ETR vs. NI

Last updated Apr 1, 2026

Compare and contrast key facts about Entergy Corporation (ETR) and NiSource Inc. (NI).

Performance

ETR vs. NI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Entergy Corporation (ETR) and NiSource Inc. (NI). The values are adjusted to include any dividend payments, if applicable.

ETR vs. NI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ETR Entergy Corporation	22.36%	25.34%	55.96%	-6.09%	3.55%	17.12%	-13.73%	44.31%	10.60%	15.91%
NI NiSource Inc.	12.50%	16.81%	43.48%	0.48%	2.67%	24.75%	-14.87%	13.03%	1.92%	19.28%

Fundamentals

Market Cap ETR : $51.53B NI : $22.14B
EPS ETR : $3.94 NI : $1.96
PE Ratio ETR : 28.54 NI : 23.77
PEG Ratio ETR : 1.05 NI : 2.09
PS Ratio ETR : 3.91 NI : 3.33
PB Ratio ETR : 3.04 NI : 2.34
Total Revenue (TTM) ETR : $12.95B NI : $6.64B
Gross Profit (TTM) ETR : $5.02B NI : $3.52B
EBITDA (TTM) ETR : $5.76B NI : $3.02B

Returns By Period

In the year-to-date period, ETR achieves a 22.36% return, which is significantly higher than NI's 12.50% return. Over the past 10 years, ETR has outperformed NI with an annualized return of 15.25%, while NI has yielded a comparatively lower 10.42% annualized return.

ETR

• 1D: 1.17%
• 1M: 4.90%
• YTD: 22.36%
• 6M: 22.17%
• 1Y: 35.03%
• 3Y*: 32.42%
• 5Y*: 22.00%
• 10Y*: 15.25%

NI

• 1D: 0.34%
• 1M: -1.35%
• YTD: 12.50%
• 6M: 9.22%
• 1Y: 19.60%
• 3Y*: 22.56%
• 5Y*: 18.03%
• 10Y*: 10.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ETR vs. NI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ETR

ETR Risk / Return Rank: 87
ETR Sharpe Ratio Rank: 88
ETR Sortino Ratio Rank: 84
ETR Omega Ratio Rank: 83
ETR Calmar Ratio Rank: 92
ETR Martin Ratio Rank: 91

NI

NI Risk / Return Rank: 73
NI Sharpe Ratio Rank: 75
NI Sortino Ratio Rank: 65
NI Omega Ratio Rank: 65
NI Calmar Ratio Rank: 80
NI Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ETR vs. NI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Entergy Corporation (ETR) and NiSource Inc. (NI). 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.

	ETR	NI	Difference
Sharpe ratio Return per unit of total volatility	1.70	1.00	+0.70
Sortino ratio Return per unit of downside risk	2.29	1.36	+0.93
Omega ratio Gain probability vs. loss probability	1.31	1.18	+0.12
Calmar ratio Return relative to maximum drawdown	4.19	2.20	+1.99
Martin ratio Return relative to average drawdown	10.99	5.84	+5.15
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ETR vs. NI - Sharpe Ratio Comparison

The current ETR Sharpe Ratio is 1.70, which is higher than the NI Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of ETR and NI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ETR	NI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.70	1.00	+0.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.99	0.91	+0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.64	0.45	+0.19
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.35	-0.03

Correlation

The correlation between ETR and NI is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ETR vs. NI - Dividend Comparison

ETR's dividend yield for the trailing twelve months is around 2.21%, less than NI's 2.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ETR Entergy Corporation	2.21%	2.64%	3.03%	4.29%	3.64%	3.43%	3.75%	3.06%	4.16%	4.30%	4.65%	4.89%
NI NiSource Inc.	2.44%	2.68%	2.88%	3.77%	3.43%	3.19%	3.66%	2.87%	3.08%	2.73%	2.89%	4.25%

Drawdowns

ETR vs. NI - Drawdown Comparison

The maximum ETR drawdown since its inception was -71.72%, which is greater than NI's maximum drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for ETR and NI.

Drawdown Indicators

	ETR	NI	Difference
Max Drawdown Largest peak-to-trough decline	-71.72%	-66.51%	-5.21%
Max Drawdown (1Y) Largest decline over 1 year	-8.77%	-9.14%	+0.37%
Max Drawdown (5Y) Largest decline over 5 years	-25.12%	-24.76%	-0.36%
Max Drawdown (10Y) Largest decline over 10 years	-41.99%	-30.95%	-11.04%
Current Drawdown Current decline from peak	0.00%	-1.89%	+1.89%
Average Drawdown Average peak-to-trough decline	-25.33%	-19.49%	-5.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.35%	3.44%	-0.09%

Volatility

ETR vs. NI - Volatility Comparison

Entergy Corporation (ETR) has a higher volatility of 8.70% compared to NiSource Inc. (NI) at 5.78%. This indicates that ETR's price experiences larger fluctuations and is considered to be riskier than NI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ETR	NI	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.70%	5.78%	+2.92%
Volatility (6M) Calculated over the trailing 6-month period	14.34%	11.69%	+2.65%
Volatility (1Y) Calculated over the trailing 1-year period	20.69%	19.63%	+1.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.32%	19.94%	+2.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.99%	23.17%	+0.82%

Financials

ETR vs. NI - Profitability Comparison

The chart below illustrates the profitability comparison between Entergy Corporation and NiSource Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ETR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Entergy Corporation reported a gross profit of 666.53M and revenue of 2.96B. Therefore, the gross margin over that period was 22.5%.

NI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NiSource Inc. reported a gross profit of 1.11B and revenue of 1.90B. Therefore, the gross margin over that period was 58.1%.

ETR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Entergy Corporation reported an operating income of 480.78M and revenue of 2.96B, resulting in an operating margin of 16.3%.

NI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NiSource Inc. reported an operating income of 515.50M and revenue of 1.90B, resulting in an operating margin of 27.1%.

ETR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Entergy Corporation reported a net income of 240.53M and revenue of 2.96B, resulting in a net margin of 8.1%.

NI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NiSource Inc. reported a net income of 257.80M and revenue of 1.90B, resulting in a net margin of 13.6%.