DUKE ENERGY CORP (DUK) Stock Fundamental Analysis
NYSE:DUK • US26441C2044
129.32 USD
+0.39 (+0.3%)
Last: Feb 26, 2026, 02:32 PM
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 decent growth rate and is not valued too expensively.
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.
- In the past 5 years DUK has always been profitable.
- Each year in the past 5 years DUK had a positive operating cash flow.
1.2 Ratios
- The Return On Assets of DUK (2.51%) is comparable to the rest of the industry.
- DUK has a Return On Equity of 9.47%. This is comparable to the rest of the industry: DUK outperforms 50.00% of its industry peers.
- DUK's Return On Invested Capital of 4.29% is in line compared to the rest of the industry. DUK outperforms 56.52% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for DUK is in line with the industry average of 4.58%.
- 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
- With a decent Profit Margin value of 15.24%, DUK is doing good in the industry, outperforming 76.09% of the companies in the same industry.
- DUK's Profit Margin has improved in the last couple of years.
- 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.
- DUK's Gross Margin of 71.95% is fine compared to the rest of the industry. DUK outperforms 63.04% of its industry peers.
- DUK's Gross Margin has been stable in the last couple of years.
| 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. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), DUK is destroying value.
- The number of shares outstanding for DUK has been increased compared to 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.
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.
- DUK has a worse Altman-Z score (0.71) than 67.39% of its industry peers.
- 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 has a better Debt to FCF ratio (7.29) than 80.43% 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'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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.6 | ||
| Debt/FCF | 7.29 | ||
| Altman-Z | 0.71 |
ROIC/WACC0.67
WACC6.4%
2.3 Liquidity
- A Current Ratio of 0.55 indicates that DUK may have some problems paying its short term obligations.
- DUK has a Current ratio of 0.55. This is amonst the worse of the industry: DUK underperforms 82.61% of its industry peers.
- A Quick Ratio of 0.33 indicates that DUK may have some problems paying its short term obligations.
- Looking at the Quick ratio, with a value of 0.33, DUK is doing worse than 86.96% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.55 | ||
| Quick Ratio | 0.33 |
3. Growth
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.
- The Revenue has been growing slightly by 6.19% in the past year.
- The Revenue has been growing slightly by 6.20% on average over the past years.
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
- Based on estimates for the next years, DUK will show a small growth in Earnings Per Share. The EPS will grow by 6.43% on average per year.
- Based on estimates for the next years, DUK will show a small growth in Revenue. The Revenue will grow by 4.49% on average per year.
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.
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 20.46, DUK is valued on the expensive side.
- Compared to the rest of the industry, the Price/Earnings ratio of DUK is on the same level as its industry peers.
- DUK is valuated rather cheaply when we compare the Price/Earnings ratio to 27.05, which is the current average of the S&P500 Index.
- A Price/Forward Earnings ratio of 19.10 indicates a rather expensive valuation of DUK.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of DUK is on the same level as its industry peers.
- DUK's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.03.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.46 | ||
| Fwd PE | 19.1 |
4.2 Price Multiples
- DUK's Price/Free Cash Flow ratio is rather cheap when compared to the industry. DUK is cheaper than 93.48% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 8.16 | ||
| 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)2.87
PEG (5Y)4.76
EPS Next 2Y7.03%
EPS Next 3Y6.83%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.37%, DUK has a reasonable but not impressive dividend return.
- DUK's Dividend Yield is comparable with the industry average which is at 3.15.
- Compared to an average S&P500 Dividend Yield of 1.80, DUK pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.37% |
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
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%
NYSE:DUK (2/26/2026, 2:32:05 PM)
129.32
+0.39 (+0.3%)
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-6.11%
Ins Owners0.04%
Ins Owner Change4.41%
Market Cap100.57B
Revenue(TTM)32.24B
Net Income(TTM)4.91B
Analysts72.14
Price Target135.4 (4.7%)
Short Float %1.73%
Short Ratio3.4
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.37% |
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)-1.16%
PT rev (3m)-2.52%
EPS NQ rev (1m)1.73%
EPS NQ rev (3m)2.22%
EPS NY rev (1m)-0.1%
EPS NY rev (3m)-0.12%
Revenue NQ rev (1m)0.6%
Revenue NQ rev (3m)2.14%
Revenue NY rev (1m)0.2%
Revenue NY rev (3m)0.39%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.46 | ||
| Fwd PE | 19.1 | ||
| P/S | 3.12 | ||
| P/FCF | 8.16 | ||
| P/OCF | 8.16 | ||
| P/B | 1.94 | ||
| P/tB | 3.06 | ||
| EV/EBITDA | N/A |
EPS(TTM)6.32
EY4.89%
EPS(NY)6.77
Fwd EY5.24%
FCF(TTM)15.86
FCFY12.26%
OCF(TTM)15.86
OCFY12.26%
SpS41.45
BVpS66.66
TBVpS42.22
PEG (NY)2.87
PEG (5Y)4.76
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
WACC6.4%
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 20.46 and the Price/Book (PB) ratio is 1.94.
How financially healthy is DUKE ENERGY CORP?
The financial health rating of DUKE ENERGY CORP (DUK) is 2 / 10.