Duke Energy
Market Cap
US$64.1b
Last Updated
2019/12/05 23:59 UTC
Data Sources
Company Financials +
Executive Summary
Duke Energy Corporation operates as an energy company in the United States.
Rewards
Risk Analysis
Snowflake Analysis
6 star dividend payer with solid 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 has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
0.8%
DUK
0.9%
US Electric Utilities
-1.2%
US Market
1 Year Return
-0.6%
DUK
13.8%
US Electric Utilities
15.5%
US Market
Return vs Industry: DUK underperformed the US Electric Utilities industry which returned 13.8% over the past year.
Return vs Market: DUK underperformed the US Market which returned 15.5% over the past year.
Shareholder returns
| DUK | Industry | Market | |
|---|---|---|---|
| 7 Day | 0.8% | 0.9% | -1.2% |
| 30 Day | -4.1% | 1.4% | 1.4% |
| 90 Day | -4.8% | 1.1% | 4.7% |
| 1 Year | 3.7%-0.6% | 17.6%13.8% | 18.0%15.5% |
| 3 Year | 36.1%19.5% | 48.6%33.9% | 44.8%35.4% |
| 5 Year | 33.6%7.7% | 64.0%36.2% | 67.3%48.9% |
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
4 days ago | Simply Wall St
What Kind Of Shareholder Owns Most Duke Energy Corporation (NYSE:DUK) Stock?2 weeks ago | Simply Wall St
Does Duke Energy Corporation's (NYSE:DUK) Recent Track Record Look Strong?3 weeks ago | Simply Wall St
Is Duke Energy Corporation's (NYSE:DUK) CEO Salary Justified?Valuation
Is Duke Energy undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: DUK ($89.29) is trading below our estimate of fair value ($248.9)
Significantly Below Fair Value: DUK is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: DUK is good value based on its PE Ratio (18.6x) compared to the Electric Utilities industry average (23.9x).
PE vs Market: DUK is poor value based on its PE Ratio (18.6x) compared to the US market (18.3x).
Price to Earnings Growth Ratio
PEG Ratio: DUK is poor value based on its PEG Ratio (3.1x)
Price to Book Ratio
PB vs Industry: DUK is good value based on its PB Ratio (1.5x) compared to the US Electric Utilities industry average (2.2x).
Next Steps
Future Growth
How is Duke Energy forecast to perform in the next 1 to 3 years based on estimates from 13 analysts?
6.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: DUK's forecast earnings growth (6.1% per year) is above the savings rate (1.7%).
Earnings vs Market: DUK's earnings (6.1% per year) are forecast to grow slower than the US market (14.2% per year).
High Growth Earnings: DUK's earnings are forecast to grow, but not significantly.
Revenue vs Market: DUK's revenue (3% per year) is forecast to grow slower than the US market (7.4% per year).
High Growth Revenue: DUK's revenue (3% 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 (8.4%).
Next Steps
Past Performance
How has Duke Energy performed over the past 5 years?
4.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: DUK has high quality earnings.
Growing Profit Margin: DUK's current net profit margins (14.1%) are higher than last year (12%).
Past Earnings Growth Analysis
Earnings Trend: DUK's earnings have grown by 4.7% per year over the past 5 years.
Accelerating Growth: DUK's earnings growth over the past year (20.1%) exceeds its 5-year average (4.7% per year).
Earnings vs Industry: DUK earnings growth over the past year (20.1%) exceeded the Electric Utilities industry 2%.
Return on Equity
High ROE: DUK's Return on Equity (7.2%) is considered low.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is Duke Energy's financial position?
Financial Position Analysis
Short Term Liabilities: DUK's short term assets ($9.6B) do not cover its short term liabilities ($13.4B).
Long Term Liabilities: DUK's short term assets ($9.6B) do not cover its long term liabilities ($95.1B).
Debt to Equity History and Analysis
Debt Level: DUK's debt to equity ratio (125.3%) is considered high.
Reducing Debt: DUK's debt to equity ratio has increased from 100.5% to 125.3% over the past 5 years.
Debt Coverage: DUK's debt is not well covered by operating cash flow (12%).
Interest Coverage: DUK's interest payments on its debt are not well covered by EBIT (2.6x coverage).
Balance Sheet
Inventory Level: DUK has a high level of physical assets or inventory.
Debt Coverage by Assets: DUK's debt is not covered by short term assets (assets are 0.2x debt).
Next Steps
Dividend
What is Duke Energy's current dividend yield, its reliability and sustainability?
4.23%
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: DUK's dividend (4.23%) is higher than the bottom 25% of dividend payers in the US market (1.43%).
High Dividend: DUK's dividend (4.23%) is in the top 25% of dividend payers in the US market (3.71%)
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: At its current payout ratio (77.6%), DUK's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: DUK's dividends in 3 years are forecast to be covered by earnings (72.3% payout ratio).
Next Steps
Management
What is the CEO of Duke Energy's salary, the management and board of directors tenure and is there insider trading?
2.5yrs
Average management tenure
CEO
Lynn Good (59yo)
6.4yrs
Tenure
US$13,982,960
Compensation
Ms. Lynn J. Good has been the Chairman of the Board of Edison Electric Institute since June 2018. Ms. Good serves as the President at Duke Energy Carolinas, LLC since July 1, 2013. Ms. Good has been the Ch ...
CEO Compensation Analysis
Compensation vs Market: Lynn's total compensation ($USD13.98M) is about average for companies of similar size in the US market ($USD11.01M).
Compensation vs Earnings: Lynn's compensation has been consistent with company performance over the past year.
Management Age and Tenure
2.5yrs
Average Tenure
55yo
Average Age
Experienced Management: DUK's management team is considered experienced (2.5 years average tenure).
