DUKE ENERGY CORP (1DUK.MI) Stock Fundamental Analysis
Europe - Euronext Milan - BIT:1DUK - US26441C2044 - Common Stock
99.21 EUR
-4.25 (-4.11%)
1DUK gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 25 industry peers in the Electric Utilities industry. 1DUK has a medium profitability rating, but doesn't score so well on its financial health evaluation. 1DUK is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
1DUK had positive earnings in the past year.
1DUK had a positive operating cash flow in the past year.
In the past 5 years 1DUK has always been profitable.
In the past 5 years 1DUK always reported a positive cash flow from operatings.
1.2 Ratios
1DUK has a Return On Assets of 2.51%. This is in the lower half of the industry: 1DUK underperforms 60.00% of its industry peers.
The Return On Equity of 1DUK (9.34%) is worse than 60.00% of its industry peers.
With a Return On Invested Capital value of 4.31%, 1DUK perfoms like the industry average, outperforming 44.00% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for 1DUK is below the industry average of 6.58%.
The last Return On Invested Capital (4.31%) for 1DUK is above the 3 year average (3.87%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.51% | ||
| ROE | 9.34% | ||
| ROIC | 4.31% |
ROA(3y)1.76%
ROA(5y)1.66%
ROE(3y)6.44%
ROE(5y)5.93%
ROIC(3y)3.87%
ROIC(5y)3.68%
1.3 Margins
The Profit Margin of 1DUK (15.20%) is better than 76.00% of its industry peers.
1DUK's Profit Margin has been stable in the last couple of years.
1DUK has a Operating Margin of 26.86%. This is amongst the best in the industry. 1DUK outperforms 84.00% of its industry peers.
1DUK's Operating Margin has improved in the last couple of years.
1DUK's Gross Margin of 69.92% is fine compared to the rest of the industry. 1DUK outperforms 68.00% of its industry peers.
1DUK's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 26.86% | ||
| PM (TTM) | 15.2% | ||
| GM | 69.92% |
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%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 1DUK is destroying value.
The number of shares outstanding for 1DUK has been increased compared to 1 year ago.
Compared to 5 years ago, 1DUK has more shares outstanding
Compared to 1 year ago, 1DUK has a worse debt to assets ratio.
2.2 Solvency
1DUK has an Altman-Z score of 0.69. This is a bad value and indicates that 1DUK is not financially healthy and even has some risk of bankruptcy.
With a Altman-Z score value of 0.69, 1DUK is not doing good in the industry: 84.00% of the companies in the same industry are doing better.
1DUK has a Debt/Equity ratio of 1.62. This is a high value indicating a heavy dependency on external financing.
The Debt to Equity ratio of 1DUK (1.62) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.62 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.69 |
ROIC/WACC0.71
WACC6.11%
2.3 Liquidity
1DUK has a Current Ratio of 0.66. This is a bad value and indicates that 1DUK is not financially healthy enough and could expect problems in meeting its short term obligations.
1DUK has a worse Current ratio (0.66) than 88.00% of its industry peers.
A Quick Ratio of 0.42 indicates that 1DUK may have some problems paying its short term obligations.
With a Quick ratio value of 0.42, 1DUK is not doing good in the industry: 92.00% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.66 | ||
| Quick Ratio | 0.42 |
3. Growth
3.1 Past
1DUK shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 3.62%.
Measured over the past 5 years, 1DUK shows a small growth in Earnings Per Share. The EPS has been growing by 3.12% on average per year.
The Revenue has been growing slightly by 4.07% in the past year.
Measured over the past years, 1DUK shows a small growth in Revenue. The Revenue has been growing by 3.89% on average per year.
EPS 1Y (TTM)3.62%
EPS 3Y4.1%
EPS 5Y3.12%
EPS Q2Q%5.93%
Revenue 1Y (TTM)4.07%
Revenue growth 3Y7.23%
Revenue growth 5Y3.89%
Sales Q2Q%4.68%
3.2 Future
Based on estimates for the next years, 1DUK will show a small growth in Earnings Per Share. The EPS will grow by 7.03% on average per year.
1DUK is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.60% yearly.
EPS Next Y8.39%
EPS Next 2Y7.2%
EPS Next 3Y7.12%
EPS Next 5Y7.03%
Revenue Next Year4.77%
Revenue Next 2Y4.05%
Revenue Next 3Y3.89%
Revenue Next 5Y4.6%
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 stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 18.47, which indicates a rather expensive current valuation of 1DUK.
The rest of the industry has a similar Price/Earnings ratio as 1DUK.
When comparing the Price/Earnings ratio of 1DUK to the average of the S&P500 Index (26.54), we can say 1DUK is valued slightly cheaper.
A Price/Forward Earnings ratio of 17.14 indicates a rather expensive valuation of 1DUK.
The rest of the industry has a similar Price/Forward Earnings ratio as 1DUK.
1DUK is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.78, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.47 | ||
| Fwd PE | 17.14 |
4.2 Price Multiples
1DUK's Enterprise Value to EBITDA is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 11.31 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
1DUK has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)2.2
PEG (5Y)5.92
EPS Next 2Y7.2%
EPS Next 3Y7.12%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.35%, 1DUK has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 3.58, 1DUK has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.27, 1DUK pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.35% |
5.2 History
The dividend of 1DUK has a limited annual growth rate of 2.59%.
