Duke Energy Corporation (DUK)vsUBS Group AG (UBS)
DUK
Duke Energy Corporation
$127.38
+0.61%
UTILITIES · Cap: $98.62B
UBS
UBS Group AG
$36.99
-1.47%
FINANCIAL SERVICES · Cap: $116.88B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 56% more annual revenue ($49.60B vs $31.79B). UBS leads profitability with a 15.7% profit margin vs 15.6%. UBS appears more attractively valued with a PEG of 0.44. UBS earns a higher WallStSmart Score of 77/100 (B+).
DUK
Buy59
out of 100
Grade: C
UBS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-196.3%
Fair Value
$42.98
Current Price
$127.38
$84.40 premium
Margin of Safety
+61.2%
Fair Value
$109.04
Current Price
$36.99
$72.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 54.6%
Earnings expanding 58.0% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 2.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 : UBS
The strongest argument for UBS centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 54.6%. Revenue growth of 12.4% demonstrates continued momentum.
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 : UBS
The primary concerns for UBS are Free Cash Flow.
Key Dynamics to Monitor
UBS carries more volatility with a beta of 0.82 — expect wider price swings.
UBS is growing revenue faster at 12.4% — sustainability is the question.
DUK generates stronger free cash flow (-463M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (77/100 vs 59/100), backed by strong 15.7% margins and 12.4% 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.
Visit Website →UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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