EVERGY INC (EVRG) Fundamental Analysis & Valuation

NASDAQ:EVRG • US30034W1062

Current stock price

79.98 USD
-1.08 (-1.33%)
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

  • In the past year EVRG was profitable.
  • In the past year EVRG had a positive cash flow from operations.
  • 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B 1.5B 2B

1.2 Ratios

  • EVRG's Return On Assets of 2.52% is in line compared to the rest of the industry. EVRG outperforms 43.48% of its industry peers.
  • With a Return On Equity value of 8.37%, EVRG is not doing good in the industry: 69.57% of the companies in the same industry are doing better.
  • The Return On Invested Capital of EVRG (3.78%) is worse than 60.87% 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 4.49%.
  • 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

  • The Profit Margin of EVRG (14.35%) is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of EVRG has grown nicely.
  • The Operating Margin of EVRG (25.71%) is better than 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.
  • 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
  • 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

  • EVRG has an Altman-Z score of 0.85. 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 (0.85) which is in line with its industry peers.
  • A Debt/Equity ratio of 1.46 is on the high side and indicates that EVRG has dependencies on debt 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 0.85
ROIC/WACC0.59
WACC6.36%
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 89.13% of its industry peers.
  • EVRG has a Quick 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.
  • Looking at the Quick ratio, with a value of 0.27, EVRG is doing worse than 93.48% 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

  • EVRG shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by 0.00%.
  • The Earnings Per Share has been growing slightly by 4.21% on average over the past years.
  • 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

  • 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.
  • 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

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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 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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2

4. EVRG Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 20.99, which indicates a rather expensive current valuation of EVRG.
  • Based on the Price/Earnings ratio, EVRG is valued a bit more expensive than 65.22% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.73. EVRG is around the same levels.
  • Based on the Price/Forward Earnings ratio of 18.38, the valuation of EVRG can be described as rather expensive.
  • 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 (23.72), we can say EVRG is valued slightly cheaper.
Industry RankSector Rank
PE 20.99
Fwd PE 18.38
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 11.7
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 PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
PEG (NY)1.48
PEG (5Y)4.99
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 3.40%.
  • 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 paid a dividend for at least 10 years, which is 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.
  • 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 (3/20/2026, 10:45:54 AM)

79.98

-1.08 (-1.33%)

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 Cap18.42B
Revenue(TTM)5.96B
Net Income(TTM)855.60M
Analysts78
Price Target87.53 (9.44%)
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 20.99
Fwd PE 18.38
P/S 3.09
P/FCF N/A
P/OCF 9.01
P/B 1.8
P/tB 2.34
EV/EBITDA 11.7
EPS(TTM)3.81
EY4.76%
EPS(NY)4.35
Fwd EY5.44%
FCF(TTM)-3.26
FCFYN/A
OCF(TTM)8.88
OCFY11.1%
SpS25.89
BVpS44.39
TBVpS34.24
PEG (NY)1.48
PEG (5Y)4.99
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
WACC6.36%
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%.