COMP <GO>
BEP vs DUK // RETURN ON INVESTED CAPITAL (ROIC)
Brookfield Renewable Partners L.P. (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: BEP 5
— DUK 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BEP
LAST: $29.04 (+0.28%) • MKT CAP: $19.75B
roic
9.90%
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
roic
5.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEP VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEP | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.90% | 5.20% | +4.70 | BEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 8.7x | +12.30 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | -1.73% | +3.94 | BEP | /fcf-yield <GO> |
| Operating Margin | 13.90% | 31.40% | -17.50 | DUK | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 18.10% | -7.20 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 11.00% | 3.30% | +7.70 | BEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 3.40% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 0.89 | +2.85 | BEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | BEP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.2 | 63.8 | -13.60 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.59 | 0.76 | -0.17 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 18.4x | +12.10 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $19.75B | $98.16B | -$78.41B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEP REV | DUK REV | BEP GROSS % | DUK GROSS % | BEP FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $0 | — | — | — | -$1.69B |
| FY 2024 | — | $0 | — | — | — | $48.0M |
| FY 2023 | — | $0 | — | — | — | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEP // BETA 0.59
DUK // BETA 0.76