DTE Energy (DTE) is a multi-utilities company in the Utilities sector. Listed on the NASDAQ, DTE Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $146.07.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $146.07 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.36% |
| Risk / Std Dev (Annualized) | 18.86% |
| Sharpe Ratio (rf=4.5%) | 0.26 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Multi-Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.36% with an annualized volatility of 18.86%. The Sharpe ratio of 0.26 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 30.39B |
| Enterprise Value | 57.13B |
| Trailing P/E | 24.02 |
| Forward P/E | 17.49 |
| Price to Book | 2.47 |
| Price to Sales | 1.84 |
| EV/Revenue | 3.46 |
| EV/EBITDA | 16.11 |
| Profitability | | | Profit Margin | 7.65% | | Operating Margin | 10.23% | | ROE | 10.42% | | ROA | 2.78% |
| Growth | | | Revenue Growth | 15.8% | | Earnings Growth | -44.4% |
| Dividend | | | Dividend Yield | 314.0% | | Payout Ratio | 74.18% | | 5Y Avg Yield | 327.0% |
| Financial Health | | | Total Revenue | 16.52B | | Total Debt | 26.97B | | Total Cash | 0.24B | | Free Cash Flow | -2.19B | | Operating Cash Flow | 3.3B |
| Price & Technical | | | 52W High | $154.63$ | | 52W Low | $126.23$ | | 50-Day Avg | $145.17$ | | 200-Day Avg | $139.67$ | | Beta | 0.39 | | Shares Outstanding | 0.21B | | Float Shares | 0.21B | | Insider Holdings | 0.4% | | Institutional Holdings | 81.69% | | Short Ratio | 3.58 | | Short % of Float | 3.31% |
| Analyst Targets | | | Target High | $168.0$ | | Target Low | $146.0$ | | Target Mean | $158.89$ | | Target Median | $159.0$ | | # of Analysts | 14 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.