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Duke Energy Corporation(DUK)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$117.53
09/18/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for DUK

09/18/2026: DUK (2-star) is currently NOT-A-BUY. Pass it for now.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Analysis of Past Performance

Type Stock
Historic Profit 10.26%
Avg. Invested days 47
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/18/2026

Upturn Scorecard

Upturn Star Rating

DUK receives a 3-star rating, supported by solid quantitative characteristics, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

DUK has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, solid earnings growth (+10.2%) and solid profitability (net margin 15.4%) are partially offset by soft cash generation (FCF margin -5.2%), moderate revenue growth (+6.2%), very low insider ownership of 0.13%.

Financial Health Rating

DUK's financial health is supported by solid profitability, including gross margin of 31.6% and operating margin of 26.6%. Liquidity is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

Earnings growth is DUK's strongest growth driver at +10.2% FY2025 versus FY2024 (solid, 4 stars). By comparison, while free-cash-flow growth (-3583.3%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 71.1% and approximately 99.7% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.13%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 8.89%
Vanguard Capital Management, LLC 6.48%
State Street Corp 5.71%
Vanguard Portfolio Management, LLC 2.58%
Geode Capital Management, LLC 2.57%

Unit Economics (Per $1K Revenue)

DUK generates approximately $316 of gross profit, $266 of operating income, and $-52 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: 11.24%

Quantitative Style Profile

DUK has a large-cap, liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 92.43B USD
Price to earnings Ratio 17.72
1Y Target Price 137.28
Price to earnings Ratio 17.72
1Y Target Price 137.28
Volume (30-day avg) 4.2M shares
Beta 0.36
52 Weeks Range 110.99 - 132.18
Updated Date 09/18/2026
52 Weeks Range 110.99 - 132.18
Updated Date 09/18/2026
Dividends yield (FY) 3.62%
Basic EPS (TTM) 6.69

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 17.72
Forward PE 16.45
Enterprise Value 184.32B
Price to Sales(TTM) 2.82
Enterprise Value 184.32B
Price to Sales(TTM) 2.82
Enterprise Value to Revenue 5.54
Enterprise Value to EBITDA 10.41
Shares Outstanding 779.70M
Shares Floating 777.48M
Shares Outstanding 779.70M
Shares Floating 777.48M
Percent Insiders 0.13
Percent Institutions 71.14

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Duke Energy Corporation

Exchange NYSE
Headquarters 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 26441
Full time employees 26441

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.