Overview Dividends

(EVRG) Evergy - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US30034W1062

Electricity, Generation, Transmission, Distribution

EVRG EPS (Earnings per Share)

EPS Growth (3Y CAGR): -48.82%
EPS Trend (3Y Correlation): -13.1%

EVRG Revenue

Revenue Growth (3Y CAGR): -9.81%
Revenue Trend (3Y Correlation): -13.1%

Description: EVRG Evergy

Evergy, Inc. (NASDAQ:EVRG) is a vertically integrated utility that generates, transmits, distributes, and sells electricity across Kansas and Missouri. The company’s generation mix includes coal, landfill gas, uranium, natural gas, oil, as well as solar, wind, and other renewables, serving residential, commercial, industrial, municipal, and other utility customers.

Key operational metrics (as of Q2 2024) show a regulated revenue base of roughly $5.2 billion, a net plant availability of 93 %, and a regulated return on equity (ROE) near 9 %. The firm’s capital expenditures are projected at $1.1 billion for 2024, driven primarily by grid modernization and renewable-capacity expansion.

Sector-level drivers that materially affect Evergy’s outlook include the U.S. Federal Energy Regulatory Commission’s (FERC) “Cost of Service” rulings, which set the allowed earnings for regulated utilities, and the ongoing shift toward decarbonization, prompting higher capital allocation to wind and solar projects while imposing retirement risk on coal assets.

Assuming Evergy can successfully execute its 2025 clean-energy roadmap-targeting a 30 % reduction in coal-generated MWh-the company’s earnings volatility could diminish, but the timeline is uncertain due to potential regulatory delays and commodity price swings.

For a deeper, data-driven assessment of Evergy’s valuation dynamics, you may find it useful to explore the analytics platform ValueRay, which aggregates real-time financial and operational metrics for utility stocks.

EVRG Stock Overview

Market Cap in USD	17,948m
Sub-Industry	Electric Utilities
IPO / Inception	2018-06-04

EVRG Stock Ratings

Growth Rating	77.2%
Fundamental	47.1%
Dividend Rating	60.7%
Return 12m vs S&P 500	15.1%
Analyst Rating	4.27 of 5

EVRG Dividends

Dividend Yield 12m	3.43%
Yield on Cost 5y	5.98%
Annual Growth 5y	6.09%
Payout Consistency	76.2%
Payout Ratio	71.6%

EVRG Growth Ratios

Growth Correlation 3m	78%
Growth Correlation 12m	93.6%
Growth Correlation 5y	47.9%
CAGR 5y	15.30%
CAGR/Max DD 3y (Calmar Ratio)	0.65
CAGR/Mean DD 3y (Pain Ratio)	2.15
Sharpe Ratio 12m	3.51
Alpha	23.82
Beta	0.551
Volatility	14.32%
Current Volume	1522.5k
Average Volume 20d	2074k
Stop Loss	75.6 (-3.1%)
Signal	0.02

Piotroski VR‑10 (Strict, 0-10) 4.0

Net Income (840.1m TTM) > 0 and > 6% of Revenue (6% = 352.8m TTM)

FCFTA -0.00 (>2.0%) and ΔFCFTA 1.55pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -31.36% (prev -23.90%; Δ -7.46pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.06 (>3.0%) and CFO 2.12b > Net Income 840.1m (YES >=105%, WARN >=100%)

Net Debt (14.78b) to EBITDA (2.67b) ratio: 5.53 <= 3.0 (WARN <= 3.5)

Current Ratio 0.50 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (232.7m) change vs 12m ago 0.95% (target <= -2.0% for YES)

Gross Margin 52.05% (prev 49.95%; Δ 2.10pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 18.17% (prev 17.71%; Δ 0.46pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 2.48 (EBITDA TTM 2.67b / Interest Expense TTM 592.6m) >= 6 (WARN >= 3)

Altman Z'' 0.66

(A) -0.06 = (Total Current Assets 1.87b - Total Current Liabilities 3.71b) / Total Assets 32.91b

(B) 0.08 = Retained Earnings (Balance) 2.72b / Total Assets 32.91b

(D) 0.43 = Book Value of Equity 9.96b / Total Liabilities 22.91b

Total Rating: 0.66 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 47.07

1. Piotroski 4.0pt = -1.0

2. FCF Yield -0.42% = -0.21

3. FCF Margin -2.35% = -0.88

4. Debt/Equity 1.49 = 1.49

5. Debt/Ebitda 5.53 = -2.50

6. ROIC - WACC (= 0.89)% = 1.11

7. RoE 8.43% = 0.70

8. Rev. Trend -13.12% = -0.98

9. EPS Trend -13.08% = -0.65

What is the price of EVRG shares?

As of October 20, 2025, the stock is trading at USD 77.98 with a total of 1,522,509 shares traded.
Over the past week, the price has changed by +0.63%, over one month by +7.87%, over three months by +13.97% and over the past year by +32.62%.

Is Evergy a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Evergy (NASDAQ:EVRG) is currently (October 2025) a stock to sell. It has a ValueRay Fundamental Rating of 47.07 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EVRG is around 83.57 USD . This means that EVRG is currently overvalued and has a potential downside of 7.17%.

Is EVRG a buy, sell or hold?

Evergy has received a consensus analysts rating of 4.27. Therefore, it is recommended to buy EVRG.

Strong Buy: 8
Buy: 3
Hold: 4
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the EVRG price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	77.9	-0.1%
Analysts Target Price	77.9	-0.1%
ValueRay Target Price	90.1	15.6%

Last update: 2025-10-20 03:51

EVRG Fundamental Data Overview

Market Cap USD = 17.95b (17.95b USD * 1.0 USD.USD)
P/E Trailing = 21.4231
P/E Forward = 17.6991
P/S = 3.0521
P/B = 1.7585
P/EG = 3.0404
Beta = 0.551
Revenue TTM = 5.88b USD
EBIT TTM = 1.47b USD
EBITDA TTM = 2.67b USD
Long Term Debt = 12.40b USD (from longTermDebt, last quarter)
Short Term Debt = 2.41b USD (from shortTermDebt, last quarter)
Debt = 14.81b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 14.78b USD (from netDebt column, last quarter)
Enterprise Value = 32.73b USD (17.95b + Debt 14.81b - CCE 27.8m)
Interest Coverage Ratio = 2.48 (Ebit TTM 1.47b / Interest Expense TTM 592.6m)
FCF Yield = -0.42% (FCF TTM -138.2m / Enterprise Value 32.73b)
FCF Margin = -2.35% (FCF TTM -138.2m / Revenue TTM 5.88b)
Net Margin = 14.29% (Net Income TTM 840.1m / Revenue TTM 5.88b)
Gross Margin = 52.05% ((Revenue TTM 5.88b - Cost of Revenue TTM 2.82b) / Revenue TTM)
Gross Margin QoQ = 51.26% (prev 50.26%)
Tobins Q-Ratio = 0.99 (Enterprise Value 32.73b / Total Assets 32.91b)
Interest Expense / Debt = 1.04% (Interest Expense 153.8m / Debt 14.81b)
Taxrate = 5.48% (10.0m / 182.6m)
NOPAT = 1.39b (EBIT 1.47b * (1 - 5.48%))
Current Ratio = 0.50 (Total Current Assets 1.87b / Total Current Liabilities 3.71b)
Debt / Equity = 1.49 (Debt 14.81b / totalStockholderEquity, last quarter 9.96b)
Debt / EBITDA = 5.53 (Net Debt 14.78b / EBITDA 2.67b)
Debt / FCF = -107.0 (out of range, set to none) (Net Debt 14.78b / FCF TTM -138.2m)
Total Stockholder Equity = 9.97b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.55% (Net Income 840.1m / Total Assets 32.91b)
RoE = 8.43% (Net Income TTM 840.1m / Total Stockholder Equity 9.97b)
RoCE = 6.58% (EBIT 1.47b / Capital Employed (Equity 9.97b + L.T.Debt 12.40b))
RoIC = 5.74% (NOPAT 1.39b / Invested Capital 24.24b)
WACC = 4.85% (E(17.95b)/V(32.76b) * Re(8.05%) + D(14.81b)/V(32.76b) * Rd(1.04%) * (1-Tc(0.05)))
Discount Rate = 8.05% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 0.64%
Fair Price DCF = unknown (Cash Flow -138.2m)
EPS Correlation: -13.08 | EPS CAGR: -48.82% | SUE: -4.0 | # QB: 0
Revenue Correlation: -13.12 | Revenue CAGR: -9.81% | SUE: 0.50 | # QB: 0

Additional Sources for EVRG Stock

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