Duke Energy Corporation (Holding Company) (DUK) carries a Roarable Rating of D (Sell) with 47/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-02, Duke Energy Corporation (Holding Company) (NYSE: DUK) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 47/100 at a spot price of $127.39 (+1.18% 1D, market cap $98.16B). Pillar breakdown: Fundamental Cash Engine 5/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 8/20. Across 117 tracked Utilities issuers, DUK ranks #70 in composite RQD confidence.
Within the Utilities sector (Power Generation), DUK carries a Roarable D (47/100 RQD), trailing P/E of 19.8x, gross margin of —, and ROIC of 5.2%. By comparison, XEL (Xcel Energy Inc.) holds a C+ grade (66/100 RQD, P/E 24.5x, ROIC 5.1%, cap $49.37B) and EXC (Exelon Corporation) posts a D grade (46/100 RQD, P/E 11.8x, ROIC 5.4%, cap $47.39B). Among the 5-stock peer group, EXC leads on earnings multiple (11.8x) while EXC leads on capital efficiency (5.4% ROIC).
Per DUK's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001326160), Duke Energy Corporation (Holding Company) generated $0 in revenue, $4.97B in net income, and -$1.69B in free cash flow against $195.74B in total assets and $80.11B in total debt. Key quantitative strengths: Established market leader in Utilities with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±3.5% realized swing band)
Altman Z-Score 0.89 (DISTRESS RISK (<1.8)) • Piotroski F-Score 5/9
Capital intensity & 0% operating margin leave 15 pts on the table
While DUK currently carries a cautious 47/100 (D) rating due to Cash Engine Quality (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Utilities with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($119.31) and Max Pain ($133.76) forces dealer call-delta covering toward $142.87.
Forensic Repair Trigger: Halting share dilution (Disciplined Float (+1.08% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Duke Energy Corporation (Holding Company) (DUK) advanced +1.18% to $127.39, trading at 68% of its 52-week range ($112.4 – $134.49). Stretched risk/reward at 20x P/E (5% return on capital) under elevated 10-year interest-rate pressure.
When retirement paychecks stop, a portfolio has to cover the bills without forcing you to sell shares at the worst possible moment. Three regulated electric utilities offer a quieter solution, though one of them carries
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Five income stocks cleared a rare filter this year: every single one raised its dividend payout, even as interest rates punished yield hunters. Find out which names backed those raises with data-center contracts, smoke-f
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ETR's Q3 earnings may have gained from increased electricity usage and industrial demand, while higher storm recovery expenses could have offset some benefits.
Duke Energy (DUK) closed the most recent trading day at $125.9, moving +1.89% from the previous trading session.
Constellation Energy boasts faster earnings growth, but Duke Energy offers a higher dividend yield, cheaper valuation and lower volatility.
Duke Energy (DUK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +3.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on DUK today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for DUK. Explore sector supply chains on /butterfly.
Across 117 tracked Utilities securities in the Roarable RQD universe, Duke Energy Corporation (Holding Company) (DUK) ranks #70 by composite RQD confidence (47/100, grade D) and #3 by equity capitalization ($98.16B). Within this direct 5-issuer industry benchmark cohort, EXC leads on earnings valuation at 11.8x trailing P/E, while EXC leads on capital efficiency and profitability with 5.4% ROIC and — gross margin. ED currently holds the highest overall quantitative score in the immediate peer group at 69/100 (C+) compared with DUK at 47/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| DUK
ACTIVE
Duke Energy Corporation (Holding Company) | D | 47/100 | 19.8x | — | 5.2% | +1.18% | $98.16B | Benchmark Subject |
| XEL Xcel Energy Inc. | C+ | 66/100 | 24.5x | — | 5.1% | +0.99% | $49.37B | /xel-vs-duk → |
| EXC Exelon Corporation | D | 46/100 | 11.8x | — | 5.4% | +0.55% | $47.39B | /exc-vs-duk → |
| ED Consolidated Edison Inc. | C+ | 69/100 | — | — | 4.8% | +1.00% | $42.71B | /ed-vs-duk → |
| WEC WEC Energy Group Inc. | C+ | 67/100 | 21.3x | 66.7% | 3.9% | +1.26% | $37.35B | /wec-vs-duk → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Duke Energy Corporation (Holding Company) (DUK) reported GAAP revenue of $0 (N/A vs. FY2024 revenue of $0 ) , GAAP net income of $4.97B, operating cash flow of $12.33B, and free cash flow of -$1.69B (-3629.2% YoY). On the balance sheet, DUK closed FY2025 with $195.74B in total assets against $80.11B in total debt (Altman Z-Score: 0.89, Piotroski F-Score: 5/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $0 | $4.97B | $12.33B | -$1.69B | $195.74B | $80.11B |
| FY2024 (FY) | 2024-12-31 | $0 | $4.52B | $12.33B | $48.0M | $186.34B | $76.34B |
| FY2023 (FY) | 2023-12-31 | $0 | $2.84B | $9.88B | $9.88B | $53.99B | $12.63B |
As of 2026-11-02, Duke Energy Corporation (Holding Company) (NYSE: DUK) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 47/100 at a spot price of $127.39 (+1.18% 1D, market cap $98.16B). Pillar breakdown: Fundamental Cash Engine 5/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 8/20. Across 117 tracked Utilities issuers, DUK ranks #70 in composite RQD confidence.
