EVERGY INC (EVRG) Stock Fundamental Analysis
USA - NASDAQ:EVRG - US30034W1062 - Common Stock
78.14 USD
+0.65 (+0.84%)
Overall EVRG gets a fundamental rating of 3 out of 10. We evaluated EVRG against 47 industry peers in the Electric Utilities industry. While EVRG is still in line with the averages on profitability rating, there are concerns on its financial health. While showing a medium growth rate, EVRG is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
EVRG had positive earnings in the past year.
EVRG had a positive operating cash flow in the past year.
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
The Return On Assets of EVRG (2.55%) is comparable to the rest of the industry.
The Return On Equity of EVRG (8.44%) is worse than 68.09% of its industry peers.
The Return On Invested Capital of EVRG (3.79%) is worse than 63.83% 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 4.90%.
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
With a Profit Margin value of 14.29%, EVRG perfoms like the industry average, outperforming 51.06% of the companies in the same industry.
In the last couple of years the Profit Margin of EVRG has grown nicely.
Looking at the Operating Margin, with a value of 25.26%, EVRG is in the better half of the industry, outperforming 70.21% of the companies in the same industry.
In the last couple of years the Operating Margin of EVRG has remained more or less at the same level.
| 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.
EVRG has a worse debt/assets ratio than last year.
2.2 Solvency
EVRG has an Altman-Z score of 0.84. This is a bad value and indicates that EVRG is not financially healthy and even has some risk of bankruptcy.
EVRG has a Altman-Z score of 0.84. This is comparable to the rest of the industry: EVRG outperforms 46.81% of its industry peers.
A Debt/Equity ratio of 1.42 is on the high side and indicates that EVRG has dependencies on debt financing.
With a Debt to Equity ratio value of 1.42, EVRG perfoms like the industry average, outperforming 51.06% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.84 |
ROIC/WACC0.6
WACC6.27%
2.3 Liquidity
A Current Ratio of 0.50 indicates that EVRG may have some problems paying its short term obligations.
EVRG's Current ratio of 0.50 is on the low side compared to the rest of the industry. EVRG is outperformed by 93.62% of its industry peers.
A Quick Ratio of 0.27 indicates that EVRG may have some problems paying its short term obligations.
EVRG has a worse Quick ratio (0.27) than 95.74% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.5 | ||
| Quick Ratio | 0.27 |
3. Growth
3.1 Past
EVRG shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 3.90%.
Measured over the past 5 years, EVRG shows a small growth in Earnings Per Share. The EPS has been growing by 5.90% on average per year.
EVRG shows a small growth in Revenue. In the last year, the Revenue has grown by 4.34%.
The Revenue has been growing slightly by 2.58% on average over the past years.
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 Y7.87%
EPS Next 2Y7.13%
EPS Next 3Y6.43%
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.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 20.95, EVRG is valued on the expensive side.
Based on the Price/Earnings ratio, EVRG is valued a bit more expensive than the industry average as 61.70% of the companies are valued more cheaply.
The average S&P500 Price/Earnings ratio is at 27.34. EVRG is valued slightly cheaper when compared to this.
With a Price/Forward Earnings ratio of 17.87, EVRG is valued on the expensive side.
Compared to the rest of the industry, the Price/Forward Earnings ratio of EVRG is on the same level as its industry peers.
EVRG's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.86.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.95 | ||
| Fwd PE | 17.87 |
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 | 11.5 |
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)2.66
PEG (5Y)3.55
EPS Next 2Y7.13%
EPS Next 3Y6.43%
5. Dividend
5.1 Amount
EVRG has a Yearly Dividend Yield of 3.48%. Purely for dividend investing, there may be better candidates out there.
EVRG's Dividend Yield is a higher than the industry average which is at 3.40.
EVRG's Dividend Yield is a higher than the S&P500 average which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.48% |
5.2 History
On average, the dividend of EVRG grows each year by 6.23%, which is quite nice.
EVRG has paid a dividend for at least 10 years, which is a reliable track record.
EVRG has not decreased their dividend for at least 10 years, which is a reliable track record.
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 2Y7.13%
EPS Next 3Y6.43%
NASDAQ:EVRG (10/14/2025, 11:16:04 AM)
78.14
+0.65 (+0.84%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)
Earnings (Next)
Inst Owners91.58%
Inst Owner Change0.56%
Ins Owners0.13%
Ins Owner Change1.79%
Market Cap17.98B
Analysts81.11
Price Target77.81 (-0.42%)
Short Float %5.68%
Short Ratio5.9
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.48% |
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)0.56%
PT rev (3m)4.07%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.43%
EPS NY rev (1m)-0.09%
EPS NY rev (3m)-0.3%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.7%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.44%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.95 | ||
| Fwd PE | 17.87 | ||
| P/S | 3.06 | ||
| P/FCF | N/A | ||
| P/OCF | 8.47 | ||
| P/B | 1.81 | ||
| P/tB | 2.36 | ||
| EV/EBITDA | 11.5 |
EPS(TTM)3.73
EY4.77%
EPS(NY)4.37
Fwd EY5.6%
FCF(TTM)-0.6
FCFYN/A
OCF(TTM)9.22
OCFY11.8%
SpS25.55
BVpS43.27
TBVpS33.12
PEG (NY)2.66
PEG (5Y)3.55
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 | 0.84 |
F-Score6
WACC6.27%
ROIC/WACC0.6
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 Y7.87%
EPS Next 2Y7.13%
EPS Next 3Y6.43%
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 Year84.26%
EBIT Next 3Y28.6%
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%