WallStSmart

Duke Energy Corporation (DUK)vsFomento Economico Mexicano (FMX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Fomento Economico Mexicano generates 2545% more annual revenue ($840.95B vs $31.79B). DUK leads profitability with a 15.6% profit margin vs 2.3%. DUK appears more attractively valued with a PEG of 2.68. DUK earns a higher WallStSmart Score of 59/100 (C).

DUK

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52

FMX

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 3.7Quality: 4.3
Piotroski: 2/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DUKSignificantly Overvalued (-64.7%)

Margin of Safety

-64.7%

Fair Value

$78.65

Current Price

$129.55

$50.90 premium

UndervaluedFair: $78.65Overvalued

Intrinsic value data unavailable for FMX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$100.82B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

FMX2 strengths · Avg: 9.0/10
EPS GrowthGrowth
63.5%10/10

Earnings expanding 63.5% YoY

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.682/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

FMX4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.3%3/10

2.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.492/10

Expensive relative to growth rate

P/E RatioValuation
42.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.

Bull Case : FMX

The strongest argument for FMX centers on EPS Growth, Price/Book.

Bear Case : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Bear Case : FMX

The primary concerns for FMX are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 42.8x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

DUK carries more volatility with a beta of 0.45 — expect wider price swings.

DUK is growing revenue faster at 8.0% — sustainability is the question.

FMX generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

DUK scores higher overall (59/100 vs 54/100), backed by strong 15.6% margins. Both earn "Buy" and "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.

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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Fomento Economico Mexicano

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Fomento Econmico Mexicano, SAB de CV, is a bottler of Coca-Cola brand beverages. The company is headquartered in Monterrey, Mexico.

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