Is Duke Energy Stock a Good Investment?
Duke Energy Investment Advice | DUK |
- Examine Duke Energy's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Duke Energy's leadership team and their track record. Good management can help Duke Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electric Utilities space and any emerging trends that could impact Duke Energy's business and its evolving consumer preferences.
- Compare Duke Energy's performance and market position to its competitors. Analyze how Duke Energy is positioned in terms of product offerings, innovation, and market share.
- Check if Duke Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Duke Energy's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Duke Energy stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Duke Energy is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Duke Energy Stock
Researching Duke Energy's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 67.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.76. Some equities with similar Price to Book (P/B) outperform the market in the long run. Duke Energy has Price/Earnings To Growth (PEG) ratio of 2.45. The entity recorded earning per share (EPS) of 5.7. The firm last dividend was issued on the 14th of February 2025. Duke Energy had 1:3 split on the 3rd of July 2012.
To determine if Duke Energy is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Duke Energy's research are outlined below:
| Duke Energy generated a negative expected return over the last 90 days | |
| Duke Energy has 80.46 B in debt with debt to equity (D/E) ratio of 1.38, which is OK given its current industry classification. Duke Energy has a current ratio of 0.69, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Duke to invest in growth at high rates of return. | |
| Duke Energy has a strong financial position based on the latest SEC filings | |
| About 67.0% of Duke Energy shares are held by institutions such as insurance companies | |
| Latest headline from washingtonexaminer.com: Daily on Energy Quote of the week, layoffs hit energy agencies, and the national energy council |
Duke Energy Quarterly Good Will |
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Duke Energy uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Duke Energy. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Duke Energy's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Duke Energy's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Duke Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2012-02-16 | 2011-12-31 | 0.64 | 0.72 | 0.08 | 12 | ||
2010-02-12 | 2009-12-31 | 0.76 | 0.84 | 0.08 | 10 | ||
2008-02-05 | 2007-12-31 | 0.72 | 0.81 | 0.09 | 12 | ||
2011-05-03 | 2011-03-31 | 1.05 | 1.17 | 0.12 | 11 | ||
2010-05-04 | 2010-03-31 | 0.96 | 1.08 | 0.12 | 12 | ||
2009-05-05 | 2009-03-31 | 0.96 | 0.84 | -0.12 | 12 | ||
1998-07-22 | 1998-06-30 | 1.02 | 1.14 | 0.12 | 11 | ||
2014-08-07 | 2014-06-30 | 0.98 | 1.11 | 0.13 | 13 |
Duke Energy Target Price Consensus
Duke target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Duke Energy's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 20 | Buy |
Most Duke analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Duke stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Duke Energy, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationDuke Energy Target Price Projection
Duke Energy's current and average target prices are 111.60 and 123.48, respectively. The current price of Duke Energy is the price at which Duke Energy is currently trading. On the other hand, Duke Energy's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Duke Energy Market Quote on 16th of February 2025
Target Price
Analyst Consensus On Duke Energy Target Price
Duke Energy Analyst Ratings
Duke Energy's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Duke Energy stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Duke Energy's financials, market performance, and future outlook by experienced professionals. Duke Energy's historical ratings below, therefore, can serve as a valuable tool for investors.Know Duke Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Duke Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Duke Energy backward and forwards among themselves. Duke Energy's institutional investor refers to the entity that pools money to purchase Duke Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Franklin Resources Inc | 2024-09-30 | 8.1 M | Northern Trust Corp | 2024-09-30 | 7.5 M | Fmr Inc | 2024-09-30 | 7.4 M | Legal & General Group Plc | 2024-09-30 | 7.3 M | Jpmorgan Chase & Co | 2024-09-30 | 6.6 M | Bank Of New York Mellon Corp | 2024-12-31 | 5.2 M | Amvescap Plc. | 2024-09-30 | 4.5 M | Gqg Partners Llc | 2024-09-30 | 4.4 M | Nuveen Asset Management, Llc | 2024-09-30 | 4.2 M | Vanguard Group Inc | 2024-09-30 | 72.1 M | Blackrock Inc | 2024-09-30 | 60.5 M |
Duke Energy's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 86.6 B.Market Cap |
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Duke Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.07 | 0.09 |
Determining Duke Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if Duke Energy is a good buy. For example, gross profit margin measures Duke Energy's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Duke Energy's profitability and make more informed investment decisions.
Evaluate Duke Energy's management efficiency
Duke Energy has Return on Asset of 0.0273 % which means that on every $100 spent on assets, it made $0.0273 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0908 %, implying that it generated $0.0908 on every 100 dollars invested. Duke Energy's management efficiency ratios could be used to measure how well Duke Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.03 this year. Return On Capital Employed is expected to rise to 0.06 this year. At this time, Duke Energy's Liabilities And Stockholders Equity is quite stable compared to the past year. Non Current Liabilities Total is expected to rise to about 132.1 B this year, although the value of Total Current Liabilities will most likely fall to about 10.2 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 58.58 | 44.31 | |
| Tangible Book Value Per Share | 46.07 | 43.89 | |
| Enterprise Value Over EBITDA | 10.50 | 7.82 | |
| Price Book Value Ratio | 1.37 | 0.98 | |
| Price Fair Value | 1.37 | 0.98 | |
| Enterprise Value Multiple | 10.50 | 7.82 | |
| Enterprise Value | 33.1 B | 22.2 B |
Duke Energy benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Basic technical analysis of Duke Stock
As of the 16th of February 2025, Duke Energy shows the Downside Deviation of 1.08, coefficient of variation of 8893.94, and Mean Deviation of 0.8272. Duke Energy technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.Duke Energy's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Duke Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Duke Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Duke Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
T Gillespie over two months ago Disposition of 171 shares by T Gillespie of Duke Energy subject to Rule 16b-3 | ||
Janson Julia S over three months ago Disposition of 10000 shares by Janson Julia S of Duke Energy at 112.5809 subject to Rule 16b-3 | ||
Brian Savoy over six months ago Acquisition by Brian Savoy of 13336 shares of Duke Energy subject to Rule 16b-3 | ||
R Glenn over six months ago Disposition of 129 shares by R Glenn of Duke Energy at 100.26 subject to Rule 16b-3 | ||
Louis Renjel over six months ago Disposition of 634 shares by Louis Renjel of Duke Energy at 95.25 subject to Rule 16b-3 | ||
Steven Young over a year ago Payment of 925 shares by Steven Young of Duke Energy subject to Rule 16b-3 | ||
Steven Young over a year ago Duke Energy exotic insider transaction detected | ||
Steven Young over a year ago Sale by Steven Young of 415 shares of Duke Energy |
Duke Energy's Outstanding Corporate Bonds
Duke Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Duke Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Duke bonds can be classified according to their maturity, which is the date when Duke Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| DUK 285 15 MAR 32 Corp BondUS26442CBG87 | View | |
| DUK 355 15 MAR 52 Corp BondUS26442CBH60 | View | |
| DUK 495 15 JAN 33 Corp BondUS26442CBJ27 | View | |
| DUK 535 15 JAN 53 Corp BondUS26442CBK99 | View | |
| DUKE ENERGY P Corp BondUS26442KAD81 | View | |
| DUKE UNIV HEALTH Corp BondUS26443CAA18 | View | |
| DUKE ENERGY P Corp BondUS26442KAJ51 | View | |
| DUKE ENERGY PROGRESS Corp BondUS26442UAA25 | View |
Understand Duke Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Duke Energy's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0113 | |||
| Market Risk Adjusted Performance | 0.0159 | |||
| Mean Deviation | 0.8272 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.08 | |||
| Coefficient Of Variation | 8893.94 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 | |||
| Information Ratio | 8.0E-4 | |||
| Jensen Alpha | 0.0016 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 8.0E-4 | |||
| Treynor Ratio | 0.0059 | |||
| Maximum Drawdown | 4.59 | |||
| Value At Risk | (1.76) | |||
| Potential Upside | 1.77 | |||
| Downside Variance | 1.17 | |||
| Semi Variance | 1.12 | |||
| Expected Short fall | (0.81) | |||
| Skewness | 0.1333 | |||
| Kurtosis | (0.05) |
| Risk Adjusted Performance | 0.0113 | |||
| Market Risk Adjusted Performance | 0.0159 | |||
| Mean Deviation | 0.8272 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.08 | |||
| Coefficient Of Variation | 8893.94 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 | |||
| Information Ratio | 8.0E-4 | |||
| Jensen Alpha | 0.0016 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 8.0E-4 | |||
| Treynor Ratio | 0.0059 | |||
| Maximum Drawdown | 4.59 | |||
| Value At Risk | (1.76) | |||
| Potential Upside | 1.77 | |||
| Downside Variance | 1.17 | |||
| Semi Variance | 1.12 | |||
| Expected Short fall | (0.81) | |||
| Skewness | 0.1333 | |||
| Kurtosis | (0.05) |
Consider Duke Energy's intraday indicators
Duke Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Duke Energy stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 0.0211 | |||
| Daily Balance Of Power | (0.55) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 112.73 | |||
| Day Typical Price | 112.35 | |||
| Market Facilitation Index | 2.4 | |||
| Price Action Indicator | (1.79) | |||
| Period Momentum Indicator | (1.31) |
Duke Energy Corporate Filings
8K | 13th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 11th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
ASR | 27th of January 2025 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
| 23rd of December 2024 Other Reports | ViewVerify |
Duke Stock media impact
Far too much social signal, news, headlines, and media speculation about Duke Energy that are available to investors today. That information is available publicly through Duke media outlets and privately through word of mouth or via Duke internal channels. However, regardless of the origin, that massive amount of Duke data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Duke Energy news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Duke Energy relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Duke Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Duke Energy alpha.
Duke Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Duke Energy can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Duke Energy Historical Investor Sentiment
Investor biases related to Duke Energy's public news can be used to forecast risks associated with an investment in Duke. The trend in average sentiment can be used to explain how an investor holding Duke can time the market purely based on public headlines and social activities around Duke Energy. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Duke Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Duke Energy and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Duke Energy news discussions. The higher the estimate score, the more favorable the investor's outlook on Duke Energy.
Duke Energy Maximum Pain Price Across April 17th 2025 Option Contracts
Duke Energy's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Duke Energy close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Duke Energy's options.
Duke Energy Corporate Directors
| Marya Rose | Independent Director | Profile | |
| E McKee | Independent Director | Profile | |
| Nicholas Fanandakis | Independent Director | Profile | |
| Daniel DiMicco | Independent Director | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Duke Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment. For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duke Energy. If investors know Duke will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duke Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.216 | Dividend Share 4.14 | Earnings Share 5.7 | Revenue Per Share | Quarterly Revenue Growth 0.09 |
The market value of Duke Energy is measured differently than its book value, which is the value of Duke that is recorded on the company's balance sheet. Investors also form their own opinion of Duke Energy's value that differs from its market value or its book value, called intrinsic value, which is Duke Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duke Energy's market value can be influenced by many factors that don't directly affect Duke Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Duke Energy's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Duke Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duke Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.