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DUK vs. NI: Duke Energy vs. NiSource Stock Comparison

How do Duke Energy (DUK) and NiSource (NI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Duke Energy (DUK) and NiSource (NI) both fall under the Utilities industry group, but DUK is classified in Electric Utilities while NI is classified in Multi-Utilities.

Company profile comparison for Duke Energy (DUK) and NiSource (NI)
Profile ItemDUKNI
NameDuke Energy CorporationNiSource Inc.
Country/RegionUnited StatesUnited States
GICS SectorUtilitiesUtilities
GICS Industry GroupUtilitiesUtilities
GICS IndustryElectric UtilitiesMulti-Utilities
GICS Sub-IndustryElectric UtilitiesMulti-Utilities
Market Capitalization99.63 billion USD21.18 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DUK
NI
GSPC
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Duke Energy (DUK) vs. NiSource (NI), with S&P 500 (GSPC) for reference: 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 NiSource (NI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Duke Energy (DUK) and NiSource (NI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
Total Return (1Y)7.39%6.11%
Total Return (3Y, Annualized)17.76%25.66%
Total Return (5Y, Annualized)8.82%16.11%

Risk Profile

Drawdown History

DUK
NI
GSPC
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Duke Energy (DUK) vs. NiSource (NI), with S&P 500 (GSPC) for reference: 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 NiSource (NI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
Volatility (1Y, Annualized)17.00%18.23%
Beta (5Y)0.320.53
Max Drawdown (5Y)-24.16%-24.76%
Avg. Volume (3M)4.11M5.64M

Risk-Adjusted Performance

Risk-Return Positioning

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DUK and NI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
Sharpe Ratio (1Y)0.180.10
Sortino Ratio (1Y)0.270.14

Profitability

ROE (TTM)

Both Duke Energy (DUK) at 10.10% and NiSource (NI) at 8.71% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

DUK

Utilities industry group

10.10%

Max
17.99%
Q3
12.01%
DUK
10.10%
Median
9.44%
Q1
7.56%
Min
2.17%

NI

Utilities industry group

8.71%

Max
17.99%
Q3
12.01%
Median
9.44%
NI
8.71%
Q1
7.56%
Min
2.17%
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their ROE against the Utilities industry group benchmark.

Net Margin (TTM)

Both Duke Energy (DUK) at 16.16% and NiSource (NI) at 13.51% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

DUK

Utilities industry group

16.16%

Max
28.78%
Q3
17.30%
DUK
16.16%
Median
12.73%
Q1
9.18%
Min
-0.20%

NI

Utilities industry group

13.51%

Max
28.78%
Q3
17.30%
NI
13.51%
Median
12.73%
Q1
9.18%
Min
-0.20%
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their net margin against the Utilities industry group benchmark.

Operating Margin (TTM)

Both Duke Energy (DUK) at 30.03% and NiSource (NI) at 25.20% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

DUK

Utilities industry group

30.03%

Max
53.83%
Q3
31.12%
DUK
30.03%
Median
23.62%
Q1
15.45%
Min
-4.90%

NI

Utilities industry group

25.20%

Max
53.83%
Q3
31.12%
NI
25.20%
Median
23.62%
Q1
15.45%
Min
-4.90%
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their operating margin against the Utilities industry group benchmark.

Profitability Metrics

Profitability metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
ROE (TTM)10.10%8.71%
ROA (TTM)2.92%3.25%
Net Margin (TTM)16.16%13.51%
Operating Margin (TTM)30.03%25.20%
Gross Margin (TTM)52.58%50.92%

Growth

Revenue Growth

NiSource (NI) at 21.76% sits in the top revenue growth quartile, while Duke Energy (DUK) at 6.19% is closer to the peer norm — faster top-line expansion for NI.

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Duke Energy (DUK) vs. NiSource (NI): A comparison of their Revenue Growth across different time periods.

EPS Growth

NiSource (NI) at 20.37% sits in the top EPS growth quartile, while Duke Energy (DUK) at 10.51% is closer to the peer norm — faster per-share earnings growth for NI.

