DUK vs. CMCX.L
DUK (Duke Energy Corporation) and CMCX.L (CMC Markets plc) are both stocks. DUK operates in Utilities - Regulated Electric (Utilities), while CMCX.L operates in Capital Markets (Financial Services). Over the past 10 years, DUK returned 8.62%/yr vs 9.46%/yr for CMCX.L. At a 0.04 correlation, their price movements are largely independent.
Performance
DUK vs. CMCX.L - Performance Comparison
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Different Trading Currencies
DUK is traded in USD, while CMCX.L is traded in GBp. To make them comparable, the CMCX.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, DUK achieves a 8.77% return, which is significantly lower than CMCX.L's 54.48% return. Over the past 10 years, DUK has underperformed CMCX.L with an annualized return of 8.62%, while CMCX.L has yielded a comparatively higher 9.46% annualized return.
DUK
- 1D
- 0.91%
- 1M
- 3.62%
- YTD
- 8.77%
- 6M
- 10.57%
- 1Y
- 10.99%
- 3Y*
- 15.72%
- 5Y*
- 8.32%
- 10Y*
- 8.62%
CMCX.L
- 1D
- -0.05%
- 1M
- 23.12%
- YTD
- 54.48%
- 6M
- 63.17%
- 1Y
- 90.70%
- 3Y*
- 49.85%
- 5Y*
- 2.61%
- 10Y*
- 9.46%
DUK vs. CMCX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 8.77% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
CMCX.L CMC Markets plc | 54.48% | 36.76% | 140.02% | -48.87% | -20.49% | -28.90% | 192.62% | 48.98% | -30.92% | 59.26% |
Correlation
The correlation between DUK and CMCX.L is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Feb 5, 2016 | 0.04 |
Fundamentals
DUK:
$97.35B
CMCX.L:
£1.30B
DUK:
$6.61
CMCX.L:
£0.50
DUK:
18.91
CMCX.L:
9.36
DUK:
1.48
CMCX.L:
1.23
DUK:
2.92
CMCX.L:
1.69
DUK:
1.82
CMCX.L:
2.84
DUK:
$33.29B
CMCX.L:
£755.33M
DUK:
$19.45B
CMCX.L:
£533.42M
DUK:
$15.91B
CMCX.L:
£232.99M
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Return for Risk
DUK vs. CMCX.L — Risk / Return Rank
DUK
CMCX.L
DUK vs. CMCX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) and CMC Markets plc (CMCX.L). 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 | CMCX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -2.86 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.46 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 4.19 | -3.21 |
| Martin ratioReturn relative to average drawdown | 2.32 | 10.78 | -8.45 |
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Drawdowns
DUK vs. CMCX.L - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, smaller than the maximum CMCX.L drawdown of -82.48%. Use the drawdown chart below to compare losses from any high point for DUK and CMCX.L.
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Drawdown Indicators
| DUK | CMCX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -82.48% | +10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -20.24% | +9.36% |
Max Drawdown (3Y)Largest decline over 3 years | -11.59% | -45.82% | +34.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -80.36% | +56.20% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -82.48% | +45.11% |
Current DrawdownCurrent decline from peak | -5.28% | -0.05% | -5.23% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -43.80% | +32.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 7.88% | -3.31% |
Volatility
DUK vs. CMCX.L - Volatility Comparison
The current volatility for Duke Energy Corporation (DUK) is 5.62%, while CMC Markets plc (CMCX.L) has a volatility of 17.57%. This indicates that DUK experiences smaller price fluctuations and is considered to be less risky than CMCX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DUK | CMCX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 17.57% | -11.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 25.50% | -14.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 43.41% | -28.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.84% | 48.29% | -30.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 47.85% | -27.45% |
Dividends
DUK vs. CMCX.L - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.69%, more than CMCX.L's 2.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMCX.L CMC Markets plc | 2.97% | 4.62% | 4.19% | 4.67% | 5.53% | 9.46% | 5.47% | 2.41% | 6.94% | 5.95% | 0.00% | 0.00% |
DUK Duke Energy Corporation | 3.69% | 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. CMCX.L - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation and CMC Markets plc. 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. CMCX.L - 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%.
CMCX.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CMC Markets plc reported a gross profit of 188.08M and revenue of 217.26M. Therefore, the gross margin over that period was 86.6%.
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%.
CMCX.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CMC Markets plc reported an operating income of 57.64M and revenue of 217.26M, resulting in an operating margin of 26.5%.
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%.
CMCX.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CMC Markets plc reported a net income of 38.42M and revenue of 217.26M, resulting in a net margin of 17.7%.
Frequently Asked Questions
DUK and CMCX.L have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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