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ISIN
US2333311072
CUSIP
233331107
Sector
Utilities
IPO Date
Jan 2, 1970

Highlights

Market Cap
$30.54B
Enterprise Value
$34.10B
EPS (TTM)
$4.92
PE Ratio
29.86
PEG Ratio
2.66
Total Revenue (TTM)
$16.33B
Gross Profit (TTM)
$9.07B
EBITDA (TTM)
$4.15B
Year Range
$126.23 - $154.63
Target Price
$157.22
ROA (TTM)
815.35%
ROE (TTM)
8.27%

Share Price Chart


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Performance

DTE Performance Chart

DTE Energy Company (DTE) is up 16.0% since the beginning of the year. At $147 per share, DTE is trading 5.0% below its 52-week high of $155. Investors who bought $1,000 worth of DTE shares 5 years ago would now be looking at an investment worth $1,561.


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S&P 500 Index

Returns By Period

DTE Energy Company (DTE) has returned 15.95% so far this year and 14.96% over the past 12 months. Over the last ten years, DTE has returned 9.68% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


DTE Energy Company

1D
0.30%
1M
2.13%
YTD
15.95%
6M
16.56%
1Y
14.96%
3Y*
14.04%
5Y*
9.31%
10Y*
9.68%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DTE Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1970, DTE's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 1975 with a return of +48.5%, while the worst month was Feb 2009 at -22.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 8 months.

On a daily basis, DTE closed higher 45% of trading days. The best single day was Jan 2, 1975 with a return of +15.6%, while the worst single day was Mar 16, 2020 at -13.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.19%10.31%-0.59%3.74%-5.81%3.86%15.95%
2025-0.72%11.53%4.26%-0.92%-0.26%-2.28%4.49%-1.27%4.33%-4.16%1.10%-5.02%10.42%
2024-4.39%2.78%4.47%-1.62%5.63%-3.86%8.58%3.73%3.55%-3.26%1.26%-3.13%13.49%
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%

Benchmark Metrics

DTE Energy Company has an annualized alpha of 4.58%, beta of 0.52, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since January 02, 1970.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (48.40%) than losses (40.43%) - typical of diversified or defensive assets.
  • Beta of 0.52 may look defensive, but with R2 of 0.18 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.58%
Beta
0.52
0.18
Upside Capture
48.40%
Downside Capture
40.43%

Return for Risk

Risk / Return Rank

DTE ranks 67 for risk / return — better than 67% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


DTE Risk / Return Rank: 6767
Overall Rank
DTE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
DTE Sortino Ratio Rank: 6363
Sortino Ratio Rank
DTE Omega Ratio Rank: 6161
Omega Ratio Rank
DTE Calmar Ratio Rank: 6969
Calmar Ratio Rank
DTE Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for DTE Energy Company (DTE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DTEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.11

Sortino ratioReturn per unit of downside risk

-1.41

Omega ratioGain probability vs. loss probability

1.16

1.37

-0.20

Calmar ratioReturn relative to maximum drawdown

1.48

2.78

-1.30

Martin ratioReturn relative to average drawdown

3.42

12.44

-9.02

Dividends

Dividend History

DTE Energy Company provided a 3.39% dividend yield over the last twelve months, with an annual payout of $4.98 per share. The company has been increasing its dividends for 38 consecutive years, earning it the status of a dividend aristocrat.


3.00%3.10%3.20%3.30%3.40%3.50%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.98$4.44$4.15$3.88$3.61$3.56$3.51$3.27$3.06$2.86$2.60$2.42

Dividend yield

3.39%3.44%3.44%3.52%3.07%2.98%3.40%2.96%3.26%3.07%3.10%3.54%

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
2026$0.00$0.00$1.17$0.00$0.00$1.56$2.72
2025$0.00$0.00$1.09$0.00$0.00$1.09$0.00$0.00$1.09$0.00$0.00$1.17$4.44
2024$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.09$4.15
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

Dividend Yield & Payout


Dividend Yield

DTE Energy Company has a dividend yield of 3.39%, which is quite average when compared to the overall market.

Payout Ratio

DTE Energy Company has a payout ratio of 87.03%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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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 67.92%, occurring on Dec 27, 1974. Recovery took 3635 trading sessions.

The current DTE Energy Company drawdown is 2.18%.


Related event

Drawdown

Fall

Recovery

Underwater

1974 bear market1974
-67.92%Dec 1974
4y 9mo14y 4mo
19y 2moMar 1970 - May 1989
Financial crisis2007–2009
-52.55%Mar 2009
1y 9mo1y 28d
2y 10moMay 2007 - Apr 2010
COVID crash2020
-42.45%Mar 2020
28d7mo 22d
8mo 20dFeb 2020 - Nov 2020
Dot-com crash2000–2002
-36.04%Mar 2000
1y 4mo1y 1mo
2y 6moOct 1998 - Apr 2001
2023 bear market2023
-28.93%Oct 2023
1y 5mo12mo 1d
2y 5moApr 2022 - Sep 2024

Drawdown Indicators


DTEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-67.92%

-56.78%

-11.14%

Max Drawdown (1Y)

Largest decline over 1 year

-10.13%

-9.10%

-1.03%

Max Drawdown (3Y)

Largest decline over 3 years

-17.97%

-18.90%

+0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-28.93%

-25.43%

-3.50%

Max Drawdown (10Y)

Largest decline over 10 years

-42.45%

-33.92%

-8.53%

Current Drawdown

Current decline from peak

-2.18%

-1.80%

-0.38%

Average Drawdown

Average peak-to-trough decline

-17.21%

-10.71%

-6.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.39%

2.03%

+2.36%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 overview of how DTE Energy Company is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for DTE, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, DTE has a P/E ratio of 29.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for DTE compared to other companies in the Utilities - Regulated Electric industry. DTE currently has a PEG ratio of 2.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for DTE relative to other companies in the Utilities - Regulated Electric industry. Currently, DTE has a P/S ratio of 1.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for DTE in comparison with other companies in the Utilities - Regulated Electric industry. Currently, DTE has a P/B value of 2.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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
Portfolio Analyzer

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