DTE Energy Co Pref Series E(DTW)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$17.6
10/29/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for DTW

10/29/2026: DTW (1-star) is currently NOT-A-BUY. Pass it for now.

DTE Energy Co Pref Series E (DTW) is a preferred stock issued by DTE Energy, a prominent utility firm providing electric and gas services in Michigan. The stock functions primarily as an income-generating asset, benefiting from the stable, regulated cash flows of its parent company. Its main strength lies in its priority status for dividends, making it a suitable choice for income-focused investors. However, it faces risks related to interest rate volatility and potential regulatory changes impacting utility margins. Investors should monitor interest rate trends and the parent company's credit rating, as these are the primary factors influencing the security's valuation and long-term appeal.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorWeak fitThis security is designed for income, not for capital appreciation.
Momentum investorWeak fitThe stock lacks the volatility and price action required for momentum strategies.
Value investorMixed fitIt may be a fit if the yield is attractively priced relative to other fixed-income alternatives.
Dividend investorStrong fitThe fixed dividend payments are well-suited for investors seeking consistent income.
Low-risk investorStrong fitPreferred shares generally offer more stability than common stocks.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityLowPrice moves are generally tied to interest rate changes rather than speculative swings.
Valuation riskMediumInvestors must monitor yield-to-call and current yield relative to the broader market.
Competition risk (interest rate environment)Medium / highHigher market interest rates can drive the price of fixed-rate preferred stocks lower.
Business qualityStrongThe parent utility is a stable, highly regulated, and essential service provider.
Dividend incomeStrongThe priority status provides high confidence in ongoing income payments.
Execution riskLowThe parent company has a long history of managing regulated utility operations.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Very Smooth
PRICE STABILITY

Very Smooth

The stock has followed a highly orderly price path with minimal short-term disruption.

Analysis of Past Performance

Type Stock
Historic Profit 5.72%
Avg. Invested days 49
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/29/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
DTW receives a 3-star rating based on the available scored pillars. The rating is constrained by soft unit economics, soft analyst coverage, and weak price momentum.

Company Fundamentals

★★★★★
DTW has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and soft ownership. In FY2025 versus FY2024, moderate earnings growth (+4.4%) and solid revenue growth (+26.9%) are partially offset by weak cash generation (FCF margin -6.3%), soft profitability (net margin 9.2%), very low insider ownership of 0.00%.

Financial Health Rating

★★★★★
DTW's financial health is supported by solid cash strength, including free-cash-flow generation of $-1.0B (-6.3% of revenue). Liquidity is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Revenue growth is DTW's strongest growth driver at +26.9% FY2025 versus FY2024 (solid, 4 stars). By comparison, while free-cash-flow growth (-21.6%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 0.0% (soft) and 0.0% of outstanding shares are publicly tradable (soft). Insider ownership is only 0.00%, which materially reduces the ownership score.

Unit Economics (Per $1K Revenue)

★★★★★
DTW generates approximately $849 of gross profit, $150 of operating income, and $-63 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Negative free cash flow explains the 2-star rating, with weak cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 5.68%

Quantitative Style Profile

★★★★★
DTW has a relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilitySmall / Mid Cap Risk

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.89B USD
Price to earnings Ratio 2.91
1Y Target Price -
Price to earnings Ratio 2.91
1Y Target Price -
Volume (30-day avg) 36.7K shares
Beta -
52 Weeks Range 17.47 - 21.87
Updated Date 10/29/2026
52 Weeks Range 17.47 - 21.87
Updated Date 10/29/2026
Dividends yield (FY) 19.32%
Basic EPS (TTM) -

How Company Makes Money

Business areaWhat it includesRetail investor read
Regulated ElectricRevenue collected through state-approved rate cases for electricity delivery.Steady, predictable income from essential power services.
Regulated GasRevenue from natural gas distribution to Michigan residents.Reliable cash flows from a critical utility service.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Valuation

Trailing PE 2.91
Forward PE -
Enterprise Value -
Price to Sales(TTM) -
Enterprise Value -
Price to Sales(TTM) -
Enterprise Value to Revenue -
Enterprise Value to EBITDA -
Shares Outstanding -
Shares Floating -
Shares Outstanding -
Shares Floating -
Percent Insiders -
Percent Institutions -

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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