DTE
DTE Energy
Utilities · Multi-Utilities · US
$140.60
Close 2025-12-31
✗ ETHICAL FAIL

NARROW MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$29.2B
Trailing P/E
23.20
Forward P/E
16.80
Rev Growth
+15.8%
Profit Margin
7.7%
ROE
10.4%
Analyst Target
$159.89
Recommendation
BUY
About DTE Energy

DTE Energy Company engages in energy-related businesses and services. The company operates through four segments: Electric, Gas, DTE Vantage, and Energy Trading.The company's Electric segment generates, purchases, distributes, and sells electricity to approximately 2.3 million residential, commercial, and industrial customers in southeastern Michigan. It generates electricity through coal-fired plants, natural gas plant, hydroelectric pumped storage, and nuclear plants, as well as wind and solar assets. This segment owns and operates 702 distribution substations with a capacity of approximately 37,870,000 kilovolt-amperes (kVA) and approximately 4,56,900 line transformers with a capacity of approximately 33,770,000 kVA. The company's Gas segment purchases, stores, transports, distributes, and sells natural gas to approximately 1.4 million residential, commercial, and industrial customers throughout Michigan; and sells storage and transportation capacity. This segment has approximately 21,000 miles of distribution mains; 1,242,000 service pipelines; and 1,361,000 active meters, as well as owns approximately 2,000 miles of transmission pipelines. Its DTE Vantage segment offers metallurgical and petroleum coke to steel and other industries; and power generation, steam production, chilled water production, and wastewater treatment services, as well as compressed air supply to industrial customers. This segment also owns and operates 2 renewable generating plants with a capacity of 70 MWs; and 22 gas recovery sites. Its Energy Trading segment engages in power, natural gas, and environmental marketing and trading; structured transactions; and the optimization of contracted natural gas pipeline transportation and storage positions. The company was founded in 1849 and is based in Detroit, Michigan.

Opportunity Summary
Trading at $141 against a fair value of $209, a 33% discount. Fails ethical screen (Debt ratio). Ranks better than 18% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.49%)FAIL
Cash Ratio (0.01%)PASS
Receivables Ratio (0.04%)PASS
Revenue Ratio (0.01%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 77.5
Score Quality: 46.0
Score Combined: 43.4
Fair Value Est: $209.00 · Margin of Safety: +48.6% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation96.2
Quality42.4
Cash Flow0.0
Moat70.0
Balance Sheet13.5
Debt Purity0.0
Liquid Purity98.2
Rev Purity87.0
Compliance54.5
Tier: SILVER · Score: 67.1 · Rank: #343
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-301.52Pending--
2026-04-302.031.95-4.1%
2026-02-171.521.65+8.3%
2025-10-302.112.25+6.5%
2025-07-291.401.36-2.8%
2025-05-012.002.10+5.2%
2025-02-131.441.51+4.9%
2024-10-241.872.30+22.9%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$5.1B$247.0M$965.0M$1.0B$414.0M1.19
2025-12-31$4.4B$369.0M$1.2B$1.3B$810.0M
2025-09-30$3.5B$419.0M$1.1B$1.3B$669.0M2.02
2025-06-30$3.4B$229.0M$970.0M$1.0B$448.0M1.10
2025-03-31$4.4B$445.0M$1.1B$1.2B$623.0M2.14
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-14MUSCHONG LISA AOfficer1,000$143.7K
2026-05-08MCGOVERN GAIL JDirector1,218--
2026-05-04THOMAS DAVID ADirector1,424--
2026-05-04WILLIAMS VALERIE MDirector1,424--
2026-05-04MCCLURE CHARLES G JRDirector1,424--
2026-05-04MURRAY MARK ADirector1,424--
2026-02-04RUUD DAVIDChief Financial Officer14,388--
2026-02-04LAUER TREVOR FRANCISOfficer11,845--
2026-02-04PAUL MATTHEW TOfficer6,062--
2026-02-04MYRICK TRACY JOfficer987--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.22.4M$3.3B0.1%
Capital Research Global Investors14.2M$2.1B0.1%
Vanguard Capital Management LLC12.5M$1.8B0.1%
Vanguard Portfolio Management LLC11.9M$1.7B0.1%
State Street Corporation11.1M$1.6B0.1%
Capital World Investors10.9M$1.6B0.1%
Geode Capital Management, LLC5.8M$839.8M0.0%
Ameriprise Financial, Inc.5.8M$835.5M0.0%
Janus Henderson Group PLC3.1M$448.2M0.0%
Invesco Ltd.3.0M$434.5M0.0%
Analyst Recommendations
3 Months Ago
2
9
6
17 analysts
2 Months Ago
2
8
7
17 analysts
Last Month
1
8
8
17 analysts
Current
2
9
6
17 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$57.0B
Price/Book
2.45
Beta
0.413
Analysts
14
Total Revenue (TTM)
$16.5B
Total Debt
$27.0B
Earnings Growth
-44.4%
Dividend Yield
326.0%
Rec. Mean
1.82
Short Ratio
5.17
Short % Float
0.0%
Employees
4,800

Elite Intelligence

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Trade Consideration
The Opportunity
Score 43.4 (P54 — top 46.0% of scored tickers). Narrow Moat. Ethical FAIL. 14 analysts at Buy.
Price: $140.60 | Target: $158.75 (+13%) | Fair Value: $209.00 (+49%)
Score
43
Moat
NARROW
Conviction
Standard
Upside
+13%
The Fundamentals
Revenue Growth+15.8%
Profit Margin0.0%
ROE10.4%
Forward P/E16.8
Market Cap$29.2B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-30$1.52Pending
2026-04-30$2.03$1.95-4.1%
2026-02-17$1.52$1.65+8.3%
2025-10-30$2.11$2.25+6.5%
2025-07-29$1.40$1.36-2.8%
2025-05-01$2.00$2.10+5.2%
Position Sizing Scenarios
Stop: $119.51 (-15%) | Entry: $140.60
SharesCostProfit to TargetR:R
To Consensus ($158.75, 14 analysts)
10$1,406.00+$181.50 (13%)0.9R
50$7,030.00+$907.50 (13%)0.9R
100$14,060.00+$1,815.00 (13%)0.9R
To Fair Value ($209.00)
10$1,406.00+$684.00 (49%)3.2R
50$7,030.00+$3,420.00 (49%)3.2R
100$14,060.00+$6,840.00 (49%)3.2R
Risk Factors
  • Elevated short interest (5.17 days to cover)
The Verdict
DTE Energy holds a narrow competitive moat and trades at a 48.6% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
58.6
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.6%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.21
above 1.0 is good
Max Drawdown
-10.1%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
1.9x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
75.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
PRN.L-0.265
ALEC.AE-0.166
SUKOON.AE-0.153
BBLNF-0.144
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Wednesday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
0.052230853441054645
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+1.6%
Beat Drift Positive %
66.7%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-1.5%
3M Return
-0.2%
6M Return
+8.4%
12M Return
+11.0%
Momentum Rank
#2415
Momentum Signal
FLAT

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