ES vs. DUK
Compare and contrast key facts about Eversource Energy (ES) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ES or DUK.
Correlation
The correlation between ES and DUK is 0.34, 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.
Performance
ES vs. DUK - Performance Comparison
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Key characteristics
ES:
0.31
DUK:
0.78
ES:
0.54
DUK:
1.16
ES:
1.07
DUK:
1.14
ES:
0.19
DUK:
1.21
ES:
0.78
DUK:
3.05
ES:
8.65%
DUK:
4.59%
ES:
24.25%
DUK:
18.16%
ES:
-65.47%
DUK:
-71.92%
ES:
-25.02%
DUK:
-8.85%
Fundamentals
ES:
$22.87B
DUK:
$90.05B
ES:
$2.28
DUK:
$6.03
ES:
27.30
DUK:
19.21
ES:
0.93
DUK:
3.09
ES:
1.80
DUK:
2.95
ES:
1.49
DUK:
1.92
ES:
$12.69B
DUK:
$30.94B
ES:
$4.91B
DUK:
$20.44B
ES:
$4.26B
DUK:
$15.13B
Returns By Period
In the year-to-date period, ES achieves a 10.87% return, which is significantly higher than DUK's 5.92% return. Over the past 10 years, ES has underperformed DUK with an annualized return of 5.99%, while DUK has yielded a comparatively higher 8.39% annualized return.
ES
10.87%
11.70%
6.42%
7.58%
-0.57%
5.99%
DUK
5.92%
-4.94%
2.97%
14.14%
10.76%
8.39%
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Risk-Adjusted Performance
ES vs. DUK — Risk-Adjusted Performance Rank
ES
DUK
ES vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eversource Energy (ES) and Duke Energy Corporation (DUK). 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.
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Dividends
ES vs. DUK - Dividend Comparison
ES's dividend yield for the trailing twelve months is around 4.61%, more than DUK's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 4.61% | 4.98% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% |
DUK Duke Energy Corporation | 3.68% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% |
Drawdowns
ES vs. DUK - Drawdown Comparison
The maximum ES drawdown since its inception was -65.47%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for ES and DUK. For additional features, visit the drawdowns tool.
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Volatility
ES vs. DUK - Volatility Comparison
Eversource Energy (ES) has a higher volatility of 7.86% compared to Duke Energy Corporation (DUK) at 6.46%. This indicates that ES's price experiences larger fluctuations and is considered to be riskier than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ES vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between Eversource Energy and Duke Energy Corporation. 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
ES vs. DUK - Profitability Comparison
ES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Eversource Energy reported a gross profit of 2.29B and revenue of 4.12B. Therefore, the gross margin over that period was 55.6%.
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported a gross profit of 4.28B and revenue of 8.25B. Therefore, the gross margin over that period was 51.9%.
ES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Eversource Energy reported an operating income of 926.39M and revenue of 4.12B, resulting in an operating margin of 22.5%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported an operating income of 2.34B and revenue of 8.25B, resulting in an operating margin of 28.4%.
ES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Eversource Energy reported a net income of 550.79M and revenue of 4.12B, resulting in a net margin of 13.4%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported a net income of 1.38B and revenue of 8.25B, resulting in a net margin of 16.7%.