NI vs. ETR
Compare and contrast key facts about NiSource Inc. (NI) and Entergy Corporation (ETR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NI or ETR.
Key characteristics
| NI | ETR | |
|---|---|---|
| YTD Return | 6.19% | 7.42% |
| 1Y Return | 1.22% | 3.40% |
| 3Y Return (Ann) | 6.50% | 4.28% |
| 5Y Return (Ann) | 3.77% | 6.53% |
| 10Y Return (Ann) | 10.47% | 8.53% |
| Sharpe Ratio | 0.07 | 0.18 |
| Daily Std Dev | 19.57% | 19.07% |
| Max Drawdown | -65.58% | -49.98% |
| Current Drawdown | -7.57% | -7.34% |
Fundamentals
| NI | ETR | |
|---|---|---|
| Market Cap | $12.36B | $22.77B |
| EPS | $1.48 | $11.10 |
| PE Ratio | 18.64 | 9.62 |
| PEG Ratio | 3.35 | 1.68 |
| Revenue (TTM) | $5.51B | $12.15B |
| Gross Profit (TTM) | $2.26B | $5.28B |
| EBITDA (TTM) | $2.09B | $4.71B |
Correlation
The correlation between NI and ETR is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NI vs. ETR - Performance Comparison
In the year-to-date period, NI achieves a 6.19% return, which is significantly lower than ETR's 7.42% return. Over the past 10 years, NI has outperformed ETR with an annualized return of 10.47%, while ETR has yielded a comparatively lower 8.53% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NI vs. ETR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) and Entergy Corporation (ETR). 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.
Dividends
NI vs. ETR - Dividend Comparison
NI's dividend yield for the trailing twelve months is around 3.64%, less than ETR's 4.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NI NiSource Inc. | 3.64% | 3.77% | 3.43% | 3.19% | 3.66% | 2.87% | 3.08% | 2.73% | 2.89% | 2.68% | 2.51% | 3.11% |
ETR Entergy Corporation | 4.09% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% | 5.25% |
Drawdowns
NI vs. ETR - Drawdown Comparison
The maximum NI drawdown since its inception was -65.58%, which is greater than ETR's maximum drawdown of -49.98%. Use the drawdown chart below to compare losses from any high point for NI and ETR. For additional features, visit the drawdowns tool.
Volatility
NI vs. ETR - Volatility Comparison
The current volatility for NiSource Inc. (NI) is 4.31%, while Entergy Corporation (ETR) has a volatility of 5.89%. This indicates that NI experiences smaller price fluctuations and is considered to be less risky than ETR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NI vs. ETR - Financials Comparison
This section allows you to compare key financial metrics between NiSource Inc. and Entergy Corporation. 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