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Duke Energy Corporation
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals align: quality at a discount to the sector
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4 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
1 signal unavailable
Profitability
4/4
Debt & liquidity
1/3
Efficiency
1/2
Debt shapes the picture for Duke Energy more than any other single variable: Debt/EBITDA of 4.9× sits -8% below the sector median 5.3×, a modest structural advantage for a capital-heavy utility, though the current ratio of 0.55 runs -25% below the sector median 0.73, signaling tighter short-term liquidity. Operating margin at 27.2% exceeds the sector median 23.0% by +18%, and the F-Score of 6/9 reflects solid profitability offset by weaker efficiency and liquidity readings. FCF growth fell to -6,972.9%, well below the sector median -82.8%, a gap that consensus has not fully priced in; analysts forecast earnings growth, but the realized three-year EPS CAGR of {{value:eps_cagr_3y}} and a mixed beat record over eight quarters suggest the forward models carry the usual optimistic tilt. The composite of 43/100 places DUK near the lower half of the sector on a blended view.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AEE | Ameren | 6/9 | 11% | +15% |
The market prices in earnings growth; analyst sentiment is strengthening; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Duke reports on 2026-11-05, track free cash flow growth alongside the current -82.8% YoY figure and check whether the current ratio recovers from its 0.73 reading. The F-Score profitability block is a clean 4/4, so watch for any cracks in operating margin, which currently sits at 23.0% against the sector median.
On SEC EDGAR, open Duke's most recent 10-K and focus on the liquidity section given the current ratio of 0.73 and Debt/EBITDA of 5.33×. Management's discussion should explain the capital program driving the weak FCF growth — confirm whether those outflows are planned infrastructure spend or a structural cash drain.
From the same-sector table in section 06, pick two or three utilities yourself and line up one metric — Debt/EBITDA or current ratio works well given Duke's mixed leverage signals. The table is alphabetical with no ranking, so the comparison is yours to draw without any implied ordering.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -282%+50%+102%-3,629%
Over 4 years: 5.565.515.324.91
Over 4 years: +17%-0%+5%+6%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 7 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 23% |
| D | Dominion Energy | 6/9 | 11% | +14% | 27% |
| DTE | DTE Energy | 7/9 | 11% | +19% | 14% |
| DUK | Duke Energy Corporation | 6/9 | 10% | +6% | 27% |
| ED | Consolidated Edison | 6/9 | 9% | +11% | 17% |
| ES | Eversource Energy | 6/9 | 11% | +14% | 22% |
| EXC | Exelon | 5/9 | 10% | +5% | 21% |
| NEE | NextEra Energy | 4/9 | 13% | +10% | 32% |
| PEG | Public Service Enterprise | 7/9 | 14% | +18% | 24% |
| PPL | PPL Corporation | 5/9 | 8% | +7% | 24% |
| SO | Southern Company | 4/9 | 13% | +11% | 25% |
| SRE | Sempra | 5/9 | 6% | +4% | — |
| WEC | WEC Energy | 5/9 | 14% | +14% | 23% |
| XEL | Xcel Energy | 6/9 | 8% | +1% | 17% |
A sample of 14 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.