Duke Retained Earnings from 2010 to 2024

DUK Stock

USD 98.26 0.47 0.48%

Duke Energy Retained Earnings yearly trend continues to be quite stable with very little volatility. Retained Earnings may rise above about 2.6 B this year. Retained Earnings is the cumulative amount of net income that Duke Energy retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. View All Fundamentals

Retained Earnings

First Reported

1994-03-31

Previous Quarter

2 B

Current Value

2.2 B

Quarterly Volatility

1.5 B

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Check Duke Energy financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Duke main balance sheet or income statement drivers, such as Interest Expense of 3.1 B, Total Revenue of 18.8 B or Gross Profit of 8.3 B, as well as many exotic indicators such as Price To Sales Ratio of 2.7, Dividend Yield of 0.063 or PTB Ratio of 0.98. Duke financial statements analysis is a perfect complement when working with Duke Energy Valuation or Volatility modules.

This module can also supplement Duke Energy's financial leverage analysis and stock options assessment as well as various Duke Energy Technical models . Check out the analysis of Duke Energy Correlation against competitors.

For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.

Latest Duke Energy's Retained Earnings Growth Pattern

Below is the plot of the Retained Earnings of Duke Energy over the last few years. It is the cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. Duke Energy's Retained Earnings historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Duke Energy's overall financial position and show how it may be relating to other accounts over time.

View

Last Reported 2.23 B

10 Years Trend

Slightly volatile

Compare to Others All Fundamentals

Retained Earnings

Timeline

Duke Retained Earnings Regression Statistics

	Arithmetic Mean	2,616,778,756
	Geometric Mean	2,560,590,375
	Coefficient Of Variation	22.39
	Mean Deviation	422,814,163
	Median	2,564,000,000
	Standard Deviation	585,781,283
	Sample Variance	343139.7T
	Range	2.2B
	R-Value	0.42
	Mean Square Error	305508.7T
	R-Squared	0.17
	Significance	0.12
	Slope	54,522,033
	Total Sum of Squares	4803956T

