ETR vs. EVRG
Compare and contrast key facts about Entergy Corporation (ETR) and Evergy, Inc. (EVRG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETR or EVRG.
Performance
ETR vs. EVRG - Performance Comparison
Returns By Period
In the year-to-date period, ETR achieves a 55.00% return, which is significantly higher than EVRG's 27.73% return.
ETR
55.00%
12.51%
36.12%
55.91%
9.57%
10.69%
EVRG
27.73%
5.18%
18.67%
32.82%
3.94%
N/A
Fundamentals
| ETR | EVRG | |
|---|---|---|
| Market Cap | $32.31B | $14.80B |
| EPS | $8.23 | $3.72 |
| PE Ratio | 18.31 | 17.30 |
| PEG Ratio | 8.91 | 1.71 |
| Total Revenue (TTM) | $11.86B | $5.78B |
| Gross Profit (TTM) | $4.33B | $2.53B |
| EBITDA (TTM) | $4.56B | $2.59B |
Key characteristics
| ETR | EVRG | |
|---|---|---|
| Sharpe Ratio | 2.46 | 2.00 |
| Sortino Ratio | 3.95 | 2.76 |
| Omega Ratio | 1.58 | 1.34 |
| Calmar Ratio | 3.41 | 1.20 |
| Martin Ratio | 16.98 | 8.86 |
| Ulcer Index | 3.44% | 3.81% |
| Daily Std Dev | 23.78% | 16.91% |
| Max Drawdown | -51.16% | -38.79% |
| Current Drawdown | -1.84% | -1.39% |
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Correlation
The correlation between ETR and EVRG is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
ETR vs. EVRG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Entergy Corporation (ETR) 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.
Dividends
ETR vs. EVRG - Dividend Comparison
ETR's dividend yield for the trailing twelve months is around 3.05%, more than EVRG's 3.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 3.05% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% | 5.25% |
EVRG Evergy, Inc. | 3.00% | 4.75% | 3.71% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ETR vs. EVRG - Drawdown Comparison
The maximum ETR drawdown since its inception was -51.16%, which is greater than EVRG's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for ETR and EVRG. For additional features, visit the drawdowns tool.
Volatility
ETR vs. EVRG - Volatility Comparison
Entergy Corporation (ETR) has a higher volatility of 16.58% compared to Evergy, Inc. (EVRG) at 4.73%. This indicates that ETR'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.
Financials
ETR vs. EVRG - Financials Comparison
This section allows you to compare key financial metrics between Entergy Corporation 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