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

Company Info

ISINUS2333311072
CUSIP233331107
SectorUtilities
IndustryUtilities - Regulated Electric

Highlights

Market Cap$22.49B
EPS (TTM)$6.11
PE Ratio17.79
PEG Ratio1.80
Total Revenue (TTM)$9.60B
Gross Profit (TTM)$2.92B
EBITDA (TTM)$3.07B
Year Range$87.68 - $116.38
Target Price$120.06
Short %2.29%
Short Ratio4.16

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.


DTE Energy Company

Popular comparisons: DTE vs. AQN.TO, DTE vs. XEL, DTE vs. VOO, DTE vs. SPY, DTE vs. VIGAX, DTE vs. CTRA

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.


2,500.00%3,000.00%3,500.00%4,000.00%4,500.00%5,000.00%5,500.00%6,000.00%FebruaryMarchAprilMayJuneJuly
3,086.46%
5,904.88%
DTE (DTE Energy Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

DTE Energy Company had a return of 4.57% year-to-date (YTD) and 4.07% in the last 12 months. Over the past 10 years, DTE Energy Company had an annualized return of 9.46%, while the S&P 500 had an annualized return of 10.96%, indicating that DTE Energy Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.57%17.08%
1 month0.42%3.89%
6 months6.73%16.83%
1 year4.07%24.87%
5 years (annualized)3.83%13.16%
10 years (annualized)9.46%10.96%

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%4.57%
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%26.96%
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%-2.58%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 rank of DTE is 54, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of DTE is 5454
DTE (DTE Energy Company)
The Sharpe Ratio Rank of DTE is 5858Sharpe Ratio Rank
The Sortino Ratio Rank of DTE is 5050Sortino Ratio Rank
The Omega Ratio Rank of DTE is 4949Omega Ratio Rank
The Calmar Ratio Rank of DTE is 5858Calmar Ratio Rank
The Martin Ratio Rank of DTE is 5656Martin 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.


DTE
Sharpe ratio
The chart of Sharpe ratio for DTE, currently valued at 0.30, compared to the broader market-2.00-1.000.001.002.003.000.30
Sortino ratio
The chart of Sortino ratio for DTE, currently valued at 0.56, compared to the broader market-4.00-2.000.002.004.000.56
Omega ratio
The chart of Omega ratio for DTE, currently valued at 1.07, compared to the broader market0.501.001.502.001.07
Calmar ratio
The chart of Calmar ratio for DTE, currently valued at 0.20, compared to the broader market0.002.004.006.000.20
Martin ratio
The chart of Martin ratio for DTE, currently valued at 0.75, compared to the broader market-10.000.0010.0020.000.75
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.31, compared to the broader market-2.00-1.000.001.002.003.002.31
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.24, compared to the broader market-4.00-2.000.002.004.003.24
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.82, compared to the broader market0.002.004.006.001.82
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.58, compared to the broader market-10.000.0010.0020.008.58

Sharpe Ratio

The current DTE Energy Company Sharpe ratio is 0.30. 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 Ratio-0.500.000.501.001.502.002.503.00FebruaryMarchAprilMayJuneJuly
0.30
2.31
DTE (DTE Energy Company)
Benchmark (^GSPC)

Dividends

Dividend History

DTE Energy Company granted a 3.55% dividend yield in the last twelve months. The annual payout for that period amounted to $4.01 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$4.01$3.88$3.61$3.56$3.51$3.27$3.06$2.86$2.60$2.42$2.29$2.20

Dividend yield

3.55%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$2.04
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%3.6%
DTE Energy Company has a dividend yield of 3.55%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%66.1%
DTE Energy Company has a payout ratio of 66.10%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-12.21%
-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 3732 trading sessions.

The current DTE Energy Company drawdown is 12.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.91%Mar 9, 19701216Dec 27, 19743732Oct 3, 19894948
-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, 2023

Volatility

Volatility Chart

The current DTE Energy Company volatility is 5.59%, 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%FebruaryMarchAprilMayJuneJuly
5.59%
2.07%
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

P/E Ratio

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


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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