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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


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

DUKIndustryMarket
7 Day-3.4%-3.1%-0.6%
30 Day-6.7%-4.0%2.0%
90 Day0.06%4.5%4.7%
1 Year25.0%20.2%20.0%16.2%35.8%33.8%
3 Year41.5%24.9%23.3%13.1%60.0%50.1%
5 Year49.5%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

Valuation

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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/18 22:07
End of Day Share Price2021/09/17 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


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.