NISOURCE INC (NI) Fundamental Analysis & Valuation

NYSE:NI • US65473P1057

Current stock price

48.31 USD
+0.59 (+1.24%)
At close:
48.55 USD
+0.24 (+0.5%)
After Hours:

This NI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. NI Profitability Analysis

1.1 Basic Checks

  • In the past year NI was profitable.
  • NI had a positive operating cash flow in the past year.
  • In the past 5 years NI has always been profitable.
  • NI had a positive operating cash flow in each of the past 5 years.
NI Yearly Net Income VS EBIT VS OCF VS FCFNI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B 2B

1.2 Ratios

  • The Return On Assets of NI (2.58%) is comparable to the rest of the industry.
  • Looking at the Return On Equity, with a value of 9.81%, NI is in line with its industry, outperforming 50.00% of the companies in the same industry.
  • The Return On Invested Capital of NI (4.64%) is better than 96.15% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for NI is in line with the industry average of 3.75%.
  • The last Return On Invested Capital (4.64%) for NI is above the 3 year average (4.25%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.58%
ROE 9.81%
ROIC 4.64%
ROA(3y)2.34%
ROA(5y)2.41%
ROE(3y)8.77%
ROE(5y)8.76%
ROIC(3y)4.25%
ROIC(5y)4.14%
NI Yearly ROA, ROE, ROICNI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2 4 6 8

1.3 Margins

  • Looking at the Profit Margin, with a value of 13.95%, NI belongs to the top of the industry, outperforming 80.77% of the companies in the same industry.
  • NI's Profit Margin has improved in the last couple of years.
  • NI has a Operating Margin of 27.64%. This is amongst the best in the industry. NI outperforms 92.31% of its industry peers.
  • In the last couple of years the Operating Margin of NI has grown nicely.
  • NI's Gross Margin of 76.15% is amongst the best of the industry. NI outperforms 84.62% of its industry peers.
  • NI's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 27.64%
PM (TTM) 13.95%
GM 76.15%
OM growth 3Y11.66%
OM growth 5Y6.12%
PM growth 3Y2.92%
PM growth 5YN/A
GM growth 3Y6%
GM growth 5Y-0.04%
NI Yearly Profit, Operating, Gross MarginsNI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

0

2. NI Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), NI is destroying value.
  • Compared to 1 year ago, NI has more shares outstanding
  • The number of shares outstanding for NI has been increased compared to 5 years ago.
  • NI has a worse debt/assets ratio than last year.
NI Yearly Shares OutstandingNI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
NI Yearly Total Debt VS Total AssetsNI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

2.2 Solvency

  • Based on the Altman-Z score of 0.83, we must say that NI is in the distress zone and has some risk of bankruptcy.
  • NI's Altman-Z score of 0.83 is in line compared to the rest of the industry. NI outperforms 50.00% of its industry peers.
  • NI has a Debt/Equity ratio of 1.71. This is a high value indicating a heavy dependency on external financing.
  • NI has a Debt to Equity ratio (1.71) which is in line with its industry peers.
Industry RankSector Rank
Debt/Equity 1.71
Debt/FCF N/A
Altman-Z 0.83
ROIC/WACC0.7
WACC6.64%
NI Yearly LT Debt VS Equity VS FCFNI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B

2.3 Liquidity

  • NI has a Current Ratio of 0.69. This is a bad value and indicates that NI is not financially healthy enough and could expect problems in meeting its short term obligations.
  • NI has a Current ratio of 0.69. This is amonst the worse of the industry: NI underperforms 84.62% of its industry peers.
  • A Quick Ratio of 0.56 indicates that NI may have some problems paying its short term obligations.
  • NI has a worse Quick ratio (0.56) than 61.54% of its industry peers.
Industry RankSector Rank
Current Ratio 0.69
Quick Ratio 0.56
NI Yearly Current Assets VS Current LiabilitesNI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

5

3. NI Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 8.57% over the past year.
  • NI shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.56% yearly.
  • Looking at the last year, NI shows a very strong growth in Revenue. The Revenue has grown by 21.76%.
  • NI shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.25% yearly.
EPS 1Y (TTM)8.57%
EPS 3Y8.93%
EPS 5Y7.56%
EPS Q2Q%4.08%
Revenue 1Y (TTM)21.76%
Revenue growth 3Y4.32%
Revenue growth 5Y7.25%
Sales Q2Q%19.85%

