DUKE ENERGY CORP (DUK) Fundamental Analysis & Valuation

NYSE:DUK • US26441C2044

132.34 USD
+0.91 (+0.69%)
Last: Mar 4, 2026, 02:54 PM
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This DUK fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Overall DUK gets a fundamental rating of 4 out of 10. We evaluated DUK 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 not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. DUK Profitability Analysis

1.1 Basic Checks

  • In the past year DUK was profitable.
  • DUK had a positive operating cash flow in the past year.
  • Each year in the past 5 years DUK has been profitable.
  • In the past 5 years DUK always reported a positive cash flow from operatings.
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 doing worse than 60.87% of the companies in the same industry.
  • DUK has a Return On Equity of 9.47%. This is comparable to the rest of the industry: DUK outperforms 47.83% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 4.29%, DUK is in line with its industry, outperforming 56.52% 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 4.48%.
  • 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 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

  • 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.
  • In the last couple of years the Profit Margin of DUK has grown nicely.
  • DUK's Operating Margin of 26.61% is amongst the best of the industry. DUK outperforms 89.13% of its industry peers.
  • DUK's Operating Margin has improved in the last couple of years.
  • 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 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. DUK Health Analysis

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.
  • DUK has more shares outstanding than it did 5 years ago.
  • 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 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

  • 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.
  • DUK has a debt to FCF ratio of 7.29. This is a slightly negative value and a sign of low solvency as DUK would need 7.29 years to pay back of 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.
  • DUK has a Debt/Equity ratio of 1.60. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 1.60, DUK is in line with its industry, outperforming 45.65% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.6
Debt/FCF 7.29
Altman-Z 0.71
ROIC/WACC0.67
WACC6.42%
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

  • DUK has a Current Ratio of 0.55. This is a bad value and indicates that DUK is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Current ratio of DUK (0.55) is worse than 80.43% of its industry peers.
  • DUK has a Quick Ratio of 0.55. This is a bad value and indicates that DUK is not financially healthy enough and could expect problems in meeting 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. DUK Growth Analysis

3.1 Past

  • DUK shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 7.12%.
  • The Earnings Per Share has been growing slightly by 4.30% on average over the past years.
  • DUK shows a small growth in Revenue. In the last year, the Revenue has grown by 6.19%.
  • 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

  • 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.
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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4

4. DUK Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 20.94 indicates a rather expensive valuation of DUK.
  • Compared to the rest of the industry, the Price/Earnings ratio of DUK is on the same level as its industry peers.
  • 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 19.55, DUK is valued on the expensive side.
  • DUK's Price/Forward Earnings is on the same level as 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 RankSector Rank
PE 20.94
Fwd PE 19.55
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 cheaply inside the industry as 89.13% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 8.35
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.
  • The decent profitability rating of DUK may justify a higher PE ratio.
PEG (NY)2.93
PEG (5Y)4.87
EPS Next 2Y7.03%
EPS Next 3Y6.83%

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

6

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 RankSector Rank
Dividend Yield 3.3%

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 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
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

  • The dividend of DUK is growing, but earnings are growing more, so the dividend growth is 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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DUK Fundamentals: All Metrics, Ratios and Statistics

DUKE ENERGY CORP

NYSE:DUK (3/4/2026, 2:54:09 PM)

132.34

+0.91 (+0.69%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-10
Earnings (Next)05-04
Inst Owners70.14%
Inst Owner Change-6.09%
Ins Owners0.04%
Ins Owner Change6.8%
Market Cap102.92B
Revenue(TTM)32.24B
Net Income(TTM)4.91B
Analysts72.14
Price Target137.39 (3.82%)
Short Float %2.21%
Short Ratio4.13
Dividend
Industry RankSector Rank
Dividend Yield 3.3%
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)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 RankSector Rank
PE 20.94
Fwd PE 19.55
P/S 3.19
P/FCF 8.35
P/OCF 8.35
P/B 1.99
P/tB 3.13
EV/EBITDA N/A
EPS(TTM)6.32
EY4.78%
EPS(NY)6.77
Fwd EY5.12%
FCF(TTM)15.86
FCFY11.98%
OCF(TTM)15.86
OCFY11.98%
SpS41.45
BVpS66.66
TBVpS42.22
PEG (NY)2.93
PEG (5Y)4.87
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 0.71
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 20.94 and the Price/Book (PB) ratio is 1.99.


How financially healthy is DUKE ENERGY CORP?

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