DUK:NYE-Duke Energy Corporation (Holding Company) (USD)

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 103.35

Change

+1.04 (+1.02)%

Market Cap

USD 50.96B

Volume

2.64M

Analyst Target

USD 92.29
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Duke Energy Corp operates as an energy company. The Company operates in three business segments; Regulated Utilities, International Energy and Commercial Power.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
NEE-PR Nextera Energy Inc

-0.45 (-1.00%)

USD 103.76B
NGG National Grid PLC ADR

-0.05 (-0.08%)

USD 63.94B
DUK-PA Duke Energy Corporation

+0.05 (+0.20%)

USD 62.00B
PEG Public Service Enterprise Grou..

+0.20 (+0.23%)

USD 44.72B
EIX Edison International

+0.10 (+0.12%)

USD 33.15B
PPL PPL Corporation

+0.12 (+0.37%)

USD 24.11B
AEE Ameren Corp

+0.60 (+0.70%)

USD 23.11B
AGR Avangrid Inc

+0.01 (+0.03%)

USD 13.81B
PNW Pinnacle West Capital Corp

+0.09 (+0.10%)

USD 10.15B
CMS-PB Consumers Energy Company

N/A

USD 7.31B

ETFs Containing DUK

IUSU:XETRA iShares $ Treasury Bond 1.. 8.49 % 0.00 %

-0.66 (-0.26%)

USD 4.09B
IUSU:LSE iShares V Public Limited .. 7.37 % 0.00 %

-2.88 (-0.26%)

USD 0.51B
IUUS:LSE iShares S&P 500 Utilities.. 7.37 % 0.00 %

-0.03 (-0.26%)

USD 0.51B
XLU Utilities Select Sector S.. 7.35 % 0.13 %

-0.19 (-0.26%)

USD 18.63B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.23 % 0.00 %

-0.48 (-0.26%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.23 % 0.00 %

-0.41 (-0.26%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.23 % 0.00 %

N/A

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 7.21 % 0.00 %

-0.08 (-0.26%)

USD 0.24B
FUTY Fidelity® MSCI Utilities.. 6.88 % 0.08 %

-0.07 (-0.26%)

USD 1.74B
FCUD:CA Fidelity U.S. High Divide.. 5.36 % 0.39 %

-0.19 (-0.26%)

CAD 0.26B
JHMU John Hancock Exchange-Tra.. 5.11 % 0.46 %

+0.04 (+-0.26%)

USD 0.02B
UTSL Direxion Daily Utilities .. 4.75 % 0.96 %

-0.31 (-0.26%)

USD 0.06B
XDWU:F Xtrackers (IE) Public Lim.. 4.72 % 0.00 %

-0.31 (-0.26%)

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 4.72 % 0.00 %

-0.29 (-0.26%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 4.72 % 0.00 %

-0.50 (-0.26%)

USD 0.55B
XWUS:LSE Xtrackers MSCI World Util.. 4.72 % 0.00 %

-0.08 (-0.26%)

USD 0.55B
WUTI:SW SPDR® MSCI World Utiliti.. 4.72 % 0.00 %

N/A

USD 0.05B
FLV American Century ETF Trus.. 4.57 % 0.00 %

+0.06 (+-0.26%)

N/A
QINF:CA Mackenzie Global Infrastr.. 4.52 % 0.00 %

-0.15 (-0.26%)

CAD 0.01B
UPW ProShares Ultra Utilities 4.24 % 0.95 %

-0.44 (-0.26%)

USD 0.02B
DIVP The Advisors’ Inner .. 3.85 % 0.00 %

-0.12 (-0.26%)

USD 0.01B
TINF:CA TD Active Global Infrastr.. 3.70 % 0.00 %

-0.06 (-0.26%)

CAD 0.14B
VBLD:AU Vanguard Global Infrastru.. 3.41 % 0.00 %

-0.63 (-0.26%)

USD 0.33B
HDLB ETRACS Monthly Pay 2xLeve.. 3.27 % 0.00 %

-0.01 (-0.26%)

USD 8.91M
GLIN:AU iShares Core FTSE Global .. 3.19 % 0.00 %

-0.36 (-0.26%)

USD 0.03B
IFRA:AU VanEck FTSE Global Infras.. 3.19 % 0.00 %

-0.27 (-0.26%)

USD 1.04B
IGF iShares Global Infrastruc.. 3.11 % 0.46 %

-0.11 (-0.26%)

USD 4.41B
CBUX:XETRA iShares Global Infrastruc.. 3.10 % 0.00 %

-0.03 (-0.26%)

USD 1.64B
INFR:SW iShares Global Infrastruc.. 3.10 % 0.00 %

-0.01 (-0.26%)

N/A
FDV First Trust Capital Stren.. 2.97 % 0.00 %

+0.03 (+-0.26%)

N/A
RIIN:CA Russell Investments Globa.. 2.85 % 0.00 %

-0.08 (-0.26%)

CAD 1.19B
SIXA 6 Meridian Mega Cap Equit.. 2.70 % 0.00 %

-0.19 (-0.26%)

