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DTE Energy Company (DTE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US2333311072

CUSIP

233331107

Sector

Utilities

IPO Date

Jan 2, 1970

Highlights

Market Cap

$25.30B

EPS (TTM)

$7.38

PE Ratio

16.56

PEG Ratio

3.33

Total Revenue (TTM)

$12.35B

Gross Profit (TTM)

$3.45B

EBITDA (TTM)

$4.02B

Year Range

$99.48 - $131.67

Target Price

$135.90

Short %

1.37%

Short Ratio

2.15

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
DTE vs. AQN.TO DTE vs. XEL DTE vs. VOO DTE vs. SPY DTE vs. VIGAX DTE vs. CTRA DTE vs. SJW DTE vs. CMS DTE vs. DUK DTE vs. DGRO
Popular comparisons:
DTE vs. AQN.TO DTE vs. XEL DTE vs. VOO DTE vs. SPY DTE vs. VIGAX DTE vs. CTRA DTE vs. SJW DTE vs. CMS DTE vs. DUK DTE vs. DGRO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in DTE Energy Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
11.67%
12.14%
DTE (DTE Energy Company)
Benchmark (^GSPC)

Returns By Period

DTE Energy Company had a return of 15.48% year-to-date (YTD) and 22.77% in the last 12 months. Over the past 10 years, DTE Energy Company had an annualized return of 9.72%, while the S&P 500 had an annualized return of 11.16%, indicating that DTE Energy Company did not perform as well as the benchmark.


DTE

YTD

15.48%

1M

-3.31%

6M

12.56%

1Y

22.77%

5Y (annualized)

6.94%

10Y (annualized)

9.72%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of DTE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.39%2.78%4.47%-1.62%5.63%-3.86%8.58%3.73%3.55%-3.26%15.48%
2023-0.99%-5.72%0.72%2.62%-4.28%3.12%3.89%-9.55%-3.10%-2.92%8.02%6.88%-2.81%
20220.74%0.96%9.49%-0.88%1.27%-3.78%2.80%0.03%-11.13%-2.56%3.48%2.13%1.23%
2021-2.22%-0.84%14.08%5.17%-1.45%-5.32%6.37%2.57%-6.52%1.47%-4.42%11.16%19.35%
20202.11%-15.79%-14.00%9.23%3.69%0.91%7.56%2.63%-2.21%7.28%1.94%-2.64%-2.86%
20196.75%4.93%1.73%0.78%-0.19%2.67%-0.60%2.01%3.30%-4.24%-1.87%4.80%21.38%
2018-3.49%-4.60%4.50%0.96%-2.82%2.10%4.74%2.40%-1.04%3.00%6.53%-7.15%4.21%
20170.13%2.78%1.54%2.43%4.71%-2.68%1.20%4.91%-3.70%2.89%4.63%-4.55%14.59%
20166.01%-1.05%8.66%-1.65%1.70%10.16%-1.61%-4.74%1.68%2.50%-3.04%6.73%26.95%
20153.81%-8.51%-0.76%-1.31%-0.50%-4.92%7.80%-2.98%3.94%1.52%-1.35%0.53%-3.69%
20142.76%5.19%4.49%5.18%-2.59%3.21%-5.20%6.00%-1.90%7.99%-0.85%6.93%34.80%
20135.43%5.51%3.26%6.64%-8.60%1.60%5.51%-5.42%-0.35%4.79%-3.47%0.47%14.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of DTE is 77, placing it in the top 23% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of DTE is 7777
Combined Rank
The Sharpe Ratio Rank of DTE is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of DTE is 7474
Sortino Ratio Rank
The Omega Ratio Rank of DTE is 7272
Omega Ratio Rank
The Calmar Ratio Rank of DTE is 7878
Calmar Ratio Rank
The Martin Ratio Rank of DTE is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for DTE Energy Company (DTE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DTE, currently valued at 1.30, compared to the broader market-4.00-2.000.002.004.001.302.54
The chart of Sortino ratio for DTE, currently valued at 1.84, compared to the broader market-4.00-2.000.002.004.001.843.40
The chart of Omega ratio for DTE, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.47
The chart of Calmar ratio for DTE, currently valued at 1.11, compared to the broader market0.002.004.006.001.113.66
The chart of Martin ratio for DTE, currently valued at 6.71, compared to the broader market0.0010.0020.0030.006.7116.26
DTE
^GSPC

The current DTE Energy Company Sharpe ratio is 1.30. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of DTE Energy Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.30
2.54
DTE (DTE Energy Company)
Benchmark (^GSPC)

Dividends

Dividend History

DTE Energy Company provided a 3.29% dividend yield over the last twelve months, with an annual payout of $4.08 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.


3.00%3.20%3.40%3.60%3.80%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$4.08$3.88$3.61$3.56$3.51$3.27$3.06$2.86$2.60$2.42$2.29$2.20

Dividend yield

3.29%3.52%3.07%2.98%3.39%2.96%3.26%3.07%3.10%3.54%3.11%3.89%

Monthly Dividends

The table displays the monthly dividend distributions for DTE Energy Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$3.06
2023$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$1.02$3.88
2022$0.00$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.95$3.61
2021$0.00$0.00$0.92$0.00$0.00$0.92$0.00$0.00$0.83$0.00$0.00$0.89$3.56
2020$0.00$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.92$3.51
2019$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.86$3.27
2018$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.80$3.06
2017$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.75$2.86
2016$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.66$0.00$0.00$0.70$2.60
2015$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.62$0.00$0.00$0.62$2.42
2014$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.59$0.00$0.00$0.59$2.29
2013$0.53$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$2.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.3%
DTE Energy Company has a dividend yield of 3.29%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%56.0%
DTE Energy Company has a payout ratio of 55.97%, which is quite average when compared to the overall market. This suggests that DTE Energy Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.62%
-0.88%
DTE (DTE Energy Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the DTE Energy Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the DTE Energy Company was 67.91%, occurring on Dec 27, 1974. Recovery took 3735 trading sessions.

The current DTE Energy Company drawdown is 4.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.91%Mar 9, 19701216Dec 27, 19743735Oct 6, 19894951
-52.56%May 23, 2007452Mar 9, 2009271Apr 6, 2010723
-42.45%Feb 24, 202021Mar 23, 2020162Nov 10, 2020183
-36.05%Oct 9, 1998351Mar 1, 2000280Apr 10, 2001631
-28.93%Apr 21, 2022367Oct 5, 2023247Sep 30, 2024614

Volatility

Volatility Chart

The current DTE Energy Company volatility is 6.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
6.74%
3.96%
DTE (DTE Energy Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of DTE Energy Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of DTE Energy Company compared to its peers in the Utilities - Regulated Electric industry.


PE Ratio
20.040.060.080.0100.016.6
The chart displays the price to earnings (P/E) ratio for DTE in comparison to other companies of the Utilities - Regulated Electric industry. Currently, DTE has a PE value of 16.6. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.03.3
The chart displays the price to earnings to growth (PEG) ratio for DTE in comparison to other companies of the Utilities - Regulated Electric industry. Currently, DTE has a PEG value of 3.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for DTE Energy Company.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items