Additionally, you may evaluate how the addition of Duke Energy to your portfolios can decrease your overall portfolio volatility. The market value of Duke Energy Corp is measured differently than its book value, which is the value of Duke Energy 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.
Buy or Sell. 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 Duke Energy value 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. Updating Transaction Report was successfully generated. 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. USD Duke Energy Refresh. Very steady. Hype Condition. Low key.
Current Valuation. Fairly Valued. Odds of Distress. Below Average. Economic Sensitivity. Slowly supersedes the market. Analyst Consensus. Financial Strenth F Score. Financial Leverage. Reporting Quality M-Score. Duke Energy Corp generated a negative expected return over the last 90 days. The company has About Latest headline from seekingalpha. Capital Expenditure. Depreciation Amortization and Accretion. Issuance Purchase of Equity Shares. Issuance Repayment of Debt Securities.
Payment of Dividends and Other Cash Distributions. Net Cash Flow from Financing. Net Cash Flow from Investing. Net Cash Flow from Operations. Compare Duke Energy to competition. Return On Equity. Return On Asset. Profit Margin. Operating Margin. Shares Outstanding. Shares Owned by Insiders. Shares Owned by Institutions.
Number of Shares Shorted. Price to Earning. Price to Book. Price to Sales. Gross Profit. Net Income. Cash and Equivalents. The all time high for this statistic is DUK has seen an increase in hedge fund interest recently.
There were 34 hedge funds in our database with DUK holdings at the end of March. Our calculations also showed that DUK isn't among the 30 most popular stocks among hedge funds click for Q2 rankings. If you'd ask most market participants, hedge funds are seen as worthless, old financial tools of yesteryear.
While there are over funds with their doors open at the moment, Our experts look at the top tier of this group, about funds.
Also, our monthly newsletter's portfolio of long stock picks returned You can download a sample issue of this newsletter on our website. At Insider Monkey, we scour multiple sources to uncover the next great investment idea. For example, we like undervalued, EBITDA-positive growth stocks, so we are checking out stock pitches like this emerging biotech stock.
We go through lists like the 10 best EV stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can.
We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage. By comparison, 33 hedge funds held shares or bullish call options in DUK a year ago. With hedgies' positions undergoing their usual ebb and flow, there exists a select group of notable hedge fund managers who were boosting their stakes considerably or already accumulated large positions. AQR Capital Management, Renaissance Technologies, and Adage Capital Management were also very fond of the stock, becoming one of the largest hedge fund holders of the company.
Claar Advisors is also relatively very bullish on the stock, dishing out 2. Consequently, specific money managers have been driving this bullishness. All of these stocks' market caps resemble DUK's market cap. View table here if you experience formatting issues. As you can see these stocks had an average of Activision Blizzard, Inc.
On the other hand Coupang, Inc. Our overall hedge fund sentiment score for DUK is Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score.
Our calculations showed that top 5 most popular stocks among hedge funds returned These stocks gained It generates and distributes electricity to 7. It has a contract-based renewable power business, but it's relatively small compared to its traditional utility operations.
Duke is the prototypical conservative utility, so safe and consistent that even the most risk averse investors could feel comfortable owning it. Part of that ties back to the utility's dividend. The yield is around 4. That rate of increase is approximately in line with the historical rate of inflation growth, meaning that the dividend has retained its buying power over time. Faster growth would have been better, of course, but for a conservative investor, not losing ground with at least a portion of a larger portfolio is a solid outcome.
That's notable given the low beta of Duke's stock. Beta is a measure of volatility relative to the broader market. Beta waxes and wanes over time, but Duke's beta tends to be modest compared to other types of investments, like technology stocks, which are more volatile. So it can provide something of a foundation for a larger portfolio. So far, Duke sounds like a pretty good option for conservative dividend investors.
The coal ash settlement noted above, meanwhile, will likely remove a bit of uncertainty around the company's future that some investors had been worried about. Essentially, Duke is cleaning up coal-related waste but had been facing pushback from regulators and environmentalists.
A lot was up in the air, including how the cleanup would be paid for. If things go as planned, the company will take a large, one-time write-off, which is a net negative, but the future will be more certain with customers helping to foot the bill. This backdrop, however, is only one piece of the equation.
There's more to consider. For example, the dividend yield is toward the low end of Duke's historical yield range. That's true over both a short-term time frame -- say, the last decade -- and the longer term. This suggests that Duke's stock is trading hands at something of a premium to historical levels. There are one-time items in that figure, so it is elevated above what one would normally expect.
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