Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Duke Energy Corporation (Holding Company)

NYSE:DUK

Electric Utilities · benchmarked against Electric Utilities inside the IUUS constituent company universe.

Active tabFinancial reports

Current readGood

Last close125.78

1M return-0.15%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 11, 1:17 AM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 11, 1:17 AM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyDuke Energy Corporation (Holding Company)

Overview scoring

Fundamental overview

67/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 73/100; Cash flow 67/100; Balance sheet 54/100; Valuation 71/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 68/100; Electric Utilities 65/100; Utilities 65/100; IUUS constituent company universe 65/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #2 of 13; Electric Utilities #3 of 27; Utilities #3 of 31; IUUS constituent company universe #3 of 31.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 74/100; Cash flow 70/100; Balance sheet 55/100; Valuation 71/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration17/24

Quick ratio has the largest second-order move at +46.21%. 17 metrics are accelerating favorably and 7 are decelerating.

Fundamental PM review

Growth and cash quality4/5

EPS TTM is 6.53 with +3.49% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review1 watch items

FCF yield is -3.39% with +83.90% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 32.2B; Revenue quarter 9.2B; Operating income TTM 8.6B; Operating margin +26.62%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +0.58%; Revenue quarter +22.69%; Operating income TTM +0.12%; Operating margin +1.91%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 65/100; Cash 81/100; Quality 57/100; Balance 89/100; Valuation 32/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	32.2B	+1.83%+578M	+0.58%+190M	improving	11
Revenue quarterRevenue	9.2B	+15.62%+1.2B	+22.69%+1.8B	accelerating	12
Revenue next quarterRevenue	7.6B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	8.6B	+0.05%+4M	+0.12%+10M	stable	12
Operating marginProfitability	+26.62%	+0.05%+0.01 pts	+1.91%+0.52 pts	accelerating	12
EPS TTMEarnings	6.53	+3.49%+0.22	+4.25%+0.27	accelerating	8
EPS next quarterEarnings	1.32	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+30.76%	-2.53%-0.80 pts	-0.80%-0.24 pts	deteriorating	12
Net marginQuality	+15.45%	+0.29%+0.04 pts	+2.58%+0.41 pts	accelerating	12
Gross-to-net conversionQuality	+50.24%	+2.90%+1.41 pts	+3.46%+1.69 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	29.2B	6.6B	—	6.5B	+22.31%	—	—	+27.34%	+13.39%	+48.98%
Oct 2, 2023	29.2B	8B	—	6.7B	+22.90%	—	—	+27.98%	+13.40%	+47.88%
Jan 2, 2024	29.1B	7.2B	—	7.1B	+24.44%	—	—	+29.26%	+14.68%	+50.16%
Apr 1, 2024	29.5B	7.7B	—	7.4B	+25.06%	—	—	+29.80%	+14.91%	+50.05%
Jul 1, 2024	30B	7.2B	—	7.7B	+25.71%	5.57	—	+30.49%	+15.20%	+49.86%
Oct 7, 2024	30.2B	8.2B	—	7.7B	+25.38%	5.56	—	+30.10%	+14.63%	+48.61%
Jan 6, 2025	30.4B	7.4B	—	7.9B	+26.15%	5.68	—	+30.98%	+14.87%	+48.00%
Apr 7, 2025	30.9B	8.2B	—	8.3B	+26.90%	6.00	—	+31.78%	+15.36%	+48.34%
Jul 7, 2025	31.3B	7.5B	—	8.4B	+26.86%	6.12	—	+31.75%	+15.44%	+48.62%
Oct 6, 2025	31.7B	8.5B	—	8.6B	+27.11%	6.36	—	+32.12%	+15.77%	+49.10%
Jan 5, 2026	32.2B	7.9B	—	8.6B	+26.61%	6.31	—	+31.56%	+15.41%	+48.82%
May 11, 2026	32.2B	9.2B	7.6B	8.6B	+26.62%	6.53	1.32	+30.76%	+15.45%	+50.24%