Duke Energy Preferred Stock Performance
| DUK-PA Preferred Stock | USD 25.14 0.03 0.12% |
Duke Energy has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.33, which means possible diversification benefits within a given portfolio. As returns on the market increase, Duke Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Duke Energy is expected to be smaller as well. Duke Energy right now shows a risk of 0.51%. Please confirm Duke Energy jensen alpha, potential upside, accumulation distribution, as well as the relationship between the treynor ratio and expected short fall , to decide if Duke Energy will be following its price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Duke Energy are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong forward-looking signals, Duke Energy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.12) | Five Day Return 0.0398 | Year To Date Return 2.32 | Ten Year Return (0.98) | All Time Return (0.98) |
| Begin Period Cash Flow | 520 M |
Duke |
Duke Energy Relative Risk vs. Return Landscape
If you would invest 2,491 in Duke Energy on March 12, 2024 and sell it today you would earn a total of 23.00 from holding Duke Energy or generate 0.92% return on investment over 90 days. Duke Energy is generating 0.0159% of daily returns assuming 0.5071% volatility of returns over the 90 days investment horizon. Simply put, 4% of all preferred stocks have less volatile historical return distribution than Duke Energy, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Duke Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Duke Energy's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Duke Energy, and traders can use it to determine the average amount a Duke Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0313
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DUK-PA |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Duke Energy is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Duke Energy by adding it to a well-diversified portfolio.
Duke Energy Fundamentals Growth
Duke Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Duke Energy, and Duke Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Duke Preferred Stock performance.
| Return On Equity | 0.0759 | ||||
| Return On Asset | 0.0232 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 91.38 B | ||||
| Shares Outstanding | 712.88 M | ||||
| Price To Earning | 10.38 X | ||||
| Price To Sales | 2.13 X | ||||
| Revenue | 28.77 B | ||||
| EBITDA | 5.34 B | ||||
| Cash And Equivalents | 311 M | ||||
| Cash Per Share | 0.42 X | ||||
| Total Debt | 67.06 B | ||||
| Debt To Equity | 1.39 % | ||||
| Book Value Per Share | 61.66 X | ||||
| Cash Flow From Operations | 3.34 B | ||||
| Earnings Per Share | 4.76 X | ||||
| Total Asset | 178.26 B | ||||
About Duke Energy Performance
To evaluate Duke Energy Preferred Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Duke Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Duke Preferred Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Duke Energy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Duke's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. The company was incorporated in 2005 and is headquartered in Charlotte, North Carolina. Duke Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on NYQ Exchange. It employs 29000 people.Things to note about Duke Energy performance evaluation
Checking the ongoing alerts about Duke Energy for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Duke Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Duke Energy has accumulated 67.06 B in total debt with debt to equity ratio (D/E) of 1.39, which is about average as compared to similar companies. Duke Energy has a current ratio of 0.51, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Duke Energy until it has trouble settling it off, either with new capital or with free cash flow. So, Duke Energy's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Duke Energy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Duke to invest in growth at high rates of return. When we think about Duke Energy's use of debt, we should always consider it together with cash and equity. |
- Analyzing Duke Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Duke Energy's stock is overvalued or undervalued compared to its peers.
- Examining Duke Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Duke Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Duke Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Duke Energy's preferred stock. These opinions can provide insight into Duke Energy's potential for growth and whether the stock is currently undervalued or overvalued.
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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.
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