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

Correlation

The correlation between EVRG and T is 0.38, 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.


-0.50.00.51.00.4

Performance

EVRG vs. T - Performance Comparison

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

0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
18.49%
25.63%
EVRG
T

Key characteristics

Sharpe Ratio

EVRG:

1.62

T:

2.32

Sortino Ratio

EVRG:

2.31

T:

3.24

Omega Ratio

EVRG:

1.28

T:

1.41

Calmar Ratio

EVRG:

0.91

T:

1.68

Martin Ratio

EVRG:

6.53

T:

13.96

Ulcer Index

EVRG:

3.93%

T:

3.37%

Daily Std Dev

EVRG:

15.92%

T:

20.32%

Max Drawdown

EVRG:

-38.79%

T:

-64.66%

Current Drawdown

EVRG:

-5.66%

T:

-4.36%

Fundamentals

Market Cap

EVRG:

$14.14B

T:

$163.81B

EPS

EVRG:

$3.70

T:

$1.23

PE Ratio

EVRG:

16.62

T:

18.56

PEG Ratio

EVRG:

1.63

T:

6.41

Total Revenue (TTM)

EVRG:

$5.78B

T:

$122.06B

Gross Profit (TTM)

EVRG:

$2.43B

T:

$73.12B

EBITDA (TTM)

EVRG:

$2.59B

T:

$41.17B

Returns By Period

In the year-to-date period, EVRG achieves a 22.96% return, which is significantly lower than T's 44.53% return.


EVRG

YTD

22.96%

1M

-4.58%

6M

17.38%

1Y

24.92%

5Y*

3.06%

10Y*

N/A

T

YTD

44.53%

1M

-1.47%

6M

25.89%

1Y

46.54%

5Y*

1.51%

10Y*

4.91%

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Risk-Adjusted Performance

EVRG vs. T - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) and AT&T Inc. (T). 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-4.00-2.000.002.001.622.32
The chart of Sortino ratio for EVRG, currently valued at 2.31, compared to the broader market-4.00-2.000.002.004.002.313.24
The chart of Omega ratio for EVRG, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.41
The chart of Calmar ratio for EVRG, currently valued at 0.91, compared to the broader market0.002.004.006.000.911.68
The chart of Martin ratio for EVRG, currently valued at 6.53, compared to the broader market-5.000.005.0010.0015.0020.0025.006.5313.96
EVRG
T

The current EVRG Sharpe Ratio is 1.62, which is lower than the T Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of EVRG and T, 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
2.32
EVRG
T

Dividends

EVRG vs. T - Dividend Comparison

EVRG's dividend yield for the trailing twelve months is around 4.24%, less than T's 4.86% 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%
T
AT&T Inc.
4.86%6.62%6.66%8.45%7.23%5.22%7.01%5.04%4.51%5.46%5.48%5.12%

Drawdowns

EVRG vs. T - Drawdown Comparison

The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum T drawdown of -64.66%. Use the drawdown chart below to compare losses from any high point for EVRG and T. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.66%
-4.36%
EVRG
T

Volatility

EVRG vs. T - Volatility Comparison

The current volatility for Evergy, Inc. (EVRG) is 3.13%, while AT&T Inc. (T) has a volatility of 7.23%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
3.13%
7.23%
EVRG
T

Financials

EVRG vs. T - Financials Comparison

This section allows you to compare key financial metrics between Evergy, Inc. and AT&T 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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