COMP <GO>
BKH vs DUK // RETURN ON INVESTED CAPITAL (ROIC)
Black Hills Corporation (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: BKH 4
— DUK 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: DUK
LAST: $81.46 (+0.83%) • MKT CAP: $6.21B
roic
5.10%
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
roic
5.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BKH VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BKH | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.10% | 5.20% | -0.10 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.7x | 8.7x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | -2.36% | -1.73% | -0.63 | DUK | /fcf-yield <GO> |
| Operating Margin | 23.50% | 31.40% | -7.90 | DUK | /operating-margins <GO> |
| Net Profit Margin | 12.80% | 18.10% | -5.30 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 9.00% | 3.30% | +5.70 | BKH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.19% | 3.40% | -0.21 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.29 | 0.89 | +0.40 | BKH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | BKH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.6 | 63.8 | +6.80 | BKH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.49 | 0.76 | -0.27 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.8x | 18.4x | +1.40 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.21B | $98.16B | -$91.95B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BKH REV | DUK REV | BKH GROSS % | DUK GROSS % | BKH FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.29B | $0 | — | — | -$146.4M | -$1.69B |
| FY 2024 | $2.10B | $0 | — | — | -$24.9M | $48.0M |
| FY 2023 | $2.30B | $0 | — | — | $840.8M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BKH // BETA 0.49
DUK // BETA 0.76