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DTE Energy Company (DTE)

Equity · Currency in USD · Last updated Jun 2, 2023

Company Info

ISINUS2333311072
CUSIP233331107
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market Cap$22.18B
EPS$5.65
PE Ratio19.04
PEG Ratio2.95
Revenue (TTM)$18.43B
Gross Profit (TTM)$3.67B
EBITDA (TTM)$2.92B
Year Range$98.96 - $133.58
Target Price$129.33
Short %1.13%
Short Ratio2.07

Share Price Chart


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Performance

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.


-10.00%-5.00%0.00%5.00%2023FebruaryMarchAprilMayJune
-4.37%
5.56%
DTE (DTE Energy Company)
Benchmark (^GSPC)

S&P 500

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DTE Energy Company

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Return

DTE Energy Company had a return of -7.94% year-to-date (YTD) and -16.68% in the last 12 months. Over the past 10 years, DTE Energy Company had an annualized return of 10.28%, while the S&P 500 benchmark had an annualized return of 9.99%, indicating that DTE Energy Company performed slightly bigger than the benchmark.


PeriodReturnBenchmark
1 month-3.91%3.18%
Year-To-Date-7.94%9.94%
6 months-5.20%3.67%
1 year-16.68%1.06%
5 years (annualized)7.99%9.08%
10 years (annualized)10.28%9.99%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-0.99%-5.72%0.72%2.62%-4.28%
20223.48%2.13%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for DTE Energy Company (DTE) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
DTE
DTE Energy Company
-0.74
^GSPC
S&P 500
0.10

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current DTE Energy Company Sharpe ratio is -0.74. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.200.402023FebruaryMarchAprilMayJune
-0.74
0.10
DTE (DTE Energy Company)
Benchmark (^GSPC)

Dividend History

DTE Energy Company granted a 4.25% dividend yield in the last twelve months. The annual payout for that period amounted to $4.56 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$4.56$3.61$3.56$3.51$3.27$3.06$2.86$2.60$2.42$2.29$2.20$2.05

Dividend yield

4.25%3.10%3.09%3.64%3.30%3.74%3.64%3.80%4.48%4.09%5.29%5.69%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.95$0.00$0.00
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
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
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
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
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
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
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
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
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
2013$0.00$0.00$0.53$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56
2012$0.50$0.00$0.00$0.50$0.00$0.00$0.53$0.00$0.00$0.53

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-24.00%-22.00%-20.00%-18.00%-16.00%-14.00%-12.00%2023FebruaryMarchAprilMayJune
-20.47%
-12.00%
DTE (DTE Energy Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the DTE Energy Company. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the DTE Energy Company is 67.92%, recorded on Dec 27, 1974. It took 3050 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.92%Mar 9, 19701216Dec 27, 19743050Jan 22, 19874266
-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
-28.83%Apr 19, 1993273May 16, 1994345Sep 26, 1995618

Volatility Chart

The current DTE Energy Company volatility is 3.68%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%2023FebruaryMarchAprilMayJune
3.68%
3.68%
DTE (DTE Energy Company)
Benchmark (^GSPC)