PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Duke Energy Corporation (DUK)

Equity · Currency in USD · Last updated Dec 8, 2023
SummaryFinancials

Company Info

ISINUS26441C2044
CUSIP26441C204
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market Cap$72.80B
EPS$4.73
PE Ratio19.97
PEG Ratio2.60
Revenue (TTM)$28.75B
Gross Profit (TTM)$13.11B
EBITDA (TTM)$12.79B
Year Range$82.11 - $101.94
Target Price$98.64
Short %0.95%
Short Ratio2.20

Share Price Chart


Loading data...

Performance

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


-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
5.59%
6.67%
DUK (Duke Energy Corporation)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with DUK

Duke Energy Corporation

Popular comparisons: DUK vs. SO, DUK vs. NEE, DUK vs. SCHD, DUK vs. QQQ, DUK vs. XLU, DUK vs. VIG, DUK vs. VTI, DUK vs. AQN.TO, DUK vs. XLE, DUK vs. XLF

Return

Duke Energy Corporation had a return of -4.24% year-to-date (YTD) and -0.96% in the last 12 months. Over the past 10 years, Duke Energy Corporation had an annualized return of 7.52%, while the S&P 500 had an annualized return of 9.77%, indicating that Duke Energy Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-4.24%19.43%
1 month7.03%4.73%
6 months5.04%6.79%
1 year-0.96%16.57%
5 years (annualized)5.23%11.75%
10 years (annualized)7.52%9.77%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-8.77%0.50%4.32%-4.08%-0.61%0.71%5.01%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) 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
DUK
Duke Energy Corporation
-0.10
^GSPC
S&P 500
1.20

Sharpe Ratio

The current Duke Energy Corporation Sharpe ratio is -0.10. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.10
1.20
DUK (Duke Energy Corporation)
Benchmark (^GSPC)

Dividend History

Duke Energy Corporation granted a 4.30% dividend yield in the last twelve months. The annual payout for that period amounted to $4.06 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$4.06$3.98$3.90$3.82$3.75$3.64$3.49$3.36$3.24$3.15$3.09$3.03

Dividend yield

4.30%3.86%3.72%4.17%4.11%4.21%4.15%4.33%4.54%3.77%4.48%4.75%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$1.01$0.00$0.00$1.01$0.00$0.00$1.03$0.00$0.00$1.03
2022$0.00$0.99$0.00$0.00$0.99$0.00$0.00$1.01$0.00$0.00$1.01$0.00
2021$0.00$0.97$0.00$0.00$0.97$0.00$0.00$0.99$0.00$0.00$0.99$0.00
2020$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.97$0.00$0.00$0.97$0.00
2019$0.00$0.93$0.00$0.00$0.93$0.00$0.00$0.95$0.00$0.00$0.95$0.00
2018$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.93$0.00$0.00$0.93$0.00
2017$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.89$0.00$0.00$0.89$0.00
2016$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.86$0.00$0.00$0.86$0.00
2015$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.83$0.00$0.00$0.83$0.00
2014$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.80$0.00$0.00$0.80$0.00
2013$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.78$0.00$0.00$0.78$0.00
2012$0.75$0.00$0.00$0.75$0.00$0.00$0.77$0.00$0.00$0.77$0.00

Dividend Yield & Payout


Dividend Yield
DUK
4.30%
Market bottom
1.03%
Market top
5.28%
Duke Energy Corporation has a dividend yield of 4.30%, which is quite average when compared to the overall market.
Payout Ratio
DUK
78.68%
Market bottom
18.65%
Market top
64.65%
Duke Energy Corporation has a payout ratio of 78.68%, 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 Chart

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


-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-12.10%
-4.40%
DUK (Duke Energy Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Duke Energy Corporation. 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 Duke Energy Corporation was 71.92%, occurring on Mar 10, 2003. Recovery took 1039 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.92%Apr 27, 2001466Mar 10, 20031039Apr 25, 20071505
-38.92%Dec 14, 2007309Mar 9, 2009359Aug 10, 2010668
-37.37%Feb 24, 202021Mar 23, 2020266Apr 13, 2021287
-30.43%Oct 9, 1998358Mar 10, 2000101Aug 3, 2000459
-26.75%Dec 1, 200028Jan 11, 200168Apr 20, 200196

Volatility Chart

The current Duke Energy Corporation volatility is 4.77%, 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%JulyAugustSeptemberOctoberNovemberDecember
4.77%
2.98%
DUK (Duke Energy Corporation)
Benchmark (^GSPC)