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EVRG vs. NI: Evergy vs. NiSource Stock Comparison

How do Evergy (EVRG) and NiSource (NI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Evergy (EVRG) and NiSource (NI) both fall under the Utilities industry group, but EVRG is classified in Electric Utilities while NI is classified in Multi-Utilities.

Company profile comparison for Evergy (EVRG) and NiSource (NI)
Profile ItemEVRGNI
NameEvergy Inc.NiSource Inc.
Country/RegionUnited StatesUnited States
GICS SectorUtilitiesUtilities
GICS Industry GroupUtilitiesUtilities
GICS IndustryElectric UtilitiesMulti-Utilities
GICS Sub-IndustryElectric UtilitiesMulti-Utilities
Market Capitalization20.53 billion USD21.18 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 21, 1973February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EVRG
NI
GSPC
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Evergy (EVRG) vs. NiSource (NI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Evergy (EVRG) and NiSource (NI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Evergy (EVRG) and NiSource (NI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
Total Return (1Y)20.55%6.11%
Total Return (3Y, Annualized)26.35%25.66%
Total Return (5Y, Annualized)10.88%16.11%

Risk Profile

Drawdown History

EVRG
NI
GSPC
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Evergy (EVRG) vs. NiSource (NI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Evergy (EVRG) and NiSource (NI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
Volatility (1Y, Annualized)16.50%18.23%
Beta (5Y)0.480.53
Max Drawdown (5Y)-29.83%-24.76%
Avg. Volume (3M)2.25M5.64M

Risk-Adjusted Performance

Risk-Return Positioning

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EVRG and NI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
Sharpe Ratio (1Y)0.990.10
Sortino Ratio (1Y)1.440.14

Profitability

ROE (TTM)

Both Evergy (EVRG) at 10.06% and NiSource (NI) at 8.71% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

EVRG

Utilities industry group

10.06%

Max
17.99%
Q3
12.01%
EVRG
10.06%
Median
9.44%
Q1
7.56%
Min
2.17%

NI

Utilities industry group

8.71%

Max
17.99%
Q3
12.01%
Median
9.44%
NI
8.71%
Q1
7.56%
Min
2.17%
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Evergy (EVRG) vs. NiSource (NI): A comparison of their ROE against the Utilities industry group benchmark.

Net Margin (TTM)

Both Evergy (EVRG) at 16.67% and NiSource (NI) at 13.51% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

EVRG

Utilities industry group

16.67%

Max
28.78%
Q3
17.30%
EVRG
16.67%
Median
12.73%
Q1
9.18%
Min
-0.20%

NI

Utilities industry group

13.51%

Max
28.78%
Q3
17.30%
NI
13.51%
Median
12.73%
Q1
9.18%
Min
-0.20%
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Evergy (EVRG) vs. NiSource (NI): A comparison of their net margin against the Utilities industry group benchmark.

Operating Margin (TTM)

Evergy (EVRG) at 38.46% operates in the top operating margin quartile, ahead of NiSource (NI) at 25.20%, which runs around its industry’s norm.

EVRG

Utilities industry group

38.46%

Max
53.83%
EVRG
38.46%
Q3
31.12%
Median
23.62%
Q1
15.45%
Min
-4.90%

NI

Utilities industry group

25.20%

Max
53.83%
Q3
31.12%
NI
25.20%
Median
23.62%
Q1
15.45%
Min
-4.90%
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Evergy (EVRG) vs. NiSource (NI): A comparison of their operating margin against the Utilities industry group benchmark.

Profitability Metrics

Profitability metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
ROE (TTM)10.06%8.71%
ROA (TTM)3.12%3.25%
Net Margin (TTM)16.67%13.51%
Operating Margin (TTM)38.46%25.20%
Gross Margin (TTM)52.95%50.92%

Growth

Revenue Growth

NiSource (NI) at 21.76% sits in the top revenue growth quartile, while Evergy (EVRG) at 1.95% is in the bottom quartile, showing a clear gap in revenue momentum.

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Evergy (EVRG) vs. NiSource (NI): A comparison of their Revenue Growth across different time periods.

EPS Growth

NiSource (NI) at 20.37% sits in the top EPS growth quartile, while Evergy (EVRG) at -3.43% is closer to the peer norm — faster per-share earnings growth for NI.

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Evergy (EVRG) vs. NiSource (NI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
Revenue Growth (YoY)1.95%21.76%
Revenue Growth (3Y CAGR)0.58%4.32%
EPS Growth (YoY)-3.43%20.37%
EPS Growth (3Y CAGR)3.83%4.68%

Financial Strength

Current Ratio (MRQ)

Both Evergy (EVRG) at 0.49 and NiSource (NI) at 0.50 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

EVRG

Utilities industry group

0.49

Max
1.90
Q3
1.17
Median
0.88
Q1
0.66
EVRG
0.49
Min
0.29

NI

Utilities industry group

0.50

Max
1.90
Q3
1.17
Median
0.88
Q1
0.66
NI
0.50
Min
0.29
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Evergy (EVRG) vs. NiSource (NI): A comparison of their current ratio against the Utilities industry group benchmark.

Debt / Equity (MRQ)

Both Evergy (EVRG) at 1.47 and NiSource (NI) at 1.53 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

EVRG

Utilities industry group

1.47

Max
2.63
Q3
1.77
EVRG
1.47
Median
1.35
Q1
0.84
Min
0.00

NI

Utilities industry group

1.53

Max
2.63
Q3
1.77
NI
1.53
Median
1.35
Q1
0.84
Min
0.00
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Evergy (EVRG) vs. NiSource (NI): A comparison of their debt-to-equity ratio against the Utilities industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
Current Ratio (MRQ)0.490.50
Debt / Equity (MRQ)1.471.53
Net Debt / EBITDA5.395.87

Dividends

Dividend Yield (TTM)

Both Evergy (EVRG) at 3.18% and NiSource (NI) at 0.68% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EVRG

Utilities industry group

3.18%

Max
6.66%
Q3
3.58%
EVRG
3.18%
Median
2.85%
Q1
0.66%
Min
0.00%

NI

Utilities industry group

0.68%

Max
6.66%
Q3
3.58%
Median
2.85%
NI
0.68%
Q1
0.66%
Min
0.00%
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Evergy (EVRG) vs. NiSource (NI): A comparison of their dividend yield against the Utilities industry group benchmark.

Dividend Payout Ratio (TTM)

Both Evergy (EVRG) at 61.92% and NiSource (NI) at 60.51% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EVRG

Utilities industry group

61.92%

Max
113.04%
Q3
68.72%
EVRG
61.92%
Median
56.38%
Q1
32.38%
Min
0.00%

NI

Utilities industry group

60.51%

Max
113.04%
Q3
68.72%
NI
60.51%
Median
56.38%
Q1
32.38%
Min
0.00%
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Evergy (EVRG) vs. NiSource (NI): A comparison of their payout ratio against the Utilities industry group benchmark.

Dividend Metrics

Dividend metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
Dividend Yield (TTM)3.18%0.68%
Dividend Payout Ratio (TTM)61.92%60.51%

Valuation

P/E Ratio (TTM)

Both Evergy (EVRG) at 19.50 and NiSource (NI) at 22.64 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

EVRG

Utilities industry group

19.50

Max
31.22
Q3
23.30
Median
19.64
EVRG
19.50
Q1
15.17
Min
3.34

NI

Utilities industry group

22.64

Max
31.22
Q3
23.30
NI
22.64
Median
19.64
Q1
15.17
Min
3.34
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Evergy (EVRG) vs. NiSource (NI): A comparison of their P/E ratio against the Utilities industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Evergy (EVRG) at 3.22 and NiSource (NI) at 3.04 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

EVRG

Utilities industry group

3.22

Max
6.35
Q3
3.63
EVRG
3.22
Median
2.63
Q1
1.52
Min
0.00

NI

Utilities industry group

3.04

Max
6.35
Q3
3.63
NI
3.04
Median
2.63
Q1
1.52
Min
0.00
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Evergy (EVRG) vs. NiSource (NI): A comparison of their P/S ratio against the Utilities industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Evergy (EVRG) at 1.86 and NiSource (NI) at 2.21 are valued close to their industries’ norm against book — neither stands out from peers.

EVRG

Utilities industry group

1.86

Max
3.12
Q3
2.21
EVRG
1.86
Median
1.83
Q1
1.46
Min
0.34

NI

Utilities industry group

2.21

Max
3.12
Q3
2.21
NI
2.21
Median
1.83
Q1
1.46
Min
0.34
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Evergy (EVRG) vs. NiSource (NI): A comparison of their P/B ratio against the Utilities industry group benchmark.

Valuation Metrics

Valuation metrics for Evergy (EVRG) and NiSource (NI)
MetricEVRGNI
P/E Ratio (TTM)19.5022.64
P/S Ratio (TTM)3.223.04
P/B Ratio (MRQ)1.862.21
Free Cash Flow Yield (TTM)-7.14%-10.51%