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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 102.83

Change

+1.89 (+1.87)%

Market Cap

USD 50.96B

Volume

3.13M

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: 2024-07-10 )

Largest Industry Peers for Utilities - Regulated Electric

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

-0.05 (-0.10%)

USD 103.76B
NGG National Grid PLC ADR

-0.39 (-0.61%)

USD 62.17B
DUK-PA Duke Energy Corporation

+0.05 (+0.20%)

USD 61.66B
PEG Public Service Enterprise Grou..

+1.06 (+1.38%)

USD 36.98B
EIX Edison International

+1.18 (+1.51%)

USD 29.41B
PPL PPL Corporation

+0.32 (+1.08%)

USD 21.56B
AEE Ameren Corp

+1.32 (+1.69%)

USD 21.21B
AGR Avangrid Inc

+0.04 (+0.11%)

USD 13.74B
PNW Pinnacle West Capital Corp

+0.26 (+0.31%)

USD 9.33B
CMS-PB Consumers Energy Company

N/A

USD 6.71B

ETFs Containing DUK

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

+0.16 (+0.22%)

USD 4.09B
XLU Utilities Select Sector S.. 7.73 % 0.13 %

+0.37 (+0.22%)

USD 15.42B
IUSU:LSE iShares V Public Limited .. 7.73 % 0.00 %

+2.13 (+0.22%)

USD 0.34B
IUUS:LSE iShares S&P 500 Utilities.. 7.72 % 0.00 %

+0.01 (+0.22%)

USD 0.30B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.46 % 0.00 %

+0.12 (+0.22%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.46 % 0.00 %

+0.16 (+0.22%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.46 % 0.00 %

N/A

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 7.44 % 0.00 %

+0.02 (+0.22%)

USD 0.24B
VPU Vanguard Utilities Index .. 6.79 % 0.10 %

+0.86 (+0.22%)

N/A
UTSL Direxion Daily Utilities .. 6.57 % 0.96 %

+0.39 (+0.22%)

USD 0.06B
UPW ProShares Ultra Utilities 6.52 % 0.95 %

+0.72 (+0.22%)

USD 0.01B
JHMU John Hancock Multifactor .. 5.11 % 0.46 %

-0.01 (0.22%)

USD 0.02B
FCUD:CA Fidelity U.S. High Divide.. 5.02 % 0.39 %

-0.01 (0.22%)

CAD 0.24B
RDIV Invesco S&P Ultra Dividen.. 4.87 % 0.39 %

+0.36 (+0.22%)

N/A
XDWU:F Xtrackers (IE) Public Lim.. 4.79 % 0.00 %

+0.14 (+0.22%)

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 4.79 % 0.00 %

+0.03 (+0.22%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 4.79 % 0.00 %

+0.21 (+0.22%)

USD 0.30B
XWUS:LSE Xtrackers MSCI World Util.. 4.79 % 0.00 %

+0.06 (+0.22%)

USD 0.30B
WUTI:SW SPDR® MSCI World Utiliti.. 4.78 % 0.00 %

N/A

USD 0.03B
FLV American Century ETF Trus.. 4.57 % 0.00 %

+0.36 (+0.22%)

N/A
ZWU:CA BMO Covered Call Utilitie.. 4.55 % 0.71 %

-0.02 (0.22%)

CAD 1.86B
DIVP The Advisors’ Inner .. 4.07 % 0.00 %

+0.03 (+0.22%)

USD 6.48M
PUI Invesco DWA Utilities Mom.. 3.56 % 0.60 %

+0.22 (+0.22%)

USD 0.05B
VBLD:AU Vanguard Global Infrastru.. 3.40 % 0.00 %

-0.03 (0.22%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.37 % 0.00 %

+0.04 (+0.22%)

USD 0.84B
GLIN:AU iShares Core FTSE Global .. 3.34 % 0.00 %

+0.08 (+0.22%)

USD 0.03B
CBUX:XETRA iShares Global Infrastruc.. 3.07 % 0.00 %

+0.03 (+0.22%)

USD 1.49B
INFR:SW iShares Global Infrastruc.. 3.07 % 0.00 %

+0.13 (+0.22%)

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

+0.18 (+0.22%)

