WallStSmart

Duke Energy Corporation (DUK)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 350% more annual revenue ($32.80B vs $7.30B). DUK leads profitability with a 16.0% profit margin vs 9.2%. 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

UGI

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 4.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.26
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
UGIOvervalued (-13.7%)

Margin of Safety

-13.7%

Fair Value

$33.54

Current Price

$37.99

$4.45 premium

UndervaluedFair: $33.54Overvalued

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%

UGI2 strengths · Avg: 8.0/10
P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

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

UGI4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.293/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
48.822/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.5%2/10

Revenue declined 4.5%

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 : UGI

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

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 : UGI

The primary concerns for UGI are Debt/Equity, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

UGI carries more volatility with a beta of 0.96 — expect wider price swings.

DUK is growing revenue faster at 1.1% — sustainability is the question.

UGI generates stronger free cash flow (16M), providing more financial flexibility.

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

Bottom Line

DUK scores higher overall (63/100 vs 48/100), backed by strong 16.0% margins. Both earn "Buy" and "Hold" 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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UGI Corporation

UTILITIES · UTILITIES - REGULATED GAS · USA

UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.

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