Duke Energy (NYSE:DUK) - Share price, News & Analysis

DUK fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	1/6
Past Performance	4/6
Financial Health	0/6
Dividends	4/6

DUK Stock Overview

Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States.

Rewards

Earnings are forecast to grow 7.16% per year

Earnings grew by 178% over the past year

Risk Analysis

Interest payments are not well covered by earnings

Dividend of 3.59% is not well covered by earnings

Significant insider selling over the past 3 months

Duke Energy Competitors

NextEra Energy

NYSE:NEE

US$139.9b

American Electric Power Company

NasdaqGS:AEP

US$51.2b

Edison International

NYSE:EIX

US$25.1b

FirstEnergy

NYSE:FE

US$24.2b

Price History & Performance

Summary of all time highs, changes and price drops for Duke Energy
Historical stock prices
Current Share Price	US$109.83
52 Week High	US$116.33
52 Week Low	US$95.48
Beta	0.34
1 Month Change	-4.73%
3 Month Change	10.04%
1 Year Change	6.78%
3 Year Change	23.67%
5 Year Change	29.10%
Change since IPO	161.50%

Recent News & Updates

May 07

UTF Vs. Duke Energy: If You Must Buy Utilities, Buy UTF

Following a top-down investment approach, we first check the market at a sector level to see the forest and then check a few leading stocks to see the trees. What we see is that now is the worst time to buy the utility sector (represented by UTF), especially its leading component Duke Energy. Among all market sectors, utility is the most expensively valued sector relative to risk-free rates, and its leading stock Duke Energy even more so. Compared to Duke Energy, UTF features a relatively lower risk premium, better diversification, a proven management team, and higher current dividends for better support.

Apr 29

Be Wary Of Duke Energy (NYSE:DUK) And Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...

Shareholder Returns

	DUK	US Electric Utilities	US Market
7D	0.5%	1.0%	-2.7%
1Y	6.8%	4.9%	-12.9%

Return vs Industry: DUK exceeded the US Electric Utilities industry which returned 4.9% over the past year.

Return vs Market: DUK exceeded the US Market which returned -12.9% over the past year.

Price Volatility

Is DUK's price volatile compared to industry and market?
DUK volatility
DUK Average Weekly Movement	2.5%
Electric Utilities Industry Average Movement	3.2%
Market Average Movement	7.8%
10% most volatile stocks in US Market	16.8%
10% least volatile stocks in US Market	2.9%

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.

About the Company

Founded	Employees	CEO	Website
1904	27,605	Lynn Good	https://www.duke-energy.com

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 Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest; and uses coal, hydroelectric, natural gas, oil, renewable generation, and nuclear fuel to generate electricity.

Duke Energy Fundamentals Summary

How do Duke Energy's earnings and revenue compare to its market cap?
DUK fundamental statistics
Market Cap	US$84.56b
Earnings (TTM)	US$3.66b
Revenue (TTM)	US$25.66b

23.1x

P/E Ratio

3.3x

P/S Ratio

Is DUK overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report
DUK income statement (TTM)
Revenue	US$25.66b
Cost of Revenue	US$13.28b
Gross Profit	US$12.38b
Other Expenses	US$8.73b
Earnings	US$3.66b

Last Reported Earnings

Mar 31, 2022

Next Earnings Date

n/a

Earnings per share (EPS)	4.75
Gross Margin	48.25%
Net Profit Margin	14.25%
Debt/Equity Ratio	135.3%

How did DUK perform over the long term?

See historical performance and comparison

Dividends

3.6%

Current Dividend Yield

82%

Payout Ratio

Valuation

Is Duke Energy undervalued compared to its fair value and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PEG Ratio
PB vs Industry

23.13x

Price to Earnings (PE) ratio

Share Price vs. Fair Value

Below Fair Value: DUK ($109.83) is trading above our estimate of fair value ($88.62)

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 (23.1x) compared to the US Electric Utilities industry average (21.6x).

PE vs Market: DUK is poor value based on its PE Ratio (23.1x) compared to the US market (15.3x).

Price to Earnings Growth Ratio

PEG Ratio: DUK is poor value based on its PEG Ratio (3.2x)

Price to Book Ratio

PB vs Industry: DUK is good value based on its PB Ratio (1.8x) 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 13 analysts?

Future Growth Score

1/6

Future Growth Score 1/6

Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Future ROE

7.2%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings vs Savings Rate: DUK's forecast earnings growth (7.2% per year) is above the savings rate (1.9%).

Earnings vs Market: DUK's earnings (7.2% per year) are forecast to grow slower than the US market (12.5% per year).

High Growth Earnings: DUK's earnings are forecast to grow, but not significantly.

Revenue vs Market: DUK's revenue (3.1% per year) is forecast to grow slower than the US market (7.8% per year).

High Growth Revenue: DUK's revenue (3.1% 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 (9.4%).

Past Performance

How has Duke Energy performed over the past 5 years?

Past Performance Score

4/6

Past Performance Score 4/6

Quality Earnings
Growing Profit Margin
Earnings Trend
Accelerating Growth
Earnings vs Industry
High ROE

-0.3%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: DUK has high quality earnings.

Growing Profit Margin: DUK's current net profit margins (14.2%) are higher than last year (5.6%).

Past Earnings Growth Analysis

Earnings Trend: DUK's earnings have declined by 0.3% per year over the past 5 years.

Accelerating Growth: DUK's earnings growth over the past year (178%) exceeds its 5-year average (-0.3% per year).

Earnings vs Industry: DUK earnings growth over the past year (178%) exceeded the Electric Utilities industry 9.5%.

Return on Equity

High ROE: DUK's Return on Equity (6.7%) is considered low.

Financial Health

How is Duke Energy's financial position?

Financial Health Score

0/6

Financial Health Score 0/6

Short Term Liabilities
Long Term Liabilities
Debt Level
Reducing Debt
Debt Coverage
Interest Coverage

Financial Position Analysis

Short Term Liabilities: DUK's short term assets ($11.0B) do not cover its short term liabilities ($15.4B).

Long Term Liabilities: DUK's short term assets ($11.0B) do not cover its long term liabilities ($104.5B).

Debt to Equity History and Analysis

Debt Level: DUK's net debt to equity ratio (133.4%) is considered high.

Reducing Debt: DUK's debt to equity ratio has increased from 127.6% to 135.3% over the past 5 years.

Debt Coverage: DUK's debt is not well covered by operating cash flow (11.5%).

Interest Coverage: DUK's interest payments on its debt are not well covered by EBIT (2.5x coverage).

Balance Sheet

Dividend

What is Duke Energy current dividend yield, its reliability and sustainability?

Dividend Score

5/6

Dividend Score 5/6

Notable Dividend
High Dividend
Stable Dividend
Growing Dividend
Earnings Coverage
Future Dividend Coverage

3.59%

Current Dividend Yield

Dividend Yield vs Market

Notable Dividend: DUK's dividend (3.59%) is higher than the bottom 25% of dividend payers in the US market (1.58%).

High Dividend: DUK's dividend (3.59%) is low compared to the top 25% of dividend payers in the US market (4.11%).

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.

Earnings Payout to Shareholders

Earnings Coverage: At its current payout ratio (82.5%), DUK's payments are covered by earnings.

Cash Payout to Shareholders

Cash Flow Coverage: DUK is paying a dividend but the company has no free cash flows.

Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

3.1yrs

Average management tenure

CEO

Lynn Good (61 yo)

8.83yrs

Tenure

US$16,451,236

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 ($USD16.45M) is about average for companies of similar size in the US market ($USD13.34M).

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 (3.1 years average tenure).

Board Members

Experienced Board: DUK's board of directors are considered experienced (4.8 years average tenure).

Ownership

Who are the major shareholders and have insiders been buying or selling?

Insider Trading Volume

Insider Buying: DUK insiders have only sold shares in the past 3 months.

Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Data	Last Updated (UTC time)
Company Analysis	2022/05/21 00:00
End of Day Share Price	2022/05/20 00:00
Earnings	2022/03/31
Annual Earnings	2021/12/31