EVERGY INC (EVRG) Fundamental Analysis & Valuation

NASDAQ:EVRG • US30034W1062

Current stock price

81.68 USD
+0.83 (+1.03%)
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.
  • EVRG had a positive operating cash flow in the past year.
  • Each year in the past 5 years EVRG has been profitable.
  • 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

  • With a Return On Assets value of 2.52%, EVRG perfoms like the industry average, outperforming 44.68% of the companies in the same industry.
  • EVRG has a Return On Equity of 8.37%. This is in the lower half of the industry: EVRG underperforms 65.96% 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 61.70% of its industry peers.
  • EVRG had an Average Return On Invested Capital over the past 3 years of 3.71%. This is in line with the industry average of 4.52%.
  • The last Return On Invested Capital (3.78%) for EVRG is above the 3 year average (3.71%), which is a sign of increasing profitability.
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 57.45% of its industry peers.
  • EVRG's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 25.71%, EVRG belongs to the top of the industry, outperforming 85.11% of the companies in the same industry.
  • EVRG's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 25.71%
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.
  • 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.
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 0.85, we must say that EVRG is in the distress zone and has some risk of bankruptcy.
  • With a Altman-Z score value of 0.85, EVRG perfoms like the industry average, outperforming 53.19% of the companies in the same industry.
  • A Debt/Equity ratio of 1.46 is on the high side and indicates that EVRG has dependencies on debt financing.
  • EVRG has a Debt to Equity ratio of 1.46. This is comparable to the rest of the industry: EVRG outperforms 57.45% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.46
Debt/FCF N/A
Altman-Z 0.85
ROIC/WACC0.58
WACC6.46%
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

  • EVRG has a Current Ratio of 0.49. 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 Current ratio (0.49) than 89.36% of its industry peers.
  • A Quick Ratio of 0.27 indicates that EVRG may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.27, EVRG is doing worse than 93.62% of the companies in the same industry.
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

  • The earnings per share for EVRG have decreased by 0.00% in the last year.
  • EVRG shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.21% yearly.
  • The Revenue has been growing slightly by 1.95% in the past year.
  • The Revenue has been growing slightly by 3.94% on average over the past years.
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

  • EVRG is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.28% yearly.
  • The Revenue is expected to grow by 5.54% on average over the next years.
EPS Next Y14.19%
EPS Next 2Y10.52%
EPS Next 3Y9.57%
EPS Next 5Y9.28%
Revenue Next Year3.51%
Revenue Next 2Y5.32%
Revenue Next 3Y5.77%
Revenue Next 5Y5.54%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better 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 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

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1

4. EVRG Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.44 indicates a rather expensive valuation of EVRG.
  • Compared to the rest of the industry, the Price/Earnings ratio of EVRG indicates a slightly more expensive valuation: EVRG is more expensive than 63.83% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 24.89. EVRG is around the same levels.
  • A Price/Forward Earnings ratio of 18.77 indicates a rather expensive valuation of EVRG.
  • EVRG's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.19, EVRG is valued at the same level.
Industry RankSector Rank
PE 21.44
Fwd PE 18.77
EVRG Price Earnings VS Forward Price EarningsEVRG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20

4.2 Price Multiples

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as EVRG.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.68
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)1.51
PEG (5Y)5.09
EPS Next 2Y10.52%
EPS Next 3Y9.57%

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

7

5. EVRG Dividend Analysis

5.1 Amount

  • EVRG has a Yearly Dividend Yield of 3.46%. 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 2.86.
  • Compared to an average S&P500 Dividend Yield of 1.89, EVRG pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.46%

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

  • EVRG pays out 71.66% of its income as dividend. This is not a sustainable payout ratio.
  • EVRG's earnings are growing more than its dividend. This makes the dividend growth 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

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EVRG Fundamentals: All Metrics, Ratios and Statistics

EVERGY INC

NASDAQ:EVRG (3/30/2026, 2:54:41 PM)

81.68

+0.83 (+1.03%)

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 Cap18.81B
Revenue(TTM)5.96B
Net Income(TTM)855.60M
Analysts78
Price Target89.75 (9.88%)
Short Float %5.62%
Short Ratio5.8
Dividend
Industry RankSector Rank
Dividend Yield 3.46%
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)2.54%
PT rev (3m)5.1%
EPS NQ rev (1m)16.75%
EPS NQ rev (3m)15.58%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-0.71%
Revenue NQ rev (1m)4.8%
Revenue NQ rev (3m)10.09%
Revenue NY rev (1m)-0.81%
Revenue NY rev (3m)-0.63%
Valuation
Industry RankSector Rank
PE 21.44
Fwd PE 18.77
P/S 3.16
P/FCF N/A
P/OCF 9.2
P/B 1.84
P/tB 2.39
EV/EBITDA 11.68
EPS(TTM)3.81
EY4.66%
EPS(NY)4.35
Fwd EY5.33%
FCF(TTM)-3.26
FCFYN/A
OCF(TTM)8.88
OCFY10.87%
SpS25.89
BVpS44.39
TBVpS34.24
PEG (NY)1.51
PEG (5Y)5.09
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 0.85
F-Score3
WACC6.46%
ROIC/WACC0.58
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 Year3.51%
Revenue Next 2Y5.32%
Revenue Next 3Y5.77%
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 1 / 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%.