Duke Energy Corporation
DUK · Utilities · · USDFahodi Score HOLD Mid-term (Position)
55
/ 100
Technical
60
Trend & RS
67
Momentum
69
Fundamental
44
Macro
22
Liquidity
79
| Component | Score | Weight |
|---|---|---|
| Technical | 60.0 | 20% |
| Trend & RS | 66.7 | 30% |
| Momentum | 68.8 | 15% |
| Fundamental | 44.4 | 10% |
| Macro | 22.5 | 20% |
| Liquidity | 78.6 | 5% |
Trade Setup
| Entry | 130.08 |
| Stop Loss | 125.68 (3.4%) |
| Target 1 (1:1) | 134.48 (+3.4%) |
| Target 2 (2:1) | 138.88 (+6.8%) |
| ATR(14) | 2.20 (1.7%) |
| Risk per Share | 4.40 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 76.5 | +1.06 | |
| Momentum | 62.5 | +0.50 | |
| Quality | 32.1 | -0.72 | |
| Composite | 57.0 | ||
Quality Scores
Piotroski F-Score
4
/9 —
Average
✓
✓
✗
✗
✗
✗
✓
✓
✗
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Overvalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 19.1 | 16.0 | +19% above |
| P/B Ratio | 2.0 | 1.8 | Above |
| Dividend Yield | 3.4% | 3.5% | Below avg |
Comparing against Utilities median multiples.
Trading at a premium to sector peers — verify growth justifies premium.
Intrinsic Value (DCF) Significantly Overvalued
Intrinsic Value
84.19
vs
Market Price
130.08
Upside
-35.3%
| Margin of Safety | -54.5% |
| Stage 1 PV (5yr FCF) | 17,506,755,582 |
| Terminal Value PV | 48,137,329,608 |
| Total Enterprise Value | 65,644,085,190 |
Assumptions
| Base FCF | 4,254,055,156 |
| Growth Rate (5yr) | 2.0% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
36.2%
Full Kelly
18.1%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 55/100. Estimated win rate 57%, avg win 8.3%, avg loss 3.9%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary BUY
3
Bullish Signals
2
Bearish Signals
70.42
RSI(14)
2.897
MACD
Relative Strength (RS) NEUTRAL
66
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | → FLAT (+10.1% vs SPY 3M) |
| RS vs Sector | INLINE (Utilities) |
| RS New High | ✓ RS at 3-month high Institutional accumulation signal |
| Sector Outperformance | +1.0% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 70.42 | OVERBOUGHT |
| Macd | 2.897 | BULLISH |
| Ma Cross | 119.69 / 123.26 | DEATH CROSS |
| Trend Short | ABOVE SMA50 | |
| Trend Long | ABOVE SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 2.11x | HIGH |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 134.49 |
| Bollinger Upper | 131.46 |
| SMA(200) | 123.26 |
| SMA(50) | 119.69 |
| SMA(20) | 123.24 |
| Current Price | 130.08 |
| Bollinger Lower | 115.02 |
| 52-Week Low | 112.40 |
| ATR(14) | 2.2 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
Insufficient data for Wyckoff analysis.
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 1.21x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.99x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.89x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.72x | Normal bar — no special VSA pattern |
| 2026-11-05 | Upthrust | 2.11x | High volume up-bar closing near low — failed breakout (Upthrust) |
Ichimoku Cloud BULLISH
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 128.22 | Above Kijun |
| Kijun-sen (26) | 122.80 | Base line |
| Senkou A | 125.51 | Leading span A |
| Senkou B | 122.70 | Leading span B |
| Cloud | 122.70 – 125.51 | Bullish (Green) |
| Price vs Cloud | 130.08 | Above Cloud |
| Chikou Span | 113.74 | Bullish |
| Alignment Score | 4/4 | BULLISH |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE OFF
No squeeze
Momentum:
BULLISH FADING
BB: 115.02 – 131.46 | KC: 119.86 – 126.62
Divergences (last 60 bars)
No significant divergences detected in the last 60 bars.
Anchored VWAP
VWAP: 122.30
Anchor: 2025-12-10 (52w Low)
ABOVE AVWAP
+6.4%
Heikin-Ashi Trend
BULLISH
Full data via /api/advanced/DUK
Valuation
| Metric | Value |
|---|---|
| Market Cap | 101.42B |
| P/E (TTM) | 19.07 |
| Forward P/E | N/A |
| P/B | 1.99 |
| EPS | 6.82 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 1.1% |
| Profit Margin | 16.0% |
| ROE | 9.9% |
| Debt/Equity | 162.16 |
| Current Ratio | 0.66 |
| Dividend Yield | 3.4% |
| Payout Ratio | N/A |
| Beta | 0.31 |
Trading Data
130.08
Open
130.08
Day High
130.08
Day Low
8.26M
Volume (2.0x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)