DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) Stock Fundamental Analysis

NYSE:DUKB • US26441C4024

24.64 USD
-0.13 (-0.52%)
Last: Feb 27, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to DUKB. DUKB was compared to 46 industry peers in the Electric Utilities industry. DUKB has an excellent profitability rating, but there are concerns on its financial health. DUKB scores decently on growth, while it is valued quite cheap. This could make an interesting combination.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • DUKB had positive earnings in the past year.
  • In the past year DUKB had a positive cash flow from operations.
  • Each year in the past 5 years DUKB has been profitable.
  • Each year in the past 5 years DUKB had a positive operating cash flow.
DUKB Yearly Net Income VS EBIT VS OCF VS FCFDUKB 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

  • The Return On Assets of DUKB (2.51%) is comparable to the rest of the industry.
  • DUKB's Return On Equity of 9.47% is in line compared to the rest of the industry. DUKB outperforms 50.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 4.29%, DUKB is in line with its industry, outperforming 58.70% of the companies in the same industry.
  • DUKB had an Average Return On Invested Capital over the past 3 years of 4.09%. This is in line with the industry average of 4.56%.
  • The last Return On Invested Capital (4.29%) for DUKB 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%
DUKB Yearly ROA, ROE, ROICDUKB Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

1.3 Margins

  • The Profit Margin of DUKB (15.24%) is better than 78.26% of its industry peers.
  • DUKB's Profit Margin has improved in the last couple of years.
  • DUKB's Operating Margin of 26.61% is amongst the best of the industry. DUKB outperforms 91.30% of its industry peers.
  • In the last couple of years the Operating Margin of DUKB has grown nicely.
  • With a decent Gross Margin value of 71.95%, DUKB is doing good in the industry, outperforming 65.22% of the companies in the same industry.
  • DUKB'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%
DUKB Yearly Profit, Operating, Gross MarginsDUKB Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so DUKB is destroying value.
  • Compared to 1 year ago, DUKB has more shares outstanding
  • The number of shares outstanding for DUKB has been increased compared to 5 years ago.
  • The debt/assets ratio for DUKB is higher compared to a year ago.
DUKB Yearly Shares OutstandingDUKB Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M
DUKB Yearly Total Debt VS Total AssetsDUKB 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 0.37, we must say that DUKB is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.37, DUKB is doing worse than 86.96% of the companies in the same industry.
  • The Debt to FCF ratio of DUKB is 7.29, which is on the high side as it means it would take DUKB, 7.29 years of fcf income to pay off all of its debts.
  • DUKB has a Debt to FCF ratio of 7.29. This is amongst the best in the industry. DUKB outperforms 82.61% of its industry peers.
  • A Debt/Equity ratio of 1.60 is on the high side and indicates that DUKB has dependencies on debt financing.
  • With a Debt to Equity ratio value of 1.60, DUKB perfoms like the industry average, outperforming 47.83% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.6
Debt/FCF 7.29
Altman-Z 0.37
ROIC/WACC0.87
WACC4.96%
DUKB Yearly LT Debt VS Equity VS FCFDUKB 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

  • A Current Ratio of 0.55 indicates that DUKB may have some problems paying its short term obligations.
  • DUKB has a Current ratio of 0.55. This is amonst the worse of the industry: DUKB underperforms 80.43% of its industry peers.
  • DUKB has a Quick Ratio of 0.55. This is a bad value and indicates that DUKB is not financially healthy enough and could expect problems in meeting its short term obligations.
  • DUKB has a worse Quick ratio (0.33) than 84.78% of its industry peers.
Industry RankSector Rank
Current Ratio 0.55
Quick Ratio 0.33
DUKB Yearly Current Assets VS Current LiabilitesDUKB 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

More info and screens

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

4

3. Growth

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.12% over the past year.
  • DUKB shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.30% yearly.
  • Looking at the last year, DUKB shows a small growth in Revenue. The Revenue has grown by 6.19% in the last 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

  • The Earnings Per Share is expected to grow by 6.43% on average over the next years.
  • Based on estimates for the next years, DUKB 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.
DUKB Yearly Revenue VS EstimatesDUKB 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
DUKB Yearly EPS VS EstimatesDUKB 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

8

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 3.90, the valuation of DUKB can be described as very cheap.
  • Based on the Price/Earnings ratio, DUKB is valued cheaply inside the industry as 95.65% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of DUKB to the average of the S&P500 Index (27.07), we can say DUKB is valued rather cheaply.
  • The Price/Forward Earnings ratio is 3.64, which indicates a rather cheap valuation of DUKB.
  • Based on the Price/Forward Earnings ratio, DUKB is valued cheaply inside the industry as 95.65% of the companies are valued more expensively.
  • The average S&P500 Price/Forward Earnings ratio is at 28.05. DUKB is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 3.9
Fwd PE 3.64
DUKB Price Earnings VS Forward Price EarningsDUKB 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, DUKB is valued cheaper than 100.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 1.55
EV/EBITDA N/A
DUKB Per share dataDUKB EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60

4.3 Compensation for Growth

  • DUKB's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of DUKB may justify a higher PE ratio.
PEG (NY)0.55
PEG (5Y)0.91
EPS Next 2Y7.03%
EPS Next 3Y6.83%

More info and screens

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

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.30%, DUKB has a reasonable but not impressive dividend return.
  • DUKB's Dividend Yield is comparable with the industry average which is at 3.16.
  • Compared to an average S&P500 Dividend Yield of 1.82, DUKB pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.3%

5.2 History

  • The dividend of DUKB has a limited annual growth rate of 2.59%.
  • DUKB has been paying a dividend for over 5 years, so it has already some track record.
  • DUKB has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)2.59%
Div Incr Years2
Div Non Decr Years4
DUKB Yearly Dividends per shareDUKB Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • The dividend of DUKB is growing, but earnings are growing more, so the dividend growth is sustainable.
DP0%
EPS Next 2Y7.03%
EPS Next 3Y6.83%
DUKB Yearly Income VS Free CF VS DividendDUKB 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

More info and screens

Find the best dividend stocksShow peers with best dividend

DUKE ENERGY CORP - DUK 5 5/8 09/15/2078

NYSE:DUKB (2/27/2026, 8:04:00 PM)

24.64

-0.13 (-0.52%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-10
Earnings (Next)05-04
Inst Owners70.14%
Inst Owner ChangeN/A
Ins Owners0.04%
Ins Owner ChangeN/A
Market Cap19.16B
Revenue(TTM)32.24B
Net Income(TTM)4.91B
Analysts72.14
Price Target26.64 (8.12%)
Short Float %0%
Short Ratio0.76
Dividend
Industry RankSector Rank
Dividend Yield 3.3%
Yearly Dividend4.15
Dividend Growth(5Y)2.59%
DP0%
Div Incr Years2
Div Non Decr Years4
Ex-Date03-13
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)-7.74%
PT rev (3m)-5.74%
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 3.9
Fwd PE 3.64
P/S 0.59
P/FCF 1.55
P/OCF 1.55
P/B 0.37
P/tB 0.58
EV/EBITDA N/A
EPS(TTM)6.32
EY25.65%
EPS(NY)6.77
Fwd EY27.48%
FCF(TTM)15.86
FCFY64.35%
OCF(TTM)15.86
OCFY64.35%
SpS41.45
BVpS66.66
TBVpS42.22
PEG (NY)0.55
PEG (5Y)0.91
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 0.37
F-Score7
WACC4.96%
ROIC/WACC0.87
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 5 5/8 09/15/2078 / DUKB FAQ

What is the ChartMill fundamental rating of DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) stock?

ChartMill assigns a fundamental rating of 5 / 10 to DUKB.


Can you provide the valuation status for DUKE ENERGY CORP - DUK 5 5/8 09/15/2078?

ChartMill assigns a valuation rating of 8 / 10 to DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB). This can be considered as Undervalued.


Can you provide the profitability details for DUKE ENERGY CORP - DUK 5 5/8 09/15/2078?

DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) has a profitability rating of 7 / 10.


What is the expected EPS growth for DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) stock?

The Earnings per Share (EPS) of DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) is expected to grow by 7.14% in the next year.


How sustainable is the dividend of DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) stock?

The dividend rating of DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) is 5 / 10 and the dividend payout ratio is 0%.