WallStSmart

Duke Energy Corporation (DUK)vsNRG Energy Inc. (NRG)

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Smart Verdict

WallStSmart Research — data-driven comparison

NRG Energy Inc. generates 1% more annual revenue ($33.12B vs $32.80B). DUK leads profitability with a 16.0% profit margin vs 2.6%. NRG appears more attractively valued with a PEG of 0.40. 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

NRG

Buy

60

out of 100

Grade: C+

Growth: 3.3Profit: 6.0Value: 7.0Quality: 4.0
Piotroski: 4/9Altman Z: 1.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DUKSignificantly Overvalued (-69.8%)

Margin of Safety

-69.8%

Fair Value

$66.67

Current Price

$113.35

$46.68 premium

UndervaluedFair: $66.67Overvalued

Intrinsic value data unavailable for NRG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DUK4 strengths · Avg: 8.3/10
Market CapQuality
$89.02B9/10

Large-cap with strong market position

P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

NRG1 strengths · Avg: 10.0/10
PEG RatioValuation
0.4010/10

Growing faster than its price suggests

Areas to Watch

DUK4 concerns · Avg: 3.5/10
PEG RatioValuation
2.174/10

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

NRG4 concerns · Avg: 3.3/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

EPS GrowthGrowth
-85.6%2/10

Earnings declined 85.6%

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 : NRG

The strongest argument for NRG centers on PEG Ratio. Revenue growth of 11.0% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.

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 : NRG

The primary concerns for NRG are P/E Ratio, Altman Z-Score, Profit Margin. Debt-to-equity of 4.83 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

NRG carries more volatility with a beta of 1.17 — expect wider price swings.

NRG is growing revenue faster at 11.0% — sustainability is the question.

NRG generates stronger free cash flow (779M), providing more financial flexibility.

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

Bottom Line

DUK scores higher overall (63/100 vs 60/100), backed by strong 16.0% margins. 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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NRG Energy Inc.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

NRG Energy, Inc. is a large American energy company, headquartered in Houston, Texas. It was formerly the wholesale arm of Northern States Power Company (NSP), which became Xcel Energy, but became independent in 2000. NRG Energy is involved in energy generation and retail electricity.

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