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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 96.09

Change

+2.42 (+2.58)%

Market Cap

USD 50.96B

Volume

3.17M

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: 2024-03-27 )

Largest Industry Peers for Utilities - Regulated Electric

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

-0.91 (-1.36%)

USD 131.72B
NEE-PR Nextera Energy Inc

-0.61 (-1.50%)

USD 103.76B
SO Southern Company

-1.16 (-1.56%)

USD 76.27B
DUK-PA Duke Energy Corporation

-0.03 (-0.12%)

USD 62.15B
NGG National Grid PLC ADR

-0.45 (-0.67%)

USD 48.36B
PCG PG&E Corp

-0.04 (-0.23%)

USD 44.06B
D Dominion Energy Inc

-0.52 (-1.02%)

USD 40.68B
PEG Public Service Enterprise Grou..

-0.27 (-0.40%)

USD 33.17B
ED Consolidated Edison Inc

-1.18 (-1.25%)

USD 30.97B
EIX Edison International

-0.99 (-1.39%)

USD 27.24B

ETFs Containing DUK

SXLU:SW SPDR S&P U.S. Utilities S.. 7.77 % 0.00 %

+0.25 (+0.32%)

N/A
FUTY Fidelity® MSCI Utilities.. 6.81 % 0.08 %

-0.47 (0.32%)

USD 1.13B
IDU iShares U.S. Utilities ET.. 6.40 % 0.43 %

-0.87 (0.32%)

USD 0.87B
XDWU:SW Xtrackers MSCI World Util.. 4.86 % 0.00 %

+0.10 (+0.32%)

USD 0.13B
WUTI:SW SPDR® MSCI World Utiliti.. 4.71 % 0.00 %

+0.35 (+0.32%)

USD 0.02B
QINF:CA Mackenzie Global Infrastr.. 4.30 % 0.00 %

+0.18 (+0.32%)

CAD 8.69M
HDLB ETRACS Monthly Pay 2xLeve.. 3.27 % 0.00 %

-0.02 (0.32%)

USD 0.01B
TINF:CA TD Active Global Infrastr.. 3.27 % 0.00 %

-0.01 (0.32%)

CAD 0.11B
IFRA:AU VanEck FTSE Global Infras.. 3.26 % 0.00 %

-0.09 (0.32%)

USD 0.84B
VBLD:AU Vanguard Global Infrastru.. 3.18 % 0.00 %

-0.30 (0.32%)

USD 0.33B
GLIN:AU iShares Core FTSE Global .. 3.09 % 0.00 %

-0.10 (0.32%)

USD 0.03B
CBUX:XETRA iShares Global Infrastruc.. 2.89 % 0.00 %

+0.01 (+0.32%)

USD 1.48B
INFR:SW iShares Global Infrastruc.. 2.89 % 0.00 %

+0.12 (+0.32%)

N/A
FDV First Trust Capital Stren.. 2.88 % 0.00 %

-0.09 (0.32%)

USD 0.09B
SIXA 6 Meridian Mega Cap Equit.. 2.71 % 0.00 %

+0.13 (+0.32%)

USD 0.23B
MVUS:SW 2.64 % 0.00 %

N/A

N/A
SPMV:SW 2.64 % 0.00 %

N/A

N/A
SIXH ETC 6 Meridian Hedged Equ.. 2.58 % 0.00 %

+0.11 (+0.32%)

USD 0.39B
WOMV:SW 2.02 % 0.00 %

N/A

N/A
ZLU.U:CA 1.36 % 0.33 %

N/A

N/A
WVOL:AU iShares Edge MSCI World M.. 0.92 % 0.00 %

-0.18 (0.32%)

USD 0.30B
PFF iShares Preferred and Inc.. 0.66 % 0.46 %

+0.05 (+0.32%)

USD 14.16B
CDC VictoryShares US EQ Incom.. 0.00 % 0.35 %

-0.35 (0.32%)

USD 0.90B
DBIF 0.00 % 0.45 %

N/A

N/A
FHU:CA First Trust AlphaDEX U.S... 0.00 % 0.78 %

N/A

CAD 3.53M
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

-0.15 (0.32%)

