DUK-PA:NYE-Duke Energy Corporation (USD)

PREFERRED STOCK | Utilities - Regulated Electric |

Last Closing

USD 24.335

Change

0.00 (0.00)%

Market Cap

USD 61.85B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-12 )

Largest Industry Peers for Utilities - Regulated Electric

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

+0.84 (+2.19%)

USD 103.76B
DUK Duke Energy Corporation

+1.66 (+1.40%)

USD 92.42B
NGG National Grid PLC ADR

+1.33 (+1.95%)

USD 61.85B
PEG Public Service Enterprise Grou..

+1.53 (+1.86%)

USD 41.53B
AEE Ameren Corp

+1.48 (+1.52%)

USD 26.35B
PPL PPL Corporation

+0.71 (+2.04%)

USD 25.83B
EIX Edison International

+1.12 (+2.00%)

USD 22.69B
PNW Pinnacle West Capital Corp

+1.80 (+1.96%)

USD 11.16B
CMS-PB Consumers Energy Company

+0.26 (+0.32%)

USD 6.62B
ELPC Companhia Paranaense de Energi..

+0.22 (+3.38%)

USD 5.42B

ETFs Containing DUK-PA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.18% 41% F 77% C+
Dividend Return 1.47% 92% A 64% D
Total Return 1.29% 41% F 82% B
Trailing 12 Months  
Capital Gain -2.31% 16% F 48% F
Dividend Return 5.77% 88% B+ 78% C+
Total Return 3.46% 22% F 57% F
Trailing 5 Years  
Capital Gain -8.38% 23% F 28% F
Dividend Return 27.06% 82% B 67% D+
Total Return 18.68% 29% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -2.52% 22% F 23% F
Dividend Return 2.64% 28% F 36% F
Total Return 5.16% 85% B 83% B
Risk Return Profile  
Volatility (Standard Deviation) 5.14% 100% F 91% A-
Risk Adjusted Return 51.38% 50% F 65% D
Market Capitalization 61.85B 89% A- 97% N/A

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.