EVRG vs. NI
Compare and contrast key facts about Evergy, Inc. (EVRG) and NiSource Inc. (NI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVRG or NI.
Performance
EVRG vs. NI - Performance Comparison
Returns By Period
In the year-to-date period, EVRG achieves a 28.85% return, which is significantly lower than NI's 47.19% return.
EVRG
28.85%
4.80%
22.87%
32.32%
4.12%
N/A
NI
47.19%
7.61%
36.66%
49.22%
11.26%
12.25%
Fundamentals
| EVRG | NI | |
|---|---|---|
| Market Cap | $14.80B | $17.41B |
| EPS | $3.72 | $1.64 |
| PE Ratio | 17.30 | 22.74 |
| PEG Ratio | 1.71 | 2.11 |
| Total Revenue (TTM) | $5.78B | $5.29B |
| Gross Profit (TTM) | $2.53B | $2.82B |
| EBITDA (TTM) | $2.59B | $2.46B |
Key characteristics
| EVRG | NI | |
|---|---|---|
| Sharpe Ratio | 1.91 | 3.08 |
| Sortino Ratio | 2.66 | 4.07 |
| Omega Ratio | 1.32 | 1.53 |
| Calmar Ratio | 1.15 | 2.82 |
| Martin Ratio | 8.47 | 20.15 |
| Ulcer Index | 3.81% | 2.44% |
| Daily Std Dev | 16.92% | 15.97% |
| Max Drawdown | -38.79% | -65.73% |
| Current Drawdown | -0.51% | -0.37% |
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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.
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.
Dividends
EVRG vs. NI - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 4.04%, more than NI's 2.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 4.04% | 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. | 2.81% | 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.
Volatility
EVRG vs. NI - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 4.82%, while NiSource Inc. (NI) has a volatility of 5.69%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities