Full history for every metric is available with a Kvantra account
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $bn | 23.4 | 24.6 | 28.8 | 29.1 | 30.4 | 32.2 | 33.8 | 33.6 |
| Operating profit | $bn | 8.58 | 9.63 | ||||||
| Net profit | $bn | 1.38 | 3.91 | 2.55 | 2.84 | 4.51 | 4.97 | 5.39 | 5.27 |
| EPS reported | $ | 6.31 | 6.84 | ||||||
| Operating cashflow per share | $ | 15.90 | 14.80 | ||||||
| Capex per share | $ | 18.05 | 21.42 | ||||||
| FCF per share | $ | -2.15 | -6.62 | ||||||
| Free cash flow | $bn | -1.67 | -5.16 | ||||||
| Net debt | $bn | 10.5 | 92.3 | ||||||
| Book value equity | $bn | 51.8 | 55.4 | ||||||
| Book value per share | $ | 66.72 | 71.00 | ||||||
| Number of shares | m | 777 | 780 | ||||||
| DPS (TTM paid) | $ | 4.22 | 4.28 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 18.58 | 18.83 | ||||||
| P/B LTM | x | 1.76 | 1.81 | ||||||
| P/S LTM | x | 2.83 | 2.97 | ||||||
| P/FCF LTM | x | -54.47 | -19.45 | ||||||
| EV/EBITDA LTM | x | 11.60 | 11.01 | ||||||
| EV/Sales LTM | x | 5.64 | 5.70 | ||||||
| Earnings Yield LTM | % | 5.38% | 5.31% | ||||||
| FCF Yield | % | -1.84% | -5.14% | ||||||
| Quality | |||||||||
| ROE | % | 9.58% | 9.96% | ||||||
| ROIC | % | 4.13% | 4.27% | ||||||
| Operating margin | % | 26.61% | 28.47% | ||||||
| Gross margin | % | 31.56% | 60.48% | ||||||
| FCF/Sales | % | -5.19% | -15.27% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +10.51% | +7.55% | ||||||
| Sales Growth YoY | % | +6.19% | +6.37% | ||||||
| Net Income Growth YoY | % | +10.16% | +7.97% | ||||||
| FCF Growth | % | - | - | ||||||
| Operating Profit Growth | % | +8.21% | +11.81% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 3.62% | 3.32% | ||||||
| Dividend Growth | % | +1.93% | +1.90% | ||||||
| Payout Ratio | % | 67.31% | 79.43% | ||||||
| FCF/Debt | x | -0.02 | -0.06 | ||||||
| Net Debt/EBITDA | x | 5.78 | 5.33 | ||||||
| EBIT/Net interest | x | 2.36 | 2.51 | ||||||
| Net debt/market cap | % | 11.55% | 91.97% | ||||||
| Net debt/Equity | x | 0.20 | 1.67 | ||||||
| Gross debt/equity | x | 1.75 | 1.69 | ||||||
ETFs that hold Duke Energy
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| State Street Utilities Select Sector SPDR ETF | XLU | 3 | 7.45% |
| iShares Global Infrastructure ETF | IGF | 10 | 2.76% |
| Vanguard Utilities ETF | VPU | 3 | 6.41% |
| Invesco S&P 500 Low Volatility ETF | SPLV | 3 | 1.31% |
| First Trust North American Energy Infrastructure Fund | EMLP | 10 | 2.19% |
| iShares U.S. Infrastructure ETF | IFRA | 6 | 2.98% |
| iShares MSCI Global Min Vol Factor ETF | ACWV | 4 | 1.21% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD | MVOL.L | 4 | 1.41% |
| iShares Global Infrastructure UCITS ETF Accum USD | CBUX.DE | 5 | 3.04% |
| VanEck Preferred Securities ex Financials ETF | PFXF | 10 | 2.35% |
Funds with Duke Energy among their ten largest holdings, largest fund first.
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| State Street Utilities Select Sector SPDR ETF | XLU | 3 | 7.45% |
| iShares Global Infrastructure ETF | IGF | 10 | 2.76% |
| Vanguard Utilities ETF | VPU | 3 | 6.41% |
| Invesco S&P 500 Low Volatility ETF | SPLV | 3 | 1.31% |
| First Trust North American Energy Infrastructure Fund | EMLP | 10 | 2.19% |
| iShares U.S. Infrastructure ETF | IFRA | 6 | 2.98% |
| iShares MSCI Global Min Vol Factor ETF | ACWV | 4 | 1.21% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD | MVOL.L | 4 | 1.41% |
| iShares Global Infrastructure UCITS ETF Accum USD | CBUX.DE | 5 | 3.04% |
| VanEck Preferred Securities ex Financials ETF | PFXF | 10 | 2.35% |
Funds with Duke Energy among their ten largest holdings, largest fund first.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.
Unlock all fundamental data
Sign up for FreeUnlock all fundamental data
Sign up for Free