Duke Energy (DUK) Return on Invested Capital [ROIC] (2009 - 2026)
Duke Energy (DUK) reported Return on Invested Capital [ROIC] of 5.41% for Q1 2026, up 0.02 percentage points from 5.40% a year earlier and up 0.02 percentage points from the prior quarter.
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Analysis
Duke Energy (DUK) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Duke Energy posted Return on Invested Capital [ROIC] of 5.50%, up 0.20 percentage points from FY2024.
- Return on Invested Capital [ROIC] has increased for five consecutive years, with a five-year change of +1.37 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at 5.30% in FY2024 (+0.27 pp), 5.03% in FY2023 (+0.46 pp), 4.57% in FY2022 (+0.11 pp) and 4.46% in FY2021 (+0.32 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of 3.72% in Q3 2021 and a high of 5.50% in Q3 2025.
- Year over year, Return on Invested Capital [ROIC] has now increased in each of the last 18 quarters, with an average year-over-year change of +0.34 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q2 2024 (a gain of 0.79 percentage points); the low point was Q3 2021 (a drop of 1.24 percentage points).
- Per Business Quant data, the three quarters before Q1 2026 came in at 5.39% (Q4 2025), 5.50% (Q3 2025) and 5.43% (Q2 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 162.78 Bn | 152.72 Bn | - | 4.94% |
| 2 | Southern | 100.19 Bn | 91.25 Bn | 5.92 Bn | 4.81% |
| 3 | Duke Energy | 91.91 Bn | 88.50 Bn | 6.74 Bn | 5.41% |
| 4 | National Grid | 77.40 Bn | 49.69 Bn | - | - |
| 5 | American Electric Power | 68.36 Bn | 65.53 Bn | 3.84 Bn | 5.55% |
| 6 | Dominion Energy | 54.82 Bn | 52.81 Bn | - | 3.52% |
| 7 | Sempra | 53.87 Bn | 52.99 Bn | 2.89 Bn | 1.94% |
| 8 | Entergy | 48.18 Bn | 37.31 Bn | - | 4.68% |
| 9 | Xcel Energy | 46.63 Bn | 41.53 Bn | - | 4.49% |
| 10 | Exelon | 43.40 Bn | 38.71 Bn | - | 5.38% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 5.41% |
| Dec 31, 2025 | 5.39% |
| Sep 30, 2025 | 5.50% |
| Jun 30, 2025 | 5.43% |
| Mar 31, 2025 | 5.40% |
| Dec 31, 2024 | 5.21% |
| Sep 30, 2024 | 5.06% |
| Jun 30, 2024 | 5.22% |
| Mar 31, 2024 | 5.10% |
| Dec 31, 2023 | 4.94% |
| Sep 30, 2023 | 4.56% |
| Jun 30, 2023 | 4.43% |
| Mar 31, 2023 | 4.53% |
| Dec 31, 2022 | 4.44% |
| Sep 30, 2022 | 4.41% |
| Jun 30, 2022 | 4.30% |
| Mar 31, 2022 | 4.23% |
| Dec 31, 2021 | 4.38% |
| Sep 30, 2021 | 3.72% |
| Jun 30, 2021 | 3.80% |
API Access
Duke Energy Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=DUK&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "DUK", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=DUK&period=max&api_key=YOUR_API_KEY");
const data = await res.json();