DUKE ENERGY CORP (DUK) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:DUK • US26441C2044

123.41 USD
+1.2 (+0.98%)
At close: Feb 5, 2026
123.962 USD
+0.55 (+0.45%)
After Hours: 2/5/2026, 7:21:35 PM
Fundamental Rating

4

DUK gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 46 industry peers in the Electric Utilities industry. While DUK has a great profitability rating, there are quite some concerns on its financial health. DUK is valied quite expensively at the moment, while it does show a decent growth rate. DUK also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year DUK was profitable.
  • 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.
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 0 5B -5B 10B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 2.57%, DUK is in line with its industry, outperforming 43.48% of the companies in the same industry.
  • The Return On Equity of DUK (9.59%) is comparable to the rest of the industry.
  • Looking at the Return On Invested Capital, with a value of 4.38%, DUK is in line with its industry, outperforming 58.70% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for DUK is in line with the industry average of 4.57%.
  • The 3 year average ROIC (3.87%) for DUK is below the current ROIC(4.38%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.57%
ROE 9.59%
ROIC 4.38%
ROA(3y)1.76%
ROA(5y)1.66%
ROE(3y)6.44%
ROE(5y)5.93%
ROIC(3y)3.87%
ROIC(5y)3.68%
DUK Yearly ROA, ROE, ROICDUK Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2 4 6 8

1.3 Margins

  • DUK's Profit Margin of 15.58% is amongst the best of the industry. DUK outperforms 80.43% of its industry peers.
  • In the last couple of years the Profit Margin of DUK has remained more or less at the same level.
  • Looking at the Operating Margin, with a value of 27.12%, DUK belongs to the top of the industry, outperforming 91.30% of the companies in the same industry.
  • In the last couple of years the Operating Margin of DUK has grown nicely.
  • DUK has a Gross Margin of 71.28%. This is in the better half of the industry: DUK outperforms 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 27.12%
PM (TTM) 15.58%
GM 71.28%
OM growth 3Y3.31%
OM growth 5Y2.83%
PM growth 3Y-2.07%
PM growth 5Y-0.38%
GM growth 3Y-1.86%
GM growth 5Y-0.71%
DUK Yearly Profit, Operating, Gross MarginsDUK Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

0

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), DUK is destroying value.
  • DUK has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, DUK has more shares outstanding
  • DUK has a worse debt/assets ratio than last year.
DUK Yearly Shares OutstandingDUK Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 50B 100B 150B

2.2 Solvency

  • DUK has an Altman-Z score of 0.71. This is a bad value and indicates that DUK is not financially healthy and even has some risk of bankruptcy.
  • DUK has a Altman-Z score of 0.71. This is in the lower half of the industry: DUK underperforms 65.22% of its industry peers.
  • A Debt/Equity ratio of 1.60 is on the high side and indicates that DUK has dependencies on debt financing.
  • DUK's Debt to Equity ratio of 1.60 is in line compared to the rest of the industry. DUK outperforms 45.65% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.6
Debt/FCF N/A
Altman-Z 0.71
ROIC/WACC0.68
WACC6.47%
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 0 20B 40B 60B

2.3 Liquidity

  • A Current Ratio of 0.63 indicates that DUK may have some problems paying its short term obligations.
  • DUK has a Current ratio of 0.63. This is amonst the worse of the industry: DUK underperforms 84.78% of its industry peers.
  • DUK has a Quick Ratio of 0.63. This is a bad value and indicates that DUK is not financially healthy enough and could expect problems in meeting its short term obligations.
  • DUK has a Quick ratio of 0.40. This is amonst the worse of the industry: DUK underperforms 86.96% of its industry peers.
Industry RankSector Rank
Current Ratio 0.63
Quick Ratio 0.4
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 5B 10B 15B

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

5

3. Growth

3.1 Past

  • DUK shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 12.70%, which is quite good.
  • DUK shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 3.12% yearly.
  • The Revenue has been growing slightly by 4.80% in the past year.
  • Measured over the past years, DUK shows a small growth in Revenue. The Revenue has been growing by 3.89% on average per year.
EPS 1Y (TTM)12.7%
EPS 3Y4.1%
EPS 5Y3.12%
EPS Q2Q%11.73%
Revenue 1Y (TTM)4.8%
Revenue growth 3Y7.23%
Revenue growth 5Y3.89%
Sales Q2Q%4.76%

3.2 Future

  • DUK is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 6.84% yearly.
  • Based on estimates for the next years, DUK will show a small growth in Revenue. The Revenue will grow by 4.85% on average per year.
EPS Next Y8.1%
EPS Next 2Y7.18%
EPS Next 3Y7.05%
EPS Next 5Y6.84%
Revenue Next Year4.84%
Revenue Next 2Y4.2%
Revenue Next 3Y4.18%
Revenue Next 5Y4.85%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
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

2

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 19.04, the valuation of DUK can be described as rather expensive.
  • DUK's Price/Earnings ratio is in line with the industry average.
  • DUK is valuated rather cheaply when we compare the Price/Earnings ratio to 27.67, which is the current average of the S&P500 Index.
  • DUK is valuated rather expensively with a Price/Forward Earnings ratio of 18.21.
  • DUK's Price/Forward Earnings is on the same level as the industry average.
  • DUK's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.20.
Industry RankSector Rank
PE 19.04
Fwd PE 18.21
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

  • DUK's Enterprise Value to EBITDA ratio is in line with the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.29
DUK Per share dataDUK EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The decent profitability rating of DUK may justify a higher PE ratio.
PEG (NY)2.35
PEG (5Y)6.11
EPS Next 2Y7.18%
EPS Next 3Y7.05%

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

7

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.52%, DUK has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.90, DUK pays a bit more dividend than its industry peers.
  • DUK's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.52%

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 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 pays out 66.01% of its income as dividend. This is not a sustainable payout ratio.
  • DUK's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP66.01%
EPS Next 2Y7.18%
EPS Next 3Y7.05%
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 0 2B -2B 4B -4B
DUK Dividend Payout.DUK Dividend Payout, showing the Payout Ratio.DUK Dividend Payout.PayoutRetained Earnings

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DUKE ENERGY CORP

NYSE:DUK (2/5/2026, 7:21:35 PM)

After market: 123.962 +0.55 (+0.45%)

