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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 108.56

Change

+0.28 (+0.26)%

Market Cap

USD 50.96B

Volume

2.76M

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: 2024-12-23 )

Largest Industry Peers for Utilities - Regulated Electric

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

+0.11 (+0.27%)

USD 103.76B
DUK-PA Duke Energy Corporation

-0.04 (-0.16%)

USD 60.42B
NGG National Grid PLC ADR

+0.52 (+0.89%)

USD 57.17B
PEG Public Service Enterprise Grou..

+0.17 (+0.20%)

USD 44.84B
EIX Edison International

+0.20 (+0.25%)

USD 32.50B
PPL PPL Corporation

-0.02 (-0.06%)

USD 24.80B
AEE Ameren Corp

+0.40 (+0.45%)

USD 24.50B
AGR Avangrid Inc

N/A

USD 13.75B
PNW Pinnacle West Capital Corp

+0.04 (+0.05%)

USD 9.66B
CMS-PB Consumers Energy Company

-1.42 (-1.82%)

USD 6.57B

ETFs Containing DUK

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

+0.12 (+0.59%)

USD 4.09B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.19 % 0.00 %

+0.12 (+0.59%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.19 % 0.00 %

+0.03 (+0.59%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.19 % 0.00 %

+0.62 (+0.59%)

N/A
XLU Utilities Select Sector S.. 7.14 % 0.13 %

-0.37 (0.59%)

USD 16.76B
2B7A:XETRA iShares S&P 500 Utilities.. 7.14 % 0.00 %

N/A

USD 0.24B
FUTY Fidelity® MSCI Utilities.. 6.49 % 0.08 %

+0.18 (+0.59%)

USD 1.64B
FCUD:CA Fidelity U.S. High Divide.. 5.43 % 0.39 %

+0.12 (+0.59%)

CAD 0.27B
JHMU John Hancock Exchange-Tra.. 5.11 % 0.46 %

-0.04 (0.59%)

USD 0.02B
UPW ProShares Ultra Utilities 5.04 % 0.95 %

+0.15 (+0.59%)

USD 0.02B
XDWU:F Xtrackers (IE) Public Lim.. 4.86 % 0.00 %

+0.18 (+0.59%)

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 4.86 % 0.00 %

-0.04 (0.59%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 4.86 % 0.00 %

+0.21 (+0.59%)

USD 0.50B
XWUS:LSE Xtrackers MSCI World Util.. 4.86 % 0.00 %

+0.13 (+0.59%)

USD 0.51B
WUTI:SW SPDR® MSCI World Utiliti.. 4.85 % 0.00 %

N/A

USD 0.05B
ZWU:CA BMO Covered Call Utilitie.. 4.63 % 0.71 %

+0.03 (+0.59%)

CAD 1.81B
FLV American Century ETF Trus.. 4.57 % 0.00 %

+0.29 (+0.59%)

N/A
DIVP The Advisors’ Inner .. 3.63 % 0.00 %

+0.07 (+0.59%)

USD 0.01B
VBLD:AU Vanguard Global Infrastru.. 3.41 % 0.00 %

+0.83 (+0.59%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.24 % 0.00 %

+0.32 (+0.59%)

USD 1.04B
GLIN:AU iShares Core FTSE Global .. 3.21 % 0.00 %

+0.39 (+0.59%)

USD 0.03B
CBUX:XETRA iShares Global Infrastruc.. 3.12 % 0.00 %

N/A

USD 1.47B
INFR:SW iShares Global Infrastruc.. 3.12 % 0.00 %

+0.02 (+0.59%)

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

+0.04 (+0.59%)

N/A
MVUS:SW 2.64 % 0.00 %

N/A

N/A
SPMV:SW 2.64 % 0.00 %

N/A

N/A
WOMV:SW 2.02 % 0.00 %

N/A

N/A
PRA:CA Purpose Diversified Real .. 1.98 % 0.73 %

-0.04 (0.59%)

CAD 0.05B
HEJD VictoryShares Hedged Equi.. 1.53 % 0.00 %

+0.16 (+0.59%)

USD 0.02B
XMU:CA iShares MSCI Min Vol USA .. 1.49 % 0.33 %

-0.29 (0.59%)

CAD 0.33B
ZLU.U:CA 1.36 % 0.33 %

N/A

N/A
LGLV SPDR® SSGA US Large Cap .. 1.06 % 0.12 %

-0.08 (0.59%)

USD 0.78B
ZPRI:F SSgA SPDR ETFs Europe II .. 1.04 % 0.00 %

+0.19 (+0.59%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.04 % 0.00 %

+0.11 (+0.59%)

USD 1.18B
WVOL:AU iShares Edge MSCI World M.. 1.01 % 0.00 %

+0.35 (+0.59%)

USD 0.30B
CDC VictoryShares US EQ Incom.. 0.00 % 0.35 %

+0.02 (+0.59%)

USD 0.82B
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 %

+0.40 (+0.59%)

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

-0.21 (0.59%)

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
IGF iShares Global Infrastruc.. 0.00 % 0.46 %

+0.41 (+0.59%)

USD 4.95B
JXI iShares Global Utilities .. 0.00 % 0.46 %

+0.23 (+0.59%)

N/A
RDIV Invesco S&P Ultra Dividen.. 0.00 % 0.39 %

-0.41 (0.59%)

N/A
CDL VictoryShares US Large Ca.. 0.00 % 0.35 %

+0.14 (+0.59%)

USD 0.36B
LKOR 0.00 % 0.22 %

N/A

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

+0.02 (+0.59%)

USD 1.04B
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 %

-0.48 (0.59%)

N/A
USMR 0.00 % 0.30 %

N/A

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

+0.63 (+0.59%)

N/A
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

+0.21 (+0.59%)

USD 0.04B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.13 (+0.59%)

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

-0.04 (0.59%)

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

+10.75 (+0.59%)

N/A
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+2.75 (+0.59%)

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

N/A

USD 0.51B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

N/A

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

-0.05 (0.59%)

N/A
ULOV:LSE 0.00 % 0.00 %

N/A

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

+0.03 (+0.59%)

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

+0.09 (+0.59%)

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

N/A

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

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

+0.32 (+0.59%)

CAD 1.19B
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

+0.07 (+0.59%)

CAD 0.14B
QINF:CA Mackenzie Global Infrastr.. 0.00 % 0.00 %

-0.84 (0.59%)

CAD 0.01B
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

+0.06 (+0.59%)

USD 0.01B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

-0.09 (0.59%)

USD 8.95M
FLYT 0.00 % 0.00 %

N/A

N/A
XMU-U:CA iShares MSCI Min Vol USA .. 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 11.87% 56% F 66% D+
Dividend Return 4.27% 55% F 60% D-
Total Return 16.14% 56% F 68% D+
Trailing 12 Months  
Capital Gain 12.08% 50% F 67% D+
Dividend Return 4.27% 48% F 59% D-
Total Return 16.35% 50% F 68% D+
Trailing 5 Years  
Capital Gain 20.31% 76% C+ 61% D-
Dividend Return 22.05% 88% B+ 68% D+
Total Return 42.37% 77% C+ 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.43% 83% B 59% D-
Dividend Return 11.10% 78% C+ 62% D
Total Return 3.67% 56% F 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 19.58% 31% F 56% F
Risk Adjusted Return 56.68% 69% C- 71% C-
Market Capitalization 50.96B 94% A 98% 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 42% 44%
Price/Book Ratio 1.72 47% 49%
Price / Cash Flow Ratio 8.47 35% 46%
Price/Free Cash Flow Ratio 11.41 60% 43%
Management Effectiveness  
Return on Equity 8.84% 43% 56%
Return on Invested Capital 5.24% 57% 46%
Return on Assets 2.66% 33% 54%
Debt to Equity Ratio 147.52% 26% 23%

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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 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 book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

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

Low Revenue Growth

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