EVRG vs. LUMN
EVRG (Evergy, Inc.) and LUMN (Lumen Technologies, Inc.) are both stocks. EVRG operates in Utilities - Regulated Electric (Utilities), while LUMN operates in Telecom Services (Communication Services). Over the past 5 years, EVRG returned 9.76%/yr vs -8.90%/yr for LUMN. At a 0.22 correlation, their price movements are largely independent.
Performance
EVRG vs. LUMN - 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 LUMN's 9.27% return.
EVRG
- 1D
- 1.26%
- 1M
- 5.03%
- YTD
- 17.62%
- 6M
- 15.54%
- 1Y
- 27.76%
- 3Y*
- 17.04%
- 5Y*
- 9.76%
- 10Y*
- —
LUMN
- 1D
- 0.00%
- 1M
- -15.52%
- YTD
- 9.27%
- 6M
- -0.12%
- 1Y
- 110.15%
- 3Y*
- 58.55%
- 5Y*
- -8.90%
- 10Y*
- -5.46%
EVRG vs. LUMN - 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% |
LUMN Lumen Technologies, Inc. | 9.27% | 46.33% | 190.16% | -64.94% | -55.48% | 38.82% | -19.18% | -5.22% | -9.83% |
Correlation
The correlation between EVRG and LUMN is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2018 | 0.22 |
The correlation between EVRG and LUMN shifts across timeframes, from -0.00 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EVRG:
$19.76B
LUMN:
$8.48B
EVRG:
$3.77
LUMN:
-$1.75
EVRG:
3.27
LUMN:
0.70
EVRG:
1.95
LUMN:
0.73
EVRG:
$5.99B
LUMN:
$12.12B
EVRG:
$2.49B
LUMN:
$1.52B
EVRG:
$2.75B
LUMN:
$1.12B
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Return for Risk
EVRG vs. LUMN — Risk / Return Rank
EVRG
LUMN
EVRG vs. LUMN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) and Lumen Technologies, Inc. (LUMN). 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 | LUMN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.83 | 2.17 | +1.66 |
| Martin ratioReturn relative to average drawdown | 9.78 | 4.11 | +5.67 |
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Drawdowns
EVRG vs. LUMN - Drawdown Comparison
The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum LUMN drawdown of -95.26%. Use the drawdown chart below to compare losses from any high point for EVRG and LUMN.
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Drawdown Indicators
| EVRG | LUMN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -95.26% | +56.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -47.34% | +40.04% |
Max Drawdown (3Y)Largest decline over 3 years | -21.10% | -69.66% | +48.56% |
Max Drawdown (5Y)Largest decline over 5 years | -29.84% | -92.54% | +62.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -94.44% | — |
Current DrawdownCurrent decline from peak | -0.38% | -58.92% | +58.54% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -27.66% | +17.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 24.94% | -22.08% |
Volatility
EVRG vs. LUMN - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 5.88%, while Lumen Technologies, Inc. (LUMN) has a volatility of 22.04%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than LUMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVRG | LUMN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 22.04% | -16.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 57.12% | -45.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 80.17% | -64.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 85.30% | -66.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 67.61% | -43.28% |
Dividends
EVRG vs. LUMN - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 3.28%, while LUMN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.28% | 3.72% | 4.22% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% |
LUMN Lumen Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 14.37% | 7.97% | 10.26% | 7.57% | 14.26% | 12.95% | 9.08% | 8.59% |
Financials
EVRG vs. LUMN - Financials Comparison
This section allows you to compare key financial metrics between Evergy, Inc. and Lumen Technologies, 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. LUMN - 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%.
LUMN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a gross profit of 0.00 and revenue of 2.90B. Therefore, the gross margin over that period was 0.0%.
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%.
LUMN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported an operating income of 602.00M and revenue of 2.90B, resulting in an operating margin of 20.8%.
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%.
LUMN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a net income of -200.00M and revenue of 2.90B, resulting in a net margin of -6.9%.
Frequently Asked Questions
EVRG and LUMN have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LUMN has higher volatility (22.04%) compared to EVRG (5.88%). In terms of maximum drawdown, EVRG dropped -38.79% vs LUMN's -95.26%.
EVRG currently has the higher Sharpe Ratio (1.79 vs 1.28), 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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