Better Bet Than Duke Energy Stock: Pay Less To Get More From EXC

-19.95%
Downside
118
Market
94.10
Trefis
DUK: Duke Energy logo
DUK
Duke Energy

EXC is DUK’s peer in Electric Utilities industry that has:

1) Lower valuation (P/EBIT) compared to DUK
2) But higher revenue and operating income growth

This disconnect between valuation and performance could mean that you are better off buying EXC stock vs. DUK

Key Metrics Compared

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Metric DUK EXC
P/OpInc* 11.7x 9.6x
LTM OpInc Growth 12.8% 17.7%
3Y Avg OpInc Growth 12.0% 19.9%
LTM Revenue Growth 5.0% 6.7%
3Y Avg Revenue Growth 6.8% 8.5%

OpInc = Operating Income, P/EBIT = Price To Operating Income Ratio

Duke Energy (DUK) operates electric and gas utilities across multiple U.S. regions and develops, builds, and operates wind and solar renewable energy projects.

This is just one approach to evaluate investments. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure

Is The Mismatch In Stock Price Temporary

One way to check if Duke Energy stock is expensive now versus the other tickers would be to see how these metrics compared across companies exactly a year ago. Specifically, if there has been a marked reversal in the trend for Duke Energy in the last 12 months, then there is a chance that the current mismatch is likely to reverse. On the other hand, a persistent underperformance in revenue and operating income growth for Duke Energy would reinforce the conclusion that the stock is expensive compared to its peers, but may not revert soon

Key Metrics Compared 1 Yr Prior

Metric DUK EXC
P/OpInc* 10.6x 8.4x
LTM OpInc Growth 11.7% 7.3%
3Y Avg OpInc Growth 10.8% 17.4%
LTM Revenue Growth 4.5% 6.0%
3Y Avg Revenue Growth 7.4% 8.7%

OpInc = Operating Income

Additional Metrics To Consider

Metric DUK EXC
P/S 3.1x 1.9x
Market Cap (Current) $ 97.4 Bil $ 45.7 Bil
LTM Revenue $ 30.94 Bil $ 23.70 Bil
LTM Opinc $ 8.32 Bil $ 4.73 Bil
LTM Op Margin 26.9% 20.0%

OpInc = Operating Income

Alternate buying based on valuation, while attractive, needs to be evaluated carefully from multiple angles. Such multi-factor analysis is exactly how we construct Trefis portfolio strategies. If you want upside with a smoother ride than an individual stock, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception.