EVRG vs. ETR
Compare and contrast key facts about Evergy, Inc. (EVRG) and Entergy Corporation (ETR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVRG or ETR.
Key characteristics
| EVRG | ETR | |
|---|---|---|
| YTD Return | 2.70% | 6.95% |
| 1Y Return | -9.73% | 5.09% |
| 3Y Return (Ann) | -2.34% | 3.29% |
| 5Y Return (Ann) | 2.07% | 6.00% |
| 10Y Return (Ann) | 7.92% | 8.42% |
| Sharpe Ratio | -0.56 | 0.22 |
| Daily Std Dev | 19.90% | 18.81% |
| Max Drawdown | -72.93% | -49.98% |
| Current Drawdown | -20.71% | -7.74% |
Fundamentals
| EVRG | ETR | |
|---|---|---|
| Market Cap | $11.88B | $22.71B |
| EPS | $3.17 | $9.98 |
| PE Ratio | 16.31 | 10.67 |
| PEG Ratio | 2.63 | 1.68 |
| Revenue (TTM) | $5.51B | $11.96B |
| Gross Profit (TTM) | $2.63B | $5.28B |
| EBITDA (TTM) | $2.37B | $4.66B |
Correlation
The correlation between EVRG and ETR is 0.48, 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.
Performance
EVRG vs. ETR - Performance Comparison
In the year-to-date period, EVRG achieves a 2.70% return, which is significantly lower than ETR's 6.95% return. Over the past 10 years, EVRG has underperformed ETR with an annualized return of 7.92%, while ETR has yielded a comparatively higher 8.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EVRG vs. ETR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) and Entergy Corporation (ETR). 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
EVRG vs. ETR - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 4.74%, less than ETR's 5.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 4.74% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 3.06% | 3.03% | 2.70% | 3.40% | 3.39% | 4.23% |
ETR Entergy Corporation | 4.17% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% | 5.25% |
Drawdowns
EVRG vs. ETR - Drawdown Comparison
The maximum EVRG drawdown since its inception was -72.93%, which is greater than ETR's maximum drawdown of -49.98%. Use the drawdown chart below to compare losses from any high point for EVRG and ETR. For additional features, visit the drawdowns tool.
Volatility
EVRG vs. ETR - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 5.52%, while Entergy Corporation (ETR) has a volatility of 5.94%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than ETR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EVRG vs. ETR - Financials Comparison
This section allows you to compare key financial metrics between Evergy, Inc. and Entergy Corporation. 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