Last Price$118.71.0%
Market Cap$91.0B
LTM Long-Term Investments
$353.0M
YoY Growth
-28.3%
3Y CAGR
-68.1%
5Y CAGR
-31.7%
Stock quality & Intrinsic value
6/10
35.0% undervalued
Duke Energy Corporation Long-Term Investments
Annual
Quarterly
LTM
Crunching data... Almost there!
| Dec'04 | Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Long-Term Investments | $0.0 | $0.0 | $2,305.0M | $696.0M | $473.0M | $9,807.0M | $9,264.0M | $460.0M | $4,725.0M | $417.0M | $720.0M | $896.0M | $1,295.0M | $1,553.0M | $1,778.0M | $2,368.0M | $1,519.0M | $457.0M | $455.0M | $492.0M |
Overvalued or undervalued?
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Duke Energy Corporation (DUK) Long-Term Investments comparison analysis
General
LTM Long-Term Investments
Growth
Company name
YoY growth
3Y CAGR
5Y CAGR
Duke Energy CorporationDUK
$353.0M
(28.3%)
(68.1%)
(31.7%)
Median Peer Set
$3,966.5M
7.2%
0.5%
2.9%
NextEra Energy, Inc.NEE
$15.9B
7.2%
1.8%
2.0%
Dominion Energy, Inc.D
$8,550.0M
5.1%
(8.8%)
0.8%
Entergy CorporationETR
$5,644.9M
16.1%
0.7%
(2.5%)
American Electric Power Company, Inc.AEP
$4,949.4M
17.9%
3.8%
5.2%
The Southern CompanySO
$4,037.0M
6.5%
1.8%
3.9%
Xcel Energy Inc.XEL
$3,896.0M
8.3%
2.4%
7.4%
PG&E CorporationPCG
$3,833.0M
7.2%
0.3%
3.9%
National Grid plcNGG
$2,126.1M
(39.4%)
(18.1%)
21.1%
Exelon CorporationEXC
$290.0M
15.5%
(73.9%)
(53.7%)
Public Service Enterprise Group IncorporatedPEG
$0.0
(100.0%)
(100.0%)
(100.0%)
DUK key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'04 | Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 22,503.0 0.0% | 16,746.0 (25.6%) | 15,184.0 (9.3%) | 12,720.0 (16.2%) | 13,207.0 3.8% | 12,731.0 (3.6%) | 14,272.0 12.1% | 14,529.0 1.8% | 19,624.0 35.1% | 24,598.0 25.3% | 23,925.0 (2.7%) | 23,459.0 (1.9%) | 22,743.0 (3.1%) | 23,565.0 3.6% | 24,521.0 4.1% | 25,079.0 2.3% | 23,366.0 (6.8%) | 24,621.0 5.4% | 28,768.0 16.8% | 29,060.0 1.0% |
| Cost of Goods Sold (COGS) | 13,433.0 | 7,863.0 | 5,232.0 | 4,503.0 | 5,020.0 | 0.0 | 0.0 | 5,145.0 | 12,574.0 | 15,094.0 | 14,323.0 | 13,728.0 | 12,975.0 | 12,770.0 | 13,991.0 | 13,519.0 | 12,013.0 | 12,663.0 | 15,792.0 | 15,304.0 |
% margin | 9,070.0 40.3% | 8,883.0 53.0% | 9,952.0 65.5% | 8,217.0 64.6% | 8,187.0 62.0% | 12,731.0 100.0% | 14,272.0 100.0% | 9,384.0 64.6% | 7,050.0 35.9% | 9,504.0 38.6% | 9,602.0 40.1% | 9,731.0 41.5% | 9,768.0 42.9% | 10,795.0 45.8% | 10,530.0 42.9% | 11,560.0 46.1% | 11,353.0 48.6% | 11,958.0 48.6% | 12,976.0 45.1% | 13,756.0 47.3% |
| Operating Expenses | 6,023.0 | 5,992.0 | 7,261.0 | 5,719.0 | 5,754.0 | 10,518.0 | 11,811.0 | 6,280.0 | 3,274.0 | 4,107.0 | 4,279.0 | 4,279.0 | 4,436.0 | 4,760.0 | 5,354.0 | 5,855.0 | 5,815.0 | 6,117.0 | 6,552.0 | 6,686.0 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
% margin | 3,047.0 13.5% | 2,891.0 17.3% | 2,691.0 17.7% | 2,498.0 19.6% | 2,433.0 18.4% | 2,249.0 17.7% | 2,461.0 17.2% | 2,777.0 19.1% | 3,126.0 15.9% | 4,982.0 20.3% | 5,258.0 22.0% | 5,367.0 22.9% | 5,341.0 23.5% | 5,781.0 24.5% | 4,685.0 19.1% | 5,709.0 22.8% | 4,571.0 19.6% | 5,500.0 22.3% | 6,012.0 20.9% | 7,070.0 24.3% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 130.0 | 77.0 | 67.0 | 53.0 | 50.0 | 26.0 | 57.0 | 38.0 | 21.0 | 13.0 | 20.0 | 31.0 | 30.0 | 13.0 | 27.0 | 29.0 |
| Interest Expense | 0.0 | 0.0 | 0.0 | 0.0 | 741.0 | 751.0 | 840.0 | 859.0 | 1,242.0 | 1,546.0 | 1,622.0 | 1,613.0 | 1,916.0 | 1,986.0 | 2,094.0 | 2,204.0 | 2,097.0 | 2,207.0 | 2,439.0 | 3,014.0 |
| Pre-tax Income | 1,772.0 | 3,816.0 | 2,862.0 | 2,234.0 | 1,895.0 | 1,831.0 | 2,210.0 | 2,465.0 | 2,451.0 | 3,920.0 | 4,134.0 | 4,137.0 | 3,734.0 | 4,266.0 | 3,073.0 | 4,097.0 | 920.0 | 3,991.0 | 4,078.0 | 4,767.0 |
% effective tax rate | 540.0 30.5% | 1,283.0 33.6% | 843.0 29.5% | 712.0 31.9% | 616.0 32.5% | 758.0 41.4% | 890.0 40.3% | 752.0 30.5% | 705.0 28.8% | 1,261.0 32.2% | 1,669.0 40.4% | 1,326.0 32.1% | 1,156.0 31.0% | 1,196.0 28.0% | 448.0 14.6% | 519.0 12.7% | (169.0) (18.4%) | 268.0 6.7% | 300.0 7.4% | 438.0 9.2% |
% margin | 1,490.0 6.6% | 1,824.0 10.9% | 1,863.0 12.3% | 1,500.0 11.8% | 1,362.0 10.3% | 1,075.0 8.4% | 1,320.0 9.2% | 1,706.0 11.7% | 1,768.0 9.0% | 2,665.0 10.8% | 1,883.0 7.9% | 2,816.0 12.0% | 2,152.0 9.5% | 3,059.0 13.0% | 2,666.0 10.9% | 3,748.0 14.9% | 1,377.0 5.9% | 3,908.0 15.9% | 2,550.0 8.9% | 2,841.0 9.8% |
| EPS | 4.77 | 11.64 | 4.77 | 3.57 | 3.24 | 2.49 | 3.00 | 3.83 | 3.07 | 3.77 | 2.66 | 4.05 | 3.11 | 4.36 | 3.77 | 5.06 | 1.72 | 4.94 | 3.33 | 3.55 |
| Diluted EPS | 4.62 | 11.28 | 4.71 | 3.54 | 3.21 | 2.49 | 3.00 | 3.83 | 3.07 | 3.76 | 2.66 | 4.05 | 3.11 | 4.36 | 3.77 | 5.06 | 1.72 | 4.94 | 3.33 | 3.55 |
% margin | 5,210.0 23.2% | 3,204.0 19.1% | 3,612.0 23.8% | 4,386.0 34.5% | 4,302.0 32.6% | 4,238.0 33.3% | 4,836.0 33.9% | 5,130.0 35.3% | 5,982.0 30.5% | 8,274.0 33.6% | 8,420.0 35.2% | 8,490.0 36.2% | 8,944.0 39.3% | 9,779.0 41.5% | 9,241.0 37.7% | 10,849.0 43.3% | 10,939.0 46.8% | 11,632.0 47.2% | 12,403.0 43.1% | 13,289.0 45.7% |
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FAQ
1) What is Duke Energy Corporation's Long-Term Investments?
As of today, Duke Energy Corporation's last 12-month Long-Term Investments is $353.0M, based on the financial report for Dec 31, 2024 (Q4’2024).
2) What is Duke Energy Corporation's Long-Term Investments growth rate?
Over the last year, Duke Energy Corporation's Long-Term Investments growth was (28.3%). The average annual Long-Term Investments growth rates for Duke Energy Corporation have been (37.9%) over the past three years, (31.7%) over the past five years.
3) Is Duke Energy Corporation's Long-Term Investments growth rate Good?
Over the last year, Duke Energy Corporation's Long-Term Investments growth was (28.3%), which is lower than industry growth of (0.4%). It indicates that Duke Energy Corporation's Long-Term Investments growth is Good.