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Upturn AI SWOT - About
DUK 
Duke Energy Corporation (DUK)
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Upturn Advisory Summary
04/22/2025: DUK (3-star) is a STRONG-BUY. BUY since 55 days. Profits (9.25%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -4.95% | Avg. Invested days 35 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 93.79B USD | Price to earnings Ratio 21.21 | 1Y Target Price 124.21 |
Price to earnings Ratio 21.21 | 1Y Target Price 124.21 | ||
Volume (30-day avg) 4836878 | Beta 0.37 | 52 Weeks Range 93.86 - 125.27 | Updated Date 04/24/2025 |
52 Weeks Range 93.86 - 125.27 | Updated Date 04/24/2025 | ||
Dividends yield (FY) 3.44% | Basic EPS (TTM) 5.69 |
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 15.11% | Operating Margin (TTM) 28.67% |
Management Effectiveness
Return on Assets (TTM) 2.73% | Return on Equity (TTM) 9.08% |
Valuation
Trailing PE 21.21 | Forward PE 19.23 | Enterprise Value 180234972749 | Price to Sales(TTM) 3.13 |
Enterprise Value 180234972749 | Price to Sales(TTM) 3.13 | ||
Enterprise Value to Revenue 5.94 | Enterprise Value to EBITDA 12.02 | Shares Outstanding 777022016 | Shares Floating 774411151 |
Shares Outstanding 777022016 | Shares Floating 774411151 | ||
Percent Insiders 0.14 | Percent Institutions 66.91 |
Analyst Ratings
Rating 3.8 | Target Price 124.33 | 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 1900 as the Catawba Power Company. It evolved through mergers and acquisitions to become one of the largest electric power holding companies in the United States. A significant milestone was the merger with Progress Energy in 2012, expanding its service territory.
Core Business Areas
- Electric Utilities & Infrastructure: This segment generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest. It includes coal, nuclear, natural gas, oil, and renewable generation.
- Gas Utilities & Infrastructure: This segment distributes natural gas to residential, commercial, and industrial customers in the Carolinas, Ohio, Kentucky, and Tennessee.
- Commercial Renewables: This segment develops and operates renewable energy projects throughout the United States.
Leadership and Structure
Lynn J. Good is the Chair, President, and CEO. The company operates with a hierarchical structure, with various business units reporting to the executive team and ultimately the board of directors.
Top Products and Market Share
Key Offerings
- Electricity Generation & Distribution: Duke Energy provides electricity to approximately 8.2 million customers. Market share varies by region but is significant in the Carolinas, Florida, and the Midwest. Competitors include Southern Company, NextEra Energy, and Dominion Energy. Significant revenue generator.
- Natural Gas Distribution: Duke Energy distributes natural gas to over 1.6 million customers. Competitors include Atmos Energy, Piedmont Natural Gas (Dominion Energy), and local gas utilities. Revenue generator with steady growth potential.
- Renewable Energy: Duke Energy owns and operates a growing portfolio of wind, solar, and hydroelectric power plants. The renewable energy market is highly competitive with companies like NextEra Energy, Invenergy, and Berkshire Hathaway Energy.
Market Dynamics
Industry Overview
The utility industry is undergoing significant transformation due to the shift towards renewable energy, increasing regulatory scrutiny, and evolving customer expectations. Decarbonization and grid modernization are key trends.
Positioning
Duke Energy is a major player in the utility industry, with a strong presence in the Southeast and Midwest. Its competitive advantages include its large customer base, diversified energy portfolio, and investments in grid modernization and renewable energy.
Total Addressable Market (TAM)
The U.S. electricity market is estimated to be worth over $450 billion annually. Duke Energy is positioned to capture a significant share of this market through its regulated utilities and renewable energy investments.
Upturn SWOT Analysis
Strengths
- Large and diversified customer base
- Regulated utility operations providing stable revenue
- Growing renewable energy portfolio
- Strong credit rating
- Experienced management team
Weaknesses
- High debt levels
- Exposure to regulatory risks
- Dependence on fossil fuels
- Potential environmental liabilities
- Aging infrastructure in some areas
Opportunities
- Growing demand for renewable energy
- Investments in grid modernization
- Expansion of natural gas infrastructure
- Government incentives for renewable energy projects
- Acquisitions of smaller utilities
Threats
- Increasing competition from renewable energy providers
- Rising interest rates
- Economic downturn
- Cybersecurity threats
- Changes in environmental regulations
Competitors and Market Share
Key Competitors
- SO
- NEE
- D
Competitive Landscape
Duke Energy faces competition from other large utility companies, as well as renewable energy developers. Its competitive advantages include its regulated utility operations and its growing renewable energy portfolio.
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: Duke Energy's growth has been driven by population growth in its service territories, acquisitions, and investments in renewable energy.
Future Projections: Analyst estimates suggest continued growth in earnings per share, driven by investments in regulated utilities and renewable energy projects.
Recent Initiatives: Recent strategic initiatives include investments in grid modernization, expanding renewable energy capacity, and reducing carbon emissions.
Summary
Duke Energy is a major player in the US utility sector, demonstrating a strong regulated base and a growing renewable portfolio. Its financial stability is bolstered by a large customer base, but high debt levels and regulatory exposure remain potential challenges. Investments in grid modernization and renewable energy position them for future growth, though competition and changing regulations require careful management. They need to closely monitor their debt and be ready to quickly pivot to new environmental regulations.
Similar Companies
AEP
American Electric Power Co Inc
AEP
American Electric Power Co Inc
D
Dominion Energy Inc
D
Dominion Energy Inc
EXC
Exelon Corporation
EXC
Exelon Corporation
NEE
Nextera Energy Inc
NEE
Nextera Energy Inc
SO
Southern Company
SO
Southern Company
Sources and Disclaimers
Data Sources:
- Duke Energy Investor Relations
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share information is based on estimates and may vary. Financial data should be verified with official sources.
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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