(EVRG) Evergy - Ratings and Ratios
Electricity, Generation, Transmission, Distribution
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 3.48% |
| Yield on Cost 5y | 5.95% |
| Yield CAGR 5y | 6.09% |
| Payout Consistency | 75.4% |
| Payout Ratio | 72.2% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 15.2% |
| Value at Risk 5%th | 26.3% |
| Relative Tail Risk | 5.24% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.16 |
| Alpha | 18.60 |
| CAGR/Max DD | 0.63 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.410 |
| Beta | 0.205 |
| Beta Downside | 0.282 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.44% |
| Mean DD | 7.04% |
| Median DD | 4.81% |
Description: EVRG Evergy October 16, 2025
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.
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income (849.5m TTM) > 0 and > 6% of Revenue (6% = 348.3m TTM) |
| FCFTA -0.01 (>2.0%) and ΔFCFTA 0.48pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -31.15% (prev -27.88%; Δ -3.27pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.06 (>3.0%) and CFO 2.11b > Net Income 849.5m (YES >=105%, WARN >=100%) |
| Net Debt (14.68b) to EBITDA (2.69b) ratio: 5.46 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.52 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (234.1m) change vs 12m ago 1.52% (target <= -2.0% for YES) |
| Gross Margin 32.24% (prev 32.61%; Δ -0.38pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 17.70% (prev 18.04%; Δ -0.34pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.49 (EBITDA TTM 2.69b / Interest Expense TTM 600.7m) >= 6 (WARN >= 3) |
Altman Z'' 0.72
| (A) -0.05 = (Total Current Assets 1.92b - Total Current Liabilities 3.73b) / Total Assets 33.44b |
| (B) 0.09 = Retained Earnings (Balance) 3.04b / Total Assets 33.44b |
| (C) 0.05 = EBIT TTM 1.50b / Avg Total Assets 32.79b |
| (D) 0.45 = Book Value of Equity 10.29b / Total Liabilities 23.11b |
| Total Rating: 0.72 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 50.94
| 1. Piotroski 3.0pt |
| 2. FCF Yield -1.06% |
| 3. FCF Margin -5.85% |
| 4. Debt/Equity 1.43 |
| 5. Debt/Ebitda 5.46 |
| 6. ROIC - WACC (= 1.67)% |
| 7. RoE 8.47% |
| 8. Rev. Trend 30.40% |
| 9. EPS Trend 30.76% |
What is the price of EVRG shares?
Over the past week, the price has changed by +2.37%, over one month by +0.89%, over three months by +10.05% and over the past year by +24.91%.
Is EVRG a buy, sell or hold?
- 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 | 84.3 | 8.6% |
| Analysts Target Price | 84.3 | 8.6% |
| ValueRay Target Price | 88.6 | 14.1% |
EVRG Fundamental Data Overview November 25, 2025
P/E Trailing = 20.7808
P/E Forward = 17.6678
P/S = 2.9703
P/B = 1.6971
P/EG = 2.4556
Beta = 0.635
Revenue TTM = 5.80b USD
EBIT TTM = 1.50b USD
EBITDA TTM = 2.69b USD
Long Term Debt = 12.45b USD (from longTermDebt, last quarter)
Short Term Debt = 2.27b USD (from shortTermDebt, last quarter)
Debt = 14.72b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 14.68b USD (from netDebt column, last quarter)
Enterprise Value = 32.14b USD (17.46b + Debt 14.72b - CCE 41.9m)
Interest Coverage Ratio = 2.49 (Ebit TTM 1.50b / Interest Expense TTM 600.7m)
FCF Yield = -1