WallStSmart

Carnival Plc ADS (CUK)vsDuke Energy Corporation (DUK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 21% more annual revenue ($32.72B vs $26.98B). DUK leads profitability with a 15.7% profit margin vs 11.5%. CUK appears more attractively valued with a PEG of 1.12. DUK earns a higher WallStSmart Score of 67/100 (B-).

CUK

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 7.0Value: 8.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.89

DUK

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 7.0Value: 4.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CUKUndervalued (+75.5%)

Margin of Safety

+75.5%

Fair Value

$134.00

Current Price

$27.47

$106.53 discount

UndervaluedFair: $134.00Overvalued

Intrinsic value data unavailable for DUK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CUK4 strengths · Avg: 8.3/10
Return on EquityProfitability
25.2%9/10

Every $100 of equity generates 25 in profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$94.40B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

Areas to Watch

CUK2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Debt/EquityHealth
2.281/10

Elevated debt levels

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.663/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.542/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.58B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CUK

The strongest argument for CUK centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 25.5%. Revenue growth of 11.3% demonstrates continued momentum.

Bear Case : CUK

The primary concerns for CUK are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.

Bear Case : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.66 is elevated, increasing financial risk.

Key Dynamics to Monitor

CUK profiles as a value stock while DUK is a mature play — different risk/reward profiles.

CUK carries more volatility with a beta of 2.33 — expect wider price swings.

DUK is growing revenue faster at 11.3% — sustainability is the question.

CUK generates stronger free cash flow (697M), providing more financial flexibility.

Bottom Line

CUK scores higher overall (67/100 vs 67/100). Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carnival Plc ADS

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Carnival Corporation & plc is a leisure travel company. The company is headquartered in Miami, Florida.

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Duke Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.

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