DUK vs. BCE
DUK (Duke Energy Corporation) and BCE (BCE Inc.) are both stocks. DUK operates in Utilities - Regulated Electric (Utilities), while BCE operates in Telecom Services (Communication Services). Over the past 10 years, DUK returned 8.84%/yr vs -0.56%/yr for BCE. At a 0.22 correlation, their price movements are largely independent.
Performance
DUK vs. BCE - Performance Comparison
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Returns By Period
In the year-to-date period, DUK achieves a 7.81% return, which is significantly higher than BCE's 3.77% return. Over the past 10 years, DUK has outperformed BCE with an annualized return of 8.84%, while BCE has yielded a comparatively lower -0.56% annualized return.
DUK
- 1D
- 1.97%
- 1M
- 0.90%
- YTD
- 7.81%
- 6M
- 8.45%
- 1Y
- 11.57%
- 3Y*
- 15.81%
- 5Y*
- 8.23%
- 10Y*
- 8.84%
BCE
- 1D
- 1.37%
- 1M
- 1.12%
- YTD
- 3.77%
- 6M
- 6.37%
- 1Y
- 18.17%
- 3Y*
- -12.53%
- 5Y*
- -7.49%
- 10Y*
- -0.56%
DUK vs. BCE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 7.81% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
BCE BCE Inc. | 3.77% | 10.25% | -35.53% | -4.16% | -10.62% | 28.62% | -1.95% | 23.38% | -13.02% | 16.52% |
Correlation
The correlation between DUK and BCE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Apr 7, 1983 | 0.22 |
The correlation between DUK and BCE shifts across timeframes, from 0.18 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DUK:
$96.77B
BCE:
$22.76B
DUK:
$6.61
BCE:
$6.75
DUK:
18.80
BCE:
3.62
DUK:
1.47
BCE:
0.00
DUK:
2.90
BCE:
0.92
DUK:
1.81
BCE:
1.13
DUK:
$33.29B
BCE:
$24.70B
DUK:
$19.45B
BCE:
$8.56B
DUK:
$15.91B
BCE:
$15.98B
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Return for Risk
DUK vs. BCE — Risk / Return Rank
DUK
BCE
DUK vs. BCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) and BCE Inc. (BCE). 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.
| DUK | BCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.45 | -0.43 |
| Martin ratioReturn relative to average drawdown | 2.47 | 2.97 | -0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DUK | BCE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.97 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | -0.40 | +0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | -0.03 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.49 | 0.00 |
Drawdowns
DUK vs. BCE - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, which is greater than BCE's maximum drawdown of -60.67%. Use the drawdown chart below to compare losses from any high point for DUK and BCE.
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Drawdown Indicators
| DUK | BCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -60.67% | -11.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -12.27% | +1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -11.59% | -46.88% | +35.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -55.42% | +31.26% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -55.42% | +18.05% |
Current DrawdownCurrent decline from peak | -6.12% | -45.02% | +38.90% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -12.83% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 5.99% | -1.50% |
Volatility
DUK vs. BCE - Volatility Comparison
Duke Energy Corporation (DUK) and BCE Inc. (BCE) have volatilities of 5.10% and 4.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DUK | BCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 4.97% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 12.76% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 18.46% | -3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.81% | 18.94% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.38% | 19.20% | +1.18% |
Dividends
DUK vs. BCE - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.43%, less than BCE's 5.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCE BCE Inc. | 5.18% | 6.98% | 12.47% | 7.29% | 6.39% | 5.37% | 5.82% | 5.16% | 5.84% | 4.63% | 5.15% | 6.00% |
DUK Duke Energy Corporation | 3.43% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
Financials
DUK vs. BCE - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation and BCE Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DUK vs. BCE - Profitability Comparison
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a gross profit of 6.23B and revenue of 9.18B. Therefore, the gross margin over that period was 67.9%.
BCE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported a gross profit of 1.86B and revenue of 6.18B. Therefore, the gross margin over that period was 30.0%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported an operating income of 2.73B and revenue of 9.18B, resulting in an operating margin of 29.7%.
BCE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported an operating income of 1.28B and revenue of 6.18B, resulting in an operating margin of 20.7%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a net income of 1.55B and revenue of 9.18B, resulting in a net margin of 16.9%.
BCE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported a net income of 654.69M and revenue of 6.18B, resulting in a net margin of 10.6%.
Frequently Asked Questions
DUK and BCE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DUK has higher volatility (5.10%) compared to BCE (4.97%). In terms of maximum drawdown, DUK dropped -71.92% vs BCE's -60.67%.
BCE currently has the higher Sharpe Ratio (0.97 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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