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NI vs. MAIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NI and MAIN is 0.46, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

NI vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NiSource Inc. (NI) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%NovemberDecember2025FebruaryMarchApril
934.20%
1,501.88%
NI
MAIN

Key characteristics

Sharpe Ratio

NI:

2.53

MAIN:

1.07

Sortino Ratio

NI:

3.06

MAIN:

1.52

Omega Ratio

NI:

1.46

MAIN:

1.22

Calmar Ratio

NI:

4.70

MAIN:

1.08

Martin Ratio

NI:

15.60

MAIN:

4.31

Ulcer Index

NI:

3.01%

MAIN:

5.28%

Daily Std Dev

NI:

18.57%

MAIN:

21.25%

Max Drawdown

NI:

-65.58%

MAIN:

-64.53%

Current Drawdown

NI:

-3.76%

MAIN:

-12.14%

Fundamentals

Market Cap

NI:

$18.50B

MAIN:

$4.84B

EPS

NI:

$1.63

MAIN:

$5.85

PE Ratio

NI:

24.12

MAIN:

9.34

PEG Ratio

NI:

2.18

MAIN:

2.09

PS Ratio

NI:

3.39

MAIN:

8.94

PB Ratio

NI:

2.13

MAIN:

1.70

Total Revenue (TTM)

NI:

$3.75B

MAIN:

$418.72M

Gross Profit (TTM)

NI:

$2.01B

MAIN:

$389.56M

EBITDA (TTM)

NI:

$1.72B

MAIN:

$263.54M

Returns By Period

In the year-to-date period, NI achieves a 8.76% return, which is significantly higher than MAIN's -4.56% return. Over the past 10 years, NI has underperformed MAIN with an annualized return of 12.15%, while MAIN has yielded a comparatively higher 14.25% annualized return.


NI

YTD

8.76%

1M

0.18%

6M

14.25%

1Y

45.55%

5Y*

12.71%

10Y*

12.15%

MAIN

YTD

-4.56%

1M

-6.99%

6M

9.62%

1Y

21.13%

5Y*

26.95%

10Y*

14.25%

*Annualized

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Risk-Adjusted Performance

NI vs. MAIN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NI
The Risk-Adjusted Performance Rank of NI is 9797
Overall Rank
The Sharpe Ratio Rank of NI is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of NI is 9595
Sortino Ratio Rank
The Omega Ratio Rank of NI is 9696
Omega Ratio Rank
The Calmar Ratio Rank of NI is 9999
Calmar Ratio Rank
The Martin Ratio Rank of NI is 9898
Martin Ratio Rank

MAIN
The Risk-Adjusted Performance Rank of MAIN is 8383
Overall Rank
The Sharpe Ratio Rank of MAIN is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of MAIN is 7979
Sortino Ratio Rank
The Omega Ratio Rank of MAIN is 8080
Omega Ratio Rank
The Calmar Ratio Rank of MAIN is 8686
Calmar Ratio Rank
The Martin Ratio Rank of MAIN is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NI vs. MAIN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) and Main Street Capital Corporation (MAIN). 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.


The chart of Sharpe ratio for NI, currently valued at 2.53, compared to the broader market-2.00-1.000.001.002.003.00
NI: 2.53
MAIN: 1.07
The chart of Sortino ratio for NI, currently valued at 3.06, compared to the broader market-6.00-4.00-2.000.002.004.00
NI: 3.06
MAIN: 1.52
The chart of Omega ratio for NI, currently valued at 1.46, compared to the broader market0.501.001.502.00
NI: 1.46
MAIN: 1.22
The chart of Calmar ratio for NI, currently valued at 4.70, compared to the broader market0.001.002.003.004.005.00
NI: 4.70
MAIN: 1.08
The chart of Martin ratio for NI, currently valued at 15.60, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
NI: 15.60
MAIN: 4.31

The current NI Sharpe Ratio is 2.53, which is higher than the MAIN Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of NI and MAIN, 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 Ratio1.002.003.004.00NovemberDecember2025FebruaryMarchApril
2.53
1.07
NI
MAIN

Dividends

NI vs. MAIN - Dividend Comparison

NI's dividend yield for the trailing twelve months is around 2.71%, less than MAIN's 7.60% yield.


TTM20242023202220212020201920182017201620152014
NI
NiSource Inc.
2.71%2.88%3.77%3.43%3.19%3.66%2.87%3.08%2.73%2.89%2.64%2.40%
MAIN
Main Street Capital Corporation
7.60%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.02%7.42%9.15%8.72%

Drawdowns

NI vs. MAIN - Drawdown Comparison

The maximum NI drawdown since its inception was -65.58%, roughly equal to the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for NI and MAIN. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-3.76%
-12.14%
NI
MAIN

Volatility

NI vs. MAIN - Volatility Comparison

The current volatility for NiSource Inc. (NI) is 9.34%, while Main Street Capital Corporation (MAIN) has a volatility of 13.84%. This indicates that NI experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.34%
13.84%
NI
MAIN

Financials

NI vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between NiSource Inc. and Main Street Capital 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items