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EVERGY INC (EVRG) Stock Fundamental Analysis

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

70.18  +1.2 (+1.74%)

After market: 70.11 -0.07 (-0.1%)

Fundamental Rating

3

We assign a fundamental rating of 3 out of 10 to EVRG. EVRG was compared to 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. Finally EVRG also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

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

With a Return On Assets value of 2.70%, EVRG perfoms like the industry average, outperforming 44.68% of the companies in the same industry.
Looking at the Return On Equity, with a value of 8.82%, EVRG is doing worse than 61.70% of the companies in the same industry.
EVRG has a Return On Invested Capital (3.89%) which is in line with its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for EVRG is significantly below the industry average of 38.54%.
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

EVRG's Profit Margin of 14.87% is in line compared to the rest of the industry. EVRG outperforms 59.57% of its industry peers.
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 is in the better half of the industry, outperforming 68.09% of the companies in the same industry.
EVRG's Operating Margin has been stable in the last couple of years.
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

1

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), EVRG 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.
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

EVRG has an Altman-Z score of 0.83. 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 0.83. This is comparable to the rest of the industry: EVRG outperforms 48.94% of its industry peers.
A Debt/Equity ratio of 1.38 is on the high side and indicates that EVRG has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.38, EVRG is in line with its industry, outperforming 48.94% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF N/A
Altman-Z 0.83
ROIC/WACC0.46
WACC8.52%
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.
EVRG has a Current ratio of 0.55. This is amonst the worse of the industry: EVRG underperforms 80.85% of its industry peers.
EVRG has a Quick 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.
EVRG has a worse Quick ratio (0.29) than 91.49% of its industry peers.
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

4

3. Growth

3.1 Past

EVRG shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 8.86%, which is quite good.
EVRG shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.90% yearly.
Looking at the last year, EVRG shows a small growth in Revenue. The Revenue has grown by 6.29% in the last year.
The Revenue has been growing slightly by 2.58% on average over the past years.
EPS 1Y (TTM)8.86%
EPS 3Y2.48%
EPS 5Y5.9%
EPS Q2Q%0%
Revenue 1Y (TTM)6.29%
Revenue growth 3Y1.53%
Revenue growth 5Y2.58%
Sales Q2Q%3.27%

3.2 Future

Based on estimates for the next years, EVRG will show a small growth in Earnings Per Share. The EPS will grow by 6.42% on average per year.
The Revenue is expected to grow by 5.36% on average over the next years.
EPS Next Y8.13%
EPS Next 2Y6.96%
EPS Next 3Y6.52%
EPS Next 5Y6.42%
Revenue Next Year4.67%
Revenue Next 2Y4.48%
Revenue Next 3Y4.39%
Revenue Next 5Y5.36%

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.
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

2

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 18.42, EVRG is valued on the expensive side.
EVRG's Price/Earnings is on the same level as the industry average.
EVRG's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.45.
With a Price/Forward Earnings ratio of 16.10, EVRG is valued correctly.
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 21.90.
Industry RankSector Rank
PE 18.42
Fwd PE 16.1
EVRG Price Earnings VS Forward Price EarningsEVRG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

EVRG's Enterprise Value to EBITDA ratio is in line with the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 10.87
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)2.26
PEG (5Y)3.12
EPS Next 2Y6.96%
EPS Next 3Y6.52%

7

5. Dividend

5.1 Amount

EVRG has a Yearly Dividend Yield of 3.90%.
EVRG's Dividend Yield is a higher than the industry average which is at 3.67.
EVRG's Dividend Yield is rather good when compared to the S&P500 average which is at 2.42.
Industry RankSector Rank
Dividend Yield 3.9%

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 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
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 2Y6.96%
EPS Next 3Y6.52%
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

EVERGY INC

NASDAQ:EVRG (7/3/2025, 7:20:48 PM)

After market: 70.11 -0.07 (-0.1%)

70.18

+1.2 (+1.74%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)05-08 2025-05-08/bmo
Earnings (Next)08-07 2025-08-07/bmo
Inst Owners88.95%
Inst Owner Change-0.49%
Ins Owners0.14%
Ins Owner Change5.25%
Market Cap16.15B
Analysts81.9
Price Target74.77 (6.54%)
Short Float %4.39%
Short Ratio4.3
Dividend
Industry RankSector Rank
Dividend Yield 3.9%
Yearly Dividend2.6
Dividend Growth(5Y)6.23%
DP68.81%
Div Incr Years21
Div Non Decr Years21
Ex-Date05-23 2025-05-23 (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)1.03%
PT rev (3m)4.87%
EPS NQ rev (1m)0.29%
EPS NQ rev (3m)-3.93%
EPS NY rev (1m)-0.19%
EPS NY rev (3m)-0.01%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.81%
Revenue NY rev (1m)0.56%
Revenue NY rev (3m)1.81%
Valuation
Industry RankSector Rank
PE 18.42
Fwd PE 16.1
P/S 2.74
P/FCF N/A
P/OCF 7.63
P/B 1.63
P/tB 2.13
EV/EBITDA 10.87
EPS(TTM)3.81
EY5.43%
EPS(NY)4.36
Fwd EY6.21%
FCF(TTM)-0.85
FCFYN/A
OCF(TTM)9.2
OCFY13.1%
SpS25.6
BVpS43.16
TBVpS33
PEG (NY)2.26
PEG (5Y)3.12
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 0.83
F-Score6
WACC8.52%
ROIC/WACC0.46
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)8.86%
EPS 3Y2.48%
EPS 5Y5.9%
EPS Q2Q%0%
EPS Next Y8.13%
EPS Next 2Y6.96%
EPS Next 3Y6.52%
EPS Next 5Y6.42%
Revenue 1Y (TTM)6.29%
Revenue growth 3Y1.53%
Revenue growth 5Y2.58%
Sales Q2Q%3.27%
Revenue Next Year4.67%
Revenue Next 2Y4.48%
Revenue Next 3Y4.39%
Revenue Next 5Y5.36%
EBIT growth 1Y18.69%
EBIT growth 3Y2.34%
EBIT growth 5Y3.81%
EBIT Next Year83.48%
EBIT Next 3Y28.54%
EBIT Next 5Y21.72%
FCF growth 1Y27.8%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y11.39%
OCF growth 3Y13.64%
OCF growth 5Y2.55%