DUK:NYE-Duke Energy Corporation (USD)

COMMON STOCK | Utilities—Regulated Electric | NYE

Last Closing Price

USD 102.43

Change

0.00 (0.00)%

Market Cap

USD 74.67B

Volume

3.52M

Average Target Price

USD 96.94 (-5.36%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Duke Energy Corporation operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest; and uses coal, hydroelectric, natural gas, oil, renewable sources, and nuclear fuel to generate electricity. It also engages in the wholesale of electricity to municipalities, electric cooperative utilities, and other load-serving entities. This segment serves approximately 7.7 million retail electric customers in 6 states in the Southeast and Midwest regions of the United States covering a service territory of approximately 95,000 square miles; and owns approximately 50,880 megawatts (MW) of generation capacity. The Gas Utilities and Infrastructure segment distributes natural gas to residential, commercial, industrial, and power generation natural gas customers; and owns, operates, and invests in various pipeline transmission and natural gas storage facilities. It has approximately 1.6 million customers, including 1.1 million customers located in North Carolina, South Carolina, and Tennessee, as well as 531,000 customers located in southwestern Ohio and northern Kentucky. The Commercial Renewables segment acquires, owns, builds, develops, and operates wind and solar renewable generation projects, including non regulated renewable energy and energy storage services to utilities, electric cooperatives, municipalities, and commercial and industrial customers. This segment has 21 wind and 100 solar facilities and 1 battery storage facility with a capacity of 2,991 MW across 19 states. The company was formerly known as Duke Energy Holding Corp. and changed its name to Duke Energy Corporation in April 2005. Duke Energy Corporation was incorporated in 2005 and is headquartered in Charlotte, North Carolina.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-02-22 )

Largest Industry Peers for Utilities—Regulated Electric

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
NEE NextEra Energy, Inc

N/A

USD135.73B 35.77 18.35
SO The Southern Company

N/A

USD72.35B 15.33 13.99
DUK-PA Duke Energy Corporation

N/A

USD69.15B 5.54 8.39
AEP American Electric Power Compan..

N/A

USD50.24B 26.21 15.71
WEC WEC Energy Group, Inc

N/A

USD32.33B 28.63 18.38
ES Eversource Energy

N/A

USD31.67B 34.15 17.50
ED Consolidated Edison, Inc

N/A

USD29.98B 22.10 12.13
EIX Edison International

N/A

USD27.82B 42.70 13.44
PPL PPL Corporation

N/A

USD27.35B 15.03 11.21
DTE DTE Energy Company

N/A

USD25.94B 21.40 16.48

ETFs Containing DUK

Symbol Name Weight Mer Price(Change) Market Cap
NLR VanEck Vectors Uranium+Nu.. 8.12 % 0.60 %

N/A

USD0.02B
SXLU:LSE SPDR S&P U.S. Utiliti.. 7.86 % 0.15 %

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USD0.03B
IUUS:LSE iShares S&P 500 Utilities.. 7.85 % 0.15 %

N/A

USD0.05B
ZPDU:F SPDR S&P U.S. Utiliti.. 7.48 % 0.15 %

N/A

USD0.02B
ZPDU:XETRA SPDR S&P U.S. Utiliti.. 7.48 % 0.15 %

N/A

USD0.02B
IUSU:XETRA iShares S&P 500 Utili.. 7.48 % 0.15 %

N/A

USD0.05B
2B7A:XETRA iShares S&P 500 Utili.. 7.48 % 0.15 %

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USD0.05B
IUSU:LSE iShares S&P 500 Utili.. 7.48 % 0.15 %

N/A

USD0.05B
XLU Utilities Select Sector S.. 7.44 % 0.13 %

N/A

USD11.82B
SDP ProShares UltraShort Util.. 6.69 % 0.95 %

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USD5.03M
IDU iShares U.S. Utilities ET.. 6.67 % 0.42 %

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USD1.02B
UPW ProShares Ultra Utilities 6.54 % 0.95 %

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USD0.04B
VPU Vanguard Utilities Index .. 6.48 % 0.10 %

N/A

USD6.28B
FUTY Fidelity MSCI Utilities I.. 6.48 % 0.08 %

N/A

USD1.02B
ZWU:CA BMO Covered Call Utilitie.. 5.16 % 0.65 %

N/A

USD0.93B
UTSL Direxion Daily Utilities .. 4.82 % 1.07 %

N/A

USD0.01B
HDLV UBS ETRACS Monthly Pay 2x.. 4.81 % 0.85 %

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USD0.02B
XDWU:LSE Xtrackers MSCI World Util.. 4.74 % 0.30 %

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USD0.15B
WUTI:LSE SPDR MSCI World Utilities.. 4.69 % 0.30 %

N/A

USD0.05B
JXI iShares Global Utilities .. 4.55 % 0.46 %

N/A

USD0.19B
XDWU:F Xtrackers MSCI World Util.. 4.39 % 0.30 %

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USD0.10B
XDWU:XETRA Xtrackers MSCI World Util.. 4.39 % 0.30 %

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USD0.10B
FHU:CA First Trust AlphaDEX U.S... 4.01 % 0.70 %

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USD2.71M
FXU First Trust Utilities Alp.. 3.86 % 0.63 %

N/A

USD1.25B
HUTL:CA Harvest Equal Weight Glob.. 3.58 % 0.50 %

N/A

USD0.02B
FCUL:CA Fidelity U.S. Low Volatil.. 3.57 % 0.00 %

N/A

USD0.04B
FCLH:CA Fidelity U.S. Low Volatil.. 3.52 % 0.43 %

N/A

USD0.02B
XLUY Cushing Utility & MLP ETF 3.51 % 0.65 %

N/A

USD1.07M
PFXF VanEck Vectors Preferred .. 3.35 % 0.41 %

N/A

USD0.81B
PXLV Invesco S&P 500 Value.. 3.29 % 0.39 %

N/A

USD0.06B
INFR:LSE iShares Global Infras ETF.. 3.11 % 0.65 %

N/A

USD0.58B
IQQI:F iShares Global Infrastruc.. 2.92 % 0.65 %

N/A

USD0.86B
IQQI:XETRA iShares Global Infrastruc.. 2.92 % 0.65 %

N/A

USD0.86B
IDIN:LSE iShares Global Infrastruc.. 2.92 % 0.65 %

N/A

USD0.86B
GII SPDR S&P Global Infrastru.. 2.79 % 0.40 %

N/A

USD0.43B
IGF iShares Global Infrastruc.. 2.77 % 0.46 %

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USD3.60B
OSX2:XETRA Ossiam US Minimum Varianc.. 2.64 % 0.65 %

N/A

N/A
MVUS:PA Ossiam US Minimum Varianc.. 2.64 % 0.65 %

N/A

N/A
PSK SPDR Wells Fargo Preferre.. 2.56 % 0.45 %

N/A

USD1.17B
LVHD Legg Mason Low Volatility.. 2.53 % 0.27 %

N/A

USD0.92B
IBCY:XETRA iShares Edge MSCI USA Mul.. 2.40 % 0.35 %

N/A

USD0.11B
UFSD:LSE iShares Edge MSCI USA Mul.. 2.40 % 0.35 %

N/A

USD0.11B
IBCY:F iShares Edge MSCI USA Mul.. 2.40 % 0.35 %

N/A

USD0.11B
XFS:CA iShares Edge MSCI Multifa.. 2.40 % 0.51 %

N/A

USD0.09B
XFA:CA iShares Edge MSCI Multifa.. 2.40 % 0.51 %

N/A

USD0.04B
FSUS:LSE iShares Edge MSCI USA Mul.. 2.40 % 0.35 %

N/A

USD0.11B
LRGF iShares Edge MSCI Multifa.. 2.23 % 0.20 %

N/A

USD0.94B
OSXA:XETRA Ossiam World Minimum Vari.. 2.02 % 0.65 %

N/A

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OSXA:F Ossiam World Minimum Vari.. 1.89 % 0.65 %

N/A

N/A
WOMV:PA Ossiam World Minimum Vari.. 1.89 % 0.65 %

N/A

N/A
CDL VictoryShares US Large Ca.. 1.52 % 0.35 %

N/A

USD0.34B
CDC VictoryShares US EQ Incom.. 1.52 % 0.35 %

N/A

USD0.68B
SPY1:XETRA SPDR S&P 500 Low Vola.. 1.32 % 0.35 %

N/A

USD0.37B
ZLU-U:CA BMO Low Volatility US Equ.. 1.32 % 0.30 %

N/A

N/A
ZLU:CA BMO Low Volatility US Equ.. 1.32 % 0.30 %

N/A

USD0.97B
SPLV Invesco S&P 500 Low Volat.. 1.27 % 0.25 %

N/A

USD12.43B
USLV:LSE SPDR S&P 500 Low Vola.. 1.27 % 0.35 %

N/A

USD0.37B
LOWV:LSE SPDR S&P 500 Low Vola.. 1.22 % 0.35 %

N/A

USD0.55B
DFU:CA Desjardins USA Multifacto.. 1.21 % 0.59 %

N/A

USD0.04B
RWU:CA CI First Asset MSCI USA L.. 1.17 % 0.67 %

N/A

USD0.05B
RWU-B:CA CI First Asset MSCI USA L.. 1.17 % 0.72 %

N/A

N/A
JIGB JPMorgan Corporate Bond R.. 1.16 % 0.14 %

N/A

USD0.03B
SCIU Global X Scientific Beta .. 1.08 % 0.19 %

N/A

USD0.09B
MAGI:LSE SPDR Morningstar Multi-As.. 0.99 % 0.40 %

N/A

USD0.75B
ZPRI:F SPDR Morningstar Multi-As.. 0.97 % 0.40 %

N/A

USD0.84B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.97 % 0.40 %

N/A

USD0.84B
GIN:LSE SPDR Morningstar Multi-As.. 0.92 % 0.40 %

N/A

USD0.84B
UBUV:XETRA UBS (Irl) ETF plc - Facto.. 0.91 % 0.35 %

N/A

N/A
UBUV:F UBS (Irl) ETF plc - Facto.. 0.91 % 0.35 %

N/A

N/A
UBUR:F UBS (Irl) ETF plc - Facto.. 0.91 % 0.25 %

N/A

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UBUR:XETRA UBS (Irl) ETF plc - Facto.. 0.91 % 0.25 %

N/A

N/A
UC95:LSE UBS (Irl) ETF plc - Facto.. 0.88 % 0.25 %

N/A

N/A
ULOV:LSE UBS (Irl) ETF plc - Facto.. 0.80 % 0.35 %

N/A

N/A
NUAG Nuveen Enhanced Yield U.S.. 0.73 % 0.20 %

N/A

USD0.15B
SMRT:PA Amundi Index Solutions - .. 0.73 % 0.00 %

N/A

N/A
SMRU:LSE Amundi Index Solutions - .. 0.66 % 0.00 %

N/A

N/A
RBUS Nationwide Risk-Based U.S.. 0.60 % 0.30 %

N/A

USD0.12B
CFO VictoryShares US 500 Enha.. 0.32 % 0.35 %

N/A

USD0.70B
CFA VictoryShares US 500 Vola.. 0.32 % 0.35 %

N/A

USD0.90B
SPMV:PA Ossiam US Minimum Varianc.. 0.00 % 0.65 %

N/A

N/A
VMOM:LSE Vanguard Global Momentum .. 0.00 % 0.00 %

N/A

USD0.06B
VDMO:LSE Vanguard Global Momentum .. 0.00 % 0.00 %

N/A

USD0.05B
SM8T:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

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

N/A

USD2.89B
SPY1:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

N/A

N/A
OSX2:F Ossiam US Minimum Varianc.. 0.00 % 0.65 %

N/A

N/A
SMRG:LSE Amundi Cash Institutions .. 0.00 % 0.00 %

N/A

N/A
USMV:LSE Ossiam US Minimum Varianc.. 0.00 % 0.65 %

N/A

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 12.30% 89% B+ 91% A-
Dividend Return 1.04% 100% A+ 64% D
Total Return 13.34% 92% A- 92% A-
Trailing 12 Months  
Capital Gain 13.93% 57% F 71% C-
Dividend Return 4.18% 86% B 77% C+
Total Return 18.11% 57% F 73% C
Trailing 5 Years  
Capital Gain 30.14% 32% F 69% D+
Dividend Return 22.39% 86% B 75% C
Total Return 52.52% 35% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 5.92% 29% F 64% D
Dividend Return 4.42% 88% B+ 76% C
Total Return 10.34% 31% F 69% D+
Risk Return Profile  
Volatility (Standard Deviation) 8.60% 91% A- 77% C+
Risk Adjusted Return 120.22% 57% F 89% B+
Market Capitalization 74.67B 97% A+ 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Utilities—Regulated Electric)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.25 58% F 39% F
Price/Book Ratio 1.67 67% D+ 49% F
Price / Cash Flow Ratio 9.10 69% D+ 48% F
EV/EBITDA 12.94 54% F 37% F
Management Effectiveness  
Return on Equity 7.80% 26% F 47% F
Return on Invested Capital 5.20% 23% F 42% F
Return on Assets 2.34% 33% F 46% F
Debt to Equity Ratio 120.68% 36% F 30% F
Technical Ratios  
Short Ratio 13.04 6% F 5% F
Short Percent 5.41% 41% F 59% F
Beta 0.16 76% C 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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.

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.

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.

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:
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.

Poor return on equity

The company management has delivered below median return on equity 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 assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Higly 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.

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.