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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 116.08

Change

-2.07 (-1.75)%

Market Cap

USD 50.96B

Volume

5.55M

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: 2025-03-25 )

Largest Industry Peers for Utilities - Regulated Electric

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PEG Public Service Enterprise Grou..

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PPL PPL Corporation

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EIX Edison International

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PNW Pinnacle West Capital Corp

+1.15 (+1.24%)

USD 11.16B
CMS-PB Consumers Energy Company

-0.93 (-1.16%)

USD 6.62B
ELP Companhia Paranaense de Energi..

-0.05 (-0.68%)

USD 5.28B

ETFs Containing DUK

URAN Themes Uranium & Nuclear .. 8.04 % 0.00 %

-0.50 (-1.88%)

USD 5.34M
IUUS:LSE iShares S&P 500 Utilities.. 7.68 % 0.00 %

+0.07 (+-1.88%)

USD 0.50B
IUSU:LSE iShares V Public Limited .. 7.66 % 0.00 %

+7.00 (+-1.88%)

USD 0.51B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.26 % 0.00 %

+0.60 (+-1.88%)

N/A
XWUS:LSE Xtrackers MSCI World Util.. 5.03 % 0.00 %

+0.34 (+-1.88%)

USD 0.40B
XDWU:SW Xtrackers MSCI World Util.. 4.89 % 0.00 %

+0.33 (+-1.88%)

USD 0.41B
WUTI:SW SPDR® MSCI World Utiliti.. 4.88 % 0.00 %

+1.36 (+-1.88%)

USD 0.04B
FLV American Century ETF Trus.. 4.57 % 0.00 %

-0.49 (-1.88%)

N/A
DIVP The Advisors’ Inner .. 3.95 % 0.00 %

-0.33 (-1.88%)

USD 0.02B
VBLD:AU Vanguard Global Infrastru.. 3.47 % 0.00 %

+0.33 (+-1.88%)

USD 0.33B
BAMD Brookstone Dividend Stock.. 3.32 % 0.00 %

-0.13 (-1.88%)

USD 0.09B
IFRA:AU VanEck FTSE Global Infras.. 3.23 % 0.00 %

+0.03 (+-1.88%)

USD 1.27B
INFR:SW iShares Global Infrastruc.. 3.18 % 0.00 %

+0.12 (+-1.88%)

N/A
GLIN:AU iShares Core FTSE Global .. 3.17 % 0.00 %

+0.02 (+-1.88%)

USD 0.03B
IGF iShares Global Infrastruc.. 3.11 % 0.46 %

+0.08 (+-1.88%)

USD 5.98B
CBUX:XETRA iShares Global Infrastruc.. 3.09 % 0.00 %

-0.02 (-1.88%)

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

-0.08 (-1.88%)

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
HEJD VictoryShares Hedged Equi.. 1.81 % 0.00 %

-0.16 (-1.88%)

USD 0.03B
CDC VictoryShares US EQ Incom.. 1.46 % 0.35 %

-0.19 (-1.88%)

USD 0.78B
ZLU.U:CA 1.36 % 0.33 %

N/A

N/A
INCM Franklin Templeton ETF Tr.. 1.21 % 0.00 %

-0.17 (-1.88%)

USD 0.55B
WVOL:AU iShares Edge MSCI World M.. 0.98 % 0.00 %

+0.25 (+-1.88%)

USD 0.30B
DBIF 0.00 % 0.45 %

N/A

N/A
FHU:CA 0.00 % 0.78 %

N/A

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

+0.39 (+-1.88%)

USD 1.64B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

+0.13 (+-1.88%)

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

+0.03 (+-1.88%)

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
JHMU John Hancock Exchange-Tra.. 0.00 % 0.46 %

+0.14 (+-1.88%)

USD 0.02B
JXI iShares Global Utilities .. 0.00 % 0.46 %

+0.78 (+-1.88%)

N/A
LGLV SPDR® SSGA US Large Cap .. 0.00 % 0.12 %

-0.98 (-1.88%)

USD 0.89B
PRA:CA Purpose Diversified Real .. 0.00 % 0.73 %

N/A

CAD 0.07B
RDIV Invesco S&P Ultra Dividen.. 0.00 % 0.39 %

-0.54 (-1.88%)

N/A
ULVM VictoryShares US Value Mo.. 0.00 % 0.20 %

-1.26 (-1.88%)

USD 0.15B
CDL VictoryShares US Large Ca.. 0.00 % 0.35 %

-0.25 (-1.88%)

USD 0.35B
LKOR FlexShares Credit-Scored .. 0.00 % 0.22 %

+0.33 (+-1.88%)

USD 0.04B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

-0.06 (-1.88%)

USD 0.53B
VSDA VictoryShares Dividend Ac.. 0.00 % 0.35 %

-0.59 (-1.88%)

USD 0.25B
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

+0.01 (+-1.88%)

USD 1.11B
FCUD:CA Fidelity U.S. High Divide.. 0.00 % 0.39 %

-0.46 (-1.88%)

CAD 0.29B
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 %

-0.22 (-1.88%)

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

+1.02 (+-1.88%)

USD 0.02B
USMR 0.00 % 0.30 %

N/A

N/A
USMV iShares MSCI USA Min Vol .. 0.00 % 0.15 %

-0.73 (-1.88%)

USD 23.74B
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

+1.27 (+-1.88%)

N/A
XLU Utilities Select Sector S.. 0.00 % 0.13 %

+0.57 (+-1.88%)

USD 17.53B
XMU:CA iShares MSCI Min Vol USA .. 0.00 % 0.33 %

-0.68 (-1.88%)

CAD 0.35B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

+0.70 (+-1.88%)

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

+0.13 (+-1.88%)

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

-0.01 (-1.88%)

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

+6.75 (+-1.88%)

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

+0.09 (+-1.88%)

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

+0.36 (+-1.88%)

N/A
ULOV:LSE 0.00 % 0.00 %

N/A

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

+0.58 (+-1.88%)

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

+0.39 (+-1.88%)

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

N/A

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

+0.21 (+-1.88%)

USD 0.13B
ZPDU:F SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.21 (+-1.88%)

USD 0.03B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

N/A

USD 1.18B
2B7A:XETRA iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.04 (+-1.88%)

USD 0.24B
IQQI:XETRA iShares Global Infrastruc.. 0.00 % 0.00 %

-0.09 (-1.88%)

N/A
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

-0.24 (-1.88%)

N/A
SM8T:XETRA 0.00 % 0.00 %

N/A

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

+0.26 (+-1.88%)

N/A
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.19 (+-1.88%)

N/A
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.00 % 0.00 %

-0.03 (-1.88%)

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

-0.11 (-1.88%)

CAD 0.15B
QINF:CA Mackenzie Global Infrastr.. 0.00 % 0.00 %

+0.79 (+-1.88%)

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

+0.20 (+-1.88%)

USD 0.02B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

-0.02 (-1.88%)

USD 9.39M
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 7.74% 65% D 84% B
Dividend Return 0.97% 52% F 50% F
Total Return 8.71% 65% D 85% B
Trailing 12 Months  
Capital Gain 23.92% 67% D+ 88% B+
Dividend Return 4.44% 53% F 67% D+
Total Return 28.37% 69% C- 89% A-
Trailing 5 Years  
Capital Gain 42.97% 71% C- 49% F
Dividend Return 24.63% 67% D+ 61% D-
Total Return 67.61% 69% C- 48% F
Average Annual (5 Year Horizon)  
Capital Gain 8.68% 77% C+ 61% D-
Dividend Return 12.36% 71% C- 64% D
Total Return 3.68% 55% F 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 19.51% 31% F 55% F
Risk Adjusted Return 63.37% 69% C- 75% 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 39% 39%
Price/Book Ratio 1.84 36% 44%
Price / Cash Flow Ratio 7.38 38% 51%
Price/Free Cash Flow Ratio 11.77 57% 40%
Management Effectiveness  
Return on Equity 9.08% 43% 57%
Return on Invested Capital 5.58% 43% 50%
Return on Assets 2.72% 48% 54%
Debt to Equity Ratio 152.29% 35% 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:
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 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