DUK vs. CCI
DUK (Duke Energy Corporation) and CCI (Crown Castle Inc.) are both stocks. DUK operates in Utilities - Regulated Electric (Utilities), while CCI operates in REIT - Specialty (Real Estate). Over the past 10 years, DUK returned 8.35%/yr vs 1.77%/yr for CCI. At a 0.25 correlation, their price movements are largely independent.
Performance
DUK vs. CCI - Performance Comparison
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Returns By Period
In the year-to-date period, DUK achieves a 11.36% return, which is significantly higher than CCI's -10.67% return. Over the past 10 years, DUK has outperformed CCI with an annualized return of 8.35%, while CCI has yielded a comparatively lower 1.77% annualized return.
DUK
- 1D
- 1.62%
- 1M
- 3.59%
- 6M
- 9.34%
- YTD
- 11.36%
- 1Y
- 10.00%
- 3Y*
- 14.96%
- 5Y*
- 8.30%
- 10Y*
- 8.35%
- ALL TIME*
- 10.54%
CCI
- 1D
- 1.71%
- 1M
- -6.76%
- 6M
- -8.93%
- YTD
- -10.67%
- 1Y
- -26.33%
- 3Y*
- -5.25%
- 5Y*
- -12.62%
- 10Y*
- 1.77%
- ALL TIME*
- 8.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $285.52M | $332.29M | $343.80M | |
| $440.71M | $478.37M | $438.33M |
DUK vs. CCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 11.36% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
CCI Crown Castle Inc. | -10.67% | 2.96% | -16.39% | -10.24% | -32.57% | 35.08% | 15.49% | 35.45% | 1.75% | 32.97% |
Correlation
The correlation between DUK and CCI is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 1998 | 0.25 |
The correlation between DUK and CCI shifts across timeframes, from 0.25 (all time) to 0.51 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DUK:
$99.75B
CCI:
$33.83B
DUK:
$6.61
CCI:
$2.46
DUK:
19.37
CCI:
31.45
DUK:
2.99
CCI:
8.12
DUK:
$33.29B
CCI:
$4.16B
DUK:
$19.45B
CCI:
$1.99B
DUK:
$15.91B
CCI:
$2.30B
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Return for Risk
DUK vs. CCI — Risk / Return Rank
DUK
CCI
DUK vs. CCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) and Crown Castle Inc. (CCI). 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.
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.
| DUK | CCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.86 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | -0.85 | +1.77 |
| Martin ratioReturn relative to average drawdown | 2.10 | -1.33 | +3.43 |
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Drawdowns
DUK vs. CCI - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, smaller than the maximum CCI drawdown of -97.52%. Use the drawdown chart below to compare losses from any high point for DUK and CCI.
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Drawdown Indicators
| DUK | CCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -97.52% | +25.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -31.07% | +20.19% |
Max Drawdown (3Y)Largest decline over 3 years | -11.59% | -31.81% | +20.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -55.48% | +31.32% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -55.48% | +18.11% |
Current DrawdownCurrent decline from peak | -3.03% | -53.46% | +50.43% |
Average DrawdownAverage peak-to-trough decline | -10.83% | -26.02% | +15.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 19.76% | -14.98% |
Volatility
DUK vs. CCI - Volatility Comparison
The current volatility for Duke Energy Corporation (DUK) is 6.36%, while Crown Castle Inc. (CCI) has a volatility of 10.93%. This indicates that DUK experiences smaller price fluctuations and is considered to be less risky than CCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DUK | CCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 10.93% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.33% | 24.61% | -12.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.65% | 29.10% | -13.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.95% | 27.05% | -9.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.45% | 26.25% | -5.80% |
Dividends
DUK vs. CCI - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.60%, less than CCI's 5.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCI Crown Castle Inc. | 5.48% | 5.35% | 6.90% | 5.43% | 4.41% | 2.62% | 3.10% | 3.22% | 3.94% | 3.51% | 4.15% | 3.87% |
DUK Duke Energy Corporation | 3.60% | 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. CCI - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation and Crown Castle 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. CCI - Profitability Comparison
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
CCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Crown Castle Inc. reported a gross profit of 0.00 and revenue of 1.01B. Therefore, the gross margin over that period was 0.0%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Duke Energy Corporation reported an operating income of 2.73B and revenue of 9.18B, resulting in an operating margin of 29.7%.
CCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Crown Castle Inc. reported an operating income of 470.00M and revenue of 1.01B, resulting in an operating margin of 46.6%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Duke Energy Corporation reported a net income of 1.55B and revenue of 9.18B, resulting in a net margin of 16.9%.
CCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Crown Castle Inc. reported a net income of 307.00M and revenue of 1.01B, resulting in a net margin of 30.5%.
Frequently Asked Questions
DUK and CCI have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CCI has higher volatility (10.93%) compared to DUK (6.36%). In terms of maximum drawdown, DUK dropped -71.92% vs CCI's -97.52%.
DUK currently has the higher Sharpe Ratio (0.64 vs -0.92), 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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