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.
Correlation
The correlation between EVRG and NI is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EVRG vs. NI - Performance Comparison
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Key characteristics
EVRG:
1.42
NI:
1.94
EVRG:
1.86
NI:
2.51
EVRG:
1.25
NI:
1.37
EVRG:
1.13
NI:
3.86
EVRG:
7.24
NI:
11.95
EVRG:
3.19%
NI:
3.22%
EVRG:
16.49%
NI:
19.23%
EVRG:
-38.79%
NI:
-65.73%
EVRG:
-5.66%
NI:
-5.49%
Fundamentals
EVRG:
$14.74B
NI:
$17.83B
EVRG:
$3.80
NI:
$1.85
EVRG:
16.86
NI:
20.48
EVRG:
2.66
NI:
2.32
EVRG:
2.50
NI:
3.01
EVRG:
1.50
NI:
2.00
EVRG:
$5.89B
NI:
$5.93B
EVRG:
$2.80B
NI:
$3.12B
EVRG:
$2.68B
NI:
$2.74B
Returns By Period
In the year-to-date period, EVRG achieves a 7.84% return, which is significantly higher than NI's 6.80% return.
EVRG
7.84%
-3.20%
6.80%
23.30%
7.27%
N/A
NI
6.80%
-1.28%
8.99%
36.95%
15.59%
11.34%
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Risk-Adjusted Performance
EVRG vs. NI — Risk-Adjusted Performance Rank
EVRG
NI
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.
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Dividends
EVRG vs. NI - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 3.99%, more than NI's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.99% | 4.22% | 4.75% | 3.71% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% |
NI NiSource Inc. | 2.82% | 2.88% | 3.77% | 3.43% | 3.19% | 3.66% | 2.87% | 3.08% | 2.73% | 2.89% | 2.64% | 2.40% |
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.
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Volatility
EVRG vs. NI - Volatility Comparison
Evergy, Inc. (EVRG) and NiSource Inc. (NI) have volatilities of 7.19% and 7.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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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
EVRG vs. NI - Profitability Comparison
EVRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Evergy, Inc. reported a gross profit of 690.80M and revenue of 1.37B. Therefore, the gross margin over that period was 50.3%.
NI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NiSource Inc. reported a gross profit of 1.11B and revenue of 2.18B. Therefore, the gross margin over that period was 50.8%.
EVRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Evergy, Inc. reported an operating income of 291.60M and revenue of 1.37B, resulting in an operating margin of 21.2%.
NI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NiSource Inc. reported an operating income of 759.40M and revenue of 2.18B, resulting in an operating margin of 34.8%.
EVRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Evergy, Inc. reported a net income of 125.00M and revenue of 1.37B, resulting in a net margin of 9.1%.
NI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NiSource Inc. reported a net income of 474.80M and revenue of 2.18B, resulting in a net margin of 21.8%.