DUKNEUTRAL

DUK Return on Equity (ROE) Analysis

9.9%

Updated 81h ago·SEC filings & market data

Key Takeaway

The current Return on Equity (ROE) of 9.9% means Duke generates $9.90 of profit for every $100 of shareholder equity, measuring how efficiently the firm uses invested capital.

Sector Performance

38th percentile

DUK

9.9%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

9.7%(Jul 2026)

↑ Improving

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Deep Analysis

The current Return on Equity (ROE) of 9.9% means Duke generates $9.90 of profit for every $100 of shareholder equity, measuring how efficiently the firm uses invested capital.

This sits below the sector median of 13.4%, placing Duke in the 37th percentile among its peers, indicating weaker profitability relative to the typical utility. The trend is largely unavailable: the year-over-year change is N/A, while the quarter-over-quarter change is +2.1%, nudging up from the prior reading of 9.7%. With a level below the sector median and only a single quarterly improvement, the combination suggests limited momentum rather than a clear turnaround, carrying moderate risk for investors seeking higher returns. This metric supports the overall NEUTRAL verdict: the sub-median ROE tempers optimism, but the small upward tick prevents a bearish stance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about DUK?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are DUK's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.