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Duke Energy (DUK) vs. NiSource (NI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
Revenue Growth (YoY)6.19%21.76%
Revenue Growth (3Y CAGR)3.87%4.32%
EPS Growth (YoY)10.51%20.37%
EPS Growth (3Y CAGR)23.75%4.68%

Financial Strength

Current Ratio (MRQ)

Duke Energy (DUK) at 0.68 keeps current ratio within its industry’s typical mid-range, while NiSource (NI) at 0.50 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for NI.

DUK

Utilities industry group

0.68

Max
1.90
Q3
1.17
Median
0.88
DUK
0.68
Q1
0.66
Min
0.29

NI

Utilities industry group

0.50

Max
1.90
Q3
1.17
Median
0.88
Q1
0.66
NI
0.50
Min
0.29
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their current ratio against the Utilities industry group benchmark.

Debt / Equity (MRQ)

Both Duke Energy (DUK) at 1.63 and NiSource (NI) at 1.53 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

DUK

Utilities industry group

1.63

Max
2.63
Q3
1.77
DUK
1.63
Median
1.35
Q1
0.84
Min
0.00

NI

Utilities industry group

1.53

Max
2.63
Q3
1.77
NI
1.53
Median
1.35
Q1
0.84
Min
0.00
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their debt-to-equity ratio against the Utilities industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
Current Ratio (MRQ)0.680.50
Debt / Equity (MRQ)1.631.53
Net Debt / EBITDA5.385.87

Dividends

Dividend Yield (TTM)

Both Duke Energy (DUK) at 3.29% and NiSource (NI) at 0.68% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

DUK

Utilities industry group

3.29%

Max
6.66%
Q3
3.58%
DUK
3.29%
Median
2.85%
Q1
0.66%
Min
0.00%

NI

Utilities industry group

0.68%

Max
6.66%
Q3
3.58%
Median
2.85%
NI
0.68%
Q1
0.66%
Min
0.00%
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their dividend yield against the Utilities industry group benchmark.

Dividend Payout Ratio (TTM)

Both Duke Energy (DUK) at 62.76% and NiSource (NI) at 60.51% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

DUK

Utilities industry group

62.76%

Max
113.04%
Q3
68.72%
DUK
62.76%
Median
56.38%
Q1
32.38%
Min
0.00%

NI

Utilities industry group

60.51%

Max
113.04%
Q3
68.72%
NI
60.51%
Median
56.38%
Q1
32.38%
Min
0.00%
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their payout ratio against the Utilities industry group benchmark.

Dividend Metrics

Dividend metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
Dividend Yield (TTM)3.29%0.68%
Dividend Payout Ratio (TTM)62.76%60.51%

Valuation

P/E Ratio (TTM)

Both Duke Energy (DUK) at 18.74 and NiSource (NI) at 22.64 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

DUK

Utilities industry group

18.74

Max
31.22
Q3
23.30
Median
19.64
DUK
18.74
Q1
15.17
Min
3.34

NI

Utilities industry group

22.64

Max
31.22
Q3
23.30
NI
22.64
Median
19.64
Q1
15.17
Min
3.34
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their P/E ratio against the Utilities industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Duke Energy (DUK) at 2.99 and NiSource (NI) at 3.04 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

DUK

Utilities industry group

2.99

Max
6.35
Q3
3.63
DUK
2.99
Median
2.63
Q1
1.52
Min
0.00

NI

Utilities industry group

3.04

Max
6.35
Q3
3.63
NI
3.04
Median
2.63
Q1
1.52
Min
0.00
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their P/S ratio against the Utilities industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Duke Energy (DUK) at 1.83 and NiSource (NI) at 2.21 are valued close to their industries’ norm against book — neither stands out from peers.

DUK

Utilities industry group

1.83

Max
3.12
Q3
2.21
DUK
1.83
Median
1.83
Q1
1.46
Min
0.34

NI

Utilities industry group

2.21

Max
3.12
Q3
2.21
NI
2.21
Median
1.83
Q1
1.46
Min
0.34
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Duke Energy (DUK) vs. NiSource (NI): A comparison of their P/B ratio against the Utilities industry group benchmark.

Valuation Metrics

Valuation metrics for Duke Energy (DUK) and NiSource (NI)
MetricDUKNI
P/E Ratio (TTM)18.7422.64
P/S Ratio (TTM)2.993.04
P/B Ratio (MRQ)1.832.21
Free Cash Flow Yield (TTM)-2.76%-10.51%