DUK vs. NEP
Compare and contrast key facts about Duke Energy Corporation (DUK) and NextEra Energy Partners, LP (NEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUK or NEP.
Performance
DUK vs. NEP - Performance Comparison
Returns By Period
In the year-to-date period, DUK achieves a 22.00% return, which is significantly higher than NEP's -39.12% return. Over the past 10 years, DUK has outperformed NEP with an annualized return of 8.06%, while NEP has yielded a comparatively lower -2.59% annualized return.
DUK
22.00%
-4.23%
12.04%
31.71%
9.88%
8.06%
NEP
-39.12%
-33.33%
-49.47%
-21.78%
-15.88%
-2.59%
Fundamentals
| DUK | NEP | |
|---|---|---|
| Market Cap | $87.86B | $1.48B |
| EPS | $5.57 | $0.61 |
| PE Ratio | 20.42 | 26.02 |
| PEG Ratio | 2.68 | 3.64 |
| Total Revenue (TTM) | $30.21B | $1.15B |
| Gross Profit (TTM) | $14.74B | $223.00M |
| EBITDA (TTM) | $14.29B | $549.00M |
Key characteristics
| DUK | NEP | |
|---|---|---|
| Sharpe Ratio | 2.00 | -0.46 |
| Sortino Ratio | 2.77 | -0.38 |
| Omega Ratio | 1.34 | 0.95 |
| Calmar Ratio | 1.99 | -0.28 |
| Martin Ratio | 10.00 | -1.13 |
| Ulcer Index | 3.26% | 19.20% |
| Daily Std Dev | 16.30% | 47.44% |
| Max Drawdown | -71.92% | -76.65% |
| Current Drawdown | -4.92% | -76.34% |
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Correlation
The correlation between DUK and NEP is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
DUK vs. NEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) and NextEra Energy Partners, LP (NEP). 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.
Dividends
DUK vs. NEP - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.64%, less than NEP's 22.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.64% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
NEP NextEra Energy Partners, LP | 22.36% | 11.11% | 4.27% | 3.08% | 3.38% | 3.74% | 3.98% | 3.46% | 5.08% | 3.03% | 0.56% | 0.00% |
Drawdowns
DUK vs. NEP - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, smaller than the maximum NEP drawdown of -76.65%. Use the drawdown chart below to compare losses from any high point for DUK and NEP. For additional features, visit the drawdowns tool.
Volatility
DUK vs. NEP - Volatility Comparison
The current volatility for Duke Energy Corporation (DUK) is 5.99%, while NextEra Energy Partners, LP (NEP) has a volatility of 22.34%. This indicates that DUK experiences smaller price fluctuations and is considered to be less risky than NEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DUK vs. NEP - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation and NextEra Energy Partners, LP. 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