` Comparison: EQUEY vs DUK - Alpha Spread

EQUEY
vs
DUK

Over the past 12 months, EQUEY has significantly outperformed DUK, delivering a return of +69% compared to the DUK's +10% growth.

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EQUEY
DUK
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Valuation Comparison

EQUEY Intrinsic Value
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DUK Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Equatorial Energia SA
OTC:EQUEY
8.22 USD
Duke Energy Corp
NYSE:DUK
129.41 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
EQUEY, DUK

EQUEY
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
Equatorial Energia 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
EQUEY, DUK

EQUEY
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
Equatorial Energia SA
OTC:EQUEY
Duke Energy Corp
NYSE:DUK
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What is Free Cash Flow?

Gross Margin

EQUEY
27.5%
DUK
72%

Operating Margin

EQUEY
18.8%
DUK
26.6%

Net Margin

EQUEY
7.4%
DUK
15.2%

FCF Margin

EQUEY
-1.2%
DUK
38.2%

ROE

EQUEY
14.5%
DUK
9.6%

ROA

EQUEY
3.3%
DUK
2.6%

ROIC

EQUEY
9.4%
DUK
4.1%

ROCE

EQUEY
10.1%
DUK
5%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
EQUEY, DUK

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Performance Gap
EQUEY, DUK

Performance Gap Between EQUEY and DUK
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Performance By Year
EQUEY, DUK

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EQUEY
DUK
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Compare EQUEY to other stocks
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ENEL
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Cheaper
vs EQUEY
SO
Southern Co
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vs EQUEY
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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