USD 0.40B
GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

+0.01 (+0.32%)

USD 1.93B
HDLV 0.00 % 0.00 %

N/A

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

-0.13 (0.32%)

USD 3.50B
JHMU John Hancock Multifactor .. 0.00 % 0.46 %

+0.04 (+0.32%)

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

-0.36 (0.32%)

USD 0.12B
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

-0.30 (0.32%)

USD 0.04B
RDIV Invesco S&P Ultra Dividen.. 0.00 % 0.39 %

N/A

USD 0.74B
CDL VictoryShares US Large Ca.. 0.00 % 0.35 %

-0.30 (0.32%)

USD 0.35B
LKOR 0.00 % 0.22 %

N/A

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

+0.01 (+0.32%)

USD 0.84B
FCUD:CA Fidelity U.S. High Divide.. 0.00 % 0.39 %

+0.07 (+0.32%)

CAD 0.22B
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 AGFiQ Global Infrastructu.. 0.00 % 0.00 %

N/A

USD 3.80M
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 %

+0.25 (+0.32%)

USD 0.86M
UPW ProShares Ultra Utilities 0.00 % 0.95 %

-1.25 (0.32%)

USD 0.01B
USMR 0.00 % 0.30 %

N/A

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

-1.65 (0.32%)

USD 5.13B
XLU Utilities Select Sector S.. 0.00 % 0.13 %

-0.73 (0.32%)

USD 12.36B
ZWU:CA BMO Covered Call Utilitie.. 0.00 % 0.71 %

-0.10 (0.32%)

CAD 1.75B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

-0.86 (0.32%)

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

+0.17 (+0.32%)

USD 1.18B
IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

-0.02 (0.32%)

USD 1.45B
INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+8.00 (+0.32%)

USD 1.50B
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+0.38 (+0.32%)

USD 0.25B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

-0.04 (0.32%)

USD 0.25B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.12 (+0.32%)

USD 1.18B
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

-0.23 (0.32%)

USD 0.03B
ULOV:LSE 0.00 % 0.00 %

N/A

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

-0.11 (0.32%)

USD 0.02B
XDWU:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

-0.08 (0.32%)

USD 0.13B
IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

+0.05 (+0.32%)

USD 1.44B
XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

-0.06 (0.32%)

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

-0.16 (0.32%)

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

+0.21 (+0.32%)

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

-0.02 (0.32%)

USD 0.24B
IQQI:XETRA 0.00 % 0.00 %

N/A

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

+0.43 (+0.32%)

USD 4.09B
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.03 (+0.32%)

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

-0.11 (0.32%)

USD 0.03B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.24 (+0.32%)

USD 1.18B
RIIN:CA Russell Investments Globa.. 0.00 % 0.00 %

N/A

CAD 1.19B
FLYT 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 -0.98% 46% F 27% F
Dividend Return 1.06% 50% F 56% F
Total Return 0.08% 49% F 28% F
Trailing 12 Months  
Capital Gain -0.19% 65% D 29% F
Dividend Return 4.24% 62% D 61% D-
Total Return 4.05% 59% D- 29% F
Trailing 5 Years  
Capital Gain 6.77% 73% C 50% F
Dividend Return 21.78% 81% B- 76% C+
Total Return 28.55% 73% C 52% F
Average Annual (5 Year Horizon)  
Capital Gain 1.46% 67% D+ 49% F
Dividend Return 5.54% 69% C- 54% F
Total Return 4.08% 70% C- 74% C
Risk Return Profile  
Volatility (Standard Deviation) 12.82% 72% C 74% C
Risk Adjusted Return 43.21% 75% C 70% 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 51% 50%
Price/Book Ratio 1.49 52% 53%
Price / Cash Flow Ratio 7.16 53% 50%
Price/Free Cash Flow Ratio 10.98 45% 37%
Management Effectiveness  
Return on Equity 8.49% 39% 51%
Return on Invested Capital 5.26% 33% 46%
Return on Assets 2.54% 33% 50%
Debt to Equity Ratio 147.52% 41% 21%

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 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 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

Low Dividend Growth

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