COMP <GO>
EVRG vs NI // EV/EBITDA & P/E VALUATION
Evergy Inc. (NASDAQ) VS. NiSource Inc (NYSE) • 15-METRIC TALLY: EVRG 3
— NI 10
▲ EV/EBITDA & P/E VALUATION LEADER: NI
LAST: $85.93 (+0.61%) • MKT CAP: $19.81B
valuation
8.4x
LAST: $44.57 (-0.40%) • MKT CAP: $21.38B
valuation
6.8x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVRG VS. NI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVRG | NI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.20% | 8.80% | -3.60 | NI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 8.4x | 6.8x | +1.60 | NI | /valuation <GO> |
| Free Cash Flow Yield | -3.82% | -1.96% | -1.86 | NI | /fcf-yield <GO> |
| Operating Margin | 26.90% | 28.10% | -1.20 | NI | /operating-margins <GO> |
| Net Profit Margin | 15.00% | 14.30% | +0.70 | EVRG | /net-margins <GO> |
| Revenue Growth (YoY) | 0.00% | 23.50% | -23.50 | NI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.11% | 2.47% | +0.64 | EVRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.10 | 1.05 | +0.05 | EVRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | NI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.0 | 69.9 | -4.90 | NI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.58 | 0.75 | -0.17 | NI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 19.4x | +2.00 | NI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $19.81B | $21.38B | -$1.57B | NI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVRG REV | NI REV | EVRG GROSS % | NI GROSS % | EVRG FCF | NI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.71B | $6.52B | — | — | -$751.7M | -$420.0M |
| FY 2024 | $5.70B | $5.28B | — | — | -$352.9M | -$832.5M |
| FY 2023 | $5.35B | $5.35B | — | — | $1.74B | $1.69B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVRG // BETA 0.58
NI // BETA 0.75