WallStSmart

Duke Energy Corporation (DUK)vsStem Inc (STEM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 22059% more annual revenue ($32.80B vs $148.03M). DUK leads profitability with a 16.0% profit margin vs -49.4%. DUK earns a higher WallStSmart Score of 63/100 (C+).

DUK

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 4.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.52

STEM

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 5.0
Piotroski: 5/9Altman Z: -4.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DUKSignificantly Overvalued (-79.6%)

Margin of Safety

-79.6%

Fair Value

$66.50

Current Price

$119.02

$52.52 premium

UndervaluedFair: $66.50Overvalued
STEMUndervalued (+59.6%)

Margin of Safety

+59.6%

Fair Value

$28.49

Current Price

$4.63

$23.86 discount

UndervaluedFair: $28.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DUK4 strengths · Avg: 8.3/10
Market CapQuality
$93.11B9/10

Large-cap with strong market position

P/E RatioValuation
18.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

STEM1 strengths · Avg: 10.0/10
Debt/EquityHealth
-1.3610/10

Conservative balance sheet, low leverage

Areas to Watch

DUK4 concerns · Avg: 3.5/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Debt/EquityHealth
1.673/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

STEM4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$53.04M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-5921.0%2/10

ROE of -5921.0% — below average capital efficiency

Revenue GrowthGrowth
-12.3%2/10

Revenue declined 12.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 16.0% and operating margin at 27.5%.

Bull Case : STEM

The strongest argument for STEM centers on Debt/Equity.

Bear Case : DUK

The primary concerns for DUK are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.67 is elevated, increasing financial risk.

Bear Case : STEM

The primary concerns for STEM are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

DUK profiles as a value stock while STEM is a turnaround play — different risk/reward profiles.

STEM carries more volatility with a beta of 1.51 — expect wider price swings.

DUK is growing revenue faster at 1.1% — sustainability is the question.

STEM generates stronger free cash flow (-2M), providing more financial flexibility.

Bottom Line

DUK scores higher overall (63/100 vs 32/100), backed by strong 16.0% margins. STEM offers better value entry with a 59.6% margin of safety. Both earn "Buy" and "Avoid" 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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Stem Inc

UTILITIES · UTILITIES - RENEWABLE · USA

Stem, Inc. is an energy technology company in the United States. The company is headquartered in Millbrae, California.

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