Duke Energy Corporation (DUK)
Return on equity (ROE)
| Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | Jun 30, 2020 | Mar 31, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (ttm) | US$ in thousands | 4,524,000 | 4,324,000 | 4,295,000 | 3,175,000 | 2,841,000 | 1,200,000 | 1,361,000 | 2,461,000 | 2,477,000 | 3,777,000 | 3,640,000 | 3,458,000 | 3,630,000 | 2,903,000 | 2,931,000 | 1,431,000 | 1,377,000 | 2,114,000 | 2,152,000 | 3,786,000 |
| Total stockholders’ equity | US$ in thousands | 50,127,000 | 49,133,000 | 49,707,000 | 49,551,000 | 49,112,000 | 49,006,000 | 48,333,000 | 49,260,000 | 49,322,000 | 50,345,000 | 49,720,000 | 49,446,000 | 49,296,000 | 49,307,000 | 48,132,000 | 48,186,000 | 47,964,000 | 46,006,000 | 45,484,000 | 46,921,000 |
| ROE | 9.03% | 8.80% | 8.64% | 6.41% | 5.78% | 2.45% | 2.82% | 5.00% | 5.02% | 7.50% | 7.32% | 6.99% | 7.36% | 5.89% | 6.09% | 2.97% | 2.87% | 4.60% | 4.73% | 8.07% |
December 31, 2024 calculation
ROE = Net income (ttm) ÷ Total stockholders’ equity
= $4,524,000K ÷ $50,127,000K
= 9.03%
The return on equity (ROE) of Duke Energy Corporation has shown fluctuation over the periods analyzed. From March 31, 2020, to December 31, 2024, the ROE varied from a low of 2.45% to a high of 9.03%. The ROE experienced a downward trend from March 31, 2020, to December 31, 2020, dropping from 8.07% to 2.87%. Subsequently, the ROE remained relatively low for the first half of 2021, ranging from 2.97% to 6.09%.
However, there was a noticeable improvement in the second half of 2021, with the ROE increasing to between 5.89% and 7.36%. This positive momentum continued into the first half of 2022, during which the ROE ranged from 6.99% to 7.50%.
From March 31, 2022, to June 30, 2024, the ROE exhibited further growth, reaching its peak at 9.03% on December 31, 2024. Overall, the data suggests that Duke Energy Corporation was able to enhance its return on equity over the analyzed periods, with fluctuations reflecting the company's financial performance and efficiency in leveraging shareholder equity to generate profits.
Peer comparison
Dec 31, 2024