EVRG vs. HCA
EVRG (Evergy, Inc.) and HCA (HCA Healthcare, Inc.) are both stocks. EVRG operates in Utilities - Regulated Electric (Utilities), while HCA operates in Medical Care Facilities (Healthcare). Over the past 5 years, EVRG returned 9.76%/yr vs 13.79%/yr for HCA. At a 0.29 correlation, their price movements are largely independent.
Performance
EVRG vs. HCA - Performance Comparison
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Returns By Period
In the year-to-date period, EVRG achieves a 17.62% return, which is significantly higher than HCA's -16.94% return.
EVRG
- 1D
- 1.26%
- 1M
- 5.03%
- YTD
- 17.62%
- 6M
- 15.54%
- 1Y
- 27.76%
- 3Y*
- 17.04%
- 5Y*
- 9.76%
- 10Y*
- —
HCA
- 1D
- 2.29%
- 1M
- -8.47%
- YTD
- -16.94%
- 6M
- -19.89%
- 1Y
- 5.01%
- 3Y*
- 12.30%
- 5Y*
- 13.79%
- 10Y*
- 18.27%
EVRG vs. HCA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 17.62% | 22.44% | 23.41% | -13.28% | -4.89% | 27.99% | -11.67% | 18.38% | 4.43% |
HCA HCA Healthcare, Inc. | -16.94% | 56.71% | 11.75% | 13.83% | -5.64% | 57.58% | 12.07% | 20.24% | 19.90% |
Correlation
The correlation between EVRG and HCA is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2018 | 0.29 |
Fundamentals
EVRG:
$3.77
HCA:
$28.46
EVRG:
22.24
HCA:
13.60
EVRG:
3.27
HCA:
1.22
EVRG:
$5.99B
HCA:
$75.60B
EVRG:
$2.49B
HCA:
$31.37B
EVRG:
$2.75B
HCA:
$15.60B
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Return for Risk
EVRG vs. HCA — Risk / Return Rank
EVRG
HCA
EVRG vs. HCA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) and HCA Healthcare, Inc. (HCA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVRG | HCA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.06 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.83 | 0.15 | +3.69 |
| Martin ratioReturn relative to average drawdown | 9.78 | 0.44 | +9.34 |
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Drawdowns
EVRG vs. HCA - Drawdown Comparison
The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum HCA drawdown of -54.74%. Use the drawdown chart below to compare losses from any high point for EVRG and HCA.
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Drawdown Indicators
| EVRG | HCA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -54.74% | +15.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -33.62% | +26.32% |
Max Drawdown (3Y)Largest decline over 3 years | -21.10% | -33.62% | +12.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.84% | -39.49% | +9.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.74% | — |
Current DrawdownCurrent decline from peak | -0.38% | -28.87% | +28.49% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -11.04% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 11.15% | -8.29% |
Volatility
EVRG vs. HCA - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 5.88%, while HCA Healthcare, Inc. (HCA) has a volatility of 8.97%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than HCA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVRG | HCA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 8.97% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 21.53% | -9.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 27.33% | -11.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 29.90% | -10.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 32.63% | -8.30% |
Dividends
EVRG vs. HCA - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 3.28%, more than HCA's 0.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.28% | 3.72% | 4.22% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 1.65% |
HCA HCA Healthcare, Inc. | 0.76% | 0.62% | 0.88% | 0.89% | 0.93% | 0.75% | 0.63% | 1.08% | 1.12% |
Financials
EVRG vs. HCA - Financials Comparison
This section allows you to compare key financial metrics between Evergy, Inc. and HCA Healthcare, 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
EVRG vs. HCA - Profitability Comparison
EVRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evergy, Inc. reported a gross profit of 974.10M and revenue of 1.44B. Therefore, the gross margin over that period was 67.5%.
HCA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HCA Healthcare, Inc. reported a gross profit of 8.18B and revenue of 19.51B. Therefore, the gross margin over that period was 41.9%.
EVRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evergy, Inc. reported an operating income of 318.40M and revenue of 1.44B, resulting in an operating margin of 22.1%.
HCA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HCA Healthcare, Inc. reported an operating income of 3.18B and revenue of 19.51B, resulting in an operating margin of 16.3%.
EVRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evergy, Inc. reported a net income of 151.50M and revenue of 1.44B, resulting in a net margin of 10.5%.
HCA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HCA Healthcare, Inc. reported a net income of 1.88B and revenue of 19.51B, resulting in a net margin of 9.6%.
Frequently Asked Questions
EVRG and HCA have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HCA has higher volatility (8.97%) compared to EVRG (5.88%). In terms of maximum drawdown, EVRG dropped -38.79% vs HCA's -54.74%.
EVRG currently has the higher Sharpe Ratio (1.79 vs 0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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