Dividend Growth(5Y)2.59%
Div Incr YearsN/A
Div Non Decr YearsN/A
5.3 Sustainability
1DUK pays out 68.02% of its income as dividend. This is not a sustainable payout ratio.
The dividend of 1DUK is growing, but earnings are growing more, so the dividend growth is sustainable.
DP68.02%
EPS Next 2Y7.2%
EPS Next 3Y7.12%
BIT:1DUK (12/9/2025, 7:00:00 PM)
99.21
-4.25 (-4.11%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners69.51%
Inst Owner ChangeN/A
Ins Owners0.04%
Ins Owner ChangeN/A
Market Cap77.15B
Revenue(TTM)31.27B
Net Income(TTM)4.75B
Analysts70.43
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.35% |
Yearly Dividend3.58
Dividend Growth(5Y)2.59%
DP68.02%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.98%
Min EPS beat(2)5.29%
Max EPS beat(2)8.68%
EPS beat(4)2
Avg EPS beat(4)1.86%
Min EPS beat(4)-5.36%
Max EPS beat(4)8.68%
EPS beat(8)5
Avg EPS beat(8)2.84%
EPS beat(12)6
Avg EPS beat(12)0.58%
EPS beat(16)8
Avg EPS beat(16)0.66%
Revenue beat(2)2
Avg Revenue beat(2)2.21%
Min Revenue beat(2)1.39%
Max Revenue beat(2)3.03%
Revenue beat(4)3
Avg Revenue beat(4)1.02%
Min Revenue beat(4)-0.53%
Max Revenue beat(4)3.03%
Revenue beat(8)5
Avg Revenue beat(8)1.16%
Revenue beat(12)9
Avg Revenue beat(12)5.59%
Revenue beat(16)11
Avg Revenue beat(16)4.24%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)-0.44%
EPS NQ rev (3m)-0.44%
EPS NY rev (1m)0.18%
EPS NY rev (3m)0.18%
Revenue NQ rev (1m)0.97%
Revenue NQ rev (3m)0.97%
Revenue NY rev (1m)0.23%
Revenue NY rev (3m)0.23%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.47 | ||
| Fwd PE | 17.14 | ||
| P/S | 2.89 | ||
| P/FCF | N/A | ||
| P/OCF | 7.57 | ||
| P/B | 1.78 | ||
| P/tB | 2.86 | ||
| EV/EBITDA | 11.31 |
EPS(TTM)5.37
EY5.41%
EPS(NY)5.79
Fwd EY5.83%
FCF(TTM)-0.62
FCFYN/A
OCF(TTM)13.11
OCFY13.21%
SpS34.33
BVpS55.87
TBVpS34.68
PEG (NY)2.2
PEG (5Y)5.92
Graham Number82.16
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.51% | ||
| ROE | 9.34% | ||
| ROCE | 4.9% | ||
| ROIC | 4.31% | ||
| ROICexc | 4.32% | ||
| ROICexgc | 4.86% | ||
| OM | 26.86% | ||
| PM (TTM) | 15.2% | ||
| GM | 69.92% | ||
| 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.62 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 5.36 | ||
| Cap/Depr | 179.19% | ||
| Cap/Sales | 39.99% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 77.65% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.66 | ||
| Quick Ratio | 0.42 | ||
| Altman-Z | 0.69 |
F-Score7
WACC6.11%
ROIC/WACC0.71
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)3.62%
EPS 3Y4.1%
EPS 5Y3.12%
EPS Q2Q%5.93%
EPS Next Y8.39%
EPS Next 2Y7.2%
EPS Next 3Y7.12%
EPS Next 5Y7.03%
Revenue 1Y (TTM)4.07%
Revenue growth 3Y7.23%
Revenue growth 5Y3.89%
Sales Q2Q%4.68%
Revenue Next Year4.77%
Revenue Next 2Y4.05%
Revenue Next 3Y3.89%
Revenue Next 5Y4.6%
EBIT growth 1Y8.51%
EBIT growth 3Y10.78%
EBIT growth 5Y6.83%
EBIT Next Year86.13%
EBIT Next 3Y28.93%
EBIT Next 5Y21.89%
FCF growth 1Y91.77%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y110.34%
OCF growth 3Y14.14%
OCF growth 5Y8.47%
DUKE ENERGY CORP / 1DUK.MI FAQ
Can you provide the ChartMill fundamental rating for DUKE ENERGY CORP?
ChartMill assigns a fundamental rating of 3 / 10 to 1DUK.MI.
Can you provide the valuation status for DUKE ENERGY CORP?
ChartMill assigns a valuation rating of 2 / 10 to DUKE ENERGY CORP (1DUK.MI). This can be considered as Overvalued.
How profitable is DUKE ENERGY CORP (1DUK.MI) stock?
DUKE ENERGY CORP (1DUK.MI) has a profitability rating of 6 / 10.
What is the expected EPS growth for DUKE ENERGY CORP (1DUK.MI) stock?
The Earnings per Share (EPS) of DUKE ENERGY CORP (1DUK.MI) is expected to grow by 8.39% in the next year.
Is the dividend of DUKE ENERGY CORP sustainable?
The dividend rating of DUKE ENERGY CORP (1DUK.MI) is 4 / 10 and the dividend payout ratio is 68.02%.