STEM vs. DUK

Last updated Apr 1, 2026

Compare and contrast key facts about Stem, Inc. (STEM) and Duke Energy Corporation (DUK).

Performance

STEM vs. DUK - Performance Comparison

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

STEM vs. DUK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
STEM Stem, Inc.	-41.26%	24.79%	-84.46%	-56.60%	-52.87%	-7.28%	110.93%
DUK Duke Energy Corporation	12.67%	12.72%	15.56%	-1.63%	2.03%	19.11%	-0.72%

Fundamentals

EPS STEM : $16.30 DUK : $9.62
PE Ratio STEM : 0.54 DUK : 13.62
PS Ratio STEM : 0.48 DUK : 2.10
Total Revenue (TTM) STEM : $156.27M DUK : $32.36B
Gross Profit (TTM) STEM : $59.96M DUK : $22.67B
EBITDA (TTM) STEM : $171.02M DUK : $15.57B

Returns By Period

In the year-to-date period, STEM achieves a -41.26% return, which is significantly lower than DUK's 12.67% return.

STEM

• 1D: 7.15%
• 1M: -15.89%
• YTD: -41.26%
• 6M: -49.54%
• 1Y: 26.18%
• 3Y*: -57.28%
• 5Y*: -56.05%
• 10Y*: —

DUK

• 1D: -0.58%
• 1M: 0.07%
• YTD: 12.67%
• 6M: 7.64%
• 1Y: 11.16%
• 3Y*: 15.12%
• 5Y*: 10.55%
• 10Y*: 9.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

STEM vs. DUK — Risk / Return Rank

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

STEM

STEM Risk / Return Rank: 53
STEM Sharpe Ratio Rank: 49
STEM Sortino Ratio Rank: 64
STEM Omega Ratio Rank: 59
STEM Calmar Ratio Rank: 46
STEM Martin Ratio Rank: 47

DUK

DUK Risk / Return Rank: 63
DUK Sharpe Ratio Rank: 66
DUK Sortino Ratio Rank: 58
DUK Omega Ratio Rank: 55
DUK Calmar Ratio Rank: 68
DUK Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STEM vs. DUK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stem, Inc. (STEM) 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.

	STEM	DUK	Difference
Sharpe ratio Return per unit of total volatility	0.21	0.70	-0.49
Sortino ratio Return per unit of downside risk	1.34	1.04	+0.30
Omega ratio Gain probability vs. loss probability	1.15	1.13	+0.02
Calmar ratio Return relative to maximum drawdown	0.18	1.24	-1.06
Martin ratio Return relative to average drawdown	0.36	2.92	-2.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STEM vs. DUK - Sharpe Ratio Comparison

The current STEM Sharpe Ratio is 0.21, which is lower than the DUK Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of STEM and DUK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	STEM	DUK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.21	0.70	-0.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.49	0.60	-1.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.37	0.50	-0.86

Correlation

The correlation between STEM and DUK is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

STEM vs. DUK - Dividend Comparison

STEM has not paid dividends to shareholders, while DUK's dividend yield for the trailing twelve months is around 3.24%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STEM Stem, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DUK Duke Energy Corporation	3.24%	3.60%	3.84%	4.18%	3.86%	3.72%	4.17%	4.11%	4.21%	4.15%	4.33%	4.54%

Drawdowns

STEM vs. DUK - Drawdown Comparison

The maximum STEM drawdown since its inception was -99.41%, which is greater than DUK's maximum drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for STEM and DUK.

Drawdown Indicators

	STEM	DUK	Difference
Max Drawdown Largest peak-to-trough decline	-99.41%	-71.92%	-27.49%
Max Drawdown (1Y) Largest decline over 1 year	-72.31%	-10.88%	-61.43%
Max Drawdown (5Y) Largest decline over 5 years	-99.20%	-24.16%	-75.04%
Max Drawdown (10Y) Largest decline over 10 years	—	-37.37%	—
Current Drawdown Current decline from peak	-99.12%	-1.89%	-97.23%
Average Drawdown Average peak-to-trough decline	-78.48%	-10.88%	-67.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	36.58%	4.63%	+31.95%

Volatility

STEM vs. DUK - Volatility Comparison

Stem, Inc. (STEM) has a higher volatility of 30.31% compared to Duke Energy Corporation (DUK) at 4.40%. This indicates that STEM'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.

Volatility by Period

	STEM	DUK	Difference
Volatility (1M) Calculated over the trailing 1-month period	30.31%	4.40%	+25.91%
Volatility (6M) Calculated over the trailing 6-month period	78.86%	10.47%	+68.39%
Volatility (1Y) Calculated over the trailing 1-year period	127.80%	16.12%	+111.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	114.40%	17.76%	+96.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	118.33%	20.36%	+97.97%

Financials

STEM vs. DUK - Profitability Comparison

The chart below illustrates the profitability comparison between Stem, Inc. and Duke Energy Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

STEM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Stem, Inc. reported a gross profit of 23.04M and revenue of 47.14M. Therefore, the gross margin over that period was 48.9%.

DUK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported a gross profit of 7.60B and revenue of 7.94B. Therefore, the gross margin over that period was 95.7%.

STEM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Stem, Inc. reported an operating income of -8.35M and revenue of 47.14M, resulting in an operating margin of -17.7%.

DUK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported an operating income of 2.13B and revenue of 7.94B, resulting in an operating margin of 26.8%.

STEM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Stem, Inc. reported a net income of -15.98M and revenue of 47.14M, resulting in a net margin of -33.9%.

DUK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported a net income of 1.20B and revenue of 7.94B, resulting in a net margin of 15.2%.