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71.39 (1y: +10%)
Market Cap 50.34 B P/E(ttm) 21.20
Enterprise Value 90.1 B P/B 1.20
DUK- NYSE (USA)
Duke Energy Corporation
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$71.39
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry		 vs
history
Cash to Debt 0.043
DUK's Cash to Debt is ranked lower than
61% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.14 vs. DUK: 0.043 )
DUK' s 10-Year Cash to Debt Range
Min: 0.02   Max: 0.11
Current: 0.04
0.02
0.11
Equity to Asset 0.212
DUK's Equity to Asset is ranked lower than
67% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.29 vs. DUK: 0.212 )
DUK' s 10-Year Equity to Asset Range
Min: 0.15   Max: 0.32
Current: 0.21
0.15
0.32
Interest Coverage 2.5
DUK's Interest Coverage is ranked lower than
71% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 6.50 vs. DUK: 2.5 )
DUK' s 10-Year Interest Coverage Range
Min: 2   Max: 5
Current: 2.5
2
5
F-Score: 5
Z-Score: 0.67
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 15.80
DUK's Operating margin (%) is ranked higher than
68% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 10.10 vs. DUK: 15.80 )
DUK' s 10-Year Operating margin (%) Range
Min: -2.8   Max: 19.6
Current: 15.8
-2.8
19.6
Net-margin (%) 9
DUK's Net-margin (%) is ranked higher than
62% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 5.70 vs. DUK: 9 )
DUK' s 10-Year Net-margin (%) Range
Min: -5.9   Max: 12.3
Current: 9
-5.9
12.3
ROE (%) 4.3
DUK's ROE (%) is ranked lower than
51% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 7.20 vs. DUK: 4.3 )
DUK' s 10-Year ROE (%) Range
Min: -9.5   Max: 17.2
Current: 4.3
-9.5
17.2
ROA (%) 1.6
DUK's ROA (%) is ranked lower than
52% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.40 vs. DUK: 1.6 )
DUK' s 10-Year ROA (%) Range
Min: -2.4   Max: 4.5
Current: 1.6
-2.4
4.5
ROC (Joel Greenblatt) (%) 4.40
DUK's ROC (Joel Greenblatt) (%) is ranked lower than
52% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 6.80 vs. DUK: 4.40 )
DUK' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -1.8   Max: 16.6
Current: 4.4
-1.8
16.6
Revenue Growth (%) 3.7
DUK's Revenue Growth (%) is ranked higher than
83% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: -1.10 vs. DUK: 3.7 )
DUK' s 10-Year Revenue Growth (%) Range
Min: -25.3   Max: 3.7
Current: 3.7
-25.3
3.7
EBITDA Growth (%) 1.4
DUK's EBITDA Growth (%) is ranked higher than
78% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.70 vs. DUK: 1.4 )
DUK' s 10-Year EBITDA Growth (%) Range
Min: -31.9   Max: 28.7
Current: 1.4
-31.9
28.7
EPS Growth (%) 5.4
DUK's EPS Growth (%) is ranked higher than
72% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.55 vs. DUK: 5.4 )
DUK' s 10-Year EPS Growth (%) Range
Min: -14.7   Max: 11.4
Current: 5.4
-14.7
11.4
» DUK's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

DUK Guru Trades in Q2 2012

Louis Moore Bacon 8,802 sh (New)
Ruane Cunniff 8,900 sh (New)
Jim Simons 5,395,061 sh (+510.26%)
Paul Tudor Jones 60,000 sh (+29.59%)
Pioneer Investments 647,538 sh (+10.95%)
Brian Rogers 6,343,700 sh (unchged)
John Hussman 1,000 sh (unchged)
Steven Cohen Sold Out
Dodge & Cox Sold Out
James Barrow 1,051,149 sh (-1.21%)
Jeremy Grantham 519,900 sh (-1.25%)
Mario Gabelli 192,831 sh (-6.76%)
» More
Q3 2012

DUK Guru Trades in Q3 2012

Dodge & Cox 38,605 sh (New)
Bill Frels 3,128 sh (New)
Jean-Marie Eveillard 2,417,321 sh (New)
Steven Cohen 338,356 sh (New)
John Hussman 500,333 sh (+150150%)
Louis Moore Bacon 15,613 sh (+432.14%)
Brian Rogers 4,881,628 sh (+130.88%)
Paul Tudor Jones 30,000 sh (+50.02%)
Jim Simons 1,962,517 sh (+9.14%)
Ruane Cunniff Sold Out
Jeremy Grantham 128,726 sh (-25.71%)
Mario Gabelli 28,014 sh (-56.41%)
Pioneer Investments 19,499 sh (-90.97%)
James Barrow 7,265 sh (-97.93%)
» More
Q4 2012

DUK Guru Trades in Q4 2012

John Burbank 23,100 sh (New)
Pioneer Investments 209,864 sh (+976.28%)
James Barrow 9,265 sh (+27.53%)
Brian Rogers 4,881,628 sh (unchged)
John Hussman 500,333 sh (unchged)
Louis Moore Bacon Sold Out
Bill Frels Sold Out
Dodge & Cox 35,447 sh (-8.18%)
Mario Gabelli 24,783 sh (-11.53%)
Jean-Marie Eveillard 1,900,557 sh (-21.38%)
Steven Cohen 242,120 sh (-28.44%)
Paul Tudor Jones 15,000 sh (-50%)
Jim Simons 286,950 sh (-85.38%)
» More
Q1 2013

DUK Guru Trades in Q1 2013

Ruane Cunniff 2,964 sh (New)
Ken Fisher 2,928 sh (New)
Pioneer Investments 209,998 sh (+0.06%)
James Barrow 9,265 sh (unchged)
Brian Rogers 4,881,628 sh (unchged)
John Burbank Sold Out
Jean-Marie Eveillard Sold Out
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Mario Gabelli 21,552 sh (-13.04%)
Dodge & Cox 26,914 sh (-24.07%)
John Hussman 200,333 sh (-59.96%)
Steven Cohen 19,880 sh (-91.79%)
» More
» Details

Insider Trades

Latest Guru Trades with DUK

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Hussman 2013-03-31 Reduce -59.96%0.5%$63.8 - $72.59 $ 71.394%200333
Jean-Marie Eveillard 2013-03-31 Sold Out 0.43%$63.8 - $72.59 $ 71.394%0
John Burbank 2013-03-31 Sold Out 0.06%$63.8 - $72.59 $ 71.394%0
Ruane Cunniff 2013-03-31 New Buy$63.8 - $72.59 $ 71.394%2964
Dodge & Cox 2013-03-31 Reduce -24.07%$63.8 - $72.59 $ 71.394%26914
Jean-Marie Eveillard 2012-12-31 Reduce -21.38%0.12%$59.87 - $65.69 $ 71.3912%1900557
John Burbank 2012-12-31 New Buy0.06%$59.87 - $65.69 $ 71.3912%23100
James Barrow 2012-12-31 Add 27.53%$59.87 - $65.69 $ 71.3912%9265
John Hussman 2012-09-30 Add 150150%0.78%$63.14 - $70.207 $ 71.398%500333
Jean-Marie Eveillard 2012-09-30 New Buy0.58%$63.14 - $70.207 $ 71.398%2417321
James Barrow 2012-09-30 Reduce -97.93%0.05%$63.14 - $70.207 $ 71.398%7265
Mario Gabelli 2012-09-30 Reduce -56.41%0.02%$63.14 - $70.207 $ 71.398%28014
Ruane Cunniff 2012-09-30 Sold Out 0.0017%$63.14 - $70.207 $ 71.398%0
Dodge & Cox 2012-09-30 New Buy$63.14 - $70.207 $ 71.398%38605
Dodge & Cox 2012-06-30 Sold Out 0.003%$60.8461 - $69.817 $ 71.399%0
Ruane Cunniff 2012-06-30 New Buy$60.8461 - $69.817 $ 71.399%8900
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Duke Energy Corporation

Energy Companies Report Dividend Growth
May 8, 2013
- Energy Companies Report Dividend Growth
In the past couple of weeks as companies report their first quarter results, four energy companies have announced dividends and all of their stocks have dividend yields of more than 3%. The following companies are all benefiting from a good quarter in the energy sector. These companies are all currently sitting at or near their 10-year high in prices. Read more...
Bearish John Hussman Buys 3M, CVS, Western Digital, Sells Humana, Biogen Idec, Broadcom
November 7, 2012
John Hussman has been very bearish. He thinks that the stock market is overvalued and positioned for dismal returns. At this point the potential risk is much higher than the returns. Especially he thinks that the economy is already in recession, although the GDP numbers indicates otherwise. Hussman sold a lot more stocks than bought during the third quarter. His equity positions are also full hedged, typically with index options. As of 09/30/2012, John Hussman’s firm, Hussman Economtrics Advisors, owns 205 stocks with a total value of $4.1 billion. These are the details of the buys and sells that have the impact to portfolio of more than 0.5%. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 21.20
DUK's P/E(ttm) is ranked higher than
50% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 18.90 vs. DUK: 21.20 )
DUK' s 10-Year P/E(ttm) Range
Min: 4.98   Max: 33.5
Current: 21.2
4.98
33.5
P/B 1.20
DUK's P/B is ranked higher than
73% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.60 vs. DUK: 1.20 )
DUK' s 10-Year P/B Range
Min: 0.43   Max: 1.94
Current: 1.2
0.43
1.94
P/S 2.10
DUK's P/S is ranked lower than
68% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.30 vs. DUK: 2.10 )
DUK' s 10-Year P/S Range
Min: 0.17   Max: 2.2
Current: 2.1
0.17
2.2
PFCF 57.00
DUK's PFCF is ranked lower than
87% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 23.53 vs. DUK: 57.00 )
DUK' s 10-Year PFCF Range
Min: 4.86   Max: 293.71
Current: 57
4.86
293.71
EV-to-EBIT 23.3
DUK's EV-to-EBIT is ranked lower than
54% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 15.54 vs. DUK: 23.3 )
DUK' s 10-Year EV-to-EBIT Range
Min: 6   Max: 28.9
Current: 23.3
6
28.9
PEG 17.7
DUK's PEG is ranked higher than
76% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.30 vs. DUK: 17.7 )
DUK' s 10-Year PEG Range
Min: 0.25   Max: 328
Current: 17.7
0.25
328
Shiller P/E 20.9
DUK's Shiller P/E is ranked higher than
72% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 14.14 vs. DUK: 20.9 )
DUK' s 10-Year Shiller P/E Range
Min: 3.78   Max: 21.89
Current: 20.9
3.78
21.89

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 4.30
DUK's Dividend Yield is ranked higher than
82% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.00 vs. DUK: 4.30 )
DUK' s 10-Year Dividend Yield Range
Min: 4.04   Max: 14.84
Current: 4.3
4.04
14.84
Dividend Payout 0.9397
DUK's Dividend Payout is ranked higher than
64% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 0.72 vs. DUK: 0.9397 )
DUK' s 10-Year Dividend Payout Range
Min: 0.45   Max: 1.13
Current: 0.94
0.45
1.13
Dividend growth (3y) 1.8
DUK's Dividend growth (3y) is ranked higher than
85% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.30 vs. DUK: 1.8 )
DUK' s 10-Year Dividend growth (3y) Range
Min: -7.1   Max: 3.5
Current: 1.8
-7.1
3.5
Yield on cost (5-Year) 4.96
DUK's Yield on cost (5-Year) is ranked higher than
83% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 3.18 vs. DUK: 4.96 )
DUK' s 10-Year Yield on cost (5-Year) Range
Min: 4.66   Max: 17.12
Current: 4.96
4.66
17.12
Share Buyback Rate -7.5
DUK's Share Buyback Rate is ranked higher than
68% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: -1.30 vs. DUK: -7.5 )
DUK' s 10-Year Share Buyback Rate Range
Min: -1   Max: -8
Current: -7.5

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 14.3
DUK's Price/Net Current Asset Value is ranked higher than
70% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 12.20 vs. DUK: 14.3 )
DUK' s 10-Year Price/Net Current Asset Value Range
Min: 1.7   Max: 22.6
Current: 14.3
1.7
22.6
Price/Tangible Book 2.1
DUK's Price/Tangible Book is ranked higher than
66% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.90 vs. DUK: 2.1 )
DUK' s 10-Year Price/Tangible Book Range
Min: 0.8   Max: 2.1
Current: 2.1
0.8
2.1
Price/DCF (Projected) 1.9
DUK's Price/DCF (Projected) is ranked higher than
79% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.30 vs. DUK: 1.9 )
DUK' s 10-Year Price/DCF (Projected) Range
Min: 0.9   Max: 25.2
Current: 1.9
0.9
25.2
Price/Median PS Value 1.6
DUK's Price/Median PS Value is ranked higher than
77% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.00 vs. DUK: 1.6 )
DUK' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.5
Current: 1.6
0.2
1.5
Price/Graham Number 1.3
DUK's Price/Graham Number is ranked higher than
76% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 1.20 vs. DUK: 1.3 )
DUK' s 10-Year Price/Graham Number Range
Min: 0.6   Max: 1.2
Current: 1.3
0.6
1.2
Earnings Yield (Greenblatt) 4.30
DUK's Earnings Yield (Greenblatt) is ranked higher than
73% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 6.00 vs. DUK: 4.30 )
DUK' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.5   Max: 16.6
Current: 4.3
3.5
16.6
Forward Rate of Return (Yacktman) -0.24
DUK's Forward Rate of Return (Yacktman) is ranked higher than
68% of the 289 Companies
in the Global Utilities - Regulated Electric industry.

