COMP <GO>
NI vs DUK // FORWARD P/E MULTIPLE
NiSource Inc (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: NI 6
— DUK 7
▲ FORWARD P/E MULTIPLE LEADER: DUK
LAST: $44.57 (-0.40%) • MKT CAP: $21.47B
forward-pe
19.4x
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
forward-pe
18.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NI VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NI | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.80% | 5.20% | +3.60 | NI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.8x | 8.7x | -1.90 | NI | /valuation <GO> |
| Free Cash Flow Yield | -1.96% | -1.73% | -0.23 | DUK | /fcf-yield <GO> |
| Operating Margin | 28.10% | 31.40% | -3.30 | DUK | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 18.10% | -3.80 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 23.50% | 3.30% | +20.20 | NI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.47% | 3.40% | -0.93 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.05 | 0.89 | +0.16 | NI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.10% | 6.10% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.6 | 69.7 | +1.95 | NI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.75 | 0.76 | -0.01 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 19.4x | 18.4x | +1.00 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.47B | $98.16B | -$76.70B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NI REV | DUK REV | NI GROSS % | DUK GROSS % | NI FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.52B | $0 | 44.0% | — | -$420.0M | -$1.69B |
| FY 2024 | $5.28B | $0 | 44.0% | — | -$832.5M | $48.0M |
| FY 2023 | $5.35B | $0 | 44.0% | — | $1.69B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NI // BETA 0.75
DUK // BETA 0.76