DUK
Duke Energy
Utilities · Electric Utilities · US
$124.17
Close 2025-12-31
✗ ETHICAL FAIL

NARROW MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$96.8B
Trailing P/E
19.10
Forward P/E
17.30
Rev Growth
+11.3%
Profit Margin
15.7%
ROE
9.7%
Analyst Target
$139.50
Recommendation
BUY
About Duke Energy

Duke Energy Corporation, through its subsidiaries, operates as an energy company in the United States. The company operates through two segments: Electric Utilities and Infrastructure (EU&I); and Gas Utilities and Infrastructure (GU&I). The EU&I segment generates, transmits, distributes, and sells electricity to customers in the Southeast and Midwest regions. It generates electricity through coal, hydroelectric, natural gas, oil, renewables, and nuclear fuel. This segment also engages in the wholesale of electricity to municipalities, electric cooperative utilities, and other load-serving entities. The GU&I segment distributes natural gas to customers in the residential, commercial, industrial, and power generation natural gas sectors; and invests in pipeline transmission projects, renewable natural gas projects, and natural gas storage facilities. The company was formerly known as Duke Energy Holding Corp. and changed its name to Duke Energy Corporation in April 2006. Duke Energy Corporation was founded in 1904 and is headquartered in Charlotte, North Carolina.

Opportunity Summary
Trading at $124 against a fair value of $143, a 13% discount. Fails ethical screen (Debt ratio). Ranks better than 6% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.46%)FAIL
Cash Ratio (0.07%)PASS
Receivables Ratio (0.02%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 67.0
Score Quality: 38.0
Score Combined: 38.8
Fair Value Est: $143.00 · Margin of Safety: +15.2% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality36.1
Cash Flow0.0
Moat70.0
Balance Sheet38.7
Debt Purity0.0
Liquid Purity80.0
Rev Purity96.8
Compliance52.0
Tier: SILVER · Score: 57.2 · Rank: #612
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-041.25Pending--
2026-05-051.741.97+13.0%
2026-02-101.491.50+0.5%
2025-11-071.751.81+3.5%
2025-08-051.171.25+6.4%
2025-05-061.541.76+14.3%
2025-02-131.671.54-7.5%
2024-11-071.721.62-5.7%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$9.2B$1.6B$4.7B$4.5B$2.3B1.97
2025-12-31$7.9B$1.2B$4.3B$4.0B$2.1B1.50
2025-09-30$8.5B$1.4B$4.6B$4.4B$2.3B1.81
2025-06-30$7.5B$984.0M$4.0B$3.8B$1.8B1.25
2025-03-31$8.2B$1.4B$4.2B$4.3B$2.3B1.76
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-11RENJEL LOUIS EOfficer3,500$438.0K
2026-05-08SIDERIS HARRY K.Chief Executive Officer20,000$2.5M
2026-05-07FANANDAKIS NICHOLAS CDirector1,602$200.0K
2026-05-07HERRON JOHN TDirector1,602$200.0K
2026-05-07DAVIS ROBERT MDirector1,602$200.0K
2026-05-07CRAVER THEODORE F JRChairman of the Board2,402$299.9K
2026-03-02GHARTEY-TAGOE KODWOOfficer18,246$2.4M
2026-03-02REPKO REGIS TOfficer663$86.9K
2026-02-26SIDERIS HARRY K.Chief Executive Officer30,540--
2026-02-25SAVOY BRIAN D.Chief Financial Officer7,679--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.69.3M$8.7B0.1%
Vanguard Capital Management LLC50.5M$6.3B0.1%
State Street Corporation44.5M$5.6B0.1%
Vanguard Portfolio Management LLC20.1M$2.5B0.0%
Geode Capital Management, LLC20.0M$2.5B0.0%
Massachusetts Financial Services Co.14.4M$1.8B0.0%
Morgan Stanley12.7M$1.6B0.0%
FMR, LLC10.8M$1.4B0.0%
Franklin Resources, Inc.10.4M$1.3B0.0%
Bank of America Corporation9.3M$1.2B0.0%
Analyst Recommendations
3 Months Ago
2
8
13
23 analysts
2 Months Ago
2
7
13
22 analysts
Last Month
2
8
12
22 analysts
Current
2
8
13
23 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$190.0B
Price/Book
1.83
Beta
0.402
Analysts
18
Total Revenue (TTM)
$32.7B
Total Debt
$91.2B
Earnings Growth
+12.0%
Dividend Yield
343.0%
Rec. Mean
2.22
Short Ratio
4.60
Short % Float
0.0%
Employees
26,441

Elite Intelligence

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Trade Consideration
The Opportunity
Score 38.8 (P41 — top 59.0% of scored tickers). Narrow Moat. Ethical FAIL. 18 analysts at Buy.
Price: $124.17 | Target: $138.72 (+12%) | Fair Value: $143.00 (+15%)
Score
39
Moat
NARROW
Conviction
Standard
Upside
+12%
The Fundamentals
Revenue Growth+11.3%
Profit Margin0.0%
ROE9.7%
Forward P/E17.3
Market Cap$96.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-04$1.25Pending
2026-05-05$1.74$1.97+13.0%
2026-02-10$1.49$1.50+0.5%
2025-11-07$1.75$1.81+3.5%
2025-08-05$1.17$1.25+6.4%
2025-05-06$1.54$1.76+14.3%
Position Sizing Scenarios
Stop: $105.54 (-15%) | Entry: $124.17
SharesCostProfit to TargetR:R
To Consensus ($138.72, 18 analysts)
10$1,241.70+$145.50 (12%)0.8R
50$6,208.50+$727.50 (12%)0.8R
100$12,417.00+$1,455.00 (12%)0.8R
To Fair Value ($143.00)
10$1,241.70+$188.30 (15%)1.0R
50$6,208.50+$941.50 (15%)1.0R
100$12,417.00+$1,883.00 (15%)1.0R
Risk Factors
  • Elevated short interest (4.60 days to cover)
The Verdict
Duke Energy holds a narrow competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
50.6
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.35
above 1.0 is good
Max Drawdown
-11.6%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.7x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
75.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
ATT.L-0.283
NVDA-0.279
NTSK-0.269
VECO-0.257
NVMI-0.255
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Wednesday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
0.2020190082946372
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-0.3%
Beat Drift Positive %
40.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-1.0%
3M Return
-1.9%
6M Return
+3.7%
12M Return
+11.9%
Momentum Rank
#2579
Momentum Signal
FLAT

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