Duke Energy Corporation 5.625% (DUKB)
Valuation Overview•Is Duke Energy Corporation 5.625% Overvalued or Undervalued?
Trading at a discount across both intrinsic cash flow and relative peer multiples, indicating a strong margin of safety.
Moderate quality score of 47/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Average quality business weighed down by significant solvency concerns.
Wall Street sentiment is generally neutral. The company currently retains all capital for reinvestment and growth rather than returning it to shareholders.
DUKB struggles with subpar profitability and pressured margins. However, this is severely offset by a highly leveraged balance sheet (Debt/EBITDA > 4.0x) and elevated financial risk.
The company exhibits steady, low-single-digit revenue growth paired with robust earnings compounding (8.9% EPS 3Y CAGR). This growth is supported by elite operational efficiency, sustaining an impressive 27.1% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $9.2B | +7.7% | +4.4% | +6.2% | +3.7% | |
| EBITDA | $4.4B | — | +7.9% | — | — | |
| Net Income | $1.6B | +9.8% | +24.9% | — | +5.7% | |
| EPS (Diluted) | $1.97 | +10.9% | +8.9% | +29.7% | +4.4% | |
| Free Cash Flow | $38.0M | -2850.7% | +28.2% | -16.9% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 50.8% | 43.7% | 41.4% | 35.2% |
| Operating Margin | 27.1% | 25.9% | 24.6% | 24.1% |
| Net Margin | 15.6% | 13.5% | 13.1% | 12.2% |
| FCF Margin | -0.6% | -5.2% | -8.1% | -7.6% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $1.77 | $1.97 | +11.3% | ||
| Q1'26 | $1.49 | $1.50 | +0.7% | ||
| Q4'25 | $1.76 | $1.83 | +4.0% | ||
| Q3'25 | $1.18 | $1.27 | +7.6% | ||
| Q2'25 | $1.60 | $1.77 | +10.6% | ||
| Q1'25 | $1.65 | $1.56 | -5.5% | ||
| Q4'24 | $1.70 | $1.66 | -2.4% | ||
| Q3'24 | $1.02 | $1.17 | +14.7% |
Total return is +3.5% (1Y), lagging the benchmark by -17.4%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | -2.1% | -9.4% | — |
| 1Y | +3.5% | -17.4% | +5.8% |
| 3YCAGR | +3.8% | -15.5% | +17.0% |
| 5YCAGR | +2.0% | -9.5% | +25.5% |
| 10YCAGR | +3.3% | -10.4% | — |
The S&P 500 is at 31.0x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Duke Energy Corporation 5.625% (DUKB) valuation, health, and returns.
Duke Energy Corporation 5.625% is estimated to be undervalued under our discounted cash flow framework. relative multiples indicate the stock is Cheap versus peers compared to industry peers. undervalued (implying +522.9% upside to DCF intrinsic value of $144.76)
Duke Energy Corporation 5.625% has multiple valuation anchors: DCF Intrinsic Value: $144.76 | Peer Relative Fair Value: $129.44. A convergence of these signals offers higher conviction.
Duke Energy Corporation 5.625% displays fair financial health with a composite quality score of 47/100, supported by a Piotroski F-Score of 5/9, Return on Invested Capital (ROIC) of 4.6%.
Duke Energy Corporation 5.625% does not return material capital to shareholders via dividends or share repurchases, electing to retain earnings to fund internal growth.
Duke Energy Corporation 5.625%'s current growth trajectory is Accelerating. The company achieved +7.7% 1Y revenue growth and +10.9% 1Y EPS growth, compared to its 3Y revenue CAGR of +4.4%.
Wall Street consensus is Hold based on 0 analysts, beating EPS expectations in 58% of recent quarters with a 5-quarter streak. The consensus price target represents a N/A change from current levels.
Investment risks for Duke Energy Corporation 5.625% include: -77.6% 1-year max drawdown. Volatility risk is characterized by a beta of 0.75x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.