Duke Retained Earnings History

	2024	2.6 B
	2023	2.2 B
	2022	2.8 B
	2021	3.3 B
	2020	2.5 B
	2019	4.1 B
	2018	3.1 B

Other Fundumenentals of Duke Energy

Retained Earnings Total Equity

Duke Energy Retained Earnings component correlations

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Long Term Debt	Intangible Assets	Property Plant Equipment	Short Term Investments	Total Permanent Equity	Good Will	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Accumulated Depreciation	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.32	0.8	0.36	0.94	0.9	0.83	0.81	0.84	-0.7	0.97	-0.1	0.66	-0.05	0.49	0.9	0.8	-0.27	0.71	0.51	0.04	-0.63	0.7	-0.18	0.53	-0.55	0.59
Total Stockholder Equity	0.97		0.19	0.72	0.28	0.87	0.86	0.77	0.85	0.77	-0.79	0.88	-0.06	0.57	0.02	0.31	0.9	0.68	-0.19	0.54	0.36	0.07	-0.55	0.55	-0.14	0.37	-0.46	0.45
Current Deferred Revenue	0.32	0.19		0.72	-0.02	0.55	0.62	0.66	0.47	0.59	-0.19	0.48	-0.17	0.69	-0.28	0.53	0.35	0.4	-0.62	0.74	0.82	-0.5	-0.09	0.58	-0.26	0.89	-0.14	0.68
Net Debt	0.8	0.72	0.72		0.36	0.9	0.9	0.99	0.7	0.94	-0.6	0.85	-0.18	0.89	-0.21	0.73	0.83	0.76	-0.44	0.82	0.72	-0.15	-0.59	0.83	-0.44	0.82	-0.52	0.77
Retained Earnings	0.36	0.28	-0.02	0.36		0.38	0.2	0.36	-0.03	0.35	-0.01	0.4	-0.03	0.31	-0.28	0.57	0.35	0.46	0.05	0.35	0.05	0.32	-0.66	0.51	-0.27	0.2	-0.43	0.4
Accounts Payable	0.94	0.87	0.55	0.9	0.38		0.95	0.9	0.81	0.89	-0.65	0.96	-0.18	0.78	-0.17	0.63	0.86	0.8	-0.38	0.82	0.62	-0.07	-0.63	0.82	-0.14	0.69	-0.5	0.66
Net Receivables	0.9	0.86	0.62	0.9	0.2	0.95		0.9	0.91	0.87	-0.72	0.9	-0.2	0.79	-0.19	0.48	0.82	0.67	-0.44	0.77	0.67	-0.2	-0.44	0.73	-0.17	0.73	-0.45	0.67
Total Liab	0.83	0.77	0.66	0.99	0.36	0.9	0.9		0.73	0.96	-0.66	0.85	-0.15	0.87	-0.14	0.69	0.86	0.78	-0.41	0.78	0.67	-0.12	-0.62	0.8	-0.43	0.76	-0.53	0.74
Total Current Assets	0.81	0.85	0.47	0.7	-0.03	0.81	0.91	0.73		0.72	-0.79	0.75	-0.15	0.59	0.0	0.14	0.74	0.51	-0.35	0.52	0.48	-0.2	-0.21	0.43	0.05	0.49	-0.21	0.41
Short Term Debt	0.84	0.77	0.59	0.94	0.35	0.89	0.87	0.96	0.72		-0.65	0.83	-0.02	0.76	-0.06	0.63	0.82	0.84	-0.42	0.73	0.6	-0.11	-0.7	0.78	-0.35	0.71	-0.58	0.69
Common Stock	-0.7	-0.79	-0.19	-0.6	-0.01	-0.65	-0.72	-0.66	-0.79	-0.65		-0.54	0.01	-0.45	-0.1	-0.07	-0.63	-0.43	0.15	-0.25	-0.17	0.0	0.37	-0.29	0.14	-0.21	0.19	-0.22
Long Term Debt	0.97	0.88	0.48	0.85	0.4	0.96	0.9	0.85	0.75	0.83	-0.54		-0.18	0.75	-0.18	0.64	0.88	0.82	-0.34	0.86	0.67	-0.01	-0.6	0.82	-0.2	0.68	-0.56	0.7
Intangible Assets	-0.1	-0.06	-0.17	-0.18	-0.03	-0.18	-0.2	-0.15	-0.15	-0.02	0.01	-0.18		-0.59	0.47	-0.38	-0.07	0.05	-0.47	-0.31	-0.29	-0.45	-0.2	-0.42	0.15	-0.23	0.21	-0.24
Property Plant Equipment	0.66	0.57	0.69	0.89	0.31	0.78	0.79	0.87	0.59	0.76	-0.45	0.75	-0.59		-0.4	0.78	0.68	0.58	-0.16	0.82	0.76	0.06	-0.37	0.87	-0.48	0.8	-0.54	0.78
Short Term Investments	-0.05	0.02	-0.28	-0.21	-0.28	-0.17	-0.19	-0.14	0.0	-0.06	-0.1	-0.18	0.47	-0.4		-0.33	0.06	0.19	-0.1	-0.41	-0.41	-0.19	-0.11	-0.44	0.26	-0.4	0.38	-0.42
Total Permanent Equity	0.49	0.31	0.53	0.73	0.57	0.63	0.48	0.69	0.14	0.63	-0.07	0.64	-0.38	0.78	-0.33		0.54	0.69	-0.14	0.8	0.61	0.16	-0.65	0.9	-0.43	0.68	-0.54	0.67
Good Will	0.9	0.9	0.35	0.83	0.35	0.86	0.82	0.86	0.74	0.82	-0.63	0.88	-0.07	0.68	0.06	0.54		0.78	-0.24	0.6	0.43	0.06	-0.63	0.62	-0.23	0.46	-0.39	0.47
Deferred Long Term Liab	0.8	0.68	0.4	0.76	0.46	0.8	0.67	0.78	0.51	0.84	-0.43	0.82	0.05	0.58	0.19	0.69	0.78		-0.35	0.71	0.49	0.01	-0.79	0.73	-0.2	0.54	-0.45	0.54
Net Tangible Assets	-0.27	-0.19	-0.62	-0.44	0.05	-0.38	-0.44	-0.41	-0.35	-0.42	0.15	-0.34	-0.47	-0.16	-0.1	-0.14	-0.24	-0.35		-0.45	-0.53	0.91	0.17	-0.18	-0.06	-0.6	-0.07	-0.4
Long Term Debt Total	0.71	0.54	0.74	0.82	0.35	0.82	0.77	0.78	0.52	0.73	-0.25	0.86	-0.31	0.82	-0.41	0.8	0.6	0.71	-0.45		0.91	-0.15	-0.43	0.9	-0.31	0.91	-0.54	0.86
Capital Surpluse	0.51	0.36	0.82	0.72	0.05	0.62	0.67	0.67	0.48	0.6	-0.17	0.67	-0.29	0.76	-0.41	0.61	0.43	0.49	-0.53	0.91		-0.33	-0.1	0.71	-0.34	0.94	-0.44	0.84
Long Term Investments	0.04	0.07	-0.5	-0.15	0.32	-0.07	-0.2	-0.12	-0.2	-0.11	0.0	-0.01	-0.45	0.06	-0.19	0.16	0.06	0.01	0.91	-0.15	-0.33		-0.15	0.13	-0.19	-0.4	-0.28	-0.17
Accumulated Depreciation	-0.63	-0.55	-0.09	-0.59	-0.66	-0.63	-0.44	-0.62	-0.21	-0.7	0.37	-0.6	-0.2	-0.37	-0.11	-0.65	-0.63	-0.79	0.17	-0.43	-0.1	-0.15		-0.63	0.27	-0.27	0.55	-0.37
Short Long Term Debt	0.7	0.55	0.58	0.83	0.51	0.82	0.73	0.8	0.43	0.78	-0.29	0.82	-0.42	0.87	-0.44	0.9	0.62	0.73	-0.18	0.9	0.71	0.13	-0.63		-0.37	0.79	-0.72	0.79
Cash And Equivalents	-0.18	-0.14	-0.26	-0.44	-0.27	-0.14	-0.17	-0.43	0.05	-0.35	0.14	-0.2	0.15	-0.48	0.26	-0.43	-0.23	-0.2	-0.06	-0.31	-0.34	-0.19	0.27	-0.37		-0.38	0.58	-0.64
Net Invested Capital	0.53	0.37	0.89	0.82	0.2	0.69	0.73	0.76	0.49	0.71	-0.21	0.68	-0.23	0.8	-0.4	0.68	0.46	0.54	-0.6	0.91	0.94	-0.4	-0.27	0.79	-0.38		-0.49	0.9
Net Working Capital	-0.55	-0.46	-0.14	-0.52	-0.43	-0.5	-0.45	-0.53	-0.21	-0.58	0.19	-0.56	0.21	-0.54	0.38	-0.54	-0.39	-0.45	-0.07	-0.54	-0.44	-0.28	0.55	-0.72	0.58	-0.49		-0.7
Capital Stock	0.59	0.45	0.68	0.77	0.4	0.66	0.67	0.74	0.41	0.69	-0.22	0.7	-0.24	0.78	-0.42	0.67	0.47	0.54	-0.4	0.86	0.84	-0.17	-0.37	0.79	-0.64	0.9	-0.7

Click cells to compare fundamentals

About Duke Energy Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Duke Energy income statement, its balance sheet, and the statement of cash flows. Duke Energy investors use historical funamental indicators, such as Duke Energy's Retained Earnings, to determine how well the company is positioned to perform in the future. Although Duke Energy investors may use each financial statement separately, they are all related. The changes in Duke Energy's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Duke Energy's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Duke Energy Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Duke Energy. Please read more on our technical analysis and fundamental analysis pages.

	Last Reported	Projected for Next Year
Retained Earnings	2.2 B	2.6 B
Retained Earnings Total Equity	2.9 B	2.7 B

Pair Trading with Duke Energy

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Duke Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Duke Energy will appreciate offsetting losses from the drop in the long position's value.

Moving together with Duke Stock

0.72	D	Dominion Energy Earnings Call This Week	Pair Corr
0.91	ED	Consolidated Edison Financial Report 2nd of May 2024	Pair Corr

Moving against Duke Stock

0.69	EBR	Centrais Electricas Earnings Call This Week	Pair Corr
0.62	HE	Hawaiian Electric Financial Report 14th of May 2024	Pair Corr

The ability to find closely correlated positions to Duke Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Duke Energy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Duke Energy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Duke Energy to buy it.

The correlation of Duke Energy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Duke Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Duke Energy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Duke Energy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Duke Energy is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Duke Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Duke Energy Stock. Highlighted below are key reports to facilitate an investment decision about Duke Energy Stock:

How To Invest In Duke

Details

Is Duke Stock a good investment?

Details

What is Duke Energy's Net Worth?

Details

Largest Electric Utilities Companies

View

Largest Utilities - Regulated Electric Companies

View

Check out the analysis of Duke Energy Correlation against competitors.

For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.

You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Complementary Tools for Duke Stock analysis

When running Duke Energy's price analysis, check to measure Duke Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Duke Energy is operating at the current time. Most of Duke Energy's value examination focuses on studying past and present price action to predict the probability of Duke Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Duke Energy's price. Additionally, you may evaluate how the addition of Duke Energy to your portfolios can decrease your overall portfolio volatility.

	Equity Valuation Check real value of public entities based on technical and fundamental data
	Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
	AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities
	Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum
	Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio

Is Duke Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duke Energy. If investors know Duke will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duke Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.12)

Dividend Share

4.06

Earnings Share

5.35

Revenue Per Share

37.097

Quarterly Revenue Growth

(0.02)

The market value of Duke Energy is measured differently than its book value, which is the value of Duke that is recorded on the company's balance sheet. Investors also form their own opinion of Duke Energy's value that differs from its market value or its book value, called intrinsic value, which is Duke Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duke Energy's market value can be influenced by many factors that don't directly affect Duke Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Duke Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duke Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duke Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Duke Retained Earnings from 2010 to 2024

Latest Duke Energy's Retained Earnings Growth Pattern

Duke Retained Earnings Regression Statistics

Duke Retained Earnings History

Other Fundumenentals of Duke Energy

Duke Energy Retained Earnings component correlations

About Duke Energy Financial Statements

Pair Trading with Duke Energy

Moving together with Duke Stock

Moving against Duke Stock

Complementary Tools for Duke Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY