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DUK vs. NEP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DUK and NEP is 0.32, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

DUK vs. NEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Duke Energy Corporation (DUK) and NextEra Energy Partners, LP (NEP). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril
152.78%
-44.20%
DUK
NEP

Key characteristics

Fundamentals

Market Cap

DUK:

$92.41B

NEP:

$985.85M

EPS

DUK:

$5.70

NEP:

-$0.10

PEG Ratio

DUK:

3.13

NEP:

3.64

Total Revenue (TTM)

DUK:

$22.69B

NEP:

$959.00M

Gross Profit (TTM)

DUK:

$14.75B

NEP:

$439.00M

EBITDA (TTM)

DUK:

$11.16B

NEP:

$407.00M

Returns By Period


DUK

YTD

11.41%

1M

3.21%

6M

6.25%

1Y

28.52%

5Y*

13.92%

10Y*

8.83%

NEP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

DUK vs. NEP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DUK
The Risk-Adjusted Performance Rank of DUK is 9191
Overall Rank
The Sharpe Ratio Rank of DUK is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of DUK is 8989
Sortino Ratio Rank
The Omega Ratio Rank of DUK is 8686
Omega Ratio Rank
The Calmar Ratio Rank of DUK is 9595
Calmar Ratio Rank
The Martin Ratio Rank of DUK is 9090
Martin Ratio Rank

NEP
The Risk-Adjusted Performance Rank of NEP is 44
Overall Rank
The Sharpe Ratio Rank of NEP is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NEP is 33
Sortino Ratio Rank
The Omega Ratio Rank of NEP is 44
Omega Ratio Rank
The Calmar Ratio Rank of NEP is 88
Calmar Ratio Rank
The Martin Ratio Rank of NEP is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for DUK, currently valued at 1.63, compared to the broader market-2.00-1.000.001.002.00
DUK: 1.63
NEP: -1.15
The chart of Sortino ratio for DUK, currently valued at 2.28, compared to the broader market-6.00-4.00-2.000.002.004.00
DUK: 2.28
NEP: -1.74
The chart of Omega ratio for DUK, currently valued at 1.28, compared to the broader market0.501.001.502.00
DUK: 1.28
NEP: 0.73
The chart of Calmar ratio for DUK, currently valued at 2.28, compared to the broader market0.001.002.003.004.00
DUK: 2.28
NEP: -0.70
The chart of Martin ratio for DUK, currently valued at 6.47, compared to the broader market-10.000.0010.0020.00
DUK: 6.47
NEP: -1.51


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.63
-1.15
DUK
NEP

Dividends

DUK vs. NEP - Dividend Comparison

DUK's dividend yield for the trailing twelve months is around 3.50%, while NEP has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
DUK
Duke Energy Corporation
3.50%3.84%4.18%3.86%3.72%4.17%4.11%4.21%4.15%4.33%4.54%3.77%
NEP
NextEra Energy Partners, LP
25.76%20.20%11.10%4.27%3.08%3.37%3.74%3.98%3.46%5.08%3.03%0.56%

Drawdowns

DUK vs. NEP - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.13%
-84.49%
DUK
NEP

Volatility

DUK vs. NEP - Volatility Comparison

Duke Energy Corporation (DUK) has a higher volatility of 7.40% compared to NextEra Energy Partners, LP (NEP) at 0.00%. This indicates that DUK's price experiences larger fluctuations and is considered to be riskier than NEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
7.40%
0
DUK
NEP

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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