COMP <GO>
NI vs EVRG // FREE CASH FLOW YIELD
NiSource Inc (NYSE) VS. Evergy Inc. (NASDAQ) • 15-METRIC TALLY: NI 10
— EVRG 3
▲ FREE CASH FLOW YIELD LEADER: NI
LAST: $44.86 (+0.65%) • MKT CAP: $21.38B
fcf-yield
-1.96%
LAST: $86.55 (+0.72%) • MKT CAP: $19.81B
fcf-yield
-3.82%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NI VS. EVRG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NI | EVRG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.80% | 5.20% | +3.60 | NI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.8x | 8.4x | -1.60 | NI | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -1.96% | -3.82% | +1.86 | NI | /fcf-yield <GO> |
| Operating Margin | 28.10% | 26.90% | +1.20 | NI | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 15.00% | -0.70 | EVRG | /net-margins <GO> |
| Revenue Growth (YoY) | 23.50% | 0.00% | +23.50 | NI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.47% | 3.11% | -0.64 | EVRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.05 | 1.10 | -0.05 | EVRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | NI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.9 | 65.0 | +4.90 | NI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.75 | 0.58 | +0.17 | NI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.4x | 21.4x | -2.00 | NI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.38B | $19.81B | $1.57B | NI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NI REV | EVRG REV | NI GROSS % | EVRG GROSS % | NI FCF | EVRG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.52B | $5.71B | — | — | -$420.0M | -$751.7M |
| FY 2024 | $5.28B | $5.70B | — | — | -$832.5M | -$352.9M |
| FY 2023 | $5.35B | $5.35B | — | — | $1.69B | $1.74B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NI // BETA 0.75
EVRG // BETA 0.58