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DUK Duke Energy Corporation - Fundamental Analysis

NEUTRAL
DUK Stock | Fundamental Analysis & Investment Insights
NYSE Utilities Utilities - Regulated Electric
Current Price
$122.71
Analyst Target
$137.29
+11.9% Upside
52W High
$130.03
52W Low
$105.2

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
78%
Analysis Accuracy
Duke Energy trades at $122.71, near its 52-week low of $105.20 and below the analyst target of $137.29, implying 11.9% upside. The stock has underperformed peers like NextEra Energy (NEE) over 6M (+13.6% vs +7.4%) and 1Y (+14.9% vs +16.0%), despite solid earnings growth (YoY EPS +11.7%) and a strong dividend yield of 3.47%. Valuation appears reasonable with a P/E of 19.35 vs sector average of 26.63, but elevated leverage (Debt/Equity 1.70) and weak liquidity (Current Ratio 0.63) constrain upside. Earnings beat rates are mixed recently (3 of last 4 quarters), while insider selling over the past six months signals caution among executives.

Key Strengths

Attractive dividend yield of 3.47% well above sector average implied by NEE's 1.8% yield
Earnings growth accelerating with YoY EPS growth of 11.7% and Q/Q EPS surge of +44.8%
Profitability margins strong: Gross Margin 52.40%, Operating Margin 27.12%, above sector peers
Valuation discount to sector: P/E of 19.35 vs peer average of 26.63 offers relative value
Consistent earnings beat history over long-term, with 15 of last 25 quarters beating estimates

Key Risks

High leverage with Debt/Equity ratio of 1.70, above peer average of 1.44, increasing refinancing risk
Weak liquidity profile: Current Ratio of 0.63 and Quick Ratio of 0.24 raise near-term solvency concerns
Insider selling activity: $1.53M in sales over last 6 months with zero buys, signaling executive caution
Underperformance vs peer NEE: 6M return +7.4% vs +13.6%, indicating relative weakness in market sentiment
Valuation multiple compression risk if interest rates rise, pressuring regulated utility multiples
AI Fair Value Estimate
Based on comprehensive analysis
$137.29
+11.9% above current price

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