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Duke Energy Corp.
DUKUtilitiesGenerated Jul 5, 2026, 04:56 PM UTC
DUK (Duke Energy Corp.) analytical snapshot. Return on equity 5.67%, ROA 1.61%, ROIC 5.40%. Net income up ▲ +11.4% YoY. Debt/equity 1.60, current ratio 0.66, net debt $85.07B. Market cap $101.04B at $129.60 per share. Trailing P/E 36.61, P/S 7.08, P/B 1.86. EV/Operating income ≈ 26.32 (EV $186.11B). Risk: Elevated. Macro: Risk-on · Supportive. Composite analytical score 0 (data confidence 82%). Descriptive analytics from public filings — not investment advice.
Free SEC analysis
— computed from SEC filings, free to readFundamentals
Return on equity 5.67%, ROA 1.61%, ROIC 5.40%. Net income up ▲ +11.4% YoY. Debt/equity 1.60, current ratio 0.66, net debt $85.07B.
- Return on equity 5.67%, ROA 1.61%, ROIC 5.40%.
- Net income up ▲ +11.4% YoY.
- Debt/equity 1.60, current ratio 0.66, net debt $85.07B.
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2016 | — | — | — | — | — | $1.20B | 4.74 |
| 2017 | — | — | — | — | — | -$66.0M | 6.86 |
| 2018 | — | — | — | — | — | -$1.04B | -215200.00 |
| 2019 | — | — | — | — | — | -$1.43B | 6.98 |
| 2020 | — | — | — | — | — | -$2.20B | 5.69 |
| 2021 | — | — | — | — | — | -$2.91B | 7.81 |
| 2022 | — | — | — | — | — | -$1.05B | 2.79 |
| 2023 | — | — | — | — | — | -$1.43B | 7.92 |
| 2024 | — | — | — | — | — | -$5.44B | 5.19 |
| 2025 | — | — | — | — | — | -$2.73B | 5.67 |
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Sep 30, 2012 | $6.72B | -39.8% | — | 19.83% |
| Mar 31, 2013 | $5.90B | +62.5% | -12.3% | 10.75% |
| Jun 30, 2016 | $10.59B | — | +79.6% | 11.36% |
| Jun 30, 2016 | $5.21B | — | -50.8% | 23.08% |
| Jun 30, 2017 | $11.28B | +6.6% | +116.5% | 12.42% |
| Jun 30, 2017 | $5.55B | -47.5% | -50.8% | 25.24% |
Filings & Ownership
Latest annual report (10-K) filed Feb 26, 2026. Latest quarterly report (10-Q) filed May 5, 2026. 16 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 26, 2026.
- Latest quarterly report (10-Q) filed May 5, 2026.
- 16 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Duke Energy Corp.; broad institutional reporting.
- Recent filers include ALLEN HOLDING INC /NY, Pathway Financial Advisers, LLC, Pathway Financial Advisers, LLC.
- 20 recent 13G passive institutional ownership notices.
| Filer | Form | Filed |
|---|---|---|
| ALLEN HOLDING INC /NY | 13F-HR | May 14, 2003 |
| Pathway Financial Advisers, LLC | 13F-HR | Jul 19, 2024 |
| Pathway Financial Advisers, LLC | 13F-HR | Jul 19, 2024 |
| Pathway Financial Advisers, LLC | 13F-HR | Aug 20, 2024 |
| Pathway Financial Advisers, LLC | 13F-HR | Jul 19, 2024 |
| Date | Form | Description |
|---|---|---|
| May 13, 2026 | 8-K | FORM 8-K |
| May 5, 2026 | 8-K | 8-K |
| Apr 1, 2026 | 8-K | FORM 8-K |
| Mar 16, 2026 | 8-K | FORM 8-K |
| Mar 12, 2026 | 8-K | FORM 8-K |
| Mar 10, 2026 | 8-K | FORM 8-K |
| Mar 9, 2026 | 8-K | FORM 8-K |
| Mar 6, 2026 | 8-K | FORM 8-K |
SEC Filing Deep-Analysis
2 risk signal(s), 1 positive signal(s) detected from XBRL filing diff analysis. 2 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- Material weakness in internal controls: The term "material weakness" appears in 20 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- NEW: Restatement of financial statements in latest filing: The term "restate" "financial statements" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 9 filing(s).
- Operating cash flow exceeds net income: OCF is 3.48x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Endogenous analysis: 2 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 5 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 1 new risk-language term(s) detected in filing text: Restatement of financial statements.
- Ongoing high-severity risk language: Material weakness in internal controls.
