# Duke Energy Corporation (Holding Company) (DUK) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Utilities / Electric Utilities. Price $120.22, market value $93.7 billion.

## Valuation
- **P/E (trailing): 18.1×** (5-yr avg 21.5×, 3-yr avg 20.4×). Duke Energy Corporation (Holding Company) trades at 18.1× trailing earnings, close to its own five-year average of 21.5×. The Utilities median in the September 2026 study was 21.2×. Forward P/E is 16.8×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 1.60**. A PEG of 1.60 is in the range usually read as fairly priced for its growth.
- **Price / sales: 2.9×**. Each dollar of revenue is priced at 2.9×.
- **Price / book: 1.7×**. The shares trade at 1.7× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 10.5×**. Enterprise value is 10.5× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: -4.6%** (5-yr avg -3.2%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 5.5%**. The inverse of the P/E: 5.5% of the price is earned each year.

## Profitability
- **Operating margin: 28.3%**. 28.3% of revenue is left after running the business, an exceptional level.
- **Net margin: 15.7%**. 15.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 9.6%**. 9.6% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 5.3%**. Return on all capital, debt included, is 5.3%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: 2.7%**. Each dollar of assets produces 2.7% of profit.

## Growth
- **Revenue growth (1 yr): 5.6%** (3-yr 3.4%/yr, 5-yr 6.4%/yr). Revenue grew 5.6% over the last year, against 6.4% a year compounded over five years.
- **EPS growth (1 yr): 10.5%** (3-yr 25.8%/yr, 5-yr 29.7%/yr). Earnings per share rose 10.5%, roughly in step with revenue.

## Financial health
- **Debt to equity: 1.68**. Debt is 1.68 times equity, a leveraged balance sheet, which is normal for utilities.
- **Net debt / EBITDA: 5.1×**. It would take 5.1 years of operating earnings to repay net borrowings, above the 3× level most lenders treat as comfortable.
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 3.61%** ($4.26 per share, trailing). Duke Energy Corporation (Holding Company) yields 3.61%, an income-level yield.
- **Consecutive years of increases: 19**. 19 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 2.0%/yr** (1-yr 1.9%). The dividend has grown 2.0% a year over five years.

## Analyst view
- **Analyst consensus: buy** (18 analysts). 18 analysts cover Duke Energy Corporation (Holding Company); the consensus is buy, with an average price target of $137.28 (+14% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 2.1%** (YTD 4.3%, 3-mo -3.2%). The shares are up 2.1% over twelve months including dividends.
- **From 52-week high: -10.6%** (5.5% above the low). Trading 11% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 40**. An RSI of 40 is neutral.
- **Beta (1 yr): -0.29** (volatility 16%). Beta of -0.29 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=DUK · Page: https://foliofundamentals.com/stocks/duk

Not investment advice.