USD 0.29B
SIXH ETC 6 Meridian Hedged Equ.. 2.70 % 0.00 %

-0.02 (-0.26%)

USD 0.44B
MVUS:SW 2.64 % 0.00 %

N/A

N/A
SPMV:SW 2.64 % 0.00 %

N/A

N/A
DIV Global X SuperDividend U... 2.41 % 0.46 %

+0.14 (+-0.26%)

USD 0.64B
VSDA VictoryShares Dividend Ac.. 2.16 % 0.35 %

-0.01 (-0.26%)

USD 0.26B
WOMV:SW 2.02 % 0.00 %

N/A

N/A
PRA:CA Purpose Diversified Real .. 1.86 % 0.73 %

-0.07 (-0.26%)

CAD 0.05B
USMV 1.56 % 0.15 %

N/A

N/A
XMU:CA iShares MSCI Min Vol USA .. 1.52 % 0.33 %

-0.48 (-0.26%)

CAD 0.32B
XMU-U:CA iShares MSCI Min Vol USA .. 1.52 % 0.00 %

N/A

N/A
CDC VictoryShares US EQ Incom.. 1.43 % 0.35 %

+0.11 (+-0.26%)

USD 0.84B
ZLU.U:CA 1.36 % 0.33 %

N/A

N/A
ULVM VictoryShares US Value Mo.. 1.29 % 0.20 %

+0.22 (+-0.26%)

USD 0.16B
LGLV SPDR® SSGA US Large Cap .. 1.16 % 0.12 %

+0.21 (+-0.26%)

USD 0.83B
RBLD First Trust Exchange-Trad.. 1.05 % 0.00 %

-0.06 (-0.26%)

USD 0.01B
ZPRI:F SSgA SPDR ETFs Europe II .. 1.02 % 0.00 %

-0.27 (-0.26%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.02 % 0.00 %

-0.31 (-0.26%)

USD 1.18B
WVOL:AU iShares Edge MSCI World M.. 1.00 % 0.00 %

+0.07 (+-0.26%)

USD 0.30B
DBIF 0.00 % 0.45 %

N/A

N/A
FHU:CA 0.00 % 0.78 %

N/A

N/A
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

-0.28 (-0.26%)

N/A
GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

-0.01 (-0.26%)

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
JXI iShares Global Utilities .. 0.00 % 0.46 %

-0.11 (-0.26%)

N/A
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

+0.03 (+-0.26%)

USD 0.06B
RDIV Invesco S&P Ultra Dividen.. 0.00 % 0.39 %

+0.11 (+-0.26%)

N/A
LKOR 0.00 % 0.22 %

N/A

N/A
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

-0.01 (-0.26%)

USD 0.59B
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

-0.02 (-0.26%)

USD 1.00B
XLUY 0.00 % 0.00 %

N/A

N/A
FCLH:CA 0.00 % 0.43 %

N/A

N/A
FCUL:CA 0.00 % 0.00 %

N/A

N/A
GLIF 0.00 % 0.00 %

N/A

N/A
RWU.B:CA 0.00 % 0.72 %

N/A

N/A
SCIU 0.00 % 0.19 %

N/A

N/A
SDP ProShares UltraShort Util.. 0.00 % 0.95 %

N/A

N/A
USMR 0.00 % 0.30 %

N/A

N/A
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

-0.39 (-0.26%)

N/A
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.03 (+-0.26%)

N/A
IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

-0.01 (-0.26%)

N/A
INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

-9.25 (-0.26%)

N/A
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.03 (+-0.26%)

N/A
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

-0.15 (-0.26%)

N/A
ULOV:LSE 0.00 % 0.00 %

N/A

N/A
WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

-0.15 (-0.26%)

N/A
XDWU:LSE Xtrackers MSCI World Util.. 0.00 % 0.00 %

-0.01 (-0.26%)

N/A
IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

-0.22 (-0.26%)

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
FLYT 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.50% 58% F 59% D-
Dividend Return 1.06% 31% F 46% F
Total Return 7.56% 61% D- 59% D-
Trailing 12 Months  
Capital Gain 11.11% 86% B+ 53% F
Dividend Return 3.31% 39% F 49% F
Total Return 14.41% 81% B- 52% F
Trailing 5 Years  
Capital Gain 18.52% 78% C+ 53% F
Dividend Return 21.42% 77% C+ 76% C+
Total Return 39.94% 75% C 56% F
Average Annual (5 Year Horizon)  
Capital Gain 1.66% 68% D+ 46% F
Dividend Return 5.73% 70% C- 52% F
Total Return 4.08% 71% C- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.72% 70% C- 74% C
Risk Adjusted Return 45.07% 78% C+ 67% D+
Market Capitalization 50.96B 91% A- 97% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Electric) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 18.00 50% 47%
Price/Book Ratio 1.55 53% 52%
Price / Cash Flow Ratio 8.04 45% 47%
Price/Free Cash Flow Ratio 11.21 47% 37%
Management Effectiveness  
Return on Equity 8.80% 46% 52%
Return on Invested Capital 5.26% 37% 45%
Return on Assets 2.62% 31% 51%
Debt to Equity Ratio 147.52% 42% 22%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.