Board Age and Tenure
4.9yrs
Average Tenure
67yo
Average Age
Experienced Board: DUK's board of directors are considered experienced (4.9 years average tenure).
Insider Trading
Insider Buying: DUK insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chief Financial Officer Executive VP & CFO |
| Shares | 221 |
| Max Price | US$95.03 |
| Entity | Individual |
| Role | Chief Financial Officer Executive VP & CFO |
| Shares | 219 |
| Max Price | US$96.24 |
| Entity | Individual |
| Shares | 4,430 |
| Max Price | US$92.45 |
| Entity | Individual |
| Role | Chief Financial Officer Executive VP & CFO |
| Shares | 232 |
| Max Price | US$90.87 |
| Entity | Individual |
| Shares | 20,000 |
| Max Price | US$90.84 |
| Entity | Individual |
| Role | Chief Accounting Officer Senior VP |
| Shares | 1,700 |
| Max Price | US$91.28 |
| Entity | Individual |
| Shares | 5,117 |
| Max Price | US$88.21 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,781 |
| Max Price | US$87.37 |
| Entity | Individual |
| Role | Chief Accounting Officer Senior VP |
| Shares | 1,700 |
| Max Price | US$85.92 |
| Entity | Individual |
| Role | Chief Executive Officer Chairman |
| Shares | 15,000 |
| Max Price | US$89.95 |
| Entity | Individual |
| Shares | 8,391 |
| Max Price | US$8,875.00 |
| Entity | Individual |
| Shares | 3,328 |
| Max Price | US$88.79 |
| Entity | Individual |
| Shares | 3,500 |
| Max Price | US$88.51 |
| Entity | Individual |
| Role | Chief Operating Officer Executive VP & COO |
| Shares | 750 |
| Max Price | US$89.75 |
| Entity | Individual |
| Role | Chief Administrative Officer Executive VP of Administration & Chief Human Resources Officer |
| Shares | 2,000 |
| Max Price | US$87.50 |
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.1%.
Management Team
Dwight Jacobs (54yo)
Senior VP
- Tenure: 1.5yrs
Lynn Good (59yo)
Chairman
- Tenure: 6.4yrs
- Compensation: US$13.98m
David Fountain (52yo)
Senior VP of Legal
- Tenure: 1.1yrs
Steve Young (61yo)
Executive VP & CFO
- Tenure: 6.3yrs
- Compensation: US$3.13m
Melissa Anderson (54yo)
Executive VP of Administration & Chief Human Resources Officer
- Tenure: 3.6yrs
Dhiaa Jamil (63yo)
Executive VP & COO
- Tenure: 3.6yrs
- Compensation: US$3.99m
Brian Savoy (44yo)
Senior Vice President of Business Transformation & Technology
- Tenure: 0yrs
Kodwo Ghartey-Tagoe (56yo)
Executive VP & Chief Legal Officer
- Tenure: 0.3yrs
Bonnie Titone
Chief Information Officer
- Tenure: 0.5yrs
Bryan Buckler
Vice President of Investor Relations
- Tenure: 0yrs
Board Members
Bill Kennard (62yo)
Independent Director
- Tenure: 5.9yrs
- Compensation: US$291.26k
Dan DiMicco (68yo)
Independent Director
- Tenure: 12.2yrs
- Compensation: US$291.26k
Ted Craver (67yo)
Independent Director
- Tenure: 2.8yrs
- Compensation: US$316.26k
E. McKee (68yo)
Independent Director
- Tenure: 7.4yrs
- Compensation: US$311.26k
Carlos Saladrigas (70yo)
Independent Director
- Tenure: 7.4yrs
- Compensation: US$291.26k
Michael Browning (72yo)
Lead Independent Director
- Tenure: 3.9yrs
- Compensation: US$346.26k
Wick Moorman (67yo)
Independent Director
- Tenure: 3.8yrs
- Compensation: US$293.11k
Lynn Good (59yo)
Chairman
- Tenure: 6.4yrs
- Compensation: US$13.98m
John Herron (66yo)
Independent Director
- Tenure: 6.8yrs
- Compensation: US$321.26k
Bill Webster (65yo)
Independent Director
- Tenure: 3.3yrs
- Compensation: US$301.26k
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$64.053b
- Shares outstanding: 729.03m
- Website: https://www.duke-energy.com
Number of Employees
Location
- Duke Energy Corporation
- 550 South Tryon Street
- Charlotte
- North Carolina
- 28202
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| DUK | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Jan 1968 |
| D2MN | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1968 |
| 0ID1 | LSE (London Stock Exchange) | Yes | Common Stock | GB | USD | Jan 1968 |
| D2MN | ETLX (Eurotlx) | Yes | Common Stock | IT | EUR | Jan 1968 |
| DUKE | WBAG (Wiener Boerse AG) | Yes | Common Stock | AT | EUR | Jan 1968 |
| DUK * | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Jan 1968 |
| DUKB34 | BOVESPA (Bolsa de Valores de Sao Paulo) | BDR EACH REPR 1 COM USD0.001 | BR | BRL | Oct 2016 | |
| DUK.PRA | NYSE (New York Stock Exchange) | DP REP PFD A | US | USD | Mar 2019 | |
| A2R7SR | DB (Deutsche Boerse AG) | 4.875%-FRN SUB PERP USD 'B' | DE | USD | Sep 2019 |
Biography
Duke Energy Corporation operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renew ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/12/05 23:59 |
| End of Day Share Price | 2019/12/05 00:00 |
| Earnings | 2019/09/30 |
| Annual Earnings | 2018/12/31 |
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.