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Duke Energy (DUK) Stock Analysis

This is a peer-relative look at Duke Energy (DUK): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Utilities peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Duke Energy (DUK)
Profile ItemDUK
NameDuke Energy Corporation
Country/RegionUnited States
GICS SectorUtilities
GICS Industry GroupUtilities
GICS IndustryElectric Utilities
GICS Sub-IndustryElectric Utilities
Market Capitalization98.16 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateMarch 17, 1980
Security TypeCommon Stock

Price Performance

Cumulative Growth

DUK
GSPC
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Duke Energy (DUK) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Duke Energy (DUK) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Duke Energy (DUK) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
Total Return (1Y)8.75%15.00%
Total Return (3Y, Annualized)14.24%11.96%
Total Return (5Y, Annualized)8.16%8.64%

Risk Profile

Drawdown History

DUK
GSPC
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Duke Energy (DUK) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Duke Energy (DUK) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
Volatility (1Y, Annualized)15.59%21.90%
Beta (5Y)0.380.55
Max Drawdown (5Y)-24.16%-36.10%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. DUK is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
Sharpe Ratio (1Y)0.300.43
Sortino Ratio (1Y)0.430.64

Profitability

ROE (TTM)

Duke Energy (DUK) posts ROE of 9.66%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

DUK

Utilities industry group

9.66%

Group distribution
Max
16.11%
Q3
11.23%
DUK
9.66%
Median
9.48%
Q1
7.55%
Min
2.67%
Largest peers
CEG
16.11%
AEP
12.59%
SO
10.99%
NEE
10.33%
D
9.79%
DUK
9.66%
NGG
8.41%
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Where Duke Energy (DUK) stands on ROE within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Duke Energy (DUK) keeps 15.71% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

DUK

Utilities industry group

15.71%

Group distribution
Max
29.37%
Q3
17.31%
DUK
15.71%
Median
12.55%
Q1
9.24%
Min
-0.65%
Largest peers
NEE
29.37%
NGG
18.32%
D
16.93%
AEP
16.29%
DUK
15.71%
SO
14.46%
CEG
12.69%
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Where Duke Energy (DUK) stands on net margin within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Duke Energy (DUK) turns 25.51% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

DUK

Utilities industry group

25.51%

Group distribution
Max
43.52%
Q3
30.09%
DUK
25.51%
Median
23.50%
Q1
16.61%
Min
0.00%
Largest peers
NGG
32.60%
NEE
30.18%
D
28.75%
SO
25.82%
DUK
25.51%
AEP
23.74%
CEG
21.86%
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Where Duke Energy (DUK) stands on operating margin within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
ROE (TTM)9.66%9.48%
ROA (TTM)2.78%2.98%
Net Margin (TTM)15.71%12.55%
Operating Margin (TTM)25.51%23.50%
Gross Margin (TTM)51.05%43.69%

Growth

Revenue Growth

Duke Energy (DUK) grew revenue 6.19%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Duke Energy (DUK): Revenue Growth across different time periods, set against Utilities industry-group medians.

EPS Growth

Duke Energy (DUK) grew earnings per share 10.51%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

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Duke Energy (DUK): EPS Growth across different time periods, set against Utilities industry-group medians.

Growth Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
Revenue Growth (YoY)6.19%8.34%
Revenue Growth (3Y CAGR)3.87%3.85%
EPS Growth (YoY)10.51%3.93%
EPS Growth (3Y CAGR)23.75%5.17%

Financial Strength

Current Ratio (MRQ)

Duke Energy (DUK) has current ratio of 0.66, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.

DUK

Utilities industry group

0.66

Group distribution
Max
1.74
Q3
1.16
Median
0.90
DUK
0.66
Q1
0.65
Min
0.33
Largest peers
CEG
1.36
D
0.78
NGG
0.76
DUK
0.66
SO
0.65
NEE
0.54
AEP
0.53
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Where Duke Energy (DUK) stands on current ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Duke Energy (DUK) has debt-to-equity ratio of 1.61, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

DUK

Utilities industry group

1.61

Group distribution
Max
3.02
Q3
1.79
DUK
1.61
Median
1.33
Q1
0.85
Min
0.00
Largest peers
SO
1.90
DUK
1.61
AEP
1.57
NEE
1.57
D
1.55
NGG
1.21
CEG
0.66
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Where Duke Energy (DUK) stands on debt-to-equity ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
Current Ratio (MRQ)0.660.90
Debt / Equity (MRQ)1.611.33
Net Debt / EBITDA5.415.41

Dividends

Dividend Yield (TTM)

Duke Energy (DUK) has dividend yield of 3.37%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

DUK

Utilities industry group

3.37%

Group distribution
Max
5.79%
Q3
3.68%
DUK
3.37%
Median
2.87%
Q1
1.91%
Min
0.00%
Largest peers
D
3.79%
DUK
3.37%
SO
3.13%
AEP
2.87%
NEE
2.64%
CEG
0.63%
NGG
0.59%
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Where Duke Energy (DUK) stands on dividend yield within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Duke Energy (DUK) has payout ratio of 65.23%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

DUK

Utilities industry group

65.23%

Group distribution
Max
116.67%
Q3
73.40%
DUK
65.23%
Median
58.69%
Q1
36.87%
Min
0.00%
Largest peers
D
78.76%
SO
75.70%
NGG
71.18%
DUK
65.23%
NEE
58.95%
AEP
55.62%
CEG
13.81%
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Where Duke Energy (DUK) stands on payout ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
Dividend Yield (TTM)3.37%2.87%
Dividend Payout Ratio (TTM)65.23%58.69%

Valuation

P/E Ratio (TTM)

Duke Energy (DUK) trades at P/E ratio of 19.37, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

DUK

Utilities industry group

19.37

Group distribution
Max
30.81
Q3
23.97
Median
20.72
DUK
19.37
Q1
16.62
Min
6.52
Largest peers
SO
24.13
NEE
22.32
CEG
22.04
D
20.60
AEP
19.39
DUK
19.37
NGG
19.08
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Where Duke Energy (DUK) stands on P/E ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Duke Energy (DUK) trades at 3.00 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

DUK

Utilities industry group

3.00

Group distribution
Max
6.28
Q3
3.59
DUK
3.00
Median
2.76
Q1
1.67
Min
0.00
Largest peers
NEE
6.58
NGG
4.62
D
3.52
SO
3.51
AEP
3.16
CEG
3.14
DUK
3.00
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Where Duke Energy (DUK) stands on P/S ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Duke Energy (DUK) trades at 1.83 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

DUK

Utilities industry group

1.83

Group distribution
Max
3.32
Q3
2.37
Median
1.86
DUK
1.83
Q1
1.45
Min
0.36
Largest peers
NGG
9.47
NEE
3.32
SO
2.85
CEG
2.84
AEP
2.23
D
2.18
DUK
1.83
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Where Duke Energy (DUK) stands on P/B ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Duke Energy (DUK) metric values compared with Utilities industry-group medians
MetricCurrent stock: DUKIndustry group median
P/E Ratio (TTM)19.3720.72
P/S Ratio (TTM)3.002.76
P/B Ratio (MRQ)1.831.86
Free Cash Flow Yield (TTM)-2.29%-5.91%