Evergy, Stock Performance
| EVRG Stock | USD 67.64 0.19 0.28% |
On a scale of 0 to 100, Evergy, holds a performance score of 17. The firm shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Evergy,'s returns are expected to increase less than the market. However, during the bear market, the loss of holding Evergy, is expected to be smaller as well. Please check Evergy,'s value at risk, and the relationship between the jensen alpha and skewness , to make a quick decision on whether Evergy,'s price patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Evergy, are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Evergy, reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.28 | Five Day Return 3.47 | Year To Date Return 9.73 | Ten Year Return 78.47 | All Time Return 417.92 |
Forward Dividend Yield 0.0396 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 2.67 | Dividend Date 2025-03-21 |
| Evergy, dividend paid on 20th of December 2024 | 12/20/2024 |
1 | Acquisition by Rolph Jonathan D of 468 shares of Evergy, subject to Rule 16b-3 | 01/02/2025 |
2 | Disposition of 3301 shares by Ann Murtlow of Evergy, at 58.855 subject to Rule 16b-3 | 01/10/2025 |
3 | Evergy, Inc. Shares Sold by Manning Napier Advisors LLC | 01/29/2025 |
4 | Evergy Inc Reports Next Week Wall Street Expects Earnings Growth | 02/20/2025 |
5 | Evergy outlines 17.5B capital plan with 8.5 percent rate-based growth through 2029 | 02/27/2025 |
6 | How Has Evergy, Inc. Performed Amid Market Movements | 02/28/2025 |
7 | Exencial Wealth Advisors LLC Sells 5,096 Shares of Evergy, Inc. | 03/04/2025 |
8 | Disposition of 20875 shares by David Campbell of Evergy, subject to Rule 16b-3 | 03/05/2025 |
9 | Is Evergy, Inc.s 8.9 percent ROE Better Than Average | 03/14/2025 |
| Begin Period Cash Flow | 27.7 M |
Evergy, |
Evergy, Relative Risk vs. Return Landscape
If you would invest 5,989 in Evergy, on December 18, 2024 and sell it today you would earn a total of 775.00 from holding Evergy, or generate 12.94% return on investment over 90 days. Evergy, is currently generating 0.2108% in daily expected returns and assumes 0.936% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of stocks are less volatile than Evergy,, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Evergy, Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evergy,'s investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Evergy,, and traders can use it to determine the average amount a Evergy,'s price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2252
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Evergy, is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Evergy, by adding it to a well-diversified portfolio.
Evergy, Fundamentals Growth
Evergy, Stock prices reflect investors' perceptions of the future prospects and financial health of Evergy,, and Evergy, fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Evergy, Stock performance.
| Return On Equity | 0.0901 | ||||
| Return On Asset | 0.0287 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 29.56 B | ||||
| Shares Outstanding | 230.01 M | ||||
| Price To Earning | 17.05 X | ||||
| Price To Book | 1.56 X | ||||
| Price To Sales | 2.65 X | ||||
| Revenue | 5.85 B | ||||
| Gross Profit | 3.03 B | ||||
| EBITDA | 2.64 B | ||||
| Net Income | 565 M | ||||
| Cash And Equivalents | 24.7 M | ||||
| Cash Per Share | 0.11 X | ||||
| Total Debt | 508.7 M | ||||
| Debt To Equity | 1.21 % | ||||
| Current Ratio | 0.52 X | ||||
| Book Value Per Share | 43.29 X | ||||
| Cash Flow From Operations | 1.04 B | ||||
| Earnings Per Share | 3.79 X | ||||
| Market Capitalization | 15.51 B | ||||
| Total Asset | 32.28 B | ||||
| Retained Earnings | 1.81 B | ||||
| Working Capital | (1.82 B) | ||||
| Current Asset | 1.08 B | ||||
| Current Liabilities | 1.5 B | ||||
About Evergy, Performance
By analyzing Evergy,'s fundamental ratios, stakeholders can gain valuable insights into Evergy,'s financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Evergy, has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Evergy, has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 66.76 | 69.32 | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.09 | 0.09 |
Things to note about Evergy, performance evaluation
Checking the ongoing alerts about Evergy, for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Evergy, help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Evergy, currently holds 508.7 M in liabilities with Debt to Equity (D/E) ratio of 1.21, which is about average as compared to similar companies. Evergy, has a current ratio of 0.51, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Evergy,'s use of debt, we should always consider it together with its cash and equity. | |
| Over 90.0% of Evergy, shares are held by institutions such as insurance companies | |
| Latest headline from simplywall.st: Is Evergy, Inc.s 8.9 percent ROE Better Than Average |
- Analyzing Evergy,'s financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Evergy,'s stock is overvalued or undervalued compared to its peers.
- Examining Evergy,'s industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Evergy,'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evergy,'s management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Evergy,'s stock. These opinions can provide insight into Evergy,'s potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Evergy, Stock analysis
When running Evergy,'s price analysis, check to measure Evergy,'s market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evergy, is operating at the current time. Most of Evergy,'s value examination focuses on studying past and present price action to predict the probability of Evergy,'s future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evergy,'s price. Additionally, you may evaluate how the addition of Evergy, to your portfolios can decrease your overall portfolio volatility.
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