Duke Energy Stock Five Year Return

DUK Stock

USD 98.24 2.31 2.41%

Duke Energy fundamentals help investors to digest information that contributes to Duke Energy's financial success or failures. It also enables traders to predict the movement of Duke Stock. The fundamental analysis module provides a way to measure Duke Energy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Duke Energy stock.

Short Long Term Debt Total Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Duke Energy Company Five Year Return Analysis

Duke Energy's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Duke Energy Five Year Return

4.12 %

Most of Duke Energy's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Duke Energy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Duke Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Duke Energy is extremely important. It helps to project a fair market value of Duke Stock properly, considering its historical fundamentals such as Five Year Return. Since Duke Energy's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Duke Energy's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Duke Energy's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Long Term Debt	Intangible Assets	Property Plant Equipment	Short Term Investments	Total Permanent Equity	Good Will	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Accumulated Depreciation	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.32	0.8	0.36	0.94	0.9	0.83	0.81	0.84	-0.7	0.97	-0.13	0.66	-0.05	0.49	0.9	0.8	-0.27	0.71	0.51	0.04	-0.63	0.7	-0.18	0.53	-0.55	0.59
Total Stockholder Equity	0.97		0.19	0.72	0.28	0.87	0.86	0.77	0.85	0.77	-0.79	0.88	0.01	0.57	0.02	0.31	0.9	0.68	-0.19	0.54	0.36	0.07	-0.55	0.55	-0.14	0.37	-0.46	0.45
Current Deferred Revenue	0.32	0.19		0.72	-0.02	0.55	0.62	0.66	0.47	0.59	-0.19	0.48	-0.22	0.69	-0.28	0.53	0.35	0.4	-0.62	0.74	0.82	-0.5	-0.09	0.58	-0.26	0.89	-0.14	0.68
Net Debt	0.8	0.72	0.72		0.36	0.9	0.9	0.99	0.7	0.94	-0.6	0.85	-0.26	0.89	-0.21	0.73	0.83	0.76	-0.44	0.82	0.72	-0.15	-0.59	0.83	-0.44	0.82	-0.52	0.77
Retained Earnings	0.36	0.28	-0.02	0.36		0.38	0.2	0.36	-0.03	0.35	-0.01	0.4	-0.3	0.31	-0.28	0.57	0.35	0.46	0.05	0.35	0.05	0.32	-0.66	0.51	-0.27	0.2	-0.43	0.4
Accounts Payable	0.94	0.87	0.55	0.9	0.38		0.95	0.9	0.81	0.89	-0.65	0.96	-0.24	0.78	-0.17	0.63	0.86	0.8	-0.38	0.82	0.62	-0.07	-0.63	0.82	-0.14	0.69	-0.5	0.66
Net Receivables	0.9	0.86	0.62	0.9	0.2	0.95		0.9	0.91	0.87	-0.72	0.9	-0.05	0.79	-0.19	0.48	0.82	0.67	-0.44	0.77	0.67	-0.2	-0.44	0.73	-0.17	0.73	-0.45	0.67
Total Liab	0.83	0.77	0.66	0.99	0.36	0.9	0.9		0.73	0.96	-0.66	0.85	-0.22	0.87	-0.14	0.69	0.86	0.78	-0.41	0.78	0.67	-0.12	-0.62	0.8	-0.43	0.76	-0.53	0.74
Total Current Assets	0.81	0.85	0.47	0.7	-0.03	0.81	0.91	0.73		0.72	-0.79	0.75	0.22	0.59	0.0	0.14	0.74	0.51	-0.35	0.52	0.48	-0.2	-0.21	0.43	0.05	0.49	-0.21	0.41
Short Term Debt	0.84	0.77	0.59	0.94	0.35	0.89	0.87	0.96	0.72		-0.65	0.83	-0.27	0.76	-0.06	0.63	0.82	0.84	-0.42	0.73	0.6	-0.11	-0.7	0.78	-0.35	0.71	-0.58	0.69
