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DUK 
Duke Energy Corporation (DUK)
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Upturn Advisory Summary
01/09/2026: DUK (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $136.35
1 Year Target Price $136.35
| 7 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.31% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 91.24B USD | Price to earnings Ratio 18.48 | 1Y Target Price 136.35 |
Price to earnings Ratio 18.48 | 1Y Target Price 136.35 | ||
Volume (30-day avg) 20 | Beta 0.49 | 52 Weeks Range 101.53 - 128.91 | Updated Date 01/8/2026 |
52 Weeks Range 101.53 - 128.91 | Updated Date 01/8/2026 | ||
Dividends yield (FY) 3.61% | Basic EPS (TTM) 6.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.97% | Operating Margin (TTM) 27.13% |
Management Effectiveness
Return on Assets (TTM) 2.85% | Return on Equity (TTM) 9.91% |
Valuation
Trailing PE 18.48 | Forward PE 17.39 | Enterprise Value 180288457616 | Price to Sales(TTM) 2.92 |
Enterprise Value 180288457616 | Price to Sales(TTM) 2.92 | ||
Enterprise Value to Revenue 5.69 | Enterprise Value to EBITDA 10.85 | Shares Outstanding 777661224 | Shares Floating 775794837 |
Shares Outstanding 777661224 | Shares Floating 775794837 | ||
Percent Insiders 0.13 | Percent Institutions 70.32 |
Upturn AI SWOT
Duke Energy Corporation
Company Overview
History and Background
Duke Energy Corporation, formed in 2000 through the merger of Duke Power Company and Cinergy Corp., has a history tracing back to the early 20th century. Duke Power was founded in 1904. The company has undergone several mergers and acquisitions, evolving into one of the largest electric power holding companies in the United States. It has a significant presence in regulated electric and gas utilities across the Carolinas, Florida, and the Midwest.
Core Business Areas
- Electric Utilities and Infrastructure: Duke Energy operates regulated electric utilities serving millions of customers in North Carolina, South Carolina, Indiana, Ohio, Kentucky, and Florida. This segment includes generation, transmission, and distribution of electricity.
- Gas Utilities and Infrastructure: The company also operates regulated natural gas utilities, primarily serving customers in North Carolina, South Carolina, and Indiana, responsible for the distribution and delivery of natural gas.
- Renewable Energy: Duke Energy is increasingly investing in and operating a portfolio of clean energy assets, including solar, wind, and battery storage, as part of its commitment to a lower-carbon future.
Leadership and Structure
Duke Energy is led by a Board of Directors and a senior executive team, including the Chairman, President, and CEO. The company is organized into various business units and functional departments to manage its extensive operations across multiple states.
Top Products and Market Share
Key Offerings
- Electricity Supply: Provides reliable and increasingly cleaner electricity to millions of residential, commercial, and industrial customers. Market share in its regulated territories is dominant due to the nature of utility regulation. Competitors in the broader energy market include independent power producers and other utilities in adjacent regions, but within its service territories, Duke is the primary provider.
- Natural Gas Distribution: Delivers natural gas to residential, commercial, and industrial customers through its regulated pipeline infrastructure. Similar to electricity, market share within its service areas is near monopolistic due to regulation. Competitors are limited to alternative energy sources.
- Renewable Energy Solutions: Offers renewable energy generation, including solar and wind power, and invests in energy storage solutions. While Duke is a significant player in renewable development within its service areas, the broader renewable energy market has numerous national and international competitors.
Market Dynamics
Industry Overview
The electric and gas utility industry is characterized by high capital intensity, significant regulatory oversight, and a growing emphasis on environmental sustainability, decarbonization, and grid modernization. The industry is also facing challenges and opportunities related to the energy transition, renewable energy integration, and evolving customer demands.
Positioning
Duke Energy is a leading regulated utility in the U.S., with a strong and established customer base across its service territories. Its large scale, integrated infrastructure, and commitment to clean energy investments provide significant competitive advantages. Its regulated model offers stability but also limits aggressive growth outside of its operational footprint.
