DUKE ENERGY CORP - DUK 5 5/8 09/15/2078 (DUKB) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:DUKB • US26441C4024
24.62 USD
+0.02 (+0.08%)
Last: Jan 30, 2026, 08:04 PM
We assign a fundamental rating of 4 out of 10 to DUKB. DUKB was compared to 46 industry peers in the Electric Utilities industry. While DUKB has a great profitability rating, there are quite some concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on DUKB.
1. Profitability
1.1 Basic Checks
- In the past year DUKB was profitable.
- In the past year DUKB had a positive cash flow from operations.
- DUKB had positive earnings in each of the past 5 years.
- In the past 5 years DUKB always reported a positive cash flow from operatings.
1.2 Ratios
- DUKB has a Return On Assets of 2.57%. This is comparable to the rest of the industry: DUKB outperforms 45.65% of its industry peers.
- DUKB's Return On Equity of 9.59% is in line compared to the rest of the industry. DUKB outperforms 45.65% of its industry peers.
- DUKB has a Return On Invested Capital of 4.38%. This is in the better half of the industry: DUKB outperforms 60.87% of its industry peers.
- DUKB had an Average Return On Invested Capital over the past 3 years of 3.87%. This is in line with the industry average of 4.57%.
- The last Return On Invested Capital (4.38%) for DUKB is above the 3 year average (3.87%), which is a sign of increasing profitability.
| Industry Rank | Sector 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%
1.3 Margins
- Looking at the Profit Margin, with a value of 15.58%, DUKB belongs to the top of the industry, outperforming 82.61% of the companies in the same industry.
- In the last couple of years the Profit Margin of DUKB has remained more or less at the same level.
- DUKB's Operating Margin of 27.12% is amongst the best of the industry. DUKB outperforms 93.48% of its industry peers.
- DUKB's Operating Margin has improved in the last couple of years.
- DUKB has a better Gross Margin (71.28%) than 65.22% of its industry peers.
- DUKB's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so DUKB is destroying value.
- DUKB has more shares outstanding than it did 1 year ago.
- DUKB has more shares outstanding than it did 5 years ago.
- DUKB has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 0.38, we must say that DUKB is in the distress zone and has some risk of bankruptcy.
- DUKB's Altman-Z score of 0.38 is on the low side compared to the rest of the industry. DUKB is outperformed by 86.96% of its industry peers.
- DUKB 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, DUKB is in line with its industry, outperforming 47.83% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.6 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.38 |
ROIC/WACC0.88
WACC4.98%
2.3 Liquidity
- A Current Ratio of 0.63 indicates that DUKB may have some problems paying its short term obligations.
- The Current ratio of DUKB (0.63) is worse than 82.61% of its industry peers.
- A Quick Ratio of 0.40 indicates that DUKB may have some problems paying its short term obligations.
- DUKB has a worse Quick ratio (0.40) than 84.78% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.63 | ||
| Quick Ratio | 0.4 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 12.70% over the past year.
- DUKB shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 3.12% yearly.
- DUKB shows a small growth in Revenue. In the last year, the Revenue has grown by 4.80%.
- DUKB shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.89% yearly.
EPS 1Y (TTM)12.7%
EPS 3Y4.1%
EPS 5Y3.12%
EPS Q2Q%11.73%
Revenue 1Y (TTM)4.8%
Revenue growth 3Y7.23%
Revenue growth 5Y3.89%
Sales Q2Q%4.76%
3.2 Future
- The Earnings Per Share is expected to grow by 6.84% 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 4.85% on average per year.
EPS Next Y8.1%
EPS Next 2Y7.18%
EPS Next 3Y7.05%
EPS Next 5Y6.84%
Revenue Next Year4.84%
Revenue Next 2Y4.2%
Revenue Next 3Y4.18%
Revenue Next 5Y4.85%
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.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 3.80 indicates a rather cheap valuation of DUKB.
- 95.65% of the companies in the same industry are more expensive than DUKB, based on the Price/Earnings ratio.
- The average S&P500 Price/Earnings ratio is at 28.32. DUKB is valued rather cheaply when compared to this.
- With a Price/Forward Earnings ratio of 3.63, the valuation of DUKB can be described as very cheap.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of DUKB indicates a rather cheap valuation: DUKB is cheaper than 97.83% of the companies listed in the same industry.
- DUKB is valuated cheaply when we compare the Price/Forward Earnings ratio to 25.57, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 3.8 | ||
| Fwd PE | 3.63 |
4.2 Price Multiples
- DUKB's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. DUKB is cheaper than 93.48% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 6.53 |
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)0.47
PEG (5Y)1.22
EPS Next 2Y7.18%
EPS Next 3Y7.05%
5. Dividend
5.1 Amount
- DUKB has a Yearly Dividend Yield of 3.52%. Purely for dividend investing, there may be better candidates out there.
- DUKB's Dividend Yield is a higher than the industry average which is at 2.90.
- Compared to an average S&P500 Dividend Yield of 1.83, DUKB pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.52% |
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
5.3 Sustainability
- DUKB pays out 66.01% of its income as dividend. This is not a sustainable payout ratio.
- DUKB's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP66.01%
EPS Next 2Y7.18%
EPS Next 3Y7.05%
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 4 / 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 7 / 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 8.1% 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 66.01%.