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NiSource Inc. (NI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS65473P1057
CUSIP65473P105
SectorUtilities
IndustryUtilities—Regulated Gas

Highlights

Market Cap$12.13B
EPS$1.48
PE Ratio18.31
PEG Ratio3.35
Revenue (TTM)$5.51B
Gross Profit (TTM)$2.26B
EBITDA (TTM)$2.09B
Year Range$22.41 - $28.12
Target Price$29.67
Short %1.61%
Short Ratio1.18

Share Price Chart


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NiSource Inc.

Popular comparisons: NI vs. AQN.TO, NI vs. ETR, NI vs. ET, NI vs. MAIN, NI vs. XLU, NI vs. NEWT, NI vs. XEL, NI vs. SCHD, NI vs. NGG, NI vs. ARCC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in NiSource Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


3,000.00%3,500.00%4,000.00%4,500.00%OctoberNovemberDecember2024FebruaryMarch
3,334.65%
4,476.24%
NI (NiSource Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

NiSource Inc. had a return of 4.48% year-to-date (YTD) and 4.78% in the last 12 months. Over the past 10 years, NiSource Inc. had an annualized return of 10.50%, which was very close to the S&P 500 benchmark's annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date4.48%10.04%
1 month6.81%3.53%
6 months11.27%22.79%
1 year4.78%32.16%
5 years (annualized)2.59%13.15%
10 years (annualized)10.50%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.18%1.37%
2023-3.88%-7.77%2.97%1.91%3.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for NiSource Inc. (NI) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
NI
NiSource Inc.
0.28
^GSPC
S&P 500
2.76

Sharpe Ratio

The current NiSource Inc. Sharpe ratio is 0.28. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.28
2.76
NI (NiSource Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

NiSource Inc. granted a 3.70% dividend yield in the last twelve months. The annual payout for that period amounted to $1.02 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.02$1.00$0.94$0.88$0.84$0.80$0.78$0.70$0.64$0.52$0.42$0.40

Dividend yield

3.70%3.77%3.43%3.19%3.66%2.87%3.08%2.73%2.89%2.68%2.51%3.11%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.27
2023$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00
2022$0.00$0.24$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00
2021$0.00$0.22$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00
2020$0.00$0.21$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00
2019$0.00$0.20$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00
2018$0.00$0.20$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00
2017$0.00$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00
2016$0.00$0.16$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00
2015$0.00$0.11$0.00$0.11$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00
2014$0.00$0.10$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00
2013$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.7%
NiSource Inc. has a dividend yield of 3.70%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%63.4%
NiSource Inc. has a payout ratio of 63.44%, which is quite average when compared to the overall market. This suggests that NiSource 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-9.06%
0
NI (NiSource Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the NiSource 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 NiSource Inc. was 65.58%, occurring on Mar 5, 2009. Recovery took 546 trading sessions.

The current NiSource Inc. drawdown is 9.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.58%May 21, 2007452Mar 5, 2009546May 4, 2011998
-59.77%Feb 22, 19733745Dec 15, 1987410Jul 31, 19894155
-59.21%Oct 9, 1998351Mar 1, 2000208Dec 26, 2000559
-50.57%Apr 11, 2001374Oct 9, 20021043Nov 29, 20061417
-30.95%Feb 19, 202024Mar 23, 2020468Jan 28, 2022492

Volatility

Volatility Chart

The current NiSource Inc. volatility is 3.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
3.63%
2.82%
NI (NiSource Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items