WallStSmart

Duke Energy Corporation (DUK)vsSempra Energy (SRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 141% more annual revenue ($32.72B vs $13.55B). DUK leads profitability with a 15.7% profit margin vs 14.4%. SRE appears more attractively valued with a PEG of 0.78. DUK earns a higher WallStSmart Score of 67/100 (B-).

DUK

Strong Buy

67

out of 100

Grade: B-

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

SRE

Buy

64

out of 100

Grade: C+

Growth: 3.3Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DUK.

SRESignificantly Overvalued (-51.4%)

Margin of Safety

-51.4%

Fair Value

$60.40

Current Price

$90.34

$29.94 premium

UndervaluedFair: $60.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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%

SRE4 strengths · Avg: 8.8/10
Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Market CapQuality
$58.54B9/10

Large-cap with strong market position

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

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

SRE4 concerns · Avg: 3.0/10
P/E RatioValuation
30.5x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

Debt/EquityHealth
1.133/10

Elevated debt levels

Revenue GrowthGrowth
-3.9%2/10

Revenue declined 3.9%

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 15.7% and operating margin at 25.5%. Revenue growth of 11.3% demonstrates continued momentum.

Bull Case : SRE

The strongest argument for SRE centers on Operating Margin, Market Cap, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.

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.

Bear Case : SRE

The primary concerns for SRE are P/E Ratio, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

DUK profiles as a mature stock while SRE is a declining play — different risk/reward profiles.

SRE carries more volatility with a beta of 0.60 — expect wider price swings.

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

SRE generates stronger free cash flow (-652M), providing more financial flexibility.

Bottom Line

DUK scores higher overall (67/100 vs 64/100), backed by strong 15.7% margins and 11.3% revenue growth. Both earn "Strong 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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Sempra Energy

UTILITIES · UTILITIES - DIVERSIFIED · USA

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

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