Common Stock	-0.7	-0.79	-0.19	-0.6	-0.01	-0.65	-0.72	-0.66	-0.79	-0.65		-0.54	-0.05	-0.45	-0.1	-0.07	-0.63	-0.43	0.15	-0.25	-0.17	0.0	0.37	-0.29	0.14	-0.21	0.19	-0.22
Long Term Debt	0.97	0.88	0.48	0.85	0.4	0.96	0.9	0.85	0.75	0.83	-0.54		-0.21	0.75	-0.18	0.64	0.88	0.82	-0.34	0.86	0.67	-0.01	-0.6	0.82	-0.2	0.68	-0.56	0.7
Intangible Assets	-0.13	0.01	-0.22	-0.26	-0.3	-0.24	-0.05	-0.22	0.22	-0.27	-0.05	-0.21		-0.18	0.3	-0.54	-0.06	-0.29	0.21	-0.41	-0.25	0.03	0.48	-0.44	0.21	-0.32	0.3	-0.34
Property Plant Equipment	0.66	0.57	0.69	0.89	0.31	0.78	0.79	0.87	0.59	0.76	-0.45	0.75	-0.18		-0.4	0.78	0.68	0.58	-0.16	0.82	0.76	0.06	-0.37	0.87	-0.48	0.8	-0.54	0.78
Short Term Investments	-0.05	0.02	-0.28	-0.21	-0.28	-0.17	-0.19	-0.14	0.0	-0.06	-0.1	-0.18	0.3	-0.4		-0.33	0.06	0.19	-0.1	-0.41	-0.41	-0.19	-0.11	-0.44	0.26	-0.4	0.38	-0.42
Total Permanent Equity	0.49	0.31	0.53	0.73	0.57	0.63	0.48	0.69	0.14	0.63	-0.07	0.64	-0.54	0.78	-0.33		0.54	0.69	-0.14	0.8	0.61	0.16	-0.65	0.9	-0.43	0.68	-0.54	0.67
Good Will	0.9	0.9	0.35	0.83	0.35	0.86	0.82	0.86	0.74	0.82	-0.63	0.88	-0.06	0.68	0.06	0.54		0.78	-0.24	0.6	0.43	0.06	-0.63	0.62	-0.23	0.46	-0.39	0.47
Deferred Long Term Liab	0.8	0.68	0.4	0.76	0.46	0.8	0.67	0.78	0.51	0.84	-0.43	0.82	-0.29	0.58	0.19	0.69	0.78		-0.35	0.71	0.49	0.01	-0.79	0.73	-0.2	0.54	-0.45	0.54
Net Tangible Assets	-0.27	-0.19	-0.62	-0.44	0.05	-0.38	-0.44	-0.41	-0.35	-0.42	0.15	-0.34	0.21	-0.16	-0.1	-0.14	-0.24	-0.35		-0.45	-0.53	0.91	0.17	-0.18	-0.06	-0.6	-0.07	-0.4
Long Term Debt Total	0.71	0.54	0.74	0.82	0.35	0.82	0.77	0.78	0.52	0.73	-0.25	0.86	-0.41	0.82	-0.41	0.8	0.6	0.71	-0.45		0.91	-0.15	-0.43	0.9	-0.31	0.91	-0.54	0.86
Capital Surpluse	0.51	0.36	0.82	0.72	0.05	0.62	0.67	0.67	0.48	0.6	-0.17	0.67	-0.25	0.76	-0.41	0.61	0.43	0.49	-0.53	0.91		-0.33	-0.1	0.71	-0.34	0.94	-0.44	0.84
Long Term Investments	0.04	0.07	-0.5	-0.15	0.32	-0.07	-0.2	-0.12	-0.2	-0.11	0.0	-0.01	0.03	0.06	-0.19	0.16	0.06	0.01	0.91	-0.15	-0.33		-0.15	0.13	-0.19	-0.4	-0.28	-0.17
Accumulated Depreciation	-0.63	-0.55	-0.09	-0.59	-0.66	-0.63	-0.44	-0.62	-0.21	-0.7	0.37	-0.6	0.48	-0.37	-0.11	-0.65	-0.63	-0.79	0.17	-0.43	-0.1	-0.15		-0.63	0.27	-0.27	0.55	-0.37
Short Long Term Debt	0.7	0.55	0.58	0.83	0.51	0.82	0.73	0.8	0.43	0.78	-0.29	0.82	-0.44	0.87	-0.44	0.9	0.62	0.73	-0.18	0.9	0.71	0.13	-0.63		-0.37	0.79	-0.72	0.79
Cash And Equivalents	-0.18	-0.14	-0.26	-0.44	-0.27	-0.14	-0.17	-0.43	0.05	-0.35	0.14	-0.2	0.21	-0.48	0.26	-0.43	-0.23	-0.2	-0.06	-0.31	-0.34	-0.19	0.27	-0.37		-0.38	0.58	-0.64
Net Invested Capital	0.53	0.37	0.89	0.82	0.2	0.69	0.73	0.76	0.49	0.71	-0.21	0.68	-0.32	0.8	-0.4	0.68	0.46	0.54	-0.6	0.91	0.94	-0.4	-0.27	0.79	-0.38		-0.49	0.9
Net Working Capital	-0.55	-0.46	-0.14	-0.52	-0.43	-0.5	-0.45	-0.53	-0.21	-0.58	0.19	-0.56	0.3	-0.54	0.38	-0.54	-0.39	-0.45	-0.07	-0.54	-0.44	-0.28	0.55	-0.72	0.58	-0.49		-0.7
Capital Stock	0.59	0.45	0.68	0.77	0.4	0.66	0.67	0.74	0.41	0.69	-0.22	0.7	-0.34	0.78	-0.42	0.67	0.47	0.54	-0.4	0.86	0.84	-0.17	-0.37	0.79	-0.64	0.9	-0.7

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Competition

Predict Duke Energy

Duke Return On Tangible Assets

Return On Tangible Assets

0.0316

At this time, Duke Energy's Return On Tangible Assets are quite stable compared to the past year.

According to the company disclosure, Duke Energy has a Five Year Return of 4.12%. This is much higher than that of the Electric Utilities sector and significantly higher than that of the Utilities industry. The five year return for all United States stocks is notably lower than that of the firm.

Duke Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Duke Energy's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Duke Energy could also be used in its relative valuation, which is a method of valuing Duke Energy by comparing valuation metrics of similar companies.

Duke Energy is currently under evaluation in five year return category among related companies.

Duke Energy ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Duke Energy's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Duke Energy's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

Duke Fundamentals

	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
	Shares Owned By Insiders	0.14 %
	Shares Owned By Institutions	66.61 %
	Number Of Shares Shorted	8.4 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
	Short Ratio	2.64 X
	Earnings Per Share	5.35 X
	Price To Earnings To Growth	2.41 X
	Target Price	104.1
	Number Of Employees	27.04 K
	Beta	0.47
	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
	Annual Yield	0.04 %
	Five Year Return	4.12 %
	Net Asset	182.01 B
	Last Dividend Paid	4.06

About Duke Energy Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Duke Energy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Duke Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Duke Energy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Duke Energy Investors Sentiment

The influence of Duke Energy's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Duke. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

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's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Duke Energy's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Duke Energy.

Duke Energy Implied Volatility

39.84

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.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Duke Energy in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Duke Energy's short interest history, or implied volatility extrapolated from Duke Energy options trading.

Pair Trading with Duke Energy

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Duke Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Duke Energy will appreciate offsetting losses from the drop in the long position's value.

Moving together with Duke Stock

0.86

Consolidated Edison Financial Report 2nd of May 2024

Pair Corr

Moving against Duke Stock

0.42

EBR

Centrais Electricas Financial Report 2nd of May 2024

Pair Corr

The ability to find closely correlated positions to Duke Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Duke Energy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Duke Energy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Duke Energy to buy it.

The correlation of Duke Energy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Duke Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Duke Energy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Duke Energy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Duke Energy is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Duke Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Duke Energy Stock. Highlighted below are key reports to facilitate an investment decision about Duke Energy Stock:

How To Invest In Duke

Details

Is Duke Stock a good investment?

Details

What is Duke Energy's Net Worth?

Details

Largest Electric Utilities Companies

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Largest Utilities - Regulated Electric Companies

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Check out Duke Energy Piotroski F Score and Duke Energy Altman Z Score analysis.

For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.

You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Duke Energy Stock Five Year Return

Duke Energy Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Current Duke Energy Five Year Return

Duke Five Year Return Driver Correlations

Duke Return On Tangible Assets

Return On Tangible Assets

0.0316

Duke Five Year Return Peer Comparison

Duke Energy ESG Sustainability

Duke Fundamentals

About Duke Energy Fundamental Analysis

Duke Energy Investors Sentiment

Duke Energy Implied Volatility

Pair Trading with Duke Energy

Moving together with Duke Stock

Moving against Duke Stock

Complementary Tools for Duke Stock analysis

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