EVRG vs. PLMR
EVRG (Evergy, Inc.) and PLMR (Palomar Holdings, Inc.) are both stocks. EVRG operates in Utilities - Regulated Electric (Utilities), while PLMR operates in Insurance - Property & Casualty (Financial Services). Over the past 5 years, EVRG returned 9.76%/yr vs 8.52%/yr for PLMR. At a 0.19 correlation, their price movements are largely independent.
Performance
EVRG vs. PLMR - 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 PLMR's -14.77% return.
EVRG
- 1D
- 1.26%
- 1M
- 5.03%
- YTD
- 17.62%
- 6M
- 15.54%
- 1Y
- 27.76%
- 3Y*
- 17.04%
- 5Y*
- 9.76%
- 10Y*
- —
PLMR
- 1D
- -0.26%
- 1M
- 3.67%
- YTD
- -14.77%
- 6M
- -9.27%
- 1Y
- -28.63%
- 3Y*
- 25.45%
- 5Y*
- 8.52%
- 10Y*
- —
EVRG vs. PLMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 17.62% | 22.44% | 23.41% | -13.28% | -4.89% | 27.99% | -11.67% | 16.76% |
PLMR Palomar Holdings, Inc. | -14.77% | 27.63% | 90.25% | 22.90% | -30.28% | -27.09% | 75.96% | 172.92% |
Correlation
The correlation between EVRG and PLMR is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Apr 17, 2019 | 0.19 |
Fundamentals
EVRG:
$19.76B
PLMR:
$3.14B
EVRG:
$3.77
PLMR:
$7.18
EVRG:
22.24
PLMR:
15.99
EVRG:
3.27
PLMR:
3.22
EVRG:
1.95
PLMR:
3.27
EVRG:
$5.99B
PLMR:
$977.99M
EVRG:
$2.49B
PLMR:
$401.29M
EVRG:
$2.75B
PLMR:
$210.26M
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Return for Risk
EVRG vs. PLMR — Risk / Return Rank
EVRG
PLMR
EVRG vs. PLMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) and Palomar Holdings, Inc. (PLMR). 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 | PLMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.57 | ||
| Sortino ratioReturn per unit of downside risk | +3.45 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.88 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 3.83 | -0.77 | +4.60 |
| Martin ratioReturn relative to average drawdown | 9.78 | -1.19 | +10.97 |
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Drawdowns
EVRG vs. PLMR - Drawdown Comparison
The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum PLMR drawdown of -62.86%. Use the drawdown chart below to compare losses from any high point for EVRG and PLMR.
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Drawdown Indicators
| EVRG | PLMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -62.86% | +24.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -37.51% | +30.21% |
Max Drawdown (3Y)Largest decline over 3 years | -21.10% | -42.27% | +21.17% |
Max Drawdown (5Y)Largest decline over 5 years | -29.84% | -53.81% | +23.97% |
Current DrawdownCurrent decline from peak | -0.38% | -34.62% | +34.24% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -28.81% | +18.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 24.17% | -21.31% |
Volatility
EVRG vs. PLMR - Volatility Comparison
The current volatility for Evergy, Inc. (EVRG) is 5.88%, while Palomar Holdings, Inc. (PLMR) has a volatility of 11.03%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than PLMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVRG | PLMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 11.03% | -5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 23.78% | -11.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 36.57% | -20.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 42.68% | -23.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 47.88% | -23.55% |
Dividends
EVRG vs. PLMR - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 3.28%, while PLMR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.28% | 3.72% | 4.22% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 1.65% |
PLMR Palomar Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EVRG vs. PLMR - Financials Comparison
This section allows you to compare key financial metrics between Evergy, Inc. and Palomar Holdings, 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. PLMR - 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%.
PLMR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported a gross profit of 0.00 and revenue of 278.94M. 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%.
PLMR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported an operating income of 0.00 and revenue of 278.94M, resulting in an operating margin of 0.0%.
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%.
PLMR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported a net income of 42.95M and revenue of 278.94M, resulting in a net margin of 15.4%.
Frequently Asked Questions
EVRG and PLMR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLMR has higher volatility (11.03%) compared to EVRG (5.88%). In terms of maximum drawdown, EVRG dropped -38.79% vs PLMR's -62.86%.
EVRG currently has the higher Sharpe Ratio (1.79 vs -0.79), 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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