Duke Energy Stock Buy Hold or Sell Recommendation
| DUK Stock | USD 98.96 0.76 0.77% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Duke Energy is 'Strong Hold'. Macroaxis provides Duke Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DUK positions. The advice algorithm takes into account all of Duke Energy's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Duke Energy's buy or sell advice are summarized below:
Real Value 86.62 | Target Price 98.31 | Hype Value 98.2 | Market Value 98.96 | Naive Value 100.35 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Duke Energy given historical horizon and risk tolerance towards Duke Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for Duke Energy, the advice is generated through an automated system that utilizes algorithms and statistical models.
Duke |
Execute Duke Energy Buy or Sell Advice
The Duke recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Duke Energy. Macroaxis does not own or have any residual interests in Duke Energy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Duke Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Duke Energy Trading Alerts and Improvement Suggestions
| The company has 80.64 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. 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 67.0% of Duke Energy shares are held by institutions such as insurance companies | |
| On 18th of March 2024 Duke Energy paid $ 1.025 per share dividend to its current shareholders | |
| Latest headline from aol.com: Mecklenburg board again denies effort to disqualify NC Senate candidate over residency |
Duke Energy Returns Distribution Density
The distribution of Duke Energy's historical returns is an attempt to chart the uncertainty of Duke Energy's future price movements. The chart of the probability distribution of Duke Energy daily returns describes the distribution of returns around its average expected value. We use Duke Energy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Duke Energy returns is essential to provide solid investment advice for Duke Energy.
| Mean Return | 0.06 | Value At Risk | -1.6 | Potential Upside | 2.05 | Standard Deviation | 1.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Duke Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Duke Stock 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 originates 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 | Bank Of America Corp | 2023-12-31 | 8.5 M | Franklin Resources Inc | 2023-12-31 | 8.1 M | Legal & General Group Plc | 2023-12-31 | 8 M | Northern Trust Corp | 2023-12-31 | 7.7 M | Neuberger Berman Group Llc | 2023-12-31 | 6.5 M | Goldman Sachs Group Inc | 2023-12-31 | 6.3 M | Federated Hermes Inc | 2023-12-31 | 5.8 M | Bank Of New York Mellon Corp | 2023-12-31 | 5.5 M | American Century Companies Inc | 2023-12-31 | 5.5 M | Vanguard Group Inc | 2023-12-31 | 70.4 M | Blackrock Inc | 2023-12-31 | 58 M |
Duke Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (122M) | 66M | (34M) | (476M) | (706M) | (670.7M) | |
| Change In Cash | (18M) | (17M) | (36M) | 83M | (253M) | (240.4M) | |
| Free Cash Flow | (2.9B) | (1.1B) | (1.4B) | (5.4B) | (2.7B) | (2.6B) | |
| Other Non Cash Items | 4.6B | 7.8B | 4.7B | 967M | (124M) | (117.8M) | |
| Dividends Paid | 2.7B | 2.8B | 3.1B | 3.2B | 3.2B | 1.8B | |
| Capital Expenditures | 11.1B | 9.9B | 9.7B | 11.4B | 12.6B | 13.2B | |
| Net Income | 3.6B | 1.1B | 3.6B | 2.6B | 4.3B | 4.5B | |
| End Period Cash Flow | 573M | 556M | 520M | 603M | 329M | 312.6M | |
| Depreciation | 5.2B | 5.5B | 5.7B | 5.8B | 5.3B | 3.7B | |
| Change To Netincome | (184M) | 327M | 4.4B | 805M | 925.8M | 783.1M | |
| Investments | (318M) | (299M) | (10.9B) | (12.0B) | (13.1B) | (12.4B) | |
| Change Receivables | (345M) | 78M | (56M) | (297M) | (341.6M) | (358.6M) | |
| Net Borrowings | 3.2B | 2.7B | 3.1B | 8.1B | 9.3B | 9.7B |
Duke Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Duke Energy or Electric Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Duke Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Duke stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.0009 | |
β | Beta against NYSE Composite | 0.65 | |
σ | Overall volatility | 1.09 | |
Ir | Information ratio | -0.03 |
Duke Energy Volatility Alert
Duke Energy has relatively low volatility with skewness of 0.01 and kurtosis of 0.48. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Duke Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Duke Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Duke Energy Implied Volatility
Duke Energy's implied volatility exposes the market's sentiment of Duke Energy stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Duke Energy's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Duke Energy stock will not fluctuate a lot when Duke Energy's options are near their expiration.
Duke Energy Fundamentals Vs Peers
Comparing Duke Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Duke Energy's direct or indirect competition across all of the common fundamentals between Duke Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Duke Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Duke Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Duke Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Duke Energy to competition |
| Fundamentals | Duke Energy | Peer Average |
| Return On Equity | 0.0849 | -0.31 |
| Return On Asset | 0.0254 | -0.14 |
| Profit Margin | 0.1 % | (1.27) % |
| Operating Margin | 0.29 % | (5.51) % |
| Current Valuation | 159.06 B | 16.62 B |
| Shares Outstanding | 771.46 M | 571.82 M |
| Shares Owned By Insiders | 0.14 % | 10.09 % |
| Shares Owned By Institutions | 66.63 % | 39.21 % |
| Number Of Shares Shorted | 8.4 M | 4.71 M |
| Price To Earning | 56.97 X | 28.72 X |
| Price To Book | 1.55 X | 9.51 X |
| Price To Sales | 2.56 X | 11.42 X |
| Revenue | 29.06 B | 9.43 B |
| Gross Profit | 13.11 B | 27.38 B |
| EBITDA | 12.36 B | 3.9 B |
| Net Income | 4.3 B | 570.98 M |
| Cash And Equivalents | 409 M | 2.7 B |
| Cash Per Share | 0.94 X | 5.01 X |
| Total Debt | 80.64 B | 5.32 B |
| Debt To Equity | 1.38 % | 48.70 % |
| Current Ratio | 0.70 X | 2.16 X |
| Book Value Per Share | 61.15 X | 1.93 K |
| Cash Flow From Operations | 9.89 B | 971.22 M |
| Short Ratio | 2.64 X | 4.00 X |
| Earnings Per Share | 5.35 X | 3.12 X |
| Price To Earnings To Growth | 2.41 X | 4.89 X |
| Target Price | 103.56 | |
| Number Of Employees | 27.04 K | 18.84 K |
| Beta | 0.47 | -0.15 |
| Market Capitalization | 75.76 B | 19.03 B |
| Total Asset | 182.01 B | 29.47 B |
| Retained Earnings | 2.23 B | 9.33 B |
| Working Capital | (4.51 B) | 1.48 B |
Note: Payment of 925 shares by Steven Young of Duke Energy subject to Rule 16b-3 [view details]
Duke Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Duke . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 67121.66 | |||
| Daily Balance Of Power | 0.3028 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 97.94 | |||
| Day Typical Price | 98.28 | |||
| Price Action Indicator | 1.4 | |||
| Period Momentum Indicator | 0.76 |
About Duke Energy Buy or Sell Advice
When is the right time to buy or sell Duke Energy? Buying financial instruments such as Duke Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 68.2B | 76.0B | 80.6B | 84.7B | Total Assets | 169.6B | 178.3B | 182.0B | 93.3B |
Use Investing Ideas to Build Portfolios
In addition to having Duke Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 157 constituents at this time.
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Check out Duke Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
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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Is Duke Energy's industry 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 (0.12) | Dividend Share 4.06 | Earnings Share 5.35 | Revenue Per Share 37.097 | 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.