123.41

+1.2 (+0.98%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)11-07
Earnings (Next)02-10
Inst Owners70.14%
Inst Owner Change-0.4%
Ins Owners0.04%
Ins Owner Change-1.45%
Market Cap95.97B
Revenue(TTM)31.66B
Net Income(TTM)4.93B
Analysts72.14
Price Target136.99 (11%)
Short Float %1.62%
Short Ratio3.53
Dividend
Industry RankSector Rank
Dividend Yield 3.52%
Yearly Dividend4.15
Dividend Growth(5Y)2.59%
DP66.01%
Div Incr Years11
Div Non Decr Years11
Ex-Date02-13
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.89%
Min EPS beat(2)2.5%
Max EPS beat(2)5.29%
EPS beat(4)3
Avg EPS beat(4)3.82%
Min EPS beat(4)-1.19%
Max EPS beat(4)8.68%
EPS beat(8)5
Avg EPS beat(8)3.12%
EPS beat(12)7
Avg EPS beat(12)1.16%
EPS beat(16)8
Avg EPS beat(16)0.59%
Revenue beat(2)1
Avg Revenue beat(2)1.27%
Min Revenue beat(2)-0.49%
Max Revenue beat(2)3.03%
Revenue beat(4)2
Avg Revenue beat(4)0.85%
Min Revenue beat(4)-0.53%
Max Revenue beat(4)3.03%
Revenue beat(8)5
Avg Revenue beat(8)1.43%
Revenue beat(12)8
Avg Revenue beat(12)5.12%
Revenue beat(16)11
Avg Revenue beat(16)4.57%
PT rev (1m)0%
PT rev (3m)-1.21%
EPS NQ rev (1m)-1.12%
EPS NQ rev (3m)-6.1%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)-0.27%
Revenue NQ rev (1m)-1.47%
Revenue NQ rev (3m)-1.58%
Revenue NY rev (1m)0.04%
Revenue NY rev (3m)0.07%
Valuation
Industry RankSector Rank
PE 19.04
Fwd PE 18.21
P/S 3.03
P/FCF N/A
P/OCF 7.97
P/B 1.86
P/tB 2.96
EV/EBITDA 11.29
EPS(TTM)6.48
EY5.25%
EPS(NY)6.78
Fwd EY5.49%
FCF(TTM)-1.18
FCFYN/A
OCF(TTM)15.49
OCFY12.55%
SpS40.71
BVpS66.18
TBVpS41.73
PEG (NY)2.35
PEG (5Y)6.11
Graham Number98.23
Profitability
Industry RankSector Rank
ROA 2.57%
ROE 9.59%
ROCE 4.97%
ROIC 4.38%
ROICexc 4.4%
ROICexgc 4.94%
OM 27.12%
PM (TTM) 15.58%
GM 71.28%
FCFM N/A
ROA(3y)1.76%
ROA(5y)1.66%
ROE(3y)6.44%
ROE(5y)5.93%
ROIC(3y)3.87%
ROIC(5y)3.68%
ROICexc(3y)3.88%
ROICexc(5y)3.68%
ROICexgc(3y)4.39%
ROICexgc(5y)4.19%
ROCE(3y)4.42%
ROCE(5y)4.19%
ROICexgc growth 3Y7.33%
ROICexgc growth 5Y3.3%
ROICexc growth 3Y7.73%
ROICexc growth 5Y3.73%
OM growth 3Y3.31%
OM growth 5Y2.83%
PM growth 3Y-2.07%
PM growth 5Y-0.38%
GM growth 3Y-1.86%
GM growth 5Y-0.71%
F-Score7
Asset Turnover0.16
Health
Industry RankSector Rank
Debt/Equity 1.6
Debt/FCF N/A
Debt/EBITDA 5.15
Cap/Depr 175.96%
Cap/Sales 40.97%
Interest Coverage 250
Cash Conversion 75.51%
Profit Quality N/A
Current Ratio 0.63
Quick Ratio 0.4
Altman-Z 0.71
F-Score7
WACC6.47%
ROIC/WACC0.68
Cap/Depr(3y)197.67%
Cap/Depr(5y)189.03%
Cap/Sales(3y)41.11%
Cap/Sales(5y)40.86%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)12.7%
EPS 3Y4.1%
EPS 5Y3.12%
EPS Q2Q%11.73%
EPS Next Y8.1%
EPS Next 2Y7.18%
EPS Next 3Y7.05%
EPS Next 5Y6.84%
Revenue 1Y (TTM)4.8%
Revenue growth 3Y7.23%
Revenue growth 5Y3.89%
Sales Q2Q%4.76%
Revenue Next Year4.84%
Revenue Next 2Y4.2%
Revenue Next 3Y4.18%
Revenue Next 5Y4.85%
EBIT growth 1Y11.99%
EBIT growth 3Y10.78%
EBIT growth 5Y6.83%
EBIT Next Year87.61%
EBIT Next 3Y29.83%
EBIT Next 5Y21.36%
FCF growth 1Y79.45%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y49.71%
OCF growth 3Y14.14%
OCF growth 5Y8.47%

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 2 / 10 to DUKE ENERGY CORP (DUK). This can be considered as Overvalued.


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 19.04 and the Price/Book (PB) ratio is 1.86.


How financially healthy is DUKE ENERGY CORP?

The financial health rating of DUKE ENERGY CORP (DUK) is 0 / 10.