Risk Intelligence
Core Model
D+
52 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Weaker than most covered companies on this measure.
Suggestions
DUK · NYSE
Duke Energy CORP
Private betaUtilities · Electric Utilities
$119.42
+0.04%
Close on Sep 11, 2026
Defensively Qualified
Updated 6/30/2026
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Duke Energy CORP
Utilities · Electric Utilities · Data confidence good
24 / 100
Rank #655 of 1,152 qualified companies
Top 95% · Not Currently Suggested
Long-Term Potential
Research Model
F
37 / 100
Elite Compounder
Does the business have the characteristics needed to create value over many years?
Weaker than most covered companies on this measure.
Fundamental Momentum
Research Model
D
48 / 100
Middle
Is the underlying business getting stronger or weaker?
Weaker than most covered companies on this measure.
Ownership Intelligence
Supplemental Intelligence
B+
81 / 100
Positive disclosed activity
What are important owners actually doing?
Above average on this measure.
Valuation Intelligence
Research Model
B−
70 / 100
Attractive
Is today's price reasonable?
Above average on this measure — and valuation is researched separately from the Suggested Investment Score.
Capital Returns Intelligence
Research Model
C−
57 / 100
Favorable Capital Returns
How effectively does the company reward shareholders?
Around the middle of the covered universe — and capital returns are researched separately from the Suggested Investment Score.
Why it stands out
- Business Quality meets the frozen IA Defensive qualification.
- The IA Compounder research model identifies strong compounding characteristics.
- More disclosed holders are new or increasing than reducing or exiting.
- Attractive valuation: the stock reads 70 out of 100 on Valuation Intelligence (Attractive) relative to its own history and comparable companies.
What holds it back
No weakening evidence is recorded in today's readings.
Long-term view
Duke Energy CORP scores 37 on Long-Term Potential (F), described by the research model as elite compounder. This describes business characteristics only — it is not a forecast of future returns.
Ownership view
Disclosed ownership evidence reads 81 (B+): Positive disclosed activity. 10 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
Valuation view
Duke Energy CORP reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital returns view
Duke Energy CORP reads 57 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 2.7% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What changed
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare DUK with other companiesAppears in
Rule-based membership
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
The 60-Second Investment Brief
Written from stored research readings only. No hype. No trading signals. Just better evidence.
Why it's interesting
Duke Energy CORP (DUK) scores 24 out of 100 and ranks #655 of 1,152 qualified companies today. That places it in the top 95% of ranked companies. The stored tier for that score is not currently suggested.
Business strength
Risk Intelligence reads 52 out of 100 (D+), recorded as fundamentally qualified. Weaker than most covered companies on this measure.
Long-term opportunity
Long-Term Potential reads 37 out of 100 (F), recorded as elite compounder. Weaker than most covered companies on this measure.
What's improving or weakening
Fundamental Momentum reads 48 out of 100 (D), recorded as middle. Weaker than most covered companies on this measure.
What important owners are doing
Ownership Intelligence reads 81 out of 100 (B+), recorded as positive disclosed activity. Above average on this measure.
What kind of price you'd be paying
Valuation currently appears favourable: Valuation Intelligence reads 70 out of 100 (B−), recorded as Attractive. Duke Energy CORP reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
How the company rewards shareholders
Capital Returns Intelligence reads 57 out of 100 (C−), recorded as Favorable Capital Returns. Duke Energy CORP reads 57 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 2.7% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What could go wrong
No weakening factors are recorded in today's stored readings, and data confidence is good. Absence of a recorded weakness is not evidence of safety.
Bottom line
Its strongest recorded evidence is Ownership Intelligence. Risk Intelligence and Long-Term Potential and Fundamental Momentum remain the main area to watch. Separately from the score, valuation reads attractive at today's price.
Composite discovery model
Suggested Investment Score
Suggested Investment Score
24 / 100
Not Currently Suggested
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
- Rank
- #655 of 694
- Percentile
- Top 95%
- Ranking updated
- September 12, 2026
394Rank weakened by 394 positions. Rank weakened by 394 positions.
- Risk Intelligence
- 52
- Long-Term Potential
- 37
- Fundamental Momentum
- 48
- Ownership Intelligence
- 81
30% contribution
30% contribution
20% contribution
20% contribution
Ownership Intelligence
81 / 100 · Strong · 20% of the Suggested Investment Score
SUPPLEMENTAL / DESCRIPTIVE INTELLIGENCE
Coverage: Good
- Elite Investor Activity
- 80 · Strong
- Institutional Activity
- 82 · Strong
- Insider Activity
- Insufficient Data
- Strategic Ownership
- Insufficient Data
50% of Ownership Intelligence · 10% of the total score
Tracked professional-manager activity is strong.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Why it ranks here
No component ranks in the top quartile of the qualified universe.
