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Upturn AI SWOT - About
DUK 
Duke Energy Corporation (DUK)
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Upturn Advisory Summary
06/30/2025: 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 $127.21
1 Year Target Price $127.21
| 7 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.07% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 91.72B USD | Price to earnings Ratio 19.57 | 1Y Target Price 127.21 |
Price to earnings Ratio 19.57 | 1Y Target Price 127.21 | ||
Volume (30-day avg) 20 | Beta 0.36 | 52 Weeks Range 95.92 - 124.14 | Updated Date 06/30/2025 |
52 Weeks Range 95.92 - 124.14 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.58% | Basic EPS (TTM) 6.03 |
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 15.62% | Operating Margin (TTM) 28.33% |
Management Effectiveness
Return on Assets (TTM) 2.84% | Return on Equity (TTM) 9.48% |
Valuation
Trailing PE 19.57 | Forward PE 18.73 | Enterprise Value 179695338626 | Price to Sales(TTM) 3.01 |
Enterprise Value 179695338626 | Price to Sales(TTM) 3.01 | ||
Enterprise Value to Revenue 5.81 | Enterprise Value to EBITDA 11.6 | Shares Outstanding 777257024 | Shares Floating 775181831 |
Shares Outstanding 777257024 | Shares Floating 775181831 | ||
Percent Insiders 0.14 | Percent Institutions 68.96 |
Analyst Ratings
Rating 4 | Target Price 127.21 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 11 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Duke Energy Corporation
Company Overview
History and Background
Duke Energy Corporation was founded in 1904 as the Catawba Power Company. It has grown through mergers and acquisitions to become one of the largest energy holding companies in the United States, serving millions of customers.
Core Business Areas
- Electric Utilities and Infrastructure: This segment generates, transmits, distributes, and sells electricity to approximately 8.2 million customers in the Southeast and Midwest. It includes coal, nuclear, natural gas, oil, and renewable generation.
- Gas Utilities and Infrastructure: This segment distributes natural gas to approximately 1.6 million customers in the Carolinas, Ohio, Kentucky and Tennessee.
- Commercial Renewables: This segment develops, owns and operates renewable energy projects, including solar and wind. It sells electricity generated from these projects under long-term contracts.
Leadership and Structure
Lynn J. Good serves as the Chair, President, and CEO. The company operates under a board of directors and has a structured management team for each business segment.
Top Products and Market Share
Key Offerings
- Electricity Generation and Distribution: Duke Energy's primary product is electricity, distributed to residential, commercial, and industrial customers. Market share varies by region but is significant in the Carolinas and Midwest. Competitors include Southern Company, Dominion Energy, and NextEra Energy.
- Natural Gas Distribution: Duke Energy distributes natural gas to customers, serving a critical energy need. Market share is substantial in its service territories in the Carolinas, Ohio, Kentucky and Tennessee. Competitors include local gas companies and other utilities.
- Renewable Energy: Duke Energy provides solar, wind and battery energy power to customers. Market share is continually growing, and competitors are NextEra Energy, Brookfield Renewable Partners, and Clearway Energy.
Market Dynamics
Industry Overview
The energy industry is undergoing a significant transformation with a shift towards renewable energy sources, increasing regulatory scrutiny, and growing demand for energy efficiency. Demand is impacted by overall economic conditions and population growth.
Positioning
Duke Energy is a major player in the US energy market, with a large customer base and diverse energy portfolio. Its competitive advantages include its scale, infrastructure, and investments in renewable energy.
Total Addressable Market (TAM)
The TAM for the US electricity market is estimated to be in the hundreds of billions of dollars annually. Duke Energy is well-positioned to capture a significant portion of this market, particularly as the industry transitions to cleaner energy sources. The TAM for Natural Gas is also hundreds of billions of dollars. Duke is positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Large customer base
- Diversified energy portfolio
- Strong infrastructure
- Investments in renewable energy
- Significant financial resources
Weaknesses
- Reliance on fossil fuels
- Exposure to regulatory risks
- Debt levels
- Aging infrastructure in some areas
Opportunities
- Growth in renewable energy market
- Infrastructure modernization
- Expansion into new markets
- Government incentives for clean energy
- Electrification of transportation
Threats
- Increasing competition
- Fluctuations in fuel prices
- Environmental regulations
- Cybersecurity threats
- Economic downturns
Competitors and Market Share
Key Competitors
- SO
- NEE
- D
Competitive Landscape
Duke Energy competes with other large utilities based on price, reliability, and customer service. Its investments in renewable energy provide a competitive advantage but it also is behind in decarbonization compared to some competitors.
Major Acquisitions
Piedmont Natural Gas
- Year: 2016
- Acquisition Price (USD millions): 4900
- Strategic Rationale: Expanded Duke Energy's natural gas business and service territory.
Growth Trajectory and Initiatives
Historical Growth: Discuss historical growth trends based on past financial performance.
Future Projections: Provide projections for future growth based on analyst estimates and company guidance.
Recent Initiatives: Highlight recent strategic initiatives such as renewable energy investments, infrastructure upgrades, and acquisitions.
Summary
Duke Energy is a major utility company with a strong presence in the Southeast and Midwest. Its investments in renewable energy and infrastructure modernization position it for future growth. However, it faces challenges related to regulatory risks, fuel price volatility, and the transition to a cleaner energy future.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (e.g., 10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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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