EVERGY INC (EVRG) Stock Fundamental Analysis
USA - NASDAQ:EVRG - US30034W1062 - Common Stock
71.7 USD
-0.51 (-0.71%)
Overall EVRG gets a fundamental rating of 3 out of 10. We evaluated EVRG against 48 industry peers in the Electric Utilities industry. EVRG has a medium profitability rating, but doesn't score so well on its financial health evaluation. While showing a medium growth rate, EVRG is valued expensive at the moment. Finally EVRG also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
EVRG had positive earnings in the past year.
In the past year EVRG had a positive cash flow from operations.
In the past 5 years EVRG has always been profitable.
Each year in the past 5 years EVRG had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 2.55%, EVRG is doing worse than 60.42% of the companies in the same industry.
EVRG has a Return On Equity of 8.44%. This is in the lower half of the industry: EVRG underperforms 68.75% of its industry peers.
EVRG's Return On Invested Capital of 3.79% is on the low side compared to the rest of the industry. EVRG is outperformed by 66.67% of its industry peers.
The Average Return On Invested Capital over the past 3 years for EVRG is in line with the industry average of 5.43%.
The 3 year average ROIC (3.70%) for EVRG is below the current ROIC(3.79%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.55% | ||
| ROE | 8.44% | ||
| ROIC | 3.79% |
ROA(3y)2.54%
ROA(5y)2.6%
ROE(3y)8.09%
ROE(5y)8.18%
ROIC(3y)3.7%
ROIC(5y)3.77%
1.3 Margins
EVRG has a Profit Margin (14.29%) which is in line with its industry peers.
EVRG's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 25.26%, EVRG is in the better half of the industry, outperforming 68.75% of the companies in the same industry.
EVRG's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 25.26% | ||
| PM (TTM) | 14.29% | ||
| GM | N/A |
OM growth 3Y0.79%
OM growth 5Y1.2%
PM growth 3Y-1.74%
PM growth 5Y2.8%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
EVRG has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, EVRG has about the same amount of shares outstanding.
The number of shares outstanding for EVRG has been increased compared to 5 years ago.
The debt/assets ratio for EVRG is higher compared to a year ago.
2.2 Solvency
Based on the Altman-Z score of 0.81, we must say that EVRG is in the distress zone and has some risk of bankruptcy.
EVRG has a Altman-Z score of 0.81. This is comparable to the rest of the industry: EVRG outperforms 45.83% of its industry peers.
EVRG has a Debt/Equity ratio of 1.42. This is a high value indicating a heavy dependency on external financing.
With a Debt to Equity ratio value of 1.42, EVRG perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.81 |
ROIC/WACC0.61
WACC6.18%
2.3 Liquidity
A Current Ratio of 0.50 indicates that EVRG may have some problems paying its short term obligations.
EVRG has a worse Current ratio (0.50) than 93.75% of its industry peers.
EVRG has a Quick Ratio of 0.50. This is a bad value and indicates that EVRG is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.27, EVRG is doing worse than 95.83% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.5 | ||
| Quick Ratio | 0.27 |
3. Growth
3.1 Past
The Earnings Per Share has been growing slightly by 3.90% over the past year.
The Earnings Per Share has been growing slightly by 5.90% on average over the past years.
Looking at the last year, EVRG shows a small growth in Revenue. The Revenue has grown by 4.34% in the last year.
EVRG shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 2.58% yearly.
EPS 1Y (TTM)3.9%
EPS 3Y2.48%
EPS 5Y5.9%
EPS Q2Q%-8.89%
Revenue 1Y (TTM)4.34%
Revenue growth 3Y1.53%
Revenue growth 5Y2.58%
Sales Q2Q%-0.73%
3.2 Future
The Earnings Per Share is expected to grow by 6.56% on average over the next years.
EVRG is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.19% yearly.
EPS Next Y7.97%
EPS Next 2Y7.16%
EPS Next 3Y6.36%
EPS Next 5Y6.56%
Revenue Next Year3.87%
Revenue Next 2Y4.07%
Revenue Next 3Y4.2%
Revenue Next 5Y5.19%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 19.22 indicates a rather expensive valuation of EVRG.
The rest of the industry has a similar Price/Earnings ratio as EVRG.
EVRG is valuated rather cheaply when we compare the Price/Earnings ratio to 27.27, which is the current average of the S&P500 Index.
A Price/Forward Earnings ratio of 16.39 indicates a correct valuation of EVRG.
EVRG's Price/Forward Earnings ratio is in line with the industry average.
When comparing the Price/Forward Earnings ratio of EVRG to the average of the S&P500 Index (22.77), we can say EVRG is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.22 | ||
| Fwd PE | 16.39 |
4.2 Price Multiples
EVRG's Enterprise Value to EBITDA is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 11.04 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
PEG (NY)2.41
PEG (5Y)3.26
EPS Next 2Y7.16%
EPS Next 3Y6.36%
5. Dividend
5.1 Amount
EVRG has a Yearly Dividend Yield of 3.69%.
EVRG's Dividend Yield is a higher than the industry average which is at 3.47.
Compared to an average S&P500 Dividend Yield of 2.38, EVRG pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.69% |
5.2 History
On average, the dividend of EVRG grows each year by 6.23%, which is quite nice.
