Duke Energy (DUK) ROIC: History & Chart

Name: Duke Energy Corporation (DUK) Return on Invested Capital (ROIC) — historical time series
Creator: TGMCharts

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Duke Energy Corporation(DUK)

Regulated Electric · Charlotte, NC

$120.43+0.00 (+0.00%)

Delayed quote: Sep 9, 2026, 4:00 PM EDT

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About Duke Energy Corporation

Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.

Charlotte, NC

26,441 employees

www.duke-energy.com

Utilities / Regulated Electric

Sector: Utilities
Industry: Regulated Electric
CEO: Harry K. Sideris

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DUK Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

4.20%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

4.18%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

4.03%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

3.67%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

3.37%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

3.25%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

3.19%

CURRENT VS TTM AVG

+0.37%

CURRENT VS 3Y AVG

+4.21%

CURRENT VS 5Y AVG

+14.43%

CURRENT VS 10Y AVG

+24.55%

CURRENT VS 15Y AVG

+29.39%

CURRENT VS 20Y AVG

+31.84%

SECTOR MEDIAN · UTILITIES

4.09%

median of 40 covered companies

CURRENT VS SECTOR MEDIAN

+2.67%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Duke Energy Corporation (DUK)	$93.89B	4.20%	4.18%	4.03%	3.67%
The Southern Company (SO)vs ›	$101.62B	4.15%	4.21%	3.96%	3.73%
Constellation Energy Corporation (CEG)vs ›	$105.54B	3.42%	5.83%	3.79%	2.52%
American Electric Power Company, Inc. (AEP)vs ›	$67.87B	5.13%	4.83%	4.51%	4.30%
Dominion Energy, Inc. (D)vs ›	$57.25B	3.41%	3.13%	2.58%	2.44%
Sempra (SRE)vs ›	$55.58B	2.99%	2.75%	3.19%	3.51%
Vistra Corp. (VST)vs ›	$50.95B	0.87%	9.80%	10.57%	7.13%
Entergy Corporation (ETR)vs ›	$50.01B	3.24%	3.37%	3.76%	3.53%
Xcel Energy Inc. (XEL)vs ›	$47.59B	3.74%	3.71%	3.96%	4.01%
Exelon Corporation (EXC)vs ›	$45.02B	3.84%	3.95%	3.68%	3.14%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Duke Energy Corporation (DUK)

$93.89B

4.20%

4.18%

4.03%

3.67%

The Southern Company (SO)vs ›

$101.62B

4.15%

4.21%

3.96%

3.73%

Constellation Energy Corporation (CEG)vs ›

$105.54B

3.42%

5.83%

3.79%

2.52%

American Electric Power Company, Inc. (AEP)vs ›

$67.87B

5.13%

4.83%

4.51%

4.30%

Dominion Energy, Inc. (D)vs ›

$57.25B

3.41%

3.13%

2.58%

2.44%

Sempra (SRE)vs ›

$55.58B

2.99%

2.75%

3.19%

3.51%

Vistra Corp. (VST)vs ›

$50.95B

0.87%

9.80%

10.57%

7.13%

Entergy Corporation (ETR)vs ›

$50.01B

3.24%

3.37%

3.76%

3.53%

Xcel Energy Inc. (XEL)vs ›

$47.59B

3.74%

3.71%

3.96%

4.01%

Exelon Corporation (EXC)vs ›

$45.02B

3.84%

3.95%

3.68%

3.14%

Return on Invested Capital (ROIC) Formula & Definition

ROIC = NOPAT / Invested Capital, where NOPAT = Operating Income × (1 − effective tax rate) and Invested Capital = Total Assets − (Current Liabilities − Short-Term Debt)

Return on invested capital measures the after-tax operating return a company earns on the capital invested in the business. TGMCharts computes it from reported statements: trailing-twelve-month operating income after tax, over invested capital at the latest balance sheet — total assets less the non-interest-bearing current liabilities (payables, accruals, deferred revenue) that fund them; short-term debt stays in the capital base. The tax rate is the period's own effective rate (income tax ÷ pretax income), capped at 45%; when pretax income is zero or negative, or the tax line is a net benefit, no tax is deducted — the operating figure is shown untaxed rather than adjusted by an assumed rate. Not shown for banks, insurers or funds.

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The return on invested capital (ROIC) for DUK stock is 4.20%.

Is Duke Energy Corporation's return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 4.20% is 14% above its 5-year average of 3.67%, near the high end of its 5-year range (2.72%–4.23%).

What is the TTM average return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The TTM average return on invested capital (ROIC) for DUK stock is 4.18%.

What is the 3Y average return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The 3Y average return on invested capital (ROIC) for DUK stock is 4.03%.

What is the 5Y average return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The 5Y average return on invested capital (ROIC) for DUK stock is 3.67%.

What is the 10Y average return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The 10Y average return on invested capital (ROIC) for DUK stock is 3.37%.

What is the 15Y average return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The 15Y average return on invested capital (ROIC) for DUK stock is 3.25%.

What is the 20Y average return on invested capital (ROIC) for Duke Energy Corporation (DUK)?

The 20Y average return on invested capital (ROIC) for DUK stock is 3.19%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2026-06-30	4.20%
2026-03-31	4.17%
2025-12-31	4.14%
2025-09-30	4.23%
2025-06-30	4.19%
2025-03-31	4.16%
2024-12-31	4.02%
2024-09-30	3.89%
2024-06-30	4.02%
2024-03-31	3.94%
2023-12-31	3.85%
2023-09-30	3.55%
2023-06-30	3.43%
2023-03-31	3.48%
2022-12-31	3.43%
2022-09-30	3.32%
2022-06-30	3.22%
2022-03-31	3.11%
2021-12-31	3.20%
2021-09-30	2.72%
2021-06-30	2.80%
2021-03-31	2.90%
2020-12-31	2.97%
2020-09-30	3.62%
2020-06-30	3.56%
2020-03-31	3.29%
2019-12-31	3.32%
2019-09-30	3.29%
2019-06-30	3.10%
2019-03-31	2.96%
2018-12-31	2.92%
2018-09-30	3.06%
2018-06-30	2.96%
2018-03-31	3.07%
2017-12-31	3.09%
2017-09-30	2.78%
2017-06-30	2.85%
2017-03-31	2.85%
2016-12-31	2.84%
2016-09-30	2.85%
2016-06-30	2.90%
2016-03-31	2.85%
2015-12-31	2.99%
2015-09-30	2.73%
2015-06-30	2.69%
2015-03-31	2.73%
2014-12-31	2.73%
2014-09-30	3.28%
2014-06-30	3.48%
2014-03-31	3.40%
2013-12-31	3.26%
2013-09-30	3.02%
2013-06-30	2.95%
2013-03-31	2.69%
2012-12-31	2.32%
2012-09-30	2.16%
2012-06-30	3.00%
2012-03-31	2.94%
2011-12-31	3.24%
2011-09-30	3.43%
2011-06-30	3.82%
2011-03-31	2.71%
2010-12-31	2.64%
2010-09-30	2.65%
2010-06-30	1.85%
2010-03-31	2.52%
2009-12-31	2.45%
2009-09-30	2.37%
2009-06-30	2.85%
2009-03-31	3.17%
2008-12-31	3.36%
2008-09-30	3.20%
2008-06-30	3.74%
2008-03-31	3.53%
2007-12-31	3.48%
2007-09-30	3.60%
2007-06-30	3.20%
2007-03-31	2.91%
2006-12-31	1.80%
2006-09-30	1.77%
2006-06-30	2.10%
2006-03-31	3.64%
2005-12-31	4.02%
2005-09-30	4.19%
2005-06-30	3.91%
2005-03-31	3.99%
2004-12-31	4.17%
2004-09-30	-0.47%
2004-06-30	-1.62%
2004-03-31	-1.84%
2003-12-31	-1.47%
2003-09-30	2.29%
2003-06-30	2.58%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2026-06-30

4.20%

2026-03-31

4.17%

2025-12-31

4.14%

2025-09-30

4.23%

2025-06-30

4.19%

2025-03-31

4.16%

2024-12-31

4.02%

2024-09-30

3.89%

2024-06-30

4.02%

2024-03-31

3.94%

2023-12-31

3.85%

2023-09-30

3.55%

2023-06-30

3.43%

2023-03-31

3.48%

2022-12-31

3.43%

2022-09-30

3.32%

2022-06-30

3.22%

2022-03-31

3.11%

2021-12-31

3.20%

2021-09-30

2.72%

2021-06-30

2.80%

2021-03-31

2.90%

2020-12-31

2.97%

2020-09-30

3.62%

2020-06-30

3.56%

2020-03-31

3.29%

2019-12-31

3.32%

2019-09-30

3.29%

2019-06-30

3.10%

2019-03-31

2.96%

2018-12-31

2.92%

2018-09-30

3.06%

2018-06-30

2.96%

2018-03-31

3.07%

2017-12-31

3.09%

2017-09-30

2.78%

2017-06-30

2.85%

2017-03-31

2.85%

2016-12-31

2.84%

2016-09-30

2.85%

2016-06-30

2.90%

2016-03-31

2.85%

2015-12-31

2.99%

2015-09-30

2.73%

2015-06-30

2.69%

2015-03-31

2.73%

2014-12-31

2.73%

2014-09-30

3.28%

2014-06-30

3.48%

2014-03-31

3.40%

2013-12-31

3.26%

2013-09-30

3.02%

2013-06-30

2.95%

2013-03-31

2.69%

2012-12-31

2.32%

2012-09-30

2.16%

2012-06-30

3.00%

2012-03-31

2.94%

2011-12-31

3.24%

2011-09-30

3.43%

2011-06-30

3.82%

2011-03-31

2.71%

2010-12-31

2.64%

2010-09-30

2.65%

2010-06-30

1.85%

2010-03-31

2.52%

2009-12-31

2.45%

2009-09-30

2.37%

2009-06-30

2.85%

2009-03-31

3.17%

2008-12-31

3.36%

2008-09-30

3.20%

2008-06-30

3.74%

2008-03-31

3.53%

2007-12-31

3.48%

2007-09-30

3.60%

2007-06-30

3.20%

2007-03-31

2.91%

2006-12-31

1.80%

2006-09-30

1.77%

2006-06-30

2.10%

2006-03-31

3.64%

2005-12-31

4.02%

2005-09-30

4.19%

2005-06-30

3.91%

2005-03-31

3.99%

2004-12-31

4.17%

2004-09-30

-0.47%

2004-06-30

-1.62%

2004-03-31

-1.84%

2003-12-31

-1.47%

2003-09-30

2.29%

2003-06-30

2.58%

Return on Invested Capital (ROIC): 4.20%

DUK Return on Invested Capital (ROIC)

DUK Average Return on Invested Capital (ROIC) Chart

DUK Current vs Average Return on Invested Capital (ROIC) Chart

DUK Return on Invested Capital (ROIC) Metrics

DUK Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

DUK Return on Invested Capital (ROIC) History

Related Metrics