LUMN vs. EVRG
LUMN (Lumen Technologies, Inc.) and EVRG (Evergy, Inc.) are both stocks. LUMN operates in Telecom Services (Communication Services), while EVRG operates in Utilities - Regulated Electric (Utilities). Over the past 5 years, LUMN returned -8.90%/yr vs 9.76%/yr for EVRG. At a 0.22 correlation, their price movements are largely independent.
Performance
LUMN vs. EVRG - Performance Comparison
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Returns By Period
In the year-to-date period, LUMN achieves a 9.27% return, which is significantly lower than EVRG's 17.62% return.
LUMN
- 1D
- 0.00%
- 1M
- -15.52%
- YTD
- 9.27%
- 6M
- -0.12%
- 1Y
- 110.15%
- 3Y*
- 58.55%
- 5Y*
- -8.90%
- 10Y*
- -5.46%
EVRG
- 1D
- 1.26%
- 1M
- 5.03%
- YTD
- 17.62%
- 6M
- 15.54%
- 1Y
- 27.76%
- 3Y*
- 17.04%
- 5Y*
- 9.76%
- 10Y*
- —
LUMN vs. EVRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LUMN Lumen Technologies, Inc. | 9.27% | 46.33% | 190.16% | -64.94% | -55.48% | 38.82% | -19.18% | -5.22% | -9.83% |
EVRG Evergy, Inc. | 17.62% | 22.44% | 23.41% | -13.28% | -4.89% | 27.99% | -11.67% | 18.38% | 4.43% |
Correlation
The correlation between LUMN and EVRG is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2018 | 0.22 |
The correlation between LUMN and EVRG shifts across timeframes, from -0.00 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LUMN:
$8.48B
EVRG:
$19.76B
LUMN:
-$1.75
EVRG:
$3.77
LUMN:
0.70
EVRG:
3.27
LUMN:
0.73
EVRG:
1.95
LUMN:
$12.12B
EVRG:
$5.99B
LUMN:
$1.52B
EVRG:
$2.49B
LUMN:
$1.12B
EVRG:
$2.75B
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Return for Risk
LUMN vs. EVRG — Risk / Return Rank
LUMN
EVRG
LUMN vs. EVRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lumen Technologies, Inc. (LUMN) and Evergy, Inc. (EVRG). 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.
| LUMN | EVRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 3.83 | -1.66 |
| Martin ratioReturn relative to average drawdown | 4.11 | 9.78 | -5.67 |
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Drawdowns
LUMN vs. EVRG - Drawdown Comparison
The maximum LUMN drawdown since its inception was -95.26%, which is greater than EVRG's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for LUMN and EVRG.
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Drawdown Indicators
| LUMN | EVRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.26% | -38.79% | -56.47% |
Max Drawdown (1Y)Largest decline over 1 year | -47.34% | -7.30% | -40.04% |
Max Drawdown (3Y)Largest decline over 3 years | -69.66% | -21.10% | -48.56% |
Max Drawdown (5Y)Largest decline over 5 years | -92.54% | -29.84% | -62.70% |
Max Drawdown (10Y)Largest decline over 10 years | -94.44% | — | — |
Current DrawdownCurrent decline from peak | -58.92% | -0.38% | -58.54% |
Average DrawdownAverage peak-to-trough decline | -27.66% | -9.91% | -17.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.94% | 2.86% | +22.08% |
Volatility
LUMN vs. EVRG - Volatility Comparison
Lumen Technologies, Inc. (LUMN) has a higher volatility of 22.04% compared to Evergy, Inc. (EVRG) at 5.88%. This indicates that LUMN's price experiences larger fluctuations and is considered to be riskier than EVRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUMN | EVRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.04% | 5.88% | +16.16% |
Volatility (6M)Calculated over the trailing 6-month period | 57.12% | 12.05% | +45.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 80.17% | 15.68% | +64.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 85.30% | 18.95% | +66.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.61% | 24.33% | +43.28% |
Dividends
LUMN vs. EVRG - Dividend Comparison
LUMN has not paid dividends to shareholders, while EVRG's dividend yield for the trailing twelve months is around 3.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.28% | 3.72% | 4.22% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% |
LUMN Lumen Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 14.37% | 7.97% | 10.26% | 7.57% | 14.26% | 12.95% | 9.08% | 8.59% |
Financials
LUMN vs. EVRG - Financials Comparison
This section allows you to compare key financial metrics between Lumen Technologies, Inc. and Evergy, 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
LUMN vs. EVRG - Profitability Comparison
LUMN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a gross profit of 0.00 and revenue of 2.90B. Therefore, the gross margin over that period was 0.0%.
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%.
LUMN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported an operating income of 602.00M and revenue of 2.90B, resulting in an operating margin of 20.8%.
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%.
LUMN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a net income of -200.00M and revenue of 2.90B, resulting in a net margin of -6.9%.
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%.
Frequently Asked Questions
LUMN and EVRG have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LUMN has higher volatility (22.04%) compared to EVRG (5.88%). In terms of maximum drawdown, LUMN dropped -95.26% vs EVRG's -38.79%.
EVRG currently has the higher Sharpe Ratio (1.79 vs 1.28), 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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