Duke Energy Stock Performance
| DUK Stock | USD 95.93 1.43 1.51% |
Duke Energy has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.64, 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. Duke Energy right now shows a risk of 1.07%. Please confirm Duke Energy value at risk, as well as the relationship between the daily balance of power and price action indicator , to decide if Duke Energy will be following its price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Duke Energy are ranked lower than 2 (%) 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 newest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return 1.51 | Five Day Return 0.3 | Year To Date Return (1.92) | Ten Year Return 32.39 | All Time Return 1.4 K |
Forward Dividend Yield 0.0427 | Payout Ratio 0.7338 | Last Split Factor 1:3 | Forward Dividend Rate 4.1 | Dividend Date 2024-03-18 |
| Duke Energy dividend paid on 18th of March 2024 | 03/18/2024 |
1 | Duke Energy Supports Florida Customers With 150,000 in Grants to Programs Aimed at Providing Stability | 03/26/2024 |
2 | Disposition of tradable shares by Batson Scott L. of Duke Energy subject to Rule 16b-3 | 04/02/2024 |
3 | Duke Energy to implement new PowerPair pilot program for pairing home solar installations with battery energy storage | 04/04/2024 |
4 | Proposed revamp of uptown Charlotte office property hits snag | 04/09/2024 |
5 | Teen rushes into burning Casselberry home to save dogs | 04/10/2024 |
6 | Duke Energy celebrates Florida lineworkers of the past, present and future ahead of National Lineworker Appreciation Day | 04/11/2024 |
7 | Duke Energy Stock Moves -0.41 percent What You Should Know | 04/12/2024 |
8 | SC energy bill restricts solar power. Will consumers end up paying more | 04/15/2024 |
9 | Power Demand Surge Is Complicating Carbon Goals, Duke CEO Says | 04/16/2024 |
10 | Algonquin Power Utilities Corp. to Add Brett Carter and Christopher Lopez to the Board of Directors | 04/18/2024 |
| Begin Period Cash Flow | 582 M |
Duke |
Duke Energy Relative Risk vs. Return Landscape
If you would invest 9,399 in Duke Energy on January 20, 2024 and sell it today you would earn a total of 194.00 from holding Duke Energy or generate 2.06% return on investment over 90 days. Duke Energy is generating 0.038% of daily returns assuming volatility of 1.0683% 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 = 0.0356
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| Negative Returns | DUK |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Duke Energy is performing at about 2% 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 | 0.0849 | ||||
| Return On Asset | 0.0254 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.29 % | ||||
| Current Valuation | 157.37 B | ||||
| Shares Outstanding | 771.46 M | ||||
| Price To Earning | 56.97 X | ||||
| Price To Book | 1.55 X | ||||
| Price To Sales | 2.56 X | ||||
| Revenue | 29.06 B | ||||
| Gross Profit | 13.11 B | ||||
| EBITDA | 12.36 B | ||||
| Net Income | 4.3 B | ||||
| Cash And Equivalents | 409 M | ||||
| Cash Per Share | 0.94 X | ||||
| Total Debt | 80.64 B | ||||
| Debt To Equity | 1.38 % | ||||
| Current Ratio | 0.70 X | ||||
| Book Value Per Share | 61.15 X | ||||
| Cash Flow From Operations | 9.89 B | ||||
| Earnings Per Share | 5.35 X | ||||
| Market Capitalization | 74.01 B | ||||
| Total Asset | 182.01 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
To evaluate Duke Energy Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Duke Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Duke Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Duke Energy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Duke's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 76.21 | 57.82 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.04 | 0.06 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.09 | 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.| 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. | |
| 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 | |
| On 18th of March 2024 Duke Energy paid $ 1.025 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Algonquin Power Utilities Corp. to Add Brett Carter and Christopher Lopez to the Board of Directors |
- 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 tightly coupled 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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
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.