3.2 Future

  • NI is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.45% yearly.
  • Based on estimates for the next years, NI will show a small growth in Revenue. The Revenue will grow by 7.16% on average per year.
EPS Next Y11.21%
EPS Next 2Y9.8%
EPS Next 3Y9.52%
EPS Next 5Y9.45%
Revenue Next Year8.44%
Revenue Next 2Y6.83%
Revenue Next 3Y7.13%
Revenue Next 5Y7.16%

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 accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
NI Yearly Revenue VS EstimatesNI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B 8B
NI Yearly EPS VS EstimatesNI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1 2 3

2

4. NI Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 25.43, NI can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, NI is valued expensively inside the industry as 88.46% of the companies are valued cheaper.
  • NI's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.87.
  • Based on the Price/Forward Earnings ratio of 22.86, the valuation of NI can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of NI indicates a rather expensive valuation: NI more expensive than 88.46% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of NI to the average of the S&P500 Index (38.51), we can say NI is valued slightly cheaper.
Industry RankSector Rank
PE 25.43
Fwd PE 22.86
NI Price Earnings VS Forward Price EarningsNI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as NI.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.73
NI Per share dataNI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates NI does not grow enough to justify the current Price/Earnings ratio.
  • The excellent profitability rating of NI may justify a higher PE ratio.
PEG (NY)2.27
PEG (5Y)3.36
EPS Next 2Y9.8%
EPS Next 3Y9.52%

6

5. NI Dividend Analysis

5.1 Amount

  • NI has a Yearly Dividend Yield of 2.48%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 3.29, NI's dividend is way lower than its industry peers. On top of this 92.31% of the companies listed in the same industry pay a better dividend than NI!
  • NI's Dividend Yield is a higher than the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.48%

5.2 History

  • The dividend of NI has a limited annual growth rate of 2.82%.
  • NI has paid a dividend for at least 10 years, which is a reliable track record.
  • NI has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)2.82%
Div Incr Years14
Div Non Decr Years21
NI Yearly Dividends per shareNI Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 57.22% of the earnings are spent on dividend by NI. This is a bit on the high side, but may be sustainable.
  • The dividend of NI is growing, but earnings are growing more, so the dividend growth is sustainable.
DP57.22%
EPS Next 2Y9.8%
EPS Next 3Y9.52%
NI Yearly Income VS Free CF VS DividendNI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M -1B
NI Dividend Payout.NI Dividend Payout, showing the Payout Ratio.NI Dividend Payout.PayoutRetained Earnings

NI Fundamentals: All Metrics, Ratios and Statistics

NISOURCE INC

NYSE:NI (4/17/2026, 8:04:00 PM)

After market: 48.55 +0.24 (+0.5%)

