Duke Energy Stock Performance
| DUK Stock | USD 115.00 0.30 0.26% |
Duke Energy has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0829, which means not very significant fluctuations relative to the market. 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. Duke Energy right now shows a risk of 1.11%. Please confirm Duke Energy downside variance, and the relationship between the sortino ratio and accumulation distribution , to decide if Duke Energy will be following its price patterns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Duke Energy are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Duke Energy is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.03) | Five Day Return 1.08 | Year To Date Return 17.23 | Ten Year Return 44.86 | All Time Return 602.57 |
Forward Dividend Yield 0.0364 | Payout Ratio 0.72 | Last Split Factor 1:3 | Forward Dividend Rate 4.18 | Dividend Date 2024-12-16 |
| Duke Energy dividend paid on 16th of September 2024 | 09/16/2024 |
1 | Hydropower Plant Construction Industry Report 2024-2028 Regional and Country-Level Trends Business Opportunities for the Construction of Pumped Storage, Impound... | 11/04/2024 |
2 | How Duke Energy bottom line was hit in Q3 by major hurricanes | 11/08/2024 |
3 | Investors Heavily Search Duke Energy Corporation Here is What You Need to Know | 11/13/2024 |
4 | Duke Energy Foundation helps make Floridas natural resources more resilient with 285,000 in grants | 11/14/2024 |
5 | Duke Energy Co. Shares Acquired by Cassaday Co Wealth Management LLC | 11/18/2024 |
6 | FWG Holdings LLC Cuts Stake in Duke Energy Co. | 11/19/2024 |
7 | Duke Energys first-of-its-kind microgrid solution offers carbon-free charging option for commercial vehicle fleets | 11/21/2024 |
8 | Duke Energy Foundation donates 350,000 to community organizations assisting in Hurricane ... | 11/22/2024 |
| Begin Period Cash Flow | 603 M |
Duke |
Duke Energy Relative Risk vs. Return Landscape
If you would invest 11,084 in Duke Energy on August 27, 2024 and sell it today you would earn a total of 386.00 from holding Duke Energy or generate 3.48% return on investment over 90 days. Duke Energy is generating 0.0596% of daily returns assuming volatility of 1.1126% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Duke, and above 99% of all equities are expected to generate higher returns over the next 90 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 = 0.0536
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| Cash | DUK | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Duke Energy is performing at about 4% of its full potential. 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 it 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 | 0.0884 | ||||
| Return On Asset | 0.0266 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 174.22 B | ||||
| Shares Outstanding | 772.48 M | ||||
| Price To Earning | 56.97 X | ||||
| Price To Book | 1.84 X | ||||
| Price To Sales | 2.98 X | ||||
| Revenue | 29.06 B | ||||
| Gross Profit | 13.11 B | ||||
| EBITDA | 13.29 B | ||||
| Net Income | 4.3 B | ||||
| Cash And Equivalents | 409 M | ||||
| Cash Per Share | 0.94 X | ||||
| Total Debt | 80.46 B | ||||
| Debt To Equity | 1.38 % | ||||
| Current Ratio | 0.70 X | ||||
| Book Value Per Share | 62.38 X | ||||
| Cash Flow From Operations | 9.88 B | ||||
| Earnings Per Share | 5.57 X | ||||
| Market Capitalization | 88.6 B | ||||
| Total Asset | 176.89 B | ||||
| Retained Earnings | 2.23 B | ||||
| Working Capital | (4.51 B) | ||||
| Current Asset | 8.32 B | ||||
| Current Liabilities | 11.4 B | ||||
About Duke Energy Performance
By examining Duke Energy's fundamental ratios, stakeholders can obtain critical insights into Duke Energy's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Duke Energy is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 102.36 | 56.49 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.04 | 0.06 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.06 | 0.09 |
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 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 gurufocus.com: Duke Energy Foundation donates 350,000 to community organizations assisting in Hurricane ... |
- 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.
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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
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 0.01 | Dividend Share 4.12 | Earnings Share 5.57 | Revenue Per Share 38.55 | Quarterly Revenue Growth 0.02 |
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.
Please note, there is a significant difference between Duke Energy's value and its price as these two are different measures arrived at by different 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.