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $12.73B | $14.27B | $1.54B | +12.1% |
| Operating income | $6.01B | $7.07B | $1.06B | +17.6% |
| Net income | $2.55B | $2.84B | $291.0M | +11.4% |
| Operating cash flow | $5.93B | $9.88B | $3.95B | +66.7% |
| Capex | $11.37B | $12.60B | $1.24B | +10.9% |
| Total assets | $178.09B | $176.89B | $-1.19B | -0.7% |
| Long-term debt | $75.25B | $80.69B | $5.44B | +7.2% |
| Cash & equivalents | $253.0M | $314.0M | $61.0M | +24.1% |
| Stockholders equity | $49.11B | $50.13B | $1.01B | +2.1% |
| Inventory | $1.51B | $1.32B | $-197.0M | -13.0% |
| Accounts receivable | $3.02B | $1.89B | $-1.13B | -37.4% |
| Interest expense | $2.44B | $3.01B | $575.0M | +23.6% |
| Type | Concepts |
|---|---|
| Added | ForwardContractIndexedToIssuersEquityIndexedShares, GainLossOnSaleOfBusiness, IncrementalCommonSharesAttributableToConversionOfDebtSecurities, NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest, SupplierFinanceProgramObligation |
| Removed | AccountsReceivableNetCurrent, AllocatedShareBasedCompensationExpense, AllocatedShareBasedCompensationExpenseNetOfTax, AllowanceForDoubtfulAccountsReceivableWriteOffs, AssetRetirementObligation, AssetRetirementObligationAccretionExpense, AssetRetirementObligationLegallyRestrictedAssetsFairValue, AssetRetirementObligationLiabilitiesIncurred, AssetRetirementObligationLiabilitiesSettled, AssetRetirementObligationRevisionOfEstimate |
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Material weakness in internal controls | high | 20 | 2 | Ongoing |
| Restatement of financial statements | high | 9 | 0 | NEW |
| Impairment charge | medium | 76 | 3 | Ongoing |
| Restructuring | medium | 61 | 3 | Ongoing |
| Off-balance sheet arrangements | medium | 71 | 2 | Ongoing |
| Related party transactions | low | 86 | 9 | Ongoing |
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- ProValuationMarket cap $101.04B at $129.60 per share.
- ProPrice & TechnicalsPrice $129.60 — uptrend (above 200-DMA); 1-month momentum positive.
- ProMacro & RatesMarket regime: Risk-on · Supportive.
- ProRisk ScorecardComposite risk: Elevated.
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Macro exposure
Rate-sensitive · High sensitivityMacro regime: Risk-on · Supportive. Duke Energy Corp. is a rate-sensitive name (high macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.
Analytical read
deterministic previewPrice $129.60 — uptrend (above 200-DMA); 1-month momentum positive..
Peer comparison
Rate-sensitive groupHow DUK stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| Capital One Financial COF | 23 | Neutral |
| Chubb Ltd. CB | 23 | Neutral |
| U.S. Bancorp USB | 17 | Neutral |
| JPMorgan Chase & Co. JPM | 16 | Neutral |
| Prologis Inc. PLD | 14 | Neutral |
| Simon Property Group SPG | 13 | Neutral |
| American Express Co. AXP | 11 | Neutral |
| Bank of America Corp. BAC | 11 | Neutral |
| Visa Inc. V | 8 | Neutral |
| Mastercard Inc. MA | 8 | Neutral |
| Public Storage PSA | 8 | Neutral |
| Dominion Energy D | 6 | Neutral |
| Charles Schwab Corp. SCHW | 6 | Neutral |
| CME Group Inc. CME | 6 | Neutral |
| PNC Financial Services PNC | 4 | Neutral |
| Realty Income Corp. O | 4 | Neutral |
| Travelers Cos. TRV | 2 | Neutral |
| Duke Energy Corp. DUK● you | 0 | Neutral |
| Bank of New York Mellon BK | 0 | Neutral |
| Marsh & McLennan MMC | 0 | Neutral |
| Equity Residential EQR | 0 | Neutral |
| Wells Fargo & Co. WFC | -1 | Neutral |
| Welltower Inc. WELL | -1 | Neutral |
| Exelon Corp. EXC | -3 | Neutral |
| NextEra Energy NEE | -4 | Neutral |
| Xcel Energy XEL | -5 | Neutral |
| American International Group AIG | -5 | Neutral |
| Truist Financial TFC | -5 | Neutral |
| Digital Realty Trust DLR | -6 | Neutral |
| Allstate Corp. ALL | -7 | Neutral |
| S&P Global SPGI | -8 | Neutral |
| American Water Works AWK | -9 | Neutral |
| Goldman Sachs Group GS | -10 | Neutral |
| Citigroup Inc. C | -11 | Neutral |
| Moody's Corp. MCO | -13 | Neutral |
| Morgan Stanley MS | -13 | Neutral |
| MetLife Inc. MET | -13 | Neutral |
| Southern Company SO | -15 | Neutral |
| BlackRock Inc. BLK | -15 | Neutral |
| Equinix Inc. EQIX | -16 | Neutral |
| American Electric Power AEP | -18 | Neutral |
| Crown Castle Inc. CCI | -18 | Neutral |
| American Tower Corp. AMT | -39 | Neutral |