WallStSmart

Duke Energy Corporation (DUK)vsSouthwest Gas Holdings Inc (SWX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 1538% more annual revenue ($31.79B vs $1.94B). SWX leads profitability with a 22.7% profit margin vs 15.6%. SWX appears more attractively valued with a PEG of 2.24. 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

SWX

Buy

57

out of 100

Grade: C

Growth: 2.0Profit: 6.5Value: 4.0Quality: 4.8
Piotroski: 4/9Altman Z: 0.63
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
SWXSignificantly Overvalued (-18.3%)

Margin of Safety

-18.3%

Fair Value

$72.67

Current Price

$91.90

$19.23 premium

UndervaluedFair: $72.67Overvalued

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%

SWX3 strengths · Avg: 9.0/10
Operating MarginProfitability
33.9%10/10

Strong operational efficiency at 33.9%

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

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%

SWX4 concerns · Avg: 3.3/10
PEG RatioValuation
2.244/10

Expensive relative to growth rate

P/E RatioValuation
28.3x4/10

Moderate valuation

Return on EquityProfitability
6.1%3/10

ROE of 6.1% — below average capital efficiency

Revenue GrowthGrowth
-13.1%2/10

Revenue declined 13.1%

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 : SWX

The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.

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 : SWX

The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.

Key Dynamics to Monitor

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

SWX carries more volatility with a beta of 0.59 — expect wider price swings.

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

DUK generates stronger free cash flow (-463M), providing more financial flexibility.

Bottom Line

DUK scores higher overall (59/100 vs 57/100), 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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Southwest Gas Holdings Inc

UTILITIES · UTILITIES - REGULATED GAS · USA

Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.

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