What holds it back
Risk Intelligence is less favourable
Defensive characteristics rank below the middle of the qualified universe.
Long-term potential is mid-pack
Long-Term Potential ranks below the qualified median. This remains a research model.
Fundamental Momentum is softer
Reported business trends rank below the qualified median.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Excellent. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 70 · Attractive
RESEARCH MODEL
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 57 · Favorable Capital Returns
RESEARCH MODEL
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Why this company scores the way it does
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 24.3 of the stored score (24.3).
Risk Intelligence
30% of the score · contributes 1.5 points
How strong and defensively sound is the company?
Stands at the 5 percentile of eligible companies · stored reading 52 · 6% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
How this area is measured
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 3.5 points
Does the business have the characteristics needed to create value over many years?
Stands at the 12 percentile of eligible companies · stored reading 37 · 14% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
How this area is measured
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 8.9 points
Is the underlying business getting stronger or weaker?
Stands at the 44 percentile of eligible companies · stored reading 48 · 37% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
How this area is measured
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 10.4 points
What are important owners actually doing?
Stands at the 52 percentile of eligible companies · stored reading 81 · 43% of this company’s total score
What large reporting owners have actually been doing with their positions.
How this area is measured
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodology
What is helping the score
No research area currently stands in the stronger half of eligible companies.
What deserves attention
- Risk Intelligence — 5 percentile, adding only 1.5 of a possible 30 points.
- Long-Term Potential — 12 percentile, adding only 3.5 of a possible 30 points.
- Fundamental Momentum — 44 percentile, adding only 8.9 of a possible 20 points.
Outside the score
Additional research — not currently included in the primary Suggested Investment Score.
- Valuation Intelligence — Duke Energy CORP reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
- Capital Returns Intelligence — Duke Energy CORP reads 57 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 2.7% a year.
Stored snapshots only
What changed
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Learn the metrics on this page
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence
Is today's price reasonable?
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
70/ 100
Attractive
RESEARCH MODEL
Excellent coverage
Compared with its history
76
Very Attractive
Is this company expensive or inexpensive compared with its own history?
Compared with peers
60
Reasonable
How expensive is this stock compared with similar companies?
Earnings & cash flow
71
Attractive
How much financial output does an investor receive relative to the price paid?
Growth-adjusted
75
Very Attractive
Does the company's growth help justify the valuation investors are paying?
Duke Energy CORP reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Valuation history
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 17.7x · own median 21.0x · peer median 20.7x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence
How effectively does the company reward shareholders?
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
57/ 100
Favorable Capital Returns
RESEARCH MODEL
Excellent coverage
Dividend Quality
74
Strong Capital Returns
Dividend reliability
Buyback Effectiveness
30
Limited Capital Returns
Do buybacks actually reduce shares?
No net share repurchases are recorded in the stored cash-flow statements.
Dilution Control
30
Limited Capital Returns
Is your ownership share protected?
Capital Return Sustainability
93
Exceptional Capital Returns
Can the cash flow support it?
Shareholder Yield
64
Favorable Capital Returns
Cash returned versus company value
Duke Energy CORP reads 57 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 2.7% a year.
No measurable cash was returned to shareholders through dividends or net repurchases in the latest stored statements.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Capital returns history
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
Why higher yield isn't always better
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Why buybacks can be misleading
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
What these terms mean
- Dividend Yield
- The annual dividend relative to the current share price.
- Payout Ratio
- The share of company earnings used to pay dividends.
- Free Cash Flow Payout
- How much of the company's available cash is being used for dividends.
- Share Repurchases
- When a company buys back its own stock.
- Dilution
- When the number of shares increases, reducing each existing share's percentage ownership of the company.
- Shareholder Yield
- A combined view of dividends and net share repurchases relative to the company's market value.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Suggested Investment Score.
Stored daily snapshots only
Ranking history
| Today | #655 | Score 24 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | #655 | |
In the company’s own words
What this company does
Duke Energy was incorporated on May 3, 2005, and is an energy company headquartered in Charlotte, North Carolina, subject to regulation by the FERC and other regulatory agencies listed below. Duke Energy operates in the U.S. primarily through its direct and indirect subsidiaries. Certain Duke Energy subsidiaries are also Subsidiary Registrants, including Duke Energy Carolinas, Progress Energy, Duke Energy Progress, Duke Energy Florida, Duke Energy Ohio, Duke Energy Indiana and Piedmont. Operations in Kentucky are conducted through Duke Energy Ohio's wholly owned subsidiary, Duke Energy Kentucky. References herein to Duke Energy Ohio include Duke Energy Ohio and its subsidiaries, unless otherwise noted. When discussing Duke Energy’s consolidated financial information, it necessarily includes the results of its separate Subsidiary Registrants, which along with Duke Energy, are collectively referred to as the Duke Energy Registrants.
The Duke Energy Registrants electronically file reports with the SEC, including Annual Reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K, proxy statements and amendments to such reports.
The SEC maintains an internet site that contains reports, proxy and information statements and other information regarding issuers that file electronically with the SEC at sec.gov. Additionally, information about the Duke Energy Registrants, including reports filed with the SEC, is available through Duke Energy’s website at duke-energy.com. Such reports are accessible at no charge and are made available as soon as reasonably practicable after such material is filed with or furnished to the SEC.
Duke Energy's segment structure includes two reportable business segments: Electric Utilities and Infrastructure (EU&I) and Gas Utilities and Infrastructure (GU&I). The remainder of Duke Energy’s operations is presented as Other. Duke Energy's chief operating decision-maker routinely reviews financial information about these business segments in deciding how to allocate resources and evaluate the performance of the business. For additional information on these business segments, including financial and geographic information, see Note 3 to the Consolidated Financial Statements, "Business Segments." The following sections describe the business and operations for the Duke Energy business segments, as well as Other.
Quoted from the business section of this company’s 10-K filed February 26, 2026. Read the filing
Four distinct intelligence areas
The IA view
Risk Intelligence
Production core
52
Fundamentally Qualified
-6.9 vs Jun 30, 2026
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
Long-Term Potential
Research model
37
Weak Compounder
-25 vs Jun 30, 2026
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
Fundamental Momentum
Research model
48
Middle
-9.4 vs Jun 30, 2026
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
Elite Investor Activity
Supplemental
80
Upper range
0 vs Jun 30, 2026
10 tracked managers disclosed a position for this period.
As of Sep 11, 2026
Company intelligence
DUK score history
Each area is measured and reported separately. No combined score exists.
DUK intelligence history from 2023-09-30 to 2026-09-11. Risk Intelligence 52.1 on 2026-09-11, down 6.9 from 59 on 2026-06-30. Long-Term Potential 36.9 on 2026-09-11, down 25 from 61.9 on 2026-06-30. Fundamental Momentum 48.4 on 2026-09-11, down 9.4 from 57.8 on 2026-06-30. Elite Investor Activity 80 on 2026-09-11, unchanged 0 from 80 on 2026-06-30. Each area is reported separately and is never combined into a single score.
Risk Intelligence 52.1 as of Sep 11, 2026 (-6.9 vs prior period) · Production core
Long-Term Potential 36.9 as of Sep 11, 2026 (-25 vs prior period) · Research model
Fundamental Momentum 48.4 as of Sep 11, 2026 (-9.4 vs prior period) · Research model
Elite Investor Activity 80 as of Sep 11, 2026 (0 vs prior period) · Supplemental
Share price
DUK price history
Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.
- 6M change
- -7.8%
- 1Y change
- +1.2%
- 3Y change
- +42.3%
- 5Y change
- +42.7%
- Max change
- +72.1%
Last stored close $119.42 · +1.2% over the selected range · 52 sessions shown
Balanced evidence
Why IA likes it
- Business Quality meets the frozen IA Defensive qualification.
- The IA Compounder research model identifies strong compounding characteristics.
- More disclosed holders are new or increasing than reducing or exiting.
Risk and uncertainty
What IA doesn’t like
- No specific negative evidence is available. This is not evidence of low risk.
What would change our view
- Business Quality falling below the frozen qualification threshold.
- Price Risk moving to a less favorable category.
- A sustained reversal in the Fundamental Momentum research evidence.
- New material public ownership disclosures.
Public filings · descriptive only
Elite Investor Activity
Reporting holders
1
New holders
1
Increasing
0
Reducing
0
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2016-12-31 · Public 12/22/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
What changed
- Risk Intelligence
IA Defensive improved
Business Quality qualification score moved from 59.0 to 62.3.
- Risk Intelligence
Price Risk category changed
Price Risk moved from Not Available to Lower risk.
- Long-Term Potential
IA Compounder softened
IA Compounder research score moved from 61.9 to 26.1.
- Fundamental Momentum
Fundamental Momentum softened
Fundamental Momentum research score moved from 57.8 to 44.9.
- Risk Intelligence
IA Defensive weakened
Business Quality qualification score moved from 62.5 to 59.0.
- Long-Term Potential
IA Compounder strengthened
IA Compounder research score moved from 26.6 to 61.9.
- Fundamental Momentum
Fundamental Momentum improved
Fundamental Momentum research score moved from 49.7 to 57.8.
- Elite Investor Activity
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 25 to 80 for the reporting period ending 2026-03-31.
- Elite Investor Activity
Tracked managers initiated positions
2 tracked managers first disclosed a position for the reporting period ending 2026-03-31.
- Elite Investor Activity
Tracked managers exited positions
2 tracked managers no longer disclosed a position for the reporting period ending 2025-12-31.
Ownership timeline
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.