Total Addressable Market (TAM)
The TAM for utilities is vast, encompassing the total energy demand of residential, commercial, and industrial sectors across the United States. Duke Energy's TAM is primarily defined by its regulated service territories. Its position within this TAM is that of a dominant provider in its designated regions, facing limited direct competition within those areas but competing on broader industry trends like clean energy adoption.
Upturn SWOT Analysis
Strengths
- Strong regulated utility base providing stable and predictable earnings.
- Extensive infrastructure network and significant customer base.
- Commitment to and investment in renewable energy and grid modernization.
- Experienced management team with a long history in the energy sector.
- Financial strength and access to capital markets for growth and investment.
Weaknesses
- High capital expenditure requirements for infrastructure upgrades and clean energy transition.
- Exposure to regulatory changes and potential rate case challenges.
- Reliance on fossil fuels in its generation mix, requiring significant transition investments.
- Potential for public perception challenges related to environmental impact.
Opportunities
- Growing demand for renewable energy and decarbonization initiatives.
- Federal and state incentives for clean energy and grid modernization projects.
- Expansion into emerging energy technologies like battery storage and hydrogen.
- Acquisitions to expand service territories or enhance capabilities.
- Customer demand for more resilient and efficient energy solutions.
Threats
- Adverse regulatory decisions impacting profitability or operational flexibility.
- Increasingly volatile weather events impacting infrastructure and operations.
- Competition from distributed energy resources and new energy technologies.
- Cybersecurity threats to critical infrastructure.
- Rising interest rates impacting borrowing costs and project financing.
Competitors and Market Share
Key Competitors
- NextEra Energy (NEE)
- Southern Company (SO)
- American Electric Power (AEP)
- Dominion Energy (D)
Competitive Landscape
Duke Energy's competitive advantages lie in its established regulated utility base and significant scale within its service territories. Its disadvantages compared to some competitors might be its slower pace of pure renewable energy development or its heavier reliance on regulated assets compared to companies with larger unregulated segments. Competitors like NextEra Energy have a significant lead in renewable energy generation.
Growth Trajectory and Initiatives
Historical Growth: Duke Energy has exhibited steady, albeit often moderate, historical growth driven by capital investments in its regulated infrastructure and a growing customer base. Its focus has been on maintaining and upgrading its existing assets while strategically integrating cleaner energy sources.
Future Projections: Analyst projections for Duke Energy generally anticipate continued, stable growth in earnings and dividends, supported by significant capital expenditure plans for grid modernization, renewable energy projects, and environmental compliance. The company's strategic focus on clean energy is a key driver for future growth.
Recent Initiatives: Recent initiatives by Duke Energy include significant investments in renewable energy generation (solar and wind), grid modernization projects to enhance reliability and resilience, and efforts to reduce its carbon footprint through fleet transformation. The company has also been active in advocating for supportive regulatory policies for its clean energy transition.
Summary
Duke Energy Corporation is a robust, regulated utility with a strong operational footprint and a commitment to clean energy transition. Its stable earnings, dividend history, and significant capital investment plans in renewables and grid modernization are key strengths. However, it faces the constant need for substantial capital expenditure, regulatory scrutiny, and the challenges of a rapidly evolving energy landscape. The company is well-positioned for continued stability and moderate growth, but must vigilantly manage its transition away from fossil fuels.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Duke Energy Corporation Investor Relations
- Securities and Exchange Commission (SEC) Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Refinitiv, Bloomberg - simulated data)
- Industry Analyst Reports (simulated data)
Disclaimers:
This analysis is based on publicly available information and simulated financial data for illustrative purposes. It is not financial advice and investors should conduct their own due diligence before making investment decisions. Market share data and competitor information are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Duke Energy Corporation
Exchange NYSE | Headquaters Charlotte, NC, United States | ||
IPO Launch date 1983-04-06 | President, CEO & Director Mr. Harry K. Sideris | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 26413 | Website https://www.duke-energy.com |
Full time employees 26413 | Website https://www.duke-energy.com | ||
Duke Energy Corporation, through its subsidiaries, operates as an energy company in the United States. It 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 approximately 8.6 million 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 approximately 1.7 million 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.
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