( Industry Median: 2.08 vs. DUK: -0.24 )
DUK' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -27.9   Max: 18.1
Current: -0.24
-27.9
18.1

Business Description

Duke Energy Holding Corp. was incorporated in Delaware on May 3, 2005. Duke Energy Corporation is an energy company headquartered in Charlotte, North Carolina. Its regulated utility operations serve 4 million customers located in five states in the Southeast and Midwest United States, representing a population of approximately 12 million people. Its Commercial Power and International Energy business segments own and operate diverse power generation assets in North America and Latin America, including a growing portfolio of renewable energy assets in the U.S. Duke Energy operates in the U.S. mainly through its direct and indirect wholly-owned subsidiaries, Duke Energy Carolinas, LLC, Duke Energy Ohio, Inc., which includes Duke Energy Kentucky, Inc., and Duke Energy Indiana, Inc., as well as in Latin America through Duke Energy International, LLC. Duke Energy business segments are: U.S. Franchised Electric and Gas (USFE&G), Commercial Power and International Energy. USFE&G generates, transmits, distributes and sells electricity in central and western North Carolina, western South Carolina, central, north central and southern Indiana, and northern Kentucky. USFE&G also transmits, distributes and sells electricity in southwestern Ohio. Additionally, USFE&G transports and sells natural gas in southwestern Ohio and northern Kentucky. It conducts operations mainly through Duke Energy Carolinas, the regulated transmission and distribution operations of Duke Energy Ohio, including Duke Energy Kentucky, and Duke Energy Indiana (Duke Energy Ohio, Duke Energy Indiana and Duke Energy Kentucky collectively referred to as Duke Energy Midwest). Commercial Power owns, operates and manages power plants and engages in the wholesale marketing and procurement of electric power, fuel and emission allowances related to these plants as well as other contractual positions. Commercial Power's generation operations, excluding renewable energy generation assets, consist mainly of coal-fired and gas-fired non-regulated generation assets which are dispatched into wholesale markets. These assets are comprised of 7,550 net MW of power generation mainly located in the Midwestern U.S. The asset portfolio has a diversified fuel mix with base-load and mid-merit coal-fired units as well as combined cycle and peaking natural gas-fired units. International Energy principally operates and manages power generation facilities and engages in sales and marketing of electric power, natural gas, and natural gas liquids outside the U.S. It conducts operations through Duke Energy International, LLC (DEI) and its affiliates and its activities principally target power generation in Latin America. Additionally, International Energy owns a 25% interest in National Methanol Company (NMC), a large regional producer of methanol and methyl tertiary butyl ether (MTBE) located in Saudi Arabia. USFE&G's competition in the regulated electric distribution business is mainly from the on-sit
Company Website
SEC Reports
Industry: Utilities - Regulated Electric
Compare:WR, EE, ENI, NGG, DTE
Traded in other countries:D2MN.Germany
» More Articles for DUK

Headlines

Articles On GuruFocus.com
Energy Companies Report Dividend Growth May 08 2013 
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Best Utility Dividend Stocks for 2013 Dec 08 2012 
Dodge & Cox’s Q3 Portfolio Updates: Buys Liberty Ventures, Google, Duke Energy and Allstate Nov 14 2012 
Bearish John Hussman Buys 3M, CVS, Western Digital, Sells Humana, Biogen Idec, Broadcom Nov 07 2012 
20 Biggest Dividend Payers from the Utility Sector Oct 08 2012 
Three Reasons Why Utility Stocks Are a Bargain Right Now Jul 11 2012 
Five Dividend Geese Laying Golden Eggs for Investors Jul 02 2012 
At 25%, You Can Bank on this Dividend Increase Jul 02 2012 

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