QualityDipStocks / Utilities · Power Generation
Duke Energy DUK
Outside our quality screen, so we don’t track its dips. It’s 5% below its 52-week high.
Outside our quality screen, 6% over its Market Value. No fair value estimate for now: its free cash flow is negative.
- Fair value est.
- n/a
- Market Value
- $120.02price +6%
- Off 52-wk high
- −5%
- Risk vs market
- Lowbeta −0.32
5 bullish · 5 bearish See why
Key levels
Every level vs today’s $127.39
- 52-wk lowlowest close, 1 year$113.23−11.1%
- Market Valueavg paid since Aug 4$120.02−5.8%
- PriceFri Oct 30 close$127.39you are here
- 52-wk highhighest close, 1 year$133.46+4.8%
Fair value estimate
No estimate for DUK: negative free cash flow. We’d rather show nothing than a made-up number.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 30 to Oct 30, 252 sessions). Beta = how much DUK moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Has moved mostly independently of the market, but its own price swings are 1.3× the S&P 500’s (it moves on its own news).
- Beta vs S&P 500
- -0.32
- Volatility
- 17% vs 13% SPY
- Correlation SPY
- −0.24
- Correlation QQQ
- −0.38
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 5 of 5
Cash returnsDividend yield of 3.4% ($3.4B paid over 12 months, 65% of earnings).
ProfitabilityOperating margin widened to 27.2% in FY2025 from 24.7% in FY2023 (SEC filings).
ValuationEV/EBITDA of 11.1×, below the 13.5× median for the 43 Utilities companies we cover.
ValuationP/E of 18.9×, below the 21.2× median for the 55 Utilities companies we cover.
RiskCalmer than the market: beta −0.32 vs the S&P 500 and 17% yearly volatility (SPY 13%).
Top bearish points 5 of 5
ValuationFree cash flow is negative (−$3.3B over the last 12 months), so there’s no cash-flow value under the price.
Balance sheetNet debt of $90.6B, 92% of the market cap (Jun 30, 2026).
Balance sheetOperating income covers interest only 2.4× over the last 12 months.
QualityDoesn’t pass our quality screen: ROE under 12% and ROIC under 10%; net debt 5.0× EBITDA (limit 3×).
ValuationTrades 6.1% above its Market Value of $120.02, the average price paid since the Aug 4 filing.
Who’s talking about it
Notable investors, executives, analysts and public figures on Duke Energy in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 1, 9:09 PM ET.
Compare with peers
Closest in size in Power Generation
All fundamentals
P/E 18.9 · FCF yield -4.4% · ROE 10%
Valuation
- P/E
- 18.9×Utilities median 21.2×
- Price / FCF
- n/anegative free cash flow
- FCF yield
- −4.4%
- EV / EBITDA
- 11.1×
- Price / sales
- 3.01×
- Price / book
- 1.79×
- Market cap
- $98.2Blisted
- Enterprise value
- $189B
Growth
- Revenue, 12 months
- $32.6B
- Sales growth, 12 months
- +5.2%vs the 12 months before
- Sales growth, 3 yrs
- +3.4%/yrfrom FY2022
- Diluted EPS, 12 months
- $6.66
- EPS growth, last FY
- +10.5%
- Net income, 12 months
- $5.2B
- Net income growth
- +9%12 months vs before
Profitability
- Gross margin
- n/agross profit isn't reported (common for service and financial companies)
- Operating margin
- 28.3%
- Net margin
- 15.9%
- FCF margin
- −13.1%
- Return on equity
- 10%
- Return on invested capital
- 6%
Balance sheet
- Cash & short-term inv.
- $673M
- Total debt
- $91.2B
- Net cash
- −$90.6B
- Debt / equity
- 1.67×
- Interest coverage
- 2.4×operating income / interest
Cash flow & returns
- Free cash flow, 12 months
- −$4.3B
- FCF growth, 12 months
- n/anot reported in its SEC filings
- Dividend yield
- 3.45%$3.4B paid
- Payout ratio
- 65%
- Buybacks, 12 months
- n/anot reported in its SEC filings
- Share count, 1 year
- +0.3%diluted shares vs a year ago
- Stock-based comp
- n/anot reported in its SEC filings
Trailing 12 months to Jun 30, 2026; balance sheet at Jun 30, 2026. From Duke Energy’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
Valuation details
MV $120.02
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
Momentum & 52-week range
RSI 70 · 5 days +1.9%
The business
FCF $-4.3B · Sales +11%
- Free cash flow, 12 months−$4.3B
- Free-cash-flow yield−4.3%
- Free-cash-flow margin−13%
- Gross margin51%
- Operating margin27%
- Return on invested capital5%
- Return on equity10%
- Sales growth (latest quarter vs year-ago quarter)+11%
- Net debt / EBITDA5.0×
Next report
Nov 5
- DateThu Nov 5, before the open
- Consensus EPS$1.87
- Year-ago EPS$1.81
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.
DUK is outside our quality screen
One text when a published rule fires on one of the 333 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.