Duke Energy Corp vs National Grid Plc ADR

Duke Energy Corp (DUK) is slightly undervalued and National Grid Plc ADR (NGG) is overvalued.

Against our estimates of intrinsic value, DUK trades at the wider discount: a margin of safety of +14%, against -21% for NGG.

Values as of the 22 Sept 2026 close.

Duke Energy Corp (DUK)

Discounting its cash flows at 6.9% (average of 2 methods) values the shares at $135.16; the price of $116.31 is 14% below that value, and 83% of that value comes from beyond year five.

Leak Score 48/100 on 10 of 12 signals

National Grid Plc ADR (NGG)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $63.55; the price of $76.86 is 21% above that value, and 82% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

MetricDUKNGG
VerdictSlightly undervaluedOvervalued
Price$116.31$76.86
Intrinsic value$135.16$63.55
Margin of safety+14%-21%
Leak Score48/100 (10/12)14/100 (3/12)
Market cap$90.7B$77.3B
Revenue growth, 5 years6.2%5.8%
Operating margin26.6%28.5%
Net margin15.6%18.3%
Return on equity9.9%8.6%
Debt to equity1.681.19
P/E17.4x17.6x
Forward P/E16.2x11.7x
P/B1.7x1.5x
Dividend yield3.8%4.3%

All stocks in Utilities - Regulated Electric