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EVRG vs. NI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EVRG and NI is 0.71, 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.


-0.50.00.51.00.7

Performance

EVRG vs. NI - Performance Comparison

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

0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
18.49%
28.44%
EVRG
NI

Key characteristics

Sharpe Ratio

EVRG:

1.62

NI:

2.88

Sortino Ratio

EVRG:

2.31

NI:

3.75

Omega Ratio

EVRG:

1.28

NI:

1.49

Calmar Ratio

EVRG:

0.91

NI:

2.58

Martin Ratio

EVRG:

6.53

NI:

17.06

Ulcer Index

EVRG:

3.93%

NI:

2.64%

Daily Std Dev

EVRG:

15.92%

NI:

15.65%

Max Drawdown

EVRG:

-38.79%

NI:

-65.73%

Current Drawdown

EVRG:

-5.66%

NI:

-4.73%

Fundamentals

Market Cap

EVRG:

$14.14B

NI:

$16.90B

EPS

EVRG:

$3.70

NI:

$1.64

PE Ratio

EVRG:

16.62

NI:

22.08

PEG Ratio

EVRG:

1.63

NI:

2.05

Total Revenue (TTM)

EVRG:

$5.78B

NI:

$5.29B

Gross Profit (TTM)

EVRG:

$2.43B

NI:

$2.82B

EBITDA (TTM)

EVRG:

$2.59B

NI:

$2.46B

Returns By Period

In the year-to-date period, EVRG achieves a 22.96% return, which is significantly lower than NI's 42.24% return.


EVRG

YTD

22.96%

1M

-4.58%

6M

17.38%

1Y

24.92%

5Y*

3.06%

10Y*

N/A

NI

YTD

42.24%

1M

-3.37%

6M

28.22%

1Y

43.86%

5Y*

9.63%

10Y*

11.25%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

EVRG vs. NI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) 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.


Sharpe ratio
The chart of Sharpe ratio for EVRG, currently valued at 1.62, compared to the broader market-4.00-2.000.002.001.622.88
The chart of Sortino ratio for EVRG, currently valued at 2.31, compared to the broader market-4.00-2.000.002.004.002.313.75
The chart of Omega ratio for EVRG, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.49
The chart of Calmar ratio for EVRG, currently valued at 0.91, compared to the broader market0.002.004.006.000.912.58
The chart of Martin ratio for EVRG, currently valued at 6.53, compared to the broader market-5.000.005.0010.0015.0020.0025.006.5317.06
EVRG
NI

The current EVRG Sharpe Ratio is 1.62, which is lower than the NI Sharpe Ratio of 2.88. The chart below compares the historical Sharpe Ratios of EVRG 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.62
2.88
EVRG
NI

Dividends

EVRG vs. NI - Dividend Comparison

EVRG's dividend yield for the trailing twelve months is around 4.24%, more than NI's 2.91% yield.


TTM20232022202120202019201820172016201520142013
EVRG
Evergy, Inc.
4.24%4.75%3.71%3.17%3.69%2.97%1.65%0.00%0.00%0.00%0.00%0.00%
NI
NiSource Inc.
2.91%3.77%3.43%3.19%3.66%2.87%3.08%2.73%2.89%2.64%2.40%2.98%

Drawdowns

EVRG vs. NI - Drawdown Comparison

The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum NI drawdown of -65.73%. Use the drawdown chart below to compare losses from any high point for EVRG and NI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.66%
-4.73%
EVRG
NI

Volatility

EVRG vs. NI - Volatility Comparison

The current volatility for Evergy, Inc. (EVRG) is 3.13%, while NiSource Inc. (NI) has a volatility of 4.07%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than NI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.13%
4.07%
EVRG
NI

Financials

EVRG vs. NI - Financials Comparison

This section allows you to compare key financial metrics between Evergy, Inc. and NiSource 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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