EVRG vs. NI

Last updated Apr 2, 2026

Compare and contrast key facts about Evergy, Inc. (EVRG) and NiSource Inc. (NI).

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.

EVRG vs. NI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EVRG Evergy, Inc.	14.46%	22.44%	23.41%	-13.28%	-4.89%	27.99%	-11.67%	18.38%	6.83%
NI NiSource Inc.	13.08%	16.81%	43.48%	0.48%	2.67%	24.75%	-14.87%	13.03%	5.08%

Fundamentals

Market Cap EVRG : $19.22B NI : $22.25B
EPS EVRG : $3.66 NI : $1.96
PE Ratio EVRG : 22.45 NI : 23.89
PS Ratio EVRG : 3.22 NI : 3.34
PB Ratio EVRG : 1.88 NI : 2.35
Total Revenue (TTM) EVRG : $5.96B NI : $6.64B
Gross Profit (TTM) EVRG : $4.97B NI : $3.52B
EBITDA (TTM) EVRG : $2.66B NI : $3.02B

Returns By Period

In the year-to-date period, EVRG achieves a 14.46% return, which is significantly higher than NI's 13.08% return.

EVRG

• 1D: 0.44%
• 1M: -1.23%
• YTD: 14.46%
• 6M: 9.85%
• 1Y: 23.73%
• 3Y*: 15.18%
• 5Y*: 10.86%
• 10Y*: —

NI

• 1D: 0.51%
• 1M: -0.32%
• YTD: 13.08%
• 6M: 10.37%
• 1Y: 19.29%
• 3Y*: 22.77%
• 5Y*: 18.15%
• 10Y*: 10.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EVRG vs. NI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVRG

EVRG Risk / Return Rank: 80
EVRG Sharpe Ratio Rank: 82
EVRG Sortino Ratio Rank: 75
EVRG Omega Ratio Rank: 74
EVRG Calmar Ratio Rank: 85
EVRG Martin Ratio Rank: 84

NI

NI Risk / Return Rank: 71
NI Sharpe Ratio Rank: 73
NI Sortino Ratio Rank: 63
NI Omega Ratio Rank: 63
NI Calmar Ratio Rank: 78
NI Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVRG vs. NI - Risk-Adjusted Trends 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.

	EVRG	NI	Difference
Sharpe ratio Return per unit of total volatility	1.41	0.99	+0.43
Sortino ratio Return per unit of downside risk	1.90	1.34	+0.56
Omega ratio Gain probability vs. loss probability	1.25	1.18	+0.07
Calmar ratio Return relative to maximum drawdown	2.97	2.21	+0.76
Martin ratio Return relative to average drawdown	7.53	5.87	+1.66
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVRG vs. NI - Sharpe Ratio Comparison

The current EVRG Sharpe Ratio is 1.41, which is higher than the NI Sharpe Ratio of 0.99. 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.

Sharpe Ratios by Period

	EVRG	NI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	0.99	+0.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	0.91	-0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.45	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.35	+0.04

Correlation

The correlation between EVRG and NI is 0.70, 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.

Dividends

EVRG vs. NI - Dividend Comparison

EVRG's dividend yield for the trailing twelve months is around 3.31%, more than NI's 2.43% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EVRG Evergy, Inc.	3.31%	3.72%	4.22%	4.75%	3.70%	3.17%	3.69%	2.97%	1.65%	0.00%	0.00%	0.00%
NI NiSource Inc.	2.43%	2.68%	2.88%	3.77%	3.43%	3.19%	3.66%	2.87%	3.08%	2.73%	2.89%	4.25%

Drawdowns

EVRG vs. NI - Drawdown Comparison

The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum NI drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for EVRG and NI.

Drawdown Indicators

	EVRG	NI	Difference
Max Drawdown Largest peak-to-trough decline	-38.79%	-66.51%	+27.72%
Max Drawdown (1Y) Largest decline over 1 year	-8.01%	-9.14%	+1.13%
Max Drawdown (5Y) Largest decline over 5 years	-29.84%	-24.76%	-5.08%
Max Drawdown (10Y) Largest decline over 10 years	—	-30.95%	—
Current Drawdown Current decline from peak	-1.70%	-1.39%	-0.31%
Average Drawdown Average peak-to-trough decline	-10.09%	-19.49%	+9.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.17%	3.44%	-0.27%

Volatility

EVRG vs. NI - Volatility Comparison

The current volatility for Evergy, Inc. (EVRG) is 4.81%, while NiSource Inc. (NI) has a volatility of 5.76%. 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.

Volatility by Period

	EVRG	NI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.81%	5.76%	-0.95%
Volatility (6M) Calculated over the trailing 6-month period	10.90%	11.70%	-0.80%
Volatility (1Y) Calculated over the trailing 1-year period	16.85%	19.63%	-2.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.84%	19.94%	-1.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.45%	23.17%	+1.28%

Financials