EDPFY vs. EVRG
Compare and contrast key facts about EDP Energias de Portugal SA ADR (EDPFY) and Evergy, Inc. (EVRG).
Performance
EDPFY vs. EVRG - Performance Comparison
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EDPFY vs. EVRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EDPFY EDP Energias de Portugal SA ADR | 16.69% | 51.44% | -32.70% | 5.27% | -5.36% | -13.34% | 63.23% | 31.19% | -12.81% |
EVRG Evergy, Inc. | 14.46% | 22.44% | 23.41% | -13.28% | -4.89% | 27.99% | -11.67% | 18.38% | 6.83% |
Fundamentals
EDPFY:
$22.02B
EVRG:
$19.22B
EDPFY:
$2.83
EVRG:
$3.66
EDPFY:
18.95
EVRG:
22.45
EDPFY:
1.40
EVRG:
3.22
EDPFY:
1.94
EVRG:
1.88
EDPFY:
$15.57B
EVRG:
$5.96B
EDPFY:
$5.11B
EVRG:
$4.97B
EDPFY:
$5.44B
EVRG:
$2.66B
Returns By Period
In the year-to-date period, EDPFY achieves a 16.69% return, which is significantly higher than EVRG's 14.46% return.
EDPFY
- 1D
- 1.67%
- 1M
- 0.62%
- YTD
- 16.69%
- 6M
- 10.82%
- 1Y
- 68.50%
- 3Y*
- 4.67%
- 5Y*
- 2.78%
- 10Y*
- 10.52%
EVRG
- 1D
- 0.44%
- 1M
- -1.23%
- YTD
- 14.46%
- 6M
- 9.85%
- 1Y
- 23.73%
- 3Y*
- 15.18%
- 5Y*
- 10.86%
- 10Y*
- —
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Return for Risk
EDPFY vs. EVRG — Risk / Return Rank
EDPFY
EVRG
EDPFY vs. EVRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EDP Energias de Portugal SA ADR (EDPFY) and Evergy, Inc. (EVRG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EDPFY | EVRG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.61 | 1.41 | +1.19 |
Sortino ratioReturn per unit of downside risk | 2.97 | 1.90 | +1.07 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.25 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 4.10 | 2.97 | +1.12 |
Martin ratioReturn relative to average drawdown | 10.32 | 7.53 | +2.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EDPFY | EVRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 1.41 | +1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.58 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.39 | -0.25 |
Correlation
The correlation between EDPFY and EVRG is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EDPFY vs. EVRG - Dividend Comparison
EDPFY's dividend yield for the trailing twelve months is around 4.25%, more than EVRG's 3.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDPFY EDP Energias de Portugal SA ADR | 4.25% | 4.95% | 6.52% | 4.16% | 4.01% | 4.15% | 4.87% | 4.91% | 6.74% | 6.11% | 10.79% | 5.70% |
EVRG Evergy, Inc. | 3.31% | 3.72% | 4.22% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
EDPFY vs. EVRG - Drawdown Comparison
The maximum EDPFY drawdown since its inception was -67.95%, which is greater than EVRG's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for EDPFY and EVRG.
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Drawdown Indicators
| EDPFY | EVRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.95% | -38.79% | -29.16% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -8.01% | -8.25% |
Max Drawdown (5Y)Largest decline over 5 years | -42.77% | -29.84% | -12.93% |
Max Drawdown (10Y)Largest decline over 10 years | -48.34% | — | — |
Current DrawdownCurrent decline from peak | -2.46% | -1.70% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -28.60% | -10.09% | -18.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.45% | 3.17% | +3.28% |
Volatility
EDPFY vs. EVRG - Volatility Comparison
EDP Energias de Portugal SA ADR (EDPFY) has a higher volatility of 8.09% compared to Evergy, Inc. (EVRG) at 4.81%. This indicates that EDPFY's price experiences larger fluctuations and is considered to be riskier than EVRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EDPFY | EVRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 4.81% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 18.18% | 10.90% | +7.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.43% | 16.85% | +9.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 18.84% | +8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.81% | 24.45% | +3.36% |
Financials
EDPFY vs. EVRG - Financials Comparison
This section allows you to compare key financial metrics between EDP Energias de Portugal SA ADR and Evergy, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities