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EVERGY INC (EVRG) Stock Fundamental Analysis

NASDAQ:EVRG - Nasdaq - US30034W1062 - Common Stock - Currency: USD

72.6  +0.1 (+0.14%)

After market: 72.6 0 (0%)

Fundamental Rating

3

EVRG gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals 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. EVRG also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

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5

1. Profitability

1.1 Basic Checks

In the past year EVRG was profitable.
EVRG had a positive operating cash flow in the past year.
In the past 5 years EVRG has always been profitable.
EVRG had a positive operating cash flow in each of the past 5 years.
EVRG Yearly Net Income VS EBIT VS OCF VS FCFEVRG Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M 1B 1.5B

1.2 Ratios

EVRG has a Return On Assets (2.70%) which is comparable to the rest of the industry.
Looking at the Return On Equity, with a value of 8.82%, EVRG is doing worse than 65.96% of the companies in the same industry.
The Return On Invested Capital of EVRG (3.89%) is worse than 61.70% of its industry peers.
EVRG had an Average Return On Invested Capital over the past 3 years of 3.70%. This is in line with the industry average of 5.09%.
The last Return On Invested Capital (3.89%) for EVRG is above the 3 year average (3.70%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.7%
ROE 8.82%
ROIC 3.89%
ROA(3y)2.54%
ROA(5y)2.6%
ROE(3y)8.09%
ROE(5y)8.18%
ROIC(3y)3.7%
ROIC(5y)3.77%
EVRG Yearly ROA, ROE, ROICEVRG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2 4 6 8

1.3 Margins

With a Profit Margin value of 14.87%, EVRG perfoms like the industry average, outperforming 57.45% 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 25.45%, EVRG belongs to the top of the industry, outperforming 80.85% 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 RankSector Rank
OM 25.45%
PM (TTM) 14.87%
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
EVRG Yearly Profit, Operating, Gross MarginsEVRG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20 25

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1

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), EVRG is destroying value.
The number of shares outstanding for EVRG remains at a similar level compared to 1 year ago.
Compared to 5 years ago, EVRG has more shares outstanding
Compared to 1 year ago, EVRG has a worse debt to assets ratio.
EVRG Yearly Shares OutstandingEVRG Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M 250M
EVRG Yearly Total Debt VS Total AssetsEVRG Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B

2.2 Solvency

Based on the Altman-Z score of 0.84, we must say that EVRG is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 0.84, EVRG perfoms like the industry average, outperforming 48.94% of the companies in the same industry.
EVRG has a Debt/Equity ratio of 1.38. This is a high value indicating a heavy dependency on external financing.
EVRG's Debt to Equity ratio of 1.38 is in line compared to the rest of the industry. EVRG outperforms 51.06% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF N/A
Altman-Z 0.84
ROIC/WACC0.61
WACC6.32%
EVRG Yearly LT Debt VS Equity VS FCFEVRG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B 4B 6B 8B 10B

2.3 Liquidity

EVRG has a Current Ratio of 0.55. 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 Current ratio, with a value of 0.55, EVRG is doing worse than 82.98% of the companies in the same industry.
A Quick Ratio of 0.29 indicates that EVRG may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.29, EVRG is doing worse than 93.62% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.55
Quick Ratio 0.29
EVRG Yearly Current Assets VS Current LiabilitesEVRG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B

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4

3. Growth

3.1 Past

The Earnings Per Share has been growing slightly by 3.90% over the past year.
EVRG shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.90% yearly.
EVRG shows a small growth in Revenue. In the last year, the Revenue has grown by 6.16%.
Measured over the past years, EVRG shows a small growth in Revenue. The Revenue has been growing by 2.58% on average per year.
EPS 1Y (TTM)3.9%
EPS 3Y2.48%
EPS 5Y5.9%
EPS Q2Q%-8.89%
Revenue 1Y (TTM)6.16%
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.
Based on estimates for the next years, EVRG will show a small growth in Revenue. The Revenue will grow by 5.19% on average per year.
EPS Next Y8.19%
EPS Next 2Y6.98%
EPS Next 3Y6.49%
EPS Next 5Y6.56%
Revenue Next Year5.28%
Revenue Next 2Y4.89%
Revenue Next 3Y4.75%
Revenue Next 5Y5.19%

3.3 Evolution

The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
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.
EVRG Yearly Revenue VS EstimatesEVRG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2B 4B 6B
EVRG Yearly EPS VS EstimatesEVRG Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1 2 3 4 5

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2

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 19.46 indicates a rather expensive valuation of EVRG.
EVRG's Price/Earnings ratio is in line with the industry average.
The average S&P500 Price/Earnings ratio is at 26.85. EVRG is valued slightly cheaper when compared to this.
The Price/Forward Earnings ratio is 16.65, which 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 (34.98), we can say EVRG is valued rather cheaply.
Industry RankSector Rank
PE 19.46
Fwd PE 16.65
EVRG Price Earnings VS Forward Price EarningsEVRG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of EVRG is on the same level as its industry peers.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.07
EVRG Per share dataEVRG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30 40

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates EVRG does not grow enough to justify the current Price/Earnings ratio.
PEG (NY)2.38
PEG (5Y)3.3
EPS Next 2Y6.98%
EPS Next 3Y6.49%

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7

5. Dividend

5.1 Amount

EVRG has a Yearly Dividend Yield of 3.67%.
Compared to an average industry Dividend Yield of 3.46, EVRG pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.36, EVRG pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.67%

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 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
EVRG Yearly Dividends per shareEVRG Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5 2 2.5

5.3 Sustainability

68.81% of the earnings are spent on dividend by EVRG. This is not a sustainable payout ratio.
EVRG's earnings are growing around the same pace than its dividend. As long as the earnings growth is kept the dividend growth is sustainable.
DP68.81%
EPS Next 2Y6.98%
EPS Next 3Y6.49%
EVRG Yearly Income VS Free CF VS DividendEVRG Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M
EVRG Dividend Payout.EVRG Dividend Payout, showing the Payout Ratio.EVRG Dividend Payout.PayoutRetained Earnings

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EVERGY INC

NASDAQ:EVRG (8/20/2025, 5:20:02 PM)

After market: 72.6 0 (0%)

72.6

+0.1 (+0.14%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)08-07 2025-08-07/bmo
Earnings (Next)11-05 2025-11-05/bmo
Inst Owners89.53%
Inst Owner Change2.43%
Ins Owners0.14%
Ins Owner Change5.25%
Market Cap16.70B
Analysts80
Price Target76.33 (5.14%)
Short Float %5.38%
Short Ratio4.96
Dividend
Industry RankSector Rank
Dividend Yield 3.67%
Yearly Dividend2.6
Dividend Growth(5Y)6.23%
DP68.81%
Div Incr Years21
Div Non Decr Years21
Ex-Date08-22 2025-08-22 (0.6675)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-14.02%
Min EPS beat(2)-20.12%
Max EPS beat(2)-7.92%
EPS beat(4)1
Avg EPS beat(4)-6.55%
Min EPS beat(4)-20.12%
Max EPS beat(4)2.6%
EPS beat(8)2
Avg EPS beat(8)-5.88%
EPS beat(12)5
Avg EPS beat(12)-2.39%
EPS beat(16)8
Avg EPS beat(16)-0.39%
Revenue beat(2)1
Avg Revenue beat(2)11.89%
Min Revenue beat(2)-0.84%
Max Revenue beat(2)24.61%
Revenue beat(4)2
Avg Revenue beat(4)2.77%
Min Revenue beat(4)-17.21%
Max Revenue beat(4)24.61%
Revenue beat(8)2
Avg Revenue beat(8)-4.47%
Revenue beat(12)6
Avg Revenue beat(12)1.98%
Revenue beat(16)8
Avg Revenue beat(16)2.28%
PT rev (1m)2.09%
PT rev (3m)3.14%
EPS NQ rev (1m)-11.64%
EPS NQ rev (3m)-13.62%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.14%
Revenue NQ rev (1m)-0.34%
Revenue NQ rev (3m)1.02%
Revenue NY rev (1m)-0.1%
Revenue NY rev (3m)1.15%
Valuation
Industry RankSector Rank
PE 19.46
Fwd PE 16.65
P/S 2.84
P/FCF N/A
P/OCF 7.89
P/B 1.68
P/tB 2.2
EV/EBITDA 11.07
EPS(TTM)3.73
EY5.14%
EPS(NY)4.36
Fwd EY6.01%
FCF(TTM)-0.85
FCFYN/A
OCF(TTM)9.2
OCFY12.67%
SpS25.6
BVpS43.16
TBVpS33
PEG (NY)2.38
PEG (5Y)3.3
Profitability
Industry RankSector Rank
ROA 2.7%
ROE 8.82%
ROCE 5.15%
ROIC 3.89%
ROICexc 3.89%
ROICexgc 4.21%
OM 25.45%
PM (TTM) 14.87%
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 RankSector Rank
Debt/Equity 1.38
Debt/FCF N/A
Debt/EBITDA 5.13
Cap/Depr 195.33%
Cap/Sales 39.23%
Interest Coverage 2.83
Cash Conversion 78.88%
Profit Quality N/A
Current Ratio 0.55
Quick Ratio 0.29
Altman-Z 0.84
F-Score6
WACC6.32%
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 Y8.19%
EPS Next 2Y6.98%
EPS Next 3Y6.49%
EPS Next 5Y6.56%
Revenue 1Y (TTM)6.16%
Revenue growth 3Y1.53%
Revenue growth 5Y2.58%
Sales Q2Q%-0.73%
Revenue Next Year5.28%
Revenue Next 2Y4.89%
Revenue Next 3Y4.75%
Revenue Next 5Y5.19%
EBIT growth 1Y18.69%
EBIT growth 3Y2.34%
EBIT growth 5Y3.81%
EBIT Next Year84.72%
EBIT Next 3Y28.78%
EBIT Next 5Y21.47%
FCF growth 1Y27.8%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y11.39%
OCF growth 3Y13.64%
OCF growth 5Y2.55%