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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 99.95

Change

-0.25 (-0.25)%

Market Cap

USD 50.96B

Volume

1.96M
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)

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Relative Returns (From:    To: 2024-06-26 )

Largest Industry Peers for Utilities - Regulated Electric

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

N/A

USD 103.76B
NGG National Grid PLC ADR

N/A

USD 68.46B
DUK-PA Duke Energy Corporation

N/A

USD 62.57B
PEG Public Service Enterprise Grou..

N/A

USD 43.22B
EIX Edison International

N/A

USD 32.99B
PPL PPL Corporation

N/A

USD 23.95B
AEE Ameren Corp

N/A

USD 23.08B
AGR Avangrid Inc

N/A

USD 13.84B
PNW Pinnacle West Capital Corp

N/A

USD 10.05B
CMS-PB Consumers Energy Company

N/A

USD 7.02B

ETFs Containing DUK

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

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USD 4.09B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.62 % 0.00 %

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USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.62 % 0.00 %

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USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.62 % 0.00 %

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2B7A:XETRA iShares S&P 500 Utilities.. 7.56 % 0.00 %

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USD 0.24B
IUSU:LSE iShares V Public Limited .. 7.35 % 0.00 %

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USD 0.54B
IUUS:LSE iShares S&P 500 Utilities.. 7.35 % 0.00 %

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USD 0.54B
FUTY Fidelity® MSCI Utilities.. 6.71 % 0.08 %

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USD 1.46B
JHMU John Hancock Exchange-Tra.. 5.11 % 0.46 %

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USD 0.02B
WUTI:SW SPDR® MSCI World Utiliti.. 4.91 % 0.00 %

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USD 0.04B
XDWU:F Xtrackers (IE) Public Lim.. 4.90 % 0.00 %

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USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 4.90 % 0.00 %

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USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 4.90 % 0.00 %

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USD 0.61B
XWUS:LSE Xtrackers MSCI World Util.. 4.90 % 0.00 %

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USD 0.58B
QINF:CA Mackenzie Global Infrastr.. 4.68 % 0.00 %

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CAD 0.01B
FLV American Century ETF Trus.. 4.57 % 0.00 %

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UPW ProShares Ultra Utilities 4.46 % 0.95 %

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USD 0.02B
DIVP The Advisors’ Inner .. 4.35 % 0.00 %

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USD 6.48M
TINF:CA TD Active Global Infrastr.. 3.53 % 0.00 %

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CAD 0.13B
VBLD:AU Vanguard Global Infrastru.. 3.46 % 0.00 %

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USD 0.33B
PUI Invesco DWA Utilities Mom.. 3.43 % 0.60 %

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USD 0.06B
GLIN:AU iShares Core FTSE Global .. 3.42 % 0.00 %

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USD 0.03B
IFRA:AU VanEck FTSE Global Infras.. 3.37 % 0.00 %

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USD 1.04B
HDLB ETRACS Monthly Pay 2xLeve.. 3.27 % 0.00 %

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USD 8.59M
IGF iShares Global Infrastruc.. 3.19 % 0.46 %

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USD 4.21B
CBUX:XETRA iShares Global Infrastruc.. 3.14 % 0.00 %

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USD 1.60B
INFR:SW iShares Global Infrastruc.. 3.14 % 0.00 %

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FDV First Trust Capital Stren.. 2.97 % 0.00 %

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RIIN:CA Russell Investments Globa.. 2.92 % 0.00 %

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CAD 1.19B
MVUS:SW 2.64 % 0.00 %

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SPMV:SW 2.64 % 0.00 %

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LVHD Legg Mason Low Volatility.. 2.41 % 0.27 %

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USD 0.59B
WOMV:SW 2.02 % 0.00 %

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PRA:CA Purpose Diversified Real .. 2.01 % 0.73 %

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CAD 0.05B
CDL VictoryShares US Large Ca.. 1.43 % 0.35 %

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USD 0.35B
CDC VictoryShares US EQ Incom.. 1.42 % 0.35 %

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

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LGLV SPDR® SSGA US Large Cap .. 1.14 % 0.12 %

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USD 0.83B
ZPRI:F SSgA SPDR ETFs Europe II .. 1.03 % 0.00 %

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USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.03 % 0.00 %

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USD 1.18B
WVOL:AU iShares Edge MSCI World M.. 0.99 % 0.00 %

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USD 0.30B
LKOR 0.50 % 0.22 %

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DBIF 0.00 % 0.45 %

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FHU:CA 0.00 % 0.78 %

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

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GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

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HDLV 0.00 % 0.00 %

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JXI iShares Global Utilities .. 0.00 % 0.46 %

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RDIV Invesco S&P Ultra Dividen.. 0.00 % 0.39 %

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ULVM VictoryShares US Value Mo.. 0.00 % 0.20 %

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USD 0.16B
VSDA VictoryShares Dividend Ac.. 0.00 % 0.35 %

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USD 0.26B
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

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USD 0.96B
XLUY 0.00 % 0.00 %

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FCLH:CA 0.00 % 0.43 %

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FCUL:CA 0.00 % 0.00 %

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GLIF 0.00 % 0.00 %

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RWU.B:CA 0.00 % 0.72 %

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SCIU 0.00 % 0.19 %

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SDP ProShares UltraShort Util.. 0.00 % 0.95 %

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USMR 0.00 % 0.30 %

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VPU Vanguard Utilities Index .. 0.00 % 0.10 %

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XLU Utilities Select Sector S.. 0.00 % 0.13 %

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USD 18.41B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

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USD 0.06B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

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IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

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INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

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MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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

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ULOV:LSE 0.00 % 0.00 %

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WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

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XDWU:LSE Xtrackers MSCI World Util.. 0.00 % 0.00 %

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IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

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IQQI:XETRA 0.00 % 0.00 %

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FLYT 0.00 % 0.00 %

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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 3.00% 68% D+ 54% F
Dividend Return 2.11% 56% F 59% D-
Total Return 5.11% 68% D+ 56% F
Trailing 12 Months  
Capital Gain 12.18% 92% A 66% D+
Dividend Return 4.60% 65% D 64% D
Total Return 16.78% 92% A 68% D+
Trailing 5 Years  
Capital Gain 13.27% 84% B 54% F
Dividend Return 22.33% 87% B+ 78% C+
Total Return 35.60% 81% B- 58% F
Average Annual (5 Year Horizon)  
Capital Gain 2.08% 65% D 50% F
Dividend Return 6.15% 68% D+ 54% F
Total Return 4.08% 65% D 72% C
Risk Return Profile  
Volatility (Standard Deviation) 12.82% 70% C- 70% C-
Risk Adjusted Return 47.99% 76% C+ 69% C-
Market Capitalization 50.96B 92% 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 32% 46%
Price/Book Ratio 1.55 55% 51%
Price / Cash Flow Ratio 7.92 44% 47%
Price/Free Cash Flow Ratio 11.21 45% 37%
Management Effectiveness  
Return on Equity 8.80% 44% 53%
Return on Invested Capital 5.26% 35% 46%
Return on Assets 2.62% 30% 51%
Debt to Equity Ratio 147.52% 40% 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