Duke Energy (DUK) is a electric utilities company in the Utilities sector. Listed on the NASDAQ, Duke Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $125.04.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $125.04 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.58% |
| Risk / Std Dev (Annualized) | 17.85% |
| Sharpe Ratio (rf=4.5%) | 0.28 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Electric Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.58% with an annualized volatility of 17.85%. The Sharpe ratio of 0.28 (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 | 97.48B |
| Enterprise Value | 189.54B |
| Trailing P/E | 19.24 |
| Forward P/E | 17.45 |
| Price to Book | 1.82 |
| Price to Sales | 2.98 |
| EV/Revenue | 5.79 |
| EV/EBITDA | 11.5 |
| Profitability | | | Profit Margin | 15.71% | | Operating Margin | 25.51% | | ROE | 9.66% | | ROA | 2.78% |
| Growth | | | Revenue Growth | 11.3% | | Earnings Growth | 12.0% |
| Dividend | | | Dividend Yield | 341.0% | | Payout Ratio | 65.23% | | 5Y Avg Yield | 383.0% |
| Financial Health | | | Total Revenue | 32.72B | | Total Debt | 91.21B | | Total Cash | 2.14B | | Free Cash Flow | -2.25B | | Operating Cash Flow | 11.67B |
| Price & Technical | | | 52W High | $134.49$ | | 52W Low | $113.66$ | | 50-Day Avg | $126.5$ | | 200-Day Avg | $124.0$ | | Beta | 0.38 | | Shares Outstanding | 0.78B | | Float Shares | 0.78B | | Insider Holdings | 0.12% | | Institutional Holdings | 70.83% | | Short Ratio | 4.77 | | Short % of Float | 2.23% |
| Analyst Targets | | | Target High | $146.0$ | | Target Low | $131.0$ | | Target Mean | $138.56$ | | Target Median | $138.0$ | | # of Analysts | 18 | | 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.