OGE vs. DUK
Compare and contrast key facts about OGE Energy Corp. (OGE) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGE or DUK.
Key characteristics
| OGE | DUK | |
|---|---|---|
| YTD Return | 8.39% | 9.36% |
| 1Y Return | 6.03% | 16.97% |
| 3Y Return (Ann) | 8.14% | 4.62% |
| 5Y Return (Ann) | 1.87% | 7.93% |
| 10Y Return (Ann) | 4.63% | 8.50% |
| Sharpe Ratio | 0.34 | 0.98 |
| Daily Std Dev | 18.63% | 17.13% |
| Max Drawdown | -48.85% | -71.92% |
| Current Drawdown | -6.27% | -1.24% |
Fundamentals
| OGE | DUK | |
|---|---|---|
| Market Cap | $7.30B | $79.24B |
| EPS | $1.97 | $5.59 |
| PE Ratio | 18.47 | 18.37 |
| PEG Ratio | 3.42 | 2.41 |
| Revenue (TTM) | $2.71B | $29.00B |
| Gross Profit (TTM) | $1.21B | $13.11B |
| EBITDA (TTM) | $1.13B | $13.76B |
Correlation
The correlation between OGE and DUK is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OGE vs. DUK - Performance Comparison
In the year-to-date period, OGE achieves a 8.39% return, which is significantly lower than DUK's 9.36% return. Over the past 10 years, OGE has underperformed DUK with an annualized return of 4.63%, while DUK has yielded a comparatively higher 8.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
OGE vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OGE Energy Corp. (OGE) 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.
Dividends
OGE vs. DUK - Dividend Comparison
OGE's dividend yield for the trailing twelve months is around 4.51%, more than DUK's 3.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGE OGE Energy Corp. | 4.51% | 4.75% | 4.16% | 4.21% | 4.91% | 3.33% | 3.48% | 3.77% | 3.37% | 3.90% | 2.61% | 2.46% |
DUK Duke Energy Corporation | 3.95% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
Drawdowns
OGE vs. DUK - Drawdown Comparison
The maximum OGE drawdown since its inception was -48.85%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for OGE and DUK. For additional features, visit the drawdowns tool.
Volatility
OGE vs. DUK - Volatility Comparison
OGE Energy Corp. (OGE) has a higher volatility of 4.46% compared to Duke Energy Corporation (DUK) at 4.04%. This indicates that OGE'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.
Financials
OGE vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between OGE Energy Corp. 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