DUKE ENERGY CORP (DUK) Stock Fundamental Analysis

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

124 USD
+0.36 (+0.29%)
Last: Feb 11, 2026, 10:10 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

3

Taking everything into account, DUK scores 3 out of 10 in our fundamental rating. DUK was compared to 46 industry peers in the Electric Utilities industry. DUK has a medium profitability rating, but doesn't score so well on its financial health evaluation. DUK does not seem to be growing, but still is valued expensively. Finally DUK also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • DUK had positive earnings in the past year.
  • In the past year DUK had a positive cash flow from operations.
  • DUK had positive earnings in 4 of the past 5 years.
  • Of the past 5 years DUK 4 years 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

  • The Return On Assets of DUK (2.57%) is comparable to the rest of the industry.
  • DUK has a Return On Equity (9.59%) which is comparable to the rest of the industry.
  • DUK has a Return On Invested Capital of 4.38%. This is comparable to the rest of the industry: DUK outperforms 58.70% of its industry peers.
  • DUK had an Average Return On Invested Capital over the past 3 years of 3.87%. This is in line with the industry average of 4.58%.
  • 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 has a better Profit Margin (15.58%) than 80.43% of its industry peers.
  • DUK's Profit Margin has been stable in the last couple of years.
  • The Operating Margin of DUK (27.12%) is better than 91.30% of its industry peers.
  • DUK's Operating Margin has improved in the last couple of years.
  • DUK's Gross Margin of 71.28% is fine compared to the rest 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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

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.
  • DUK has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
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

  • 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's Altman-Z score of 0.71 is on the low side compared to the rest of the industry. DUK is outperformed by 65.22% 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 RankSector Rank
Debt/Equity 1.6
Debt/FCF N/A
Altman-Z 0.71
ROIC/WACC0.68
WACC6.44%
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's Current ratio of 0.63 is on the low side compared to the rest of the industry. DUK is outperformed by 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's Quick ratio of 0.40 is on the low side compared to the rest of the industry. DUK is outperformed by 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

More info and screens

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

3

3. Growth

3.1 Past

  • DUK shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 7.12%.
  • DUK shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.30% yearly.
EPS 1Y (TTM)7.12%
EPS 3Y5.84%
EPS 5Y4.3%
EPS Q2Q%-9.64%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
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.
  • 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 Year3.57%
Revenue Next 2Y3.85%
Revenue Next 3Y4.77%
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.
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

More info and screens

Find the best growth stocksShow best growing peers

2

4. Valuation

4.1 Price/Earnings Ratio

  • DUK is valuated rather expensively with a Price/Earnings ratio of 19.62.
  • Compared to the rest of the industry, the Price/Earnings ratio of DUK is on the same level as its industry peers.
  • Compared to an average S&P500 Price/Earnings ratio of 28.03, DUK is valued a bit cheaper.
  • The Price/Forward Earnings ratio is 18.31, which indicates a rather expensive current valuation of DUK.
  • DUK's Price/Forward Earnings is on the same level as the industry average.
  • DUK is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.97, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 19.62
Fwd PE 18.31
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

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as DUK.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.36
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 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)2.75
PEG (5Y)4.56
EPS Next 2Y7.03%
EPS Next 3Y6.83%

More info and screens

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

7

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.45%, DUK has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.92, DUK pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.80, DUK pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.45%

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
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

  • 66.01% of the earnings are spent on dividend by DUK. 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 2Y7.03%
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 0 2B -2B 4B -4B
DUK Dividend Payout.DUK Dividend Payout, showing the Payout Ratio.DUK Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

DUKE ENERGY CORP

NYSE:DUK (2/11/2026, 10:10:09 AM)

124

+0.36 (+0.29%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-10
Earnings (Next)05-04
Inst Owners70.14%
Inst Owner Change-0.2%
Ins Owners0.04%
Ins Owner Change-1.17%
Market Cap96.43B
Revenue(TTM)N/A
Net Income(TTM)4.93B
Analysts72.14
Price Target135.4 (9.19%)
Short Float %1.62%
Short Ratio3.53
Dividend
Industry RankSector Rank
Dividend Yield 3.45%
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)-1.16%
PT rev (3m)-2.36%
EPS NQ rev (1m)-1.01%
EPS NQ rev (3m)-5.9%
EPS NY rev (1m)-0.08%
EPS NY rev (3m)-0.29%
Revenue NQ rev (1m)-1.47%
Revenue NQ rev (3m)-1.58%
Revenue NY rev (1m)0.04%
Revenue NY rev (3m)0.03%
Valuation
Industry RankSector Rank
PE 19.62
Fwd PE 18.31
P/S 3.05
P/FCF N/A
P/OCF 8
P/B 1.87
P/tB 2.97
EV/EBITDA 11.36
EPS(TTM)6.32
EY5.1%
EPS(NY)6.77
Fwd EY5.46%
FCF(TTM)-1.18
FCFYN/A
OCF(TTM)15.49
OCFY12.5%
SpS40.71
BVpS66.18
TBVpS41.73
PEG (NY)2.75
PEG (5Y)4.56
Graham Number97.01
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
WACC6.44%
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)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)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%7.85%
Revenue Next Year3.57%
Revenue Next 2Y3.85%
Revenue Next 3Y4.77%
Revenue Next 5Y4.49%
EBIT growth 1Y11.99%
EBIT growth 3Y10.78%
EBIT growth 5Y6.83%
EBIT Next Year87.61%
EBIT Next 3Y29.83%
EBIT Next 5Y22.3%
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 19.62 and the Price/Book (PB) ratio is 1.87.


How financially healthy is DUKE ENERGY CORP?

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