EVERGY INC (EVRG) Fundamental Analysis & Valuation

NASDAQ:EVRG • US30034W1062

Current stock price

83.247 USD
+0.62 (+0.75%)
Last:

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

5

1. EVRG Profitability Analysis

1.1 Basic Checks

  • EVRG had positive earnings in the past year.
  • In the past year EVRG had a positive cash flow from operations.
  • EVRG had positive earnings in each of the past 5 years.
  • Each year in the past 5 years EVRG had a positive operating cash flow.
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B 1.5B 2B

1.2 Ratios

  • EVRG has a Return On Assets (2.52%) which is in line with its industry peers.
  • The Return On Equity of EVRG (8.37%) is worse than 69.57% of its industry peers.
  • EVRG's Return On Invested Capital of 3.78% is on the low side compared to the rest of the industry. EVRG is outperformed by 60.87% 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 4.49%.
  • The 3 year average ROIC (3.71%) for EVRG is below the current ROIC(3.78%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.52%
ROE 8.37%
ROIC 3.78%
ROA(3y)2.53%
ROA(5y)2.64%
ROE(3y)8.24%
ROE(5y)8.43%
ROIC(3y)3.71%
ROIC(5y)3.78%
EVRG Yearly ROA, ROE, ROICEVRG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

1.3 Margins

  • EVRG's Profit Margin of 14.35% is in line compared to the rest of the industry. EVRG outperforms 56.52% of its industry peers.
  • EVRG's Profit Margin has improved in the last couple of years.
  • EVRG's Operating Margin of 25.71% is amongst the best of the industry. EVRG outperforms 84.78% of its industry peers.
  • EVRG's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 25.71%
PM (TTM) 14.35%
GM N/A
OM growth 3Y4.86%
OM growth 5Y0.86%
PM growth 3Y3.76%
PM growth 5Y2.66%
GM growth 3YN/A
GM growth 5YN/A
EVRG Yearly Profit, Operating, Gross MarginsEVRG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20 25

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. EVRG Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so EVRG is destroying value.
  • EVRG has about the same amout of shares outstanding than it did 1 year ago.
  • EVRG has more shares outstanding than it did 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M
EVRG Yearly Total Debt VS Total AssetsEVRG 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 0.86, we must say that EVRG is in the distress zone and has some risk of bankruptcy.
  • EVRG has a Altman-Z score of 0.86. This is comparable to the rest of the industry: EVRG outperforms 54.35% of its industry peers.
  • EVRG has a Debt/Equity ratio of 1.46. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of EVRG (1.46) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.46
Debt/FCF N/A
Altman-Z 0.86
ROIC/WACC0.59
WACC6.4%
EVRG Yearly LT Debt VS Equity VS FCFEVRG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • A Current Ratio of 0.49 indicates that EVRG may have some problems paying its short term obligations.
  • EVRG has a Current ratio of 0.49. This is amonst the worse of the industry: EVRG underperforms 89.13% of its industry peers.
  • A Quick Ratio of 0.27 indicates that EVRG may have some problems paying its short term obligations.
  • The Quick ratio of EVRG (0.27) is worse than 93.48% of its industry peers.
Industry RankSector Rank
Current Ratio 0.49
Quick Ratio 0.27
EVRG Yearly Current Assets VS Current LiabilitesEVRG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. EVRG Growth Analysis

3.1 Past

  • EVRG shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by 0.00%.
  • Measured over the past 5 years, EVRG shows a small growth in Earnings Per Share. The EPS has been growing by 4.21% on average per year.
  • EVRG shows a small growth in Revenue. In the last year, the Revenue has grown by 1.95%.
  • EVRG shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.94% yearly.
EPS 1Y (TTM)0%
EPS 3Y0.53%
EPS 5Y4.21%
EPS Q2Q%20%
Revenue 1Y (TTM)1.95%
Revenue growth 3Y0.58%
Revenue growth 5Y3.94%
Sales Q2Q%6.59%

3.2 Future

  • Based on estimates for the next years, EVRG will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.28% on average per year.
  • EVRG is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.54% yearly.
EPS Next Y14.19%
EPS Next 2Y10.52%
EPS Next 3Y9.57%
EPS Next 5Y9.28%
Revenue Next Year4.07%
Revenue Next 2Y4.76%
Revenue Next 3Y4.77%
Revenue Next 5Y5.54%

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 accelerating.
EVRG Yearly Revenue VS EstimatesEVRG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B
EVRG Yearly EPS VS EstimatesEVRG Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1 2 3 4 5

More info and screens

Find the best growth stocksShow best growing peers

1

4. EVRG Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 21.85, the valuation of EVRG can be described as rather expensive.
  • EVRG's Price/Earnings ratio is a bit more expensive when compared to the industry. EVRG is more expensive than 65.22% of the companies in the same industry.
  • EVRG is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 25.71, which is the current average of the S&P500 Index.
  • EVRG is valuated rather expensively with a Price/Forward Earnings ratio of 19.13.
  • EVRG's Price/Forward Earnings ratio is in line with the industry average.
  • EVRG's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 23.83.
Industry RankSector Rank
PE 21.85
Fwd PE 19.13
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

  • 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 11.83
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

  • EVRG's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
PEG (NY)1.54
PEG (5Y)5.19
EPS Next 2Y10.52%
EPS Next 3Y9.57%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. EVRG Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.40%, EVRG has a reasonable but not impressive dividend return.
  • EVRG's Dividend Yield is a higher than the industry average which is at 2.87.
  • EVRG's Dividend Yield is rather good when compared to the S&P500 average which is at 1.91.
Industry RankSector Rank
Dividend Yield 3.4%

5.2 History

  • The dividend of EVRG has a limited annual growth rate of 5.40%.
  • 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)5.4%
Div Incr Years21
Div Non Decr Years21
EVRG Yearly Dividends per shareEVRG Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • 71.66% of the earnings are spent on dividend by EVRG. This is not a sustainable payout ratio.
  • The dividend of EVRG is growing, but earnings are growing more, so the dividend growth is sustainable.
DP71.66%
EPS Next 2Y10.52%
EPS Next 3Y9.57%
EVRG Yearly Income VS Free CF VS DividendEVRG 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
EVRG Dividend Payout.EVRG Dividend Payout, showing the Payout Ratio.EVRG Dividend Payout.PayoutRetained Earnings

More info and screens

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EVRG Fundamentals: All Metrics, Ratios and Statistics

EVERGY INC

NASDAQ:EVRG (3/16/2026, 2:41:44 PM)

83.247

+0.62 (+0.75%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-19
Earnings (Next)05-06
Inst Owners94.23%
Inst Owner Change-2.19%
Ins Owners0.14%
Ins Owner Change10.19%
Market Cap19.17B
Revenue(TTM)5.96B
Net Income(TTM)855.60M
Analysts78
Price Target87.53 (5.14%)
Short Float %5.62%
Short Ratio5.8
Dividend
Industry RankSector Rank
Dividend Yield 3.4%
Yearly Dividend2.66
Dividend Growth(5Y)5.4%
DP71.66%
Div Incr Years21
Div Non Decr Years21
Ex-Date03-10
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-15.26%
Min EPS beat(2)-27.32%
Max EPS beat(2)-3.2%
EPS beat(4)0
Avg EPS beat(4)-13.02%
Min EPS beat(4)-27.32%
Max EPS beat(4)-1.45%
EPS beat(8)1
Avg EPS beat(8)-9.37%
EPS beat(12)2
Avg EPS beat(12)-6.61%
EPS beat(16)6
Avg EPS beat(16)-3.61%
Revenue beat(2)0
Avg Revenue beat(2)-15.79%
Min Revenue beat(2)-23.63%
Max Revenue beat(2)-7.95%
Revenue beat(4)1
Avg Revenue beat(4)-2.53%
Min Revenue beat(4)-23.63%
Max Revenue beat(4)24.61%
Revenue beat(8)2
Avg Revenue beat(8)-3.38%
Revenue beat(12)3
Avg Revenue beat(12)-5.66%
Revenue beat(16)6
Avg Revenue beat(16)-1.7%
PT rev (1m)1.72%
PT rev (3m)2.37%
EPS NQ rev (1m)1.88%
EPS NQ rev (3m)1.88%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-0.76%
Revenue NQ rev (1m)4.19%
Revenue NQ rev (3m)4.19%
Revenue NY rev (1m)-0.28%
Revenue NY rev (3m)-0.11%
Valuation
Industry RankSector Rank
PE 21.85
Fwd PE 19.13
P/S 3.22
P/FCF N/A
P/OCF 9.37
P/B 1.88
P/tB 2.43
EV/EBITDA 11.83
EPS(TTM)3.81
EY4.58%
EPS(NY)4.35
Fwd EY5.23%
FCF(TTM)-3.26
FCFYN/A
OCF(TTM)8.88
OCFY10.67%
SpS25.89
BVpS44.39
TBVpS34.24
PEG (NY)1.54
PEG (5Y)5.19
Graham Number61.68
Profitability
Industry RankSector Rank
ROA 2.52%
ROE 8.37%
ROCE 5.07%
ROIC 3.78%
ROICexc 3.78%
ROICexgc 4.08%
OM 25.71%
PM (TTM) 14.35%
GM N/A
FCFM N/A
ROA(3y)2.53%
ROA(5y)2.64%
ROE(3y)8.24%
ROE(5y)8.43%
ROIC(3y)3.71%
ROIC(5y)3.78%
ROICexc(3y)3.72%
ROICexc(5y)3.78%
ROICexgc(3y)4.03%
ROICexgc(5y)4.11%
ROCE(3y)4.96%
ROCE(5y)5.06%
ROICexgc growth 3Y0.02%
ROICexgc growth 5Y-0.42%
ROICexc growth 3Y0.44%
ROICexc growth 5Y0%
OM growth 3Y4.86%
OM growth 5Y0.86%
PM growth 3Y3.76%
PM growth 5Y2.66%
GM growth 3YN/A
GM growth 5YN/A
F-Score3
Asset Turnover0.18
Health
Industry RankSector Rank
Debt/Equity 1.46
Debt/FCF N/A
Debt/EBITDA 5.43
Cap/Depr 229.61%
Cap/Sales 46.92%
Interest Coverage 2.61
Cash Conversion 74.34%
Profit Quality N/A
Current Ratio 0.49
Quick Ratio 0.27
Altman-Z 0.86
F-Score3
WACC6.4%
ROIC/WACC0.59
Cap/Depr(3y)211.39%
Cap/Depr(5y)212.45%
Cap/Sales(3y)43.08%
Cap/Sales(5y)40.31%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)0%
EPS 3Y0.53%
EPS 5Y4.21%
EPS Q2Q%20%
EPS Next Y14.19%
EPS Next 2Y10.52%
EPS Next 3Y9.57%
EPS Next 5Y9.28%
Revenue 1Y (TTM)1.95%
Revenue growth 3Y0.58%
Revenue growth 5Y3.94%
Sales Q2Q%6.59%
Revenue Next Year4.07%
Revenue Next 2Y4.76%
Revenue Next 3Y4.77%
Revenue Next 5Y5.54%
EBIT growth 1Y4.42%
EBIT growth 3Y5.47%
EBIT growth 5Y4.84%
EBIT Next Year86.53%
EBIT Next 3Y31.25%
EBIT Next 5Y23.32%
FCF growth 1Y-113.01%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y3.1%
OCF growth 3Y4.31%
OCF growth 5Y3.12%

EVERGY INC / EVRG Fundamental Analysis FAQ

What is the ChartMill fundamental rating of EVERGY INC (EVRG) stock?

ChartMill assigns a fundamental rating of 3 / 10 to EVRG.


What is the valuation status of EVERGY INC (EVRG) stock?

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


How profitable is EVERGY INC (EVRG) stock?

EVERGY INC (EVRG) has a profitability rating of 5 / 10.


What is the earnings growth outlook for EVERGY INC?

The Earnings per Share (EPS) of EVERGY INC (EVRG) is expected to grow by 14.19% in the next year.


Is the dividend of EVERGY INC sustainable?

The dividend rating of EVERGY INC (EVRG) is 7 / 10 and the dividend payout ratio is 71.66%.