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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 97.71

Change

0.00 (0.00)%

Market Cap

USD 50.96B

Volume

1.99M

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: 2024-04-27 )

Largest Industry Peers for Utilities - Regulated Electric

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

N/A

USD 147.82B
NEE-PR Nextera Energy Inc

N/A

USD 103.76B
SO Southern Company

N/A

USD 84.81B
DUK-PA Duke Energy Corporation

N/A

USD 61.11B
NGG National Grid PLC ADR

N/A

USD 48.36B
PCG PG&E Corp

N/A

USD 44.06B
D Dominion Energy Inc

N/A

USD 43.69B
PEG Public Service Enterprise Grou..

N/A

USD 36.14B
ED Consolidated Edison Inc

N/A

USD 33.72B
EIX Edison International

N/A

USD 28.41B

ETFs Containing DUK

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

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USD 4.09B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.69 % 0.00 %

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ZPDU:F SPDR S&P U.S. Utilities S.. 7.67 % 0.00 %

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USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.67 % 0.00 %

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USD 0.03B
2B7A:XETRA iShares S&P 500 Utilities.. 7.66 % 0.00 %

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USD 0.24B
XLU Utilities Select Sector S.. 7.61 % 0.13 %

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USD 12.95B
IUSU:LSE iShares V Public Limited .. 7.38 % 0.00 %

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USD 0.28B
IUUS:LSE iShares S&P 500 Utilities.. 7.31 % 0.00 %

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USD 0.28B
UPW ProShares Ultra Utilities 5.61 % 0.95 %

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USD 0.01B
WUTI:LSE SPDR® MSCI World Utiliti.. 4.77 % 0.00 %

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USD 0.02B
WUTI:SW SPDR® MSCI World Utiliti.. 4.74 % 0.00 %

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USD 0.30M
XDWU:LSE db x-trackers MSCI World .. 4.73 % 0.00 %

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USD 0.17B
XDWU:F Xtrackers (IE) Public Lim.. 4.73 % 0.00 %

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USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 4.73 % 0.00 %

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USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 4.73 % 0.00 %

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USD 0.25M
XWUS:LSE Xtrackers MSCI World Util.. 4.73 % 0.00 %

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USD 0.18B
DIVP The Advisors’ Inner .. 3.95 % 0.00 %

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USD 6.48M
IFRA:AU VanEck FTSE Global Infras.. 3.38 % 0.00 %

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USD 0.84B
RSPU Invesco S&P 500® Equal.. 3.31 % 0.00 %

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USD 0.25B
VBLD:AU Vanguard Global Infrastru.. 3.25 % 0.00 %

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USD 0.33B
GII SPDR® S&P Global Infrast.. 3.11 % 0.40 %

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USD 0.41B
GLIN:AU iShares Core FTSE Global .. 3.09 % 0.00 %

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USD 0.03B
IQQI:F iShares Global Infrastruc.. 3.08 % 0.00 %

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USD 1.48B
IDIN:LSE iShares Global Infrastruc.. 3.07 % 0.00 %

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USD 1.44B
INFR:LSE iShares Global Infrastruc.. 3.05 % 0.00 %

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USD 1.43B
FDV First Trust Capital Stren.. 2.98 % 0.00 %

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USD 0.09B
CBUX:XETRA iShares Global Infrastruc.. 2.95 % 0.00 %

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USD 1.48B
INFR:SW iShares Global Infrastruc.. 2.95 % 0.00 %

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RIIN:CA Russell Investments Globa.. 2.73 % 0.00 %

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CAD 1.19B
MVUS:SW 2.64 % 0.00 %

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SPMV:SW 2.64 % 0.00 %

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WOMV:SW 2.02 % 0.00 %

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ZLU.U:CA 1.36 % 0.33 %

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GIN:LSE SPDR Morningstar Multi-As.. 0.98 % 0.00 %

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USD 1.17B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.98 % 0.00 %

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USD 1.17B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.98 % 0.00 %

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USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.98 % 0.00 %

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USD 1.18B
WVOL:AU iShares Edge MSCI World M.. 0.95 % 0.00 %

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

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

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USD 0.86B
DBIF 0.00 % 0.45 %

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

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CAD 3.53M
FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

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USD 1.13B
GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

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USD 2.02B
HDLV 0.00 % 0.00 %

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IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

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USD 0.87B
IGF iShares Global Infrastruc.. 0.00 % 0.46 %

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USD 3.56B
JHMU John Hancock Multifactor .. 0.00 % 0.46 %

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

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USD 0.13B
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

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

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USD 0.74B
ULVM VictoryShares US Value Mo.. 0.00 % 0.20 %

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

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USD 0.34B
LKOR 0.00 % 0.22 %

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PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

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

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CAD 0.22B
XLUY 0.00 % 0.00 %

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FCLH:CA 0.00 % 0.43 %

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FCUL:CA 0.00 % 0.00 %

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GLIF AGFiQ Global Infrastructu.. 0.00 % 0.00 %

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USD 3.76M
RWU.B:CA 0.00 % 0.72 %

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SCIU 0.00 % 0.19 %

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SDP ProShares UltraShort Util.. 0.00 % 0.95 %

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USD 0.76M
USMR 0.00 % 0.30 %

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VPU Vanguard Utilities Index .. 0.00 % 0.10 %

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USD 5.13B
ZWU:CA BMO Covered Call Utilitie.. 0.00 % 0.71 %

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

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USD 0.04B
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

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USD 0.03B
ULOV:LSE 0.00 % 0.00 %

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IQQI:XETRA 0.00 % 0.00 %

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TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

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CAD 0.11B
QINF:CA Mackenzie Global Infrastr.. 0.00 % 0.00 %

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

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USD 0.01B
FLYT 0.00 % 0.00 %

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SIXA 6 Meridian Mega Cap Equit.. 0.00 % 0.00 %

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USD 0.23B
SIXH ETC 6 Meridian Hedged Equ.. 0.00 % 0.00 %

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USD 0.39B

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 0.69% 53% F 48% F
Dividend Return 1.06% 47% F 51% F
Total Return 1.75% 56% F 47% F
Trailing 12 Months  
Capital Gain -1.18% 72% C 35% F
Dividend Return 4.13% 70% C- 61% D-
Total Return 2.94% 75% C 36% F
Trailing 5 Years  
Capital Gain 9.08% 72% C 53% F
Dividend Return 21.88% 83% B 77% C+
Total Return 30.96% 69% C- 56% F
Average Annual (5 Year Horizon)  
Capital Gain 1.57% 67% D+ 47% F
Dividend Return 5.65% 69% C- 52% F
Total Return 4.08% 70% C- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.75% 69% C- 74% C
Risk Adjusted Return 44.29% 81% B- 68% D+
Market Capitalization 50.96B 91% 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 42% 47%
Price/Book Ratio 1.57 50% 52%
Price / Cash Flow Ratio 7.48 48% 48%
Price/Free Cash Flow Ratio 11.26 47% 37%
Management Effectiveness  
Return on Equity 8.49% 37% 52%
Return on Invested Capital 5.26% 37% 46%
Return on Assets 2.54% 31% 51%
Debt to Equity Ratio 147.52% 43% 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.

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.

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

Low Dividend Growth

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