WallStSmart

Duke Energy Corporation (DUK)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 333% more annual revenue ($31.79B vs $7.34B). DUK leads profitability with a 15.6% profit margin vs 8.2%. DUK appears more attractively valued with a PEG of 2.68. DUK earns a higher WallStSmart Score of 59/100 (C).

DUK

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52

UGI

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 6.5Value: 6.0Quality: 3.8
Piotroski: 3/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DUKSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$78.90

Current Price

$128.60

$49.70 premium

UndervaluedFair: $78.90Overvalued
UGIUndervalued (+20.3%)

Margin of Safety

+20.3%

Fair Value

$47.84

Current Price

$35.40

$12.44 discount

UndervaluedFair: $47.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$100.82B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

UGI3 strengths · Avg: 8.0/10
P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.682/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

UGI4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
48.822/10

Expensive relative to growth rate

EPS GrowthGrowth
-23.0%2/10

Earnings declined 23.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.

Bull Case : UGI

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

Bear Case : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Bear Case : UGI

The primary concerns for UGI are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

DUK profiles as a mature stock while UGI is a value play — different risk/reward profiles.

UGI carries more volatility with a beta of 1.07 — expect wider price swings.

DUK is growing revenue faster at 8.0% — sustainability is the question.

UGI generates stronger free cash flow (-155M), providing more financial flexibility.

Bottom Line

DUK scores higher overall (59/100 vs 54/100), backed by strong 15.6% margins. UGI offers better value entry with a 20.3% margin of safety. 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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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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