48.31

+0.59 (+1.24%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryMulti-Utilities
Earnings (Last)02-11
Earnings (Next)05-05
Inst Owners100.02%
Inst Owner Change0%
Ins Owners0.37%
Ins Owner Change6.49%
Market Cap23.16B
Revenue(TTM)6.64B
Net Income(TTM)926.90M
Analysts83.33
Price Target49.68 (2.84%)
Short Float %2.61%
Short Ratio3.13
Dividend
Industry RankSector Rank
Dividend Yield 2.48%
Yearly Dividend1.12
Dividend Growth(5Y)2.82%
DP57.22%
Div Incr Years14
Div Non Decr Years21
Ex-Date04-30
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-4.04%
Min EPS beat(2)-6.79%
Max EPS beat(2)-1.29%
EPS beat(4)2
Avg EPS beat(4)0.23%
Min EPS beat(4)-6.79%
Max EPS beat(4)5.94%
EPS beat(8)5
Avg EPS beat(8)5.72%
EPS beat(12)7
Avg EPS beat(12)4.82%
EPS beat(16)8
Avg EPS beat(16)2.1%
Revenue beat(2)2
Avg Revenue beat(2)14.38%
Min Revenue beat(2)7.16%
Max Revenue beat(2)21.59%
Revenue beat(4)4
Avg Revenue beat(4)9.8%
Min Revenue beat(4)1.66%
Max Revenue beat(4)21.59%
Revenue beat(8)4
Avg Revenue beat(8)-1.55%
Revenue beat(12)5
Avg Revenue beat(12)-3.5%
Revenue beat(16)9
Avg Revenue beat(16)-0.2%
PT rev (1m)0.72%
PT rev (3m)3.27%
EPS NQ rev (1m)1.78%
EPS NQ rev (3m)0.88%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)0.19%
Revenue NQ rev (1m)1.13%
Revenue NQ rev (3m)4.79%
Revenue NY rev (1m)0.98%
Revenue NY rev (3m)4.53%
Valuation
Industry RankSector Rank
PE 25.43
Fwd PE 22.86
P/S 3.49
P/FCF N/A
P/OCF 9.8
P/B 2.45
P/tB 2.91
EV/EBITDA 12.73
EPS(TTM)1.9
EY3.93%
EPS(NY)2.11
Fwd EY4.37%
FCF(TTM)-1.27
FCFYN/A
OCF(TTM)4.93
OCFY10.2%
SpS13.86
BVpS19.71
TBVpS16.61
PEG (NY)2.27
PEG (5Y)3.36
Graham Number29.0306 (-39.91%)
Profitability
Industry RankSector Rank
ROA 2.58%
ROE 9.81%
ROCE 5.67%
ROIC 4.64%
ROICexc 4.65%
ROICexgc 4.87%
OM 27.64%
PM (TTM) 13.95%
GM 76.15%
FCFM N/A
ROA(3y)2.34%
ROA(5y)2.41%
ROE(3y)8.77%
ROE(5y)8.76%
ROIC(3y)4.25%
ROIC(5y)4.14%
ROICexc(3y)4.37%
ROICexc(5y)4.21%
ROICexgc(3y)4.6%
ROICexgc(5y)4.47%
ROCE(3y)5.33%
ROCE(5y)5.2%
ROICexgc growth 3Y3.79%
ROICexgc growth 5Y2.47%
ROICexc growth 3Y4.43%
ROICexc growth 5Y3.1%
OM growth 3Y11.66%
OM growth 5Y6.12%
PM growth 3Y2.92%
PM growth 5YN/A
GM growth 3Y6%
GM growth 5Y-0.04%
F-Score6
Asset Turnover0.19
Health
Industry RankSector Rank
Debt/Equity 1.71
Debt/FCF N/A
Debt/EBITDA 5.39
Cap/Depr 254.42%
Cap/Sales 44.72%
Interest Coverage 3.3
Cash Conversion 78.65%
Profit Quality N/A
Current Ratio 0.69
Quick Ratio 0.56
Altman-Z 0.83
F-Score6
WACC6.64%
ROIC/WACC0.7
Cap/Depr(3y)276.67%
Cap/Depr(5y)275.74%
Cap/Sales(3y)48.89%
Cap/Sales(5y)45.38%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)8.57%
EPS 3Y8.93%
EPS 5Y7.56%
EPS Q2Q%4.08%
EPS Next Y11.21%
EPS Next 2Y9.8%
EPS Next 3Y9.52%
EPS Next 5Y9.45%
Revenue 1Y (TTM)21.76%
Revenue growth 3Y4.32%
Revenue growth 5Y7.25%
Sales Q2Q%19.85%
Revenue Next Year8.44%
Revenue Next 2Y6.83%
Revenue Next 3Y7.13%
Revenue Next 5Y7.16%
EBIT growth 1Y25.36%
EBIT growth 3Y16.48%
EBIT growth 5Y13.81%
EBIT Next Year85.96%
EBIT Next 3Y32.22%
EBIT Next 5Y24.77%
FCF growth 1Y39.13%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y32.6%
OCF growth 3Y18.79%
OCF growth 5Y16.43%

NISOURCE INC / NI Fundamental Analysis FAQ

What is the ChartMill fundamental rating of NISOURCE INC (NI) stock?

ChartMill assigns a fundamental rating of 4 / 10 to NI.


What is the valuation status for NI stock?

ChartMill assigns a valuation rating of 2 / 10 to NISOURCE INC (NI). This can be considered as Overvalued.


How profitable is NISOURCE INC (NI) stock?

NISOURCE INC (NI) has a profitability rating of 8 / 10.


Can you provide the PE and PB ratios for NI stock?

The Price/Earnings (PE) ratio for NISOURCE INC (NI) is 25.43 and the Price/Book (PB) ratio is 2.45.


How financially healthy is NISOURCE INC?

The financial health rating of NISOURCE INC (NI) is 0 / 10.