Duke Energy Corporation 5.625% Junior Subordinated Debentures due 2078 (DUKB)

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I start by remembering that this is not common equity; it is a junior subordinated debenture due 2078 with a stated 5.625% coupon. So I cannot value it with P/E or book value; I must focus on the issuer's ability to pay and the price relative to its fixed claim. Duke Energy's filed figures show fiscal year 2025 (the year ended 2025-12-31) revenue of $31.7B, net income of $5.0B, and diluted EPS of $6.31, up from fiscal year 2024 revenue of $30.1B, net income of $4.5B, and diluted EPS of $5.71. In fiscal Q1 2026 (the quarter ended 2026-03-31), revenue was $9.0B, net income $1.6B, and diluted EPS $1.97. FairStock labels it a Stalwart, citing 29.3% annual profit growth over five years and 6.4% revenue growth. That points to a durable regulated utility with a service-territory moat, though utilities are capital-intensive and rate-regulated, so growth is steady rather than explosive. Positive and growing net income supports credit quality, but this data set lacks balance-sheet ratios, so I would not pretend to know coverage. At $20.83 on 2026-10-16, the debentures sit near the low end of their 52-week range of $19.72-$25.26. That may reflect long-dated junior risk or interest-rate concerns; without issue-level yield and terms, I cannot claim a clear margin of safety.

In plain English: Duke Energy is a large regulated utility, and the security described here is a long-term junior subordinated debenture due 2078 with a 5.625% coupon. The underlying company's filed results show steady revenue and rising net income and earnings per share, so the business looks solid, though those figures are for Duke Energy overall, not the debenture itself. At $20.83, the security sits near the lower end of its 52-week range, but because it is debt-like rather than common stock, usual stock valuation measures do not apply.

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Data as of 2026-10-16 close · note generated 2026-10-20 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer