Duke Energy (Germany) Performance
| D2MN Stock | EUR 104.00 0.62 0.59% |
The firm shows a Beta (market volatility) of 0.51, which means possible diversification benefits within a given portfolio. As returns on the market increase, Duke Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Duke Energy is expected to be smaller as well. At this point, Duke Energy has a negative expected return of -0.003%. Please make sure to confirm Duke Energy's jensen alpha, sortino ratio, and the relationship between the standard deviation and total risk alpha , to decide if Duke Energy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Duke Energy has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable primary indicators, Duke Energy is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 520 M |
Duke |
Duke Energy Relative Risk vs. Return Landscape
If you would invest 10,473 in Duke Energy on September 14, 2024 and sell it today you would lose (73.00) from holding Duke Energy or give up 0.7% of portfolio value over 90 days. Duke Energy is producing return of less than zero assuming 1.2688% volatility of returns over the 90 days investment horizon. Simply put, 11% of all stocks have less volatile historical return distribution than Duke Energy, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Duke Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Duke Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Duke Energy, and traders can use it to determine the average amount a Duke Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0024
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| Negative Returns | D2MN |
Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Duke Energy is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Duke Energy by adding Duke Energy to a well-diversified portfolio.
Duke Energy Fundamentals Growth
Duke Stock prices reflect investors' perceptions of the future prospects and financial health of Duke Energy, and Duke Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Duke Stock performance.
| Return On Equity | 0.0759 | |||
| Return On Asset | 0.0233 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.23 % | |||
| Current Valuation | 147.04 B | |||
| Shares Outstanding | 770.06 M | |||
| Price To Earning | 59.35 X | |||
| Price To Book | 1.63 X | |||
| Price To Sales | 2.69 X | |||
| Revenue | 28.77 B | |||
| EBITDA | 12.36 B | |||
| Cash And Equivalents | 419 M | |||
| Cash Per Share | 0.55 X | |||
| Total Debt | 67.06 B | |||
| Debt To Equity | 1.35 % | |||
| Book Value Per Share | 61.66 X | |||
| Cash Flow From Operations | 5.93 B | |||
| Earnings Per Share | 4.66 X | |||
| Total Asset | 178.09 B | |||
About Duke Energy Performance
By analyzing Duke Energy's fundamental ratios, stakeholders can gain valuable insights into Duke Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Duke Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Duke Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. The company was incorporated in 2005 and is headquartered in Charlotte, North Carolina. DUKE EN operates under UtilitiesRegulated Electric classification in Germany and is traded on Frankfurt Stock Exchange. It employs 27535 people.Things to note about Duke Energy performance evaluation
Checking the ongoing alerts about Duke Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Duke Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Duke Energy generated a negative expected return over the last 90 days | |
| Duke Energy has accumulated 67.06 B in total debt with debt to equity ratio (D/E) of 1.35, which is about average as compared to similar companies. Duke Energy has a current ratio of 0.54, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Duke Energy until it has trouble settling it off, either with new capital or with free cash flow. So, Duke Energy's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Duke Energy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Duke to invest in growth at high rates of return. When we think about Duke Energy's use of debt, we should always consider it together with cash and equity. | |
| About 65.0% of Duke Energy shares are held by institutions such as insurance companies |
- Analyzing Duke Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Duke Energy's stock is overvalued or undervalued compared to its peers.
- Examining Duke Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Duke Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Duke Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Duke Energy's stock. These opinions can provide insight into Duke Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Duke Stock analysis
When running Duke Energy's price analysis, check to measure Duke Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Duke Energy is operating at the current time. Most of Duke Energy's value examination focuses on studying past and present price action to predict the probability of Duke Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Duke Energy's price. Additionally, you may evaluate how the addition of Duke Energy to your portfolios can decrease your overall portfolio volatility.
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