WallStSmart

Duke Energy Corporation (DUK)vsXPLR Infrastructure LP Unit (XIFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 2629% more annual revenue ($32.80B vs $1.20B). DUK leads profitability with a 16.0% profit margin vs 5.2%. DUK appears more attractively valued with a PEG of 2.22. 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

XIFR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 5.0Value: 6.7Quality: 4.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DUKSignificantly Overvalued (-79.6%)

Margin of Safety

-79.6%

Fair Value

$66.50

Current Price

$119.42

$52.92 premium

UndervaluedFair: $66.50Overvalued
XIFRUndervalued (+75.9%)

Margin of Safety

+75.9%

Fair Value

$45.93

Current Price

$11.40

$34.53 discount

UndervaluedFair: $45.93Overvalued

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%

XIFR2 strengths · Avg: 9.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

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

XIFR4 concerns · Avg: 3.0/10
Market CapQuality
$1.14B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Debt/EquityHealth
1.863/10

Elevated debt levels

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 : XIFR

The strongest argument for XIFR centers on Price/Book, P/E Ratio.

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 : XIFR

The primary concerns for XIFR are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 1.86 is elevated, increasing financial risk.

Key Dynamics to Monitor

XIFR carries more volatility with a beta of 0.88 — expect wider price swings.

XIFR is growing revenue faster at 6.1% — sustainability is the question.

XIFR generates stronger free cash flow (-36M), providing more financial flexibility.

Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DUK scores higher overall (63/100 vs 51/100), backed by strong 16.0% margins. XIFR offers better value entry with a 75.9% margin of safety. 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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XPLR Infrastructure LP Unit

UTILITIES · UTILITIES - RENEWABLE · USA

XPLR Infrastructure, LP acquires, owns, and manages contracted clean energy projects in the United States. The company is headquartered in Juno Beach, Florida.

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