N/A
RIIN:CA Russell Investments Globa.. 2.71 % 0.00 %

N/A

CAD 1.19B
MVUS:SW 2.64 % 0.00 %

N/A

N/A
SPMV:SW 2.64 % 0.00 %

N/A

N/A
VSDA VictoryShares Dividend Ac.. 2.59 % 0.35 %

+0.31 (+0.22%)

USD 0.25B
LVHD Legg Mason Low Volatility.. 2.42 % 0.27 %

+0.31 (+0.22%)

USD 0.59B
WOMV:SW 2.02 % 0.00 %

N/A

N/A
PRA:CA Purpose Diversified Real .. 1.94 % 0.73 %

+0.10 (+0.22%)

CAD 0.05B
CDL VictoryShares US Large Ca.. 1.36 % 0.35 %

+0.50 (+0.22%)

USD 0.35B
ZLU.U:CA 1.36 % 0.33 %

N/A

N/A
ULVM VictoryShares US Value Mo.. 1.20 % 0.20 %

+0.35 (+0.22%)

USD 0.16B
LGLV SPDR® SSGA US Large Cap .. 1.12 % 0.12 %

+0.94 (+0.22%)

USD 0.71B
WVOL:AU iShares Edge MSCI World M.. 0.98 % 0.00 %

-0.05 (0.22%)

USD 0.30B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.97 % 0.00 %

+0.08 (+0.22%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.97 % 0.00 %

-0.04 (0.22%)

USD 1.18B
LKOR 0.50 % 0.22 %

N/A

N/A
CDC VictoryShares US EQ Incom.. 0.00 % 0.35 %

+0.43 (+0.22%)

USD 0.83B
DBIF 0.00 % 0.45 %

N/A

N/A
DIV Global X SuperDividend U... 0.00 % 0.46 %

+0.13 (+0.22%)

USD 0.63B
FHU:CA 0.00 % 0.78 %

N/A

N/A
FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

+0.22 (+0.22%)

USD 1.20B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

+0.42 (+0.22%)

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

+0.01 (+0.22%)

N/A
HDLV 0.00 % 0.00 %

N/A

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

+0.27 (+0.22%)

N/A
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

+0.01 (+0.22%)

USD 0.91B
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 %

-0.09 (0.22%)

N/A
USMR 0.00 % 0.30 %

N/A

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

+0.05 (+0.22%)

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

+0.18 (+0.22%)

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

+13.50 (+0.22%)

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

-0.01 (0.22%)

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

+0.06 (+0.22%)

N/A
ULOV:LSE 0.00 % 0.00 %

N/A

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

-0.01 (0.22%)

N/A
XDWU:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.08 (+0.22%)

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

+0.20 (+0.22%)

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

-0.05 (0.22%)

CAD 0.12B
QINF:CA Mackenzie Global Infrastr.. 0.00 % 0.00 %

N/A

CAD 6.25M
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

+0.21 (+0.22%)

USD 0.01B
FLYT 0.00 % 0.00 %

N/A

N/A
SIXA 6 Meridian Mega Cap Equit.. 0.00 % 0.00 %

+0.06 (+0.22%)

USD 0.25B
SIXH ETC 6 Meridian Hedged Equ.. 0.00 % 0.00 %

+0.04 (+0.22%)

USD 0.41B

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 5.97% 83% B 61% D-
Dividend Return 2.11% 40% F 54% F
Total Return 8.08% 80% B- 62% D
Trailing 12 Months  
Capital Gain 11.34% 89% A- 68% D+
Dividend Return 4.44% 51% F 63% D
Total Return 15.78% 91% A- 70% C-
Trailing 5 Years  
Capital Gain 15.93% 86% B+ 58% F
Dividend Return 22.21% 87% B+ 77% C+
Total Return 38.14% 86% B+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 2.28% 65% D 50% F
Dividend Return 6.36% 70% C- 55% F
Total Return 4.08% 65% D 72% C
Risk Return Profile  
Volatility (Standard Deviation) 12.81% 73% C 70% C-
Risk Adjusted Return 49.63% 76% C+ 71% C-
Market Capitalization 50.96B 93% 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 31% 46%
Price/Book Ratio 1.55 55% 51%
Price / Cash Flow Ratio 7.84 35% 47%
Price/Free Cash Flow Ratio 11.21 45% 37%
Management Effectiveness  
Return on Equity 8.80% 53% 53%
Return on Invested Capital 5.26% 28% 45%
Return on Assets 2.62% 24% 51%
Debt to Equity Ratio 147.52% 39% 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.

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