NI vs. EVRG
Compare and contrast key facts about NiSource Inc. (NI) and Evergy, Inc. (EVRG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NI or EVRG.
Performance
NI vs. EVRG - Performance Comparison
Returns By Period
In the year-to-date period, NI achieves a 47.19% return, which is significantly higher than EVRG's 28.85% return.
NI
47.19%
7.61%
36.66%
49.22%
11.26%
12.25%
EVRG
28.85%
4.80%
22.87%
32.32%
4.12%
N/A
Fundamentals
| NI | EVRG | |
|---|---|---|
| Market Cap | $17.41B | $14.80B |
| EPS | $1.64 | $3.72 |
| PE Ratio | 22.74 | 17.30 |
| PEG Ratio | 2.11 | 1.71 |
| Total Revenue (TTM) | $5.29B | $5.78B |
| Gross Profit (TTM) | $2.82B | $2.53B |
| EBITDA (TTM) | $2.46B | $2.59B |
Key characteristics
| NI | EVRG | |
|---|---|---|
| Sharpe Ratio | 3.08 | 1.91 |
| Sortino Ratio | 4.07 | 2.66 |
| Omega Ratio | 1.53 | 1.32 |
| Calmar Ratio | 2.82 | 1.15 |
| Martin Ratio | 20.15 | 8.47 |
| Ulcer Index | 2.44% | 3.81% |
| Daily Std Dev | 15.97% | 16.92% |
| Max Drawdown | -65.73% | -38.79% |
| Current Drawdown | -0.37% | -0.51% |
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Correlation
The correlation between NI and EVRG is 0.71, 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.
Risk-Adjusted Performance
NI vs. EVRG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) 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.
Dividends
NI vs. EVRG - Dividend Comparison
NI's dividend yield for the trailing twelve months is around 2.81%, less than EVRG's 4.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NI NiSource Inc. | 2.81% | 3.77% | 3.43% | 3.19% | 3.66% | 2.87% | 3.08% | 2.73% | 2.89% | 2.64% | 2.40% | 2.98% |
EVRG Evergy, Inc. | 4.04% | 4.75% | 3.71% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NI vs. EVRG - Drawdown Comparison
The maximum NI drawdown since its inception was -65.73%, which is greater than EVRG's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for NI and EVRG. For additional features, visit the drawdowns tool.
Volatility
NI vs. EVRG - Volatility Comparison
NiSource Inc. (NI) has a higher volatility of 5.69% compared to Evergy, Inc. (EVRG) at 4.82%. This indicates that NI'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.
Financials
NI vs. EVRG - Financials Comparison
This section allows you to compare key financial metrics between NiSource 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