Duke Energy Corp. (DUK) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

American Electric Power Co., Inc.

Duke Energy Corp.

PG&E Corp.

Constellation Energy Corp.

Consolidated Edison, Inc.

The Southern Co.

Exelon Corp.

NextEra Energy, Inc.

Xcel Energy, Inc.

Dominion Energy, Inc.

Sempra

Why is Duke Energy Corp. ?

Weak Long Term Fundamental Strength with an average Return on Capital Employed (ROCE) of 5.35%

Poor long term growth as Operating profit has grown by an annual rate 8.08% of over the last 5 years
Low ability to service debt as the company has a high Debt to EBITDA ratio of 6.27 times

Positive results in Jun 25

OPERATING CASH FLOW(Y) Highest at USD 11,966 MM
ROCE(HY) Highest at 9.6%
DIVIDEND PER SHARE(HY) Highest at USD 7.13

With ROCE of 6.09%, it has a expensive valuation with a 1.28 Enterprise value to Capital Employed

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 4.38%, its profits have risen by 6.5% ; the PEG ratio of the company is 3.2

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Duke Energy Corp. should be less than 10%
Overall Portfolio exposure to Power should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Power)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Duke Energy Corp. for you?

Low Risk, Medium Return

Absolute

Risk Adjusted

Volatility

Duke Energy Corp.

7.92%

0.67

17.16%

S&P 500

16.49%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

5.08%

EBIT Growth (5y)

8.08%

EBIT to Interest (avg)

2.46

Debt to EBITDA (avg)

6.27

Net Debt to Equity (avg)

1.70

Sales to Capital Employed (avg)

0.23

Tax Ratio

11.08%

Dividend Payout Ratio

72.84%

Pledged Shares

Institutional Holding

70.10%

ROCE (avg)

5.35%

ROE (avg)

7.92%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.77

EV to EBIT

21.09

EV to EBITDA

12.32

EV to Capital Employed

1.28

EV to Sales

5.67

PEG Ratio

3.19

Dividend Yield

3.60%

ROCE (Latest)

6.09%

ROE (Latest)

9.64%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bullish

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

8What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 11,966 MM

ROCE(HY)

Highest at 9.6%

DIVIDEND PER SHARE(HY)

Highest at USD 7.13

RAW MATERIAL COST(Y)

Fallen by 0.17% (YoY

-5What is not working for the Company

DEBT-EQUITY RATIO (HY)

Highest at 172.99 %

INTEREST COVERAGE RATIO(Q)

Lowest at 379.26

CASH AND EQV(HY)

Lowest at USD 933 MM

Here's what is working for Duke Energy Corp.

Operating Cash Flow

Highest at USD 11,966 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Dividend per share

Highest at USD 7.13 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Raw Material Cost

Fallen by 0.17% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at USD 1,583 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Here's what is not working for Duke Energy Corp.

Interest Coverage Ratio

Lowest at 379.26

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Debt-Equity Ratio

Highest at 172.99 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Cash and Eqv

Lowest at USD 933 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Non Operating Income

Highest at USD 0.18 MM

in the last five periods

MOJO Watch

Increased income from non business activities may not be sustainable

Non Operating income