EVRG has been paying a dividend for at least 10 years, so it has a reliable track record.
EVRG has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)6.23%
Div Incr Years21
Div Non Decr Years21
5.3 Sustainability
72.12% of the earnings are spent on dividend by EVRG. This is not a sustainable payout ratio.
The dividend of EVRG is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP72.12%
EPS Next 2Y7.16%
EPS Next 3Y6.36%
NASDAQ:EVRG (9/16/2025, 11:58:08 AM)
71.7
-0.51 (-0.71%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners89.53%
Inst Owner Change2.43%
Ins Owners0.14%
Ins Owner Change1.47%
Market Cap16.50B
Analysts80
Price Target77.37 (7.91%)
Short Float %5.79%
Short Ratio6.03
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.69% |
Yearly Dividend2.6
Dividend Growth(5Y)6.23%
DP72.12%
Div Incr Years21
Div Non Decr Years21
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-10.78%
Min EPS beat(2)-20.12%
Max EPS beat(2)-1.45%
EPS beat(4)1
Avg EPS beat(4)-6.72%
Min EPS beat(4)-20.12%
Max EPS beat(4)2.6%
EPS beat(8)1
Avg EPS beat(8)-6.37%
EPS beat(12)4
Avg EPS beat(12)-2.6%
EPS beat(16)7
Avg EPS beat(16)-1.37%
Revenue beat(2)1
Avg Revenue beat(2)10.72%
Min Revenue beat(2)-3.17%
Max Revenue beat(2)24.61%
Revenue beat(4)1
Avg Revenue beat(4)0.85%
Min Revenue beat(4)-17.21%
Max Revenue beat(4)24.61%
Revenue beat(8)2
Avg Revenue beat(8)-3.79%
Revenue beat(12)5
Avg Revenue beat(12)0.47%
Revenue beat(16)8
Avg Revenue beat(16)2.2%
PT rev (1m)1.36%
PT rev (3m)4.13%
EPS NQ rev (1m)-0.56%
EPS NQ rev (3m)0.14%
EPS NY rev (1m)-0.21%
EPS NY rev (3m)-0.34%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.7%
Revenue NY rev (1m)-1.34%
Revenue NY rev (3m)-0.6%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.22 | ||
| Fwd PE | 16.39 | ||
| P/S | 2.81 | ||
| P/FCF | N/A | ||
| P/OCF | 7.78 | ||
| P/B | 1.66 | ||
| P/tB | 2.17 | ||
| EV/EBITDA | 11.04 |
EPS(TTM)3.73
EY5.2%
EPS(NY)4.38
Fwd EY6.1%
FCF(TTM)-0.6
FCFYN/A
OCF(TTM)9.22
OCFY12.86%
SpS25.55
BVpS43.27
TBVpS33.12
PEG (NY)2.41
PEG (5Y)3.26
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.55% | ||
| ROE | 8.44% | ||
| ROCE | 5.09% | ||
| ROIC | 3.79% | ||
| ROICexc | 3.79% | ||
| ROICexgc | 4.1% | ||
| OM | 25.26% | ||
| PM (TTM) | 14.29% | ||
| GM | N/A | ||
| FCFM | N/A |
ROA(3y)2.54%
ROA(5y)2.6%
ROE(3y)8.09%
ROE(5y)8.18%
ROIC(3y)3.7%
ROIC(5y)3.77%
ROICexc(3y)3.7%
ROICexc(5y)3.78%
ROICexgc(3y)4.03%
ROICexgc(5y)4.13%
ROCE(3y)4.94%
ROCE(5y)5.02%
ROICexcg growth 3Y-1.92%
ROICexcg growth 5Y-0.82%
ROICexc growth 3Y-1.58%
ROICexc growth 5Y-0.43%
OM growth 3Y0.79%
OM growth 5Y1.2%
PM growth 3Y-1.74%
PM growth 5Y2.8%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.18
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 5.28 | ||
| Cap/Depr | 188.57% | ||
| Cap/Sales | 38.44% | ||
| Interest Coverage | 2.64 | ||
| Cash Conversion | 79.08% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.5 | ||
| Quick Ratio | 0.27 | ||
| Altman-Z | 0.81 |
F-Score6
WACC6.18%
ROIC/WACC0.61
Cap/Depr(3y)208.18%
Cap/Depr(5y)199.78%
Cap/Sales(3y)39.77%
Cap/Sales(5y)37.27%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)3.9%
EPS 3Y2.48%
EPS 5Y5.9%
EPS Q2Q%-8.89%
EPS Next Y7.97%
EPS Next 2Y7.16%
EPS Next 3Y6.36%
EPS Next 5Y6.56%
Revenue 1Y (TTM)4.34%
Revenue growth 3Y1.53%
Revenue growth 5Y2.58%
Sales Q2Q%-0.73%
Revenue Next Year3.87%
Revenue Next 2Y4.07%
Revenue Next 3Y4.2%
Revenue Next 5Y5.19%
EBIT growth 1Y15.59%
EBIT growth 3Y2.34%
EBIT growth 5Y3.81%
EBIT Next Year84.72%
EBIT Next 3Y28.78%
EBIT Next 5Y21.47%
FCF growth 1Y38.88%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y10.07%
OCF growth 3Y13.64%
OCF growth 5Y2.55%