NQ rev (3m)1.1%
EPS NY rev (1m)-0.1%
EPS NY rev (3m)-0.12%
Revenue NQ rev (1m)0.6%
Revenue NQ rev (3m)0.6%
Revenue NY rev (1m)0.2%
Revenue NY rev (3m)0.39%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.82 | ||
| Fwd PE | 19.43 | ||
| P/S | 3.17 | ||
| P/FCF | 8.3 | ||
| P/OCF | 8.3 | ||
| P/B | 1.97 | ||
| P/tB | 3.12 | ||
| EV/EBITDA | N/A |
EPS(TTM)6.32
EY4.8%
EPS(NY)6.77
Fwd EY5.15%
FCF(TTM)15.86
FCFY12.05%
OCF(TTM)15.86
OCFY12.05%
SpS41.45
BVpS66.66
TBVpS42.22
PEG (NY)2.92
PEG (5Y)4.84
Graham Number97.36
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 0.71 |
F-Score7
WACC6.42%
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 Year85.21%
EBIT Next 3Y27.64%
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 20.82 and the Price/Book (PB) ratio is 1.97.
How financially healthy is DUKE ENERGY CORP?
The financial health rating of DUKE ENERGY CORP (DUK) is 2 / 10.