Within the Utilities sector (Power Generation), DUK carries a Roarable D (47/100 RQD), trailing P/E of 19.8x, gross margin of —, and ROIC of 5.2%. By comparison, XEL (Xcel Energy Inc.) holds a C+ grade (66/100 RQD, P/E 24.5x, ROIC 5.1%, cap $49.37B) and EXC (Exelon Corporation) posts a D grade (46/100 RQD, P/E 11.8x, ROIC 5.4%, cap $47.39B). Among the 5-stock peer group, EXC leads on earnings multiple (11.8x) while EXC leads on capital efficiency (5.4% ROIC).
Per DUK's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001326160), Duke Energy Corporation (Holding Company) generated $0 in revenue, $4.97B in net income, and -$1.69B in free cash flow against $195.74B in total assets and $80.11B in total debt. Key quantitative strengths: Established market leader in Utilities with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
DUK last traded at $127.39 (+1.18% on volume of 4,908,589 shares), positioning the stock +6.77% above its 50-day simple moving average ($119.31) and +2.38% above its 200-day simple moving average ($124.43). Across its 52-week range of $112.40 to $134.49, DUK sits at the 67.9% percentile with a 14-day RSI of 63.8 (BULLISH MOMENTUM) and an implied next-earnings move of ±3.5% ($122.93 to $131.85).
Why DUK Stock advanced +1.18% Today — RQD Quant Desk Flash. Stretched risk/reward at 20x P/E (5% return on capital) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, DUK scores 47 out of 100, a D grade labeled "Roarable Sell — Underperform / Distribution Warning." The five pillars are: Fundamental Cash Engine at 5 of 20 (ROIC 5.2%; FCF yield -1.73%), Whale 13F Flow at 14 of 20 (institutional accumulation and options positioning), Insider Conviction at 8 of 20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 10 of 20 (Beta 0.76; sector sensitivity), and Forensic Balance Sheet at 10 of 20 (Altman Z 0.89; Piotroski F 5/9; Debt/Equity 1.55). The weakest pillar is cash generation, where the negative FCF yield and a 5.2% ROIC indicate limited free cash after capital spending relative to the capital base. The forensic pillar also signals balance-sheet strain, with an Altman Z below the commonly cited distress threshold in the source data and leverage at 1.55 Debt/Equity. Insider conviction is weak per the rating, and whale flow is moderate. For a prospective investor, the rating frames the stock as one where valuation support (dividend yield 3.4%, beta 0.76) comes with weak cash conversion and elevated leverage. The score is a model output and should be weighed against the underlying figures rather than treated as a standalone recommendation.
Duke Energy Corporation (Holding Company) is a NYSE-listed issuer classified in the Utilities sector and Power Generation industry, per the company profile. Per the SEC financials, the filings report net income and operating income but revenue is shown as $0.0M in each period, so the source data does not support a revenue-based description of customers or product mix. Not available in source data for detailed customer segments or revenue streams. The company is a holding company, as its name indicates.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $0.0M | $8626.0M | $4968.0M | N/A | $-1694.0M | $245.0M | $80108.0M |
| FY 2024 | $0.0M | $7926.0M | $4524.0M | N/A | $48.0M | $314.0M | $76340.0M |
| FY 2023 | $0.0M | $7070.0M | $2841.0M | N/A | $9878.0M | N/A | $12633.8M |
Per the market data, operating margin is 31.4% and net margin is 18.1%, while gross margin is listed as 0%. ROIC is 5.2%. Per the Roarable RQD rating, the Altman Z-Score is 0.89 and the Piotroski F-Score is 5 of 9, both weak readings. Debt/Equity is 1.55 per the RQD forensic pillar. Reported debt rose from $12633.8M in FY 2023 to $80108.0M in FY 2025 per the SEC financials, while FCF moved from $9878.0M to $-1694.0M over the same span. Cash is not reported for FY 2023.
Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals. Not available in source data for upstream or downstream dependencies, sector correlations, or second-order bottlenecks. The only sector context available is the classification as Utilities and Power Generation, and the beta of 0.76, which indicates lower price sensitivity than the broader market per the market data.
Real-time company headlines, analyst actions, and sector developments for Duke Energy Corporation (Holding Company) (DUK) • Click "Debate This Headline" to argue it in the Roar Pit below
When retirement paychecks stop, a portfolio has to cover the bills without forcing you to sell shares at the worst possible moment. Three regulated electric utilities offer a quieter solution, though one of them carries
For questions about this article or underlying research, email help@trefis.com.
For questions about this article or underlying research, email help@trefis.com.
Five income stocks cleared a rare filter this year: every single one raised its dividend payout, even as interest rates punished yield hunters. Find out which names backed those raises with data-center contracts, smoke-f
For questions about this article or underlying research, email help@trefis.com.
ETR's Q3 earnings may have gained from increased electricity usage and industrial demand, while higher storm recovery expenses could have offset some benefits.
Duke Energy (DUK) closed the most recent trading day at $125.9, moving +1.89% from the previous trading session.
Constellation Energy boasts faster earnings growth, but Duke Energy offers a higher dividend yield, cheaper valuation and lower volatility.
Welcome to the DUK (Duke Energy Corporation (Holding Company)) Roar Pit. Current RQD Composite is 47/100 (Roarable Sell — Underperform / Distribution Warning) in Power Generation. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on DUK, but look at what you are paying: 19.8x trailing P/E with tightening sector spreads. Unless Duke Energy Corporation (Holding Company) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on DUK, the market is fixating on short-term headline noise in Power Generation and ignoring the balance sheet and cash flow trajectory. At $125.90 (52-wk range $112.40 - $134.49), any beat on forward guidance forces shorts and underweight funds to chase.
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