Duke Energy
Market Cap
US$76.7b
Last Updated
2021/09/18 22:07 UTC
Data Sources
Company Financials +
Executive Summary
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. More Details
Rewards
Risk Analysis
Snowflake Analysis
Established dividend payer with acceptable track record.
Similar Companies
Share Price & News
How has Duke Energy's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: DUK is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 2% a week.
Volatility Over Time: DUK's weekly volatility (2%) has been stable over the past year.
Market Performance
7 Day Return
-3.4%
DUK
-3.1%
US Electric Utilities
-0.6%
US Market
1 Year Return
20.2%
DUK
16.2%
US Electric Utilities
33.8%
US Market
Return vs Industry: DUK exceeded the US Electric Utilities industry which returned 16.2% over the past year.
Return vs Market: DUK underperformed the US Market which returned 33.8% over the past year.
Shareholder returns
| DUK | Industry | Market | |
|---|---|---|---|
| 7 Day | -3.4% | -3.1% | -0.6% |
| 30 Day | -6.7% | -4.0% | 2.0% |
| 90 Day | 0.06% | 4.5% | 4.7% |
| 1 Year | 25.0%20.2% | 20.0%16.2% | 35.8%33.8% |
| 3 Year | 41.5%24.9% | 23.3%13.1% | 60.0%50.1% |
| 5 Year | 49.5%20.8% | 30.8%12.7% | 123.0%98.7% |
Long-Term Price Volatility Vs. Market
How volatile is Duke Energy's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 days ago | Simply Wall St
Insiders at Duke Energy Corporation (NYSE:DUK) sold US$6.0m worth of stock, possibly indicating weakness in the future2 weeks ago | Simply Wall St
Here's Why Duke Energy (NYSE:DUK) Is Weighed Down By Its Debt Load1 month ago | Simply Wall St
Read This Before Judging Duke Energy Corporation's (NYSE:DUK) ROEValuation
Is Duke Energy undervalued compared to its fair value and its price relative to the market?
26.6x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: DUK ($99.67) is trading above our estimate of fair value ($56.65)
Significantly Below Fair Value: DUK is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: DUK is poor value based on its PE Ratio (26.6x) compared to the US Electric Utilities industry average (21.8x).
PE vs Market: DUK is poor value based on its PE Ratio (26.6x) compared to the US market (17.8x).
Price to Earnings Growth Ratio
PEG Ratio: DUK is poor value based on its PEG Ratio (3.6x)
Price to Book Ratio
PB vs Industry: DUK is good value based on its PB Ratio (1.7x) compared to the US Electric Utilities industry average (2x).
Future Growth
How is Duke Energy forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
7.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: DUK's forecast earnings growth (7.4% per year) is above the savings rate (2%).
Earnings vs Market: DUK's earnings (7.4% per year) are forecast to grow slower than the US market (14.9% per year).
High Growth Earnings: DUK's earnings are forecast to grow, but not significantly.
Revenue vs Market: DUK's revenue (3.7% per year) is forecast to grow slower than the US market (9.8% per year).
High Growth Revenue: DUK's revenue (3.7% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: DUK's Return on Equity is forecast to be low in 3 years time (9.3%).
Past Performance
How has Duke Energy performed over the past 5 years?
-3.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: DUK has a large one-off loss of $1.2B impacting its June 30 2021 financial results.
Growing Profit Margin: DUK's current net profit margins (12%) are higher than last year (8.6%).
Past Earnings Growth Analysis
Earnings Trend: DUK's earnings have declined by 3.2% per year over the past 5 years.
Accelerating Growth: DUK's earnings growth over the past year (40.1%) exceeds its 5-year average (-3.2% per year).
Earnings vs Industry: DUK earnings growth over the past year (40.1%) exceeded the Electric Utilities industry 1.6%.
Return on Equity
High ROE: DUK's Return on Equity (5.5%) is considered low.
Financial Health
How is Duke Energy's financial position?
Financial Position Analysis
Short Term Liabilities: DUK's short term assets ($9.0B) do not cover its short term liabilities ($16.2B).
Long Term Liabilities: DUK's short term assets ($9.0B) do not cover its long term liabilities ($99.6B).
Debt to Equity History and Analysis
Debt Level: DUK's debt to equity ratio (132.6%) is considered high.
Reducing Debt: DUK's debt to equity ratio has increased from 111.7% to 132.6% over the past 5 years.
Debt Coverage: DUK's debt is not well covered by operating cash flow (14.3%).
Interest Coverage: DUK's interest payments on its debt are not well covered by EBIT (2.7x coverage).
Balance Sheet
Dividend
What is Duke Energy current dividend yield, its reliability and sustainability?
3.95%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: DUK's dividend (3.95%) is higher than the bottom 25% of dividend payers in the US market (1.33%).
High Dividend: DUK's dividend (3.95%) is in the top 25% of dividend payers in the US market (3.6%)
Stability and Growth of Payments
Stable Dividend: DUK's dividends per share have been stable in the past 10 years.
Growing Dividend: DUK's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (101%), DUK's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: DUK's dividends in 3 years are forecast to be covered by earnings (71.9% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.5yrs
Average management tenure
CEO
Lynn Good (61 yo)
8.17yrs
Tenure
US$14,544,398
Compensation
Ms. Lynn J. Good has been the Chairman of the Board of Edison Electric Institute since June 2018. Ms. Good serves as the President at Duke Energy Carolinas, LLC since July 1, 2013. Ms. Good has been the Ch...
CEO Compensation Analysis
Compensation vs Market: Lynn's total compensation ($USD14.54M) is about average for companies of similar size in the US market ($USD11.36M).
Compensation vs Earnings: Lynn's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: DUK's management team is considered experienced (2.5 years average tenure).
Board Members
Experienced Board: DUK's board of directors are considered experienced (4.7 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.6%.
Top Shareholders
Company Information
Duke Energy Corporation's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Duke Energy Corporation
- Ticker: DUK
- Exchange: NYSE
- Founded: 2005
- Industry: Electric Utilities
- Sector: Utilities
- Market Cap: US$76.680b
- Shares outstanding: 769.34m
- Website: https://www.duke-energy.com
Number of Employees
Location
- Duke Energy Corporation
- 550 South Tryon Street
- Charlotte
- North Carolina
- 28202-1803
- United States
Listings
Biography
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Inf...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/09/18 22:07 |
| End of Day Share Price | 2021/09/17 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2020/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.