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Evergy, Inc. (EVRG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US30034W1062

CUSIP

30034W106

Sector

Utilities

IPO Date

Jun 4, 2018

Highlights

Market Cap

$15.40B

EPS (TTM)

$3.87

PE Ratio

17.29

PEG Ratio

2.70

Total Revenue (TTM)

$5.89B

Gross Profit (TTM)

$2.80B

EBITDA (TTM)

$2.68B

Year Range

$50.48 - $70.36

Target Price

$72.70

Short %

5.32%

Short Ratio

4.33

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Evergy, Inc. (EVRG) returned 9.86% year-to-date (YTD) and 25.35% over the past 12 months.


EVRG

YTD

9.86%

1M

-2.11%

6M

7.16%

1Y

25.35%

5Y*

6.78%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.12%

10Y*

10.89%

*Annualized

Monthly Returns

The table below presents the monthly returns of EVRG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.26%7.39%1.08%0.22%-3.14%9.86%
2024-2.74%-2.42%9.12%-1.74%5.43%-3.09%9.50%3.09%4.85%-2.53%8.05%-4.77%23.42%
2023-0.44%-6.13%5.03%1.62%-5.90%0.99%2.65%-7.34%-7.77%-3.08%5.21%2.27%-13.28%
2022-5.32%-3.93%10.52%-0.72%3.97%-6.71%4.61%1.21%-13.32%2.91%-2.13%6.28%-4.89%
2021-3.21%-0.19%12.10%7.46%-2.26%-2.52%7.93%5.77%-9.13%2.49%0.17%8.39%27.99%
202010.86%-9.44%-15.16%6.14%6.49%-3.89%9.34%-17.11%-4.51%8.62%1.37%0.18%-11.67%
20190.97%-2.46%4.72%-0.40%1.37%3.46%0.57%8.25%2.40%-3.98%-0.21%2.88%18.38%
20183.98%-0.11%2.54%-3.73%1.95%6.88%-4.38%6.83%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, EVRG is among the top 11% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EVRG is 8989
Overall Rank
The Sharpe Ratio Rank of EVRG is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of EVRG is 8787
Sortino Ratio Rank
The Omega Ratio Rank of EVRG is 8686
Omega Ratio Rank
The Calmar Ratio Rank of EVRG is 8787
Calmar Ratio Rank
The Martin Ratio Rank of EVRG is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Evergy, Inc. (EVRG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Evergy, Inc. Sharpe ratios as of May 18, 2025 (values are recalculated daily):

  • 1-Year: 1.56
  • 5-Year: 0.36
  • All Time: 0.28

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Evergy, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Evergy, Inc. provided a 2.96% dividend yield over the last twelve months, with an annual payout of $1.98 per share. The company has been increasing its dividends for 6 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.00$2.502018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$1.98$2.60$2.48$2.33$2.18$2.05$1.93$0.94

Dividend yield

2.96%4.22%4.75%3.71%3.17%3.69%2.97%1.65%

Monthly Dividends

The table displays the monthly dividend distributions for Evergy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.67$0.00$0.00$0.67
2024$0.00$0.00$0.64$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.67$0.00$2.60
2023$0.00$0.00$0.61$0.00$0.61$0.00$0.00$0.61$0.00$0.00$0.64$0.00$2.48
2022$0.00$0.00$0.57$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.61$0.00$2.33
2021$0.00$0.00$0.54$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.57$0.00$2.18
2020$0.00$0.00$0.51$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.54$0.00$2.05
2019$0.00$0.00$0.48$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.51$0.00$1.93
2018$0.46$0.00$0.00$0.48$0.00$0.94

Dividend Yield & Payout


Dividend Yield

Evergy, Inc. has a dividend yield of 2.96%, which is quite average when compared to the overall market.

Payout Ratio

Evergy, Inc. has a payout ratio of 68.82%, which is quite average when compared to the overall market. This suggests that Evergy, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Evergy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Evergy, Inc. was 38.79%, occurring on Mar 23, 2020. Recovery took 511 trading sessions.

The current Evergy, Inc. drawdown is 3.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.79%Feb 20, 202023Mar 23, 2020511Mar 31, 2022534
-29.83%Apr 21, 2022394Nov 13, 2023261Nov 26, 2024655
-8.98%Dec 7, 201860Mar 6, 201963Jun 5, 2019123
-8.01%May 8, 20255May 14, 2025
-8.01%Sep 7, 201814Sep 26, 201833Nov 12, 201847

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Evergy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Evergy, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -19.6%.


0.000.501.001.502.0020212022202320242025
0.54
0.67
Actual
Estimate

Valuation

The Valuation section provides an overview of how Evergy, Inc. is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for EVRG, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, EVRG has a P/E ratio of 17.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for EVRG compared to other companies in the Utilities - Regulated Electric industry. EVRG currently has a PEG ratio of 2.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for EVRG relative to other companies in the Utilities - Regulated Electric industry. Currently, EVRG has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for EVRG in comparison with other companies in the Utilities - Regulated Electric industry. Currently, EVRG has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items