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

Company Info

ISIN

US65473P1057

CUSIP

65473P105

Sector

Utilities

IPO Date

Oct 19, 1984

Highlights

Market Cap

$18.67B

EPS (TTM)

$1.62

PE Ratio

24.49

PEG Ratio

2.18

Total Revenue (TTM)

$3.75B

Gross Profit (TTM)

$2.01B

EBITDA (TTM)

$1.72B

Year Range

$26.82 - $41.45

Target Price

$42.23

Short %

2.60%

Short Ratio

1.75

Share Price Chart


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Compare to other instruments

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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%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%NovemberDecember2025FebruaryMarchApril
8,526.72%
3,189.60%
NI (NiSource Inc.)
Benchmark (^GSPC)

Returns By Period

NiSource Inc. had a return of 8.13% year-to-date (YTD) and 45.12% in the last 12 months. Over the past 10 years, NiSource Inc. had an annualized return of 12.04%, outperforming the S&P 500 benchmark which had an annualized return of 10.11%.


NI

YTD

8.13%

1M

-1.33%

6M

15.02%

1Y

45.12%

5Y*

12.57%

10Y*

12.04%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.47%10.24%-1.76%-1.60%8.13%
2024-2.18%1.37%6.14%1.69%4.31%-0.86%9.39%5.79%4.81%2.24%8.33%-3.49%43.49%
20231.20%-0.24%1.93%2.70%-5.52%1.71%2.71%-3.88%-7.77%2.97%1.91%3.55%0.48%
20225.69%-0.06%9.92%-7.71%8.00%-6.23%3.92%-2.93%-14.64%2.94%8.76%-1.86%2.67%
2021-3.44%-1.53%11.62%8.86%-2.00%-3.92%1.98%-0.48%-1.70%2.73%-0.65%12.65%24.76%
20205.28%-7.16%-7.59%1.35%-5.10%-4.57%8.44%-9.37%-0.72%5.36%5.35%-5.21%-14.88%
20197.61%-0.35%6.23%-2.37%0.25%3.41%3.79%-0.47%1.25%-5.59%-5.67%5.26%13.03%
2018-3.86%-5.48%3.37%2.83%3.73%3.87%0.37%3.40%-7.94%2.54%4.18%-4.05%1.92%
20171.04%7.74%-0.50%2.67%7.51%-2.72%3.44%3.11%-4.76%3.73%4.40%-6.76%19.28%
20167.69%2.98%9.68%-2.93%5.06%11.15%-2.62%-6.70%0.71%-2.82%-5.67%0.91%16.70%
20151.98%-0.20%2.91%-1.07%8.66%-3.37%-1.65%-3.84%10.48%4.13%0.16%1.67%20.54%
20144.53%2.10%2.04%2.97%2.89%5.27%-3.56%5.28%3.30%3.30%-0.52%1.39%32.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, NI is among the top 3% 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 NI is 9797
Overall Rank
The Sharpe Ratio Rank of NI is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of NI is 9595
Sortino Ratio Rank
The Omega Ratio Rank of NI is 9595
Omega Ratio Rank
The Calmar Ratio Rank of NI is 9999
Calmar Ratio Rank
The Martin Ratio Rank of NI is 9898
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 NiSource Inc. (NI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NI, currently valued at 2.48, compared to the broader market-2.00-1.000.001.002.003.00
NI: 2.48
^GSPC: 0.46
The chart of Sortino ratio for NI, currently valued at 3.01, compared to the broader market-6.00-4.00-2.000.002.004.00
NI: 3.01
^GSPC: 0.77
The chart of Omega ratio for NI, currently valued at 1.45, compared to the broader market0.501.001.502.00
NI: 1.45
^GSPC: 1.11
The chart of Calmar ratio for NI, currently valued at 4.60, compared to the broader market0.001.002.003.004.005.00
NI: 4.60
^GSPC: 0.47
The chart of Martin ratio for NI, currently valued at 15.22, compared to the broader market-5.000.005.0010.0015.0020.00
NI: 15.22
^GSPC: 1.94

The current NiSource Inc. Sharpe ratio is 2.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of NiSource Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
2.48
0.46
NI (NiSource Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

NiSource Inc. provided a 2.72% dividend yield over the last twelve months, with an annual payout of $1.08 per share. The company has been increasing its dividends for 11 consecutive years.


2.40%2.60%2.80%3.00%3.20%3.40%3.60%3.80%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.08$1.06$1.00$0.94$0.88$0.84$0.80$0.78$0.70$0.64$0.51$0.40

Dividend yield

2.72%2.88%3.77%3.43%3.19%3.66%2.87%3.08%2.73%2.89%2.64%2.40%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.28$0.00$0.00$0.28
2024$0.00$0.27$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$1.06
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$1.00
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$0.94
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$0.88
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$0.84
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$0.80
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$0.78
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$0.70
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$0.64
2015$0.00$0.10$0.00$0.10$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.51
2014$0.10$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
NI: 2.7%
NiSource Inc. has a dividend yield of 2.72%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
NI: 62.3%
NiSource Inc. has a payout ratio of 62.29%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.32%
-10.07%
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 4.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.58%May 21, 2007452Mar 5, 2009546May 4, 2011998
-59.12%Oct 9, 1998351Mar 1, 2000208Dec 26, 2000559
-50.57%Apr 11, 2001374Oct 9, 20021043Nov 29, 20061417
-37.33%Dec 11, 1986256Dec 15, 1987204Oct 5, 1988460
-31.94%Nov 7, 1984261Nov 19, 1985238Oct 29, 1986499

Volatility

Volatility Chart

The current NiSource Inc. volatility is 9.30%, 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%14.00%NovemberDecember2025FebruaryMarchApril
9.30%
14.23%
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

0.0

Valuation

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


PE Ratio
20.040.060.080.0
NI: 24.5
The chart displays the Price-to-Earnings (P/E) ratio for NI, comparing it with other companies in the Utilities - Regulated Gas industry. Currently, NI has a P/E ratio of 24.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
NI: 2.2
The chart shows the Price/Earnings to Growth (PEG) ratio for NI compared to other companies in the Utilities - Regulated Gas industry. NI currently has a PEG ratio of 2.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
NI: 3.4
This chart shows the Price-to-Sales (P/S) ratio for NI relative to other companies in the Utilities - Regulated Gas industry. Currently, NI has a P/S ratio of 3.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
NI: 2.1
The chart illustrates the Price-to-Book (P/B) ratio for NI in comparison with other companies in the Utilities - Regulated Gas industry. Currently, NI has a P/B value of 2.1. 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