Stock fact sheet · data as of
Duke Energy Corporation (DUK): fair value, margin of safety and Wheel Score
Utilities · Regulated Electric · United States · Defensive
Is DUK undervalued?
At 118.88 (close of 16 Oct 2026), DUK trades 49% over the GLS average fair value of 79.69, with 2 of 8 models above the price. The stock earns none of the Wheel Score's Value points at this price. That is a statement about price against trailing fundamentals, not about the company's prospects - the Wall Street View and the Growth tab on the Quote page carry the forward numbers.
The 8 models disagree widely: DCF gives 15.59 while GLS Growth gives 157.64. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.
The nightly engine files DUK under Defensive: a low beta, a dividend and positive earnings.
Nine valuation models for DUK
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 15.59 | -87% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 103.21 | -13% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 144.90 | +22% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 45.47 | -62% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 157.64 | +33% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 32.90 | -72% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | - | - | Eight years of compounded free cash flow: the price at which the business pays for itself; no value tonight |
| DDM | 62.98 | -47% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 74.84 | -37% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -168.15 | -241% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 131.50 | +11% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
On financial health DUK scores 7/9 (Piotroski): most of the nine tests - positive earnings and cash flow, falling debt, rising margins and turnover - are passed, which is the kind of balance sheet a wheel trader is happy to be assigned. The GLS Moat score is 6.2 out of 10: a ten-year record that is consistent in some of the metrics the score tracks (revenue, earnings, margins, cash flow, returns on capital) and patchy in others.
Returns on capital are thin or negative - ROIC 3.5%, ROE 9.6%, ROA 2.5% - with debt at 1.75 times equity and negative free cash flow.
The dividend yield is 3.60% at a payout ratio of 79%; for a wheel trader holding assigned shares the dividend adds to the covered-call premium, and the ex-dividend date is worth knowing before a call is sold. Revenue comes mainly from Other Revenues 100% (fiscal year FY2025).
Institutional ownership scores 9/10, insider activity 1/10 and Congressional trading 4/10 on the GLS smart-money scales; the last recorded insider buy was on 6 Oct 2026; the last recorded Congressional buy was on 25 Sep 2026.
| Piotroski F-score | 7 / 9 | ROIC | 3.5% |
|---|---|---|---|
| GLS Moat | 6.2 / 10 | ROE | 9.6% |
| Debt / equity | 1.75 | ROA | 2.5% |
| Free-cash-flow yield | -4.6% | Payout ratio | 79% |
| Institutions | 9 / 10 | Insiders · Congress | 1 · 4 / 10 |
Wheel Score 55: Fair
DUK scores 55 out of 100 on the Wheel Score (Fair band, 50-64): a usable but unremarkable fit for the wheel strategy. The parts: Value 0/25, Health 16/20, Moat 9/15, Premium 10/20, Stability 20/20. Value (0/25) is where the points are missing.
Implied volatility is 25% on the near-the-money contracts 20-60 days out: some premium, but under the 35-60% range the Wheel Score pays full marks for (10 of 20 points). The option chain is deep: 95,975 contracts of open interest across all expiries, which means tight fills at most strikes.
Volume runs at 4.7M shares a day on a market cap of $92.7B, with a beta of 0.34 - a low beta, so day-to-day moves are smaller than the market's; the Stability part of the Wheel Score gives that 20 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 0 / 25 | -49% margin of safety | |
| Health | 16 / 20 | Piotroski 7/9 | |
| Moat | 9 / 15 | moat 6.2/10 | |
| Premium | 10 / 20 | implied volatility 25% | |
| Stability | 20 / 20 | 4.7M shares/day, $92.7B cap, beta 0.34 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 5 Nov 2026 (before the open), 20 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium. The shares go ex-dividend on 13 Nov 2026 (1.09 per share), so a covered call sold before then carries a small early-assignment risk around that date.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Regulated Electric
The 12 companies below are the closest to Duke Energy Corporation by market cap within the Regulated Electric industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| SOMN The Southern Company | 46.97 | 40.68 | -15% | 36No options | $102.8B |
| SOJE Southern Company (The) Series 2 | 15.61 | 31.05 | +50% | 39No options | $102.8B |
| SO The Southern Company | 89.38 | 51.95 | -72% | 53Fair | $102.8B |
| NGG National Grid plc | 79.07 | 36.60 | -116% | 48Weak | $79.5B |
| AEP American Electric Power Company, Inc. | 124.29 | 130.79 | +5% | 65Good | $67.7B |
| D Dominion Energy, Inc. | 62.86 | 43.16 | -46% | 49Weak | $55.3B |
| NEE NextEra Energy, Inc. | 78.96 | 63.19 | -25% | 56Fair | $164.7B |
| ETR Entergy Corporation | 103.96 | 50.02 | -108% | 48Weak | $49.7B |
| XEL Xcel Energy Inc. | 75.36 | 40.80 | -85% | 51Fair | $47.1B |
| ELC Entergy Louisiana, LLC COLLATERAL TR MT | 18.37 | 78.48 | +77% | 39No options | $46.3B |
| EXC Exelon Corporation | 42.48 | 30.26 | -40% | 50Fair | $43.8B |
| ED Consolidated Edison, Inc. | 109.86 | 107.82 | -2% | 60Fair | $40.5B |
Screen the whole market the same way
A free GLS Equity account gets you nightly fair value and the Wheel Score on ~7,400 US stocks, a watchlist, the scanner preview and the Sunday Scan - the same eight-rule screen, emailed every week. Pro adds the full put and call scanners, unlimited watchlists with alerts and the trade journal.
Start free See the Sunday ScanQuestions about DUK
Is DUK undervalued right now?
No: at 118.88 the stock trades 49% above the GLS average fair value of 79.69 (data as of 16 Oct 2026), well beyond what trailing earnings, cash flow and book value support.
What is the Wheel Score of DUK and what does it mean?
DUK scores 55 out of 100 (Fair). The Wheel Score blends the margin of safety (25 points), Piotroski health (20), the GLS moat (15), the option premium on offer (20) and trading stability (20) into one number that ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned. 80 and above is Prime, 65-79 Good, 50-64 Fair, under 50 Weak.
What is the GLS fair value for DUK?
79.69 per share as of 16 Oct 2026 - the simple average of the 8 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Duke Energy Corporation report earnings next?
The next earnings report is due on 5 Nov 2026 (before the open), 20 days from the data date of 16 Oct 2026. The Calendars page lists every upcoming report with its time of day.
Does DUK have listed options, and how liquid are they?
Yes. The nightly snapshot found 504 listed contracts with 95,975 open interest across all expiries and implied volatility of 25% on the near-the-money contracts. The Options scanner lists the cash-secured put and covered call set-ups with premium and annualised yield worked out.