` Comparison: HLZ vs DUK - Alpha Spread

HLZ
vs
DUK

Over the past 12 months, HLZ has underperformed DUK, delivering a return of -38% compared to the DUK's +7% growth.

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HLZ
DUK
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Valuation Comparison

HLZ Intrinsic Value
1.96 EUR
Undervaluation 62%
Intrinsic Value
Price €0.75
DUK Intrinsic Value
154.76 USD
Undervaluation 17%
Intrinsic Value
Price $129.2
Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
Holaluz Clidom SA
MAD:HLZ
0.75 EUR
Duke Energy Corp
NYSE:DUK
129.2 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
HLZ, DUK

HLZ
DUK
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Holaluz Clidom SA
Revenue
Duke Energy Corp
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
HLZ, DUK

HLZ
DUK
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Holaluz Clidom SA
MAD:HLZ
Duke Energy Corp
NYSE:DUK
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What is Free Cash Flow?

Gross Margin

HLZ
15.9%
DUK
72%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

Operating Margin

HLZ
-13.3%
DUK
26.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

Net Margin

HLZ
-16.5%
DUK
15.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

FCF Margin

HLZ
-1.2%
DUK
-5.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

ROE

HLZ
209.2%
DUK
9.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

ROA

HLZ
-30.6%
DUK
2.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

ROIC

HLZ
-58.7%
DUK
4.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

ROCE

HLZ
19 459.9%
DUK
5%
LTM 3Y Avg 5Y Avg 10Y Avg
Holaluz Clidom SA
Duke Energy Corp

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
HLZ, DUK

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Performance Gap
HLZ, DUK

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HLZ
DUK
Difference
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Performance By Year
HLZ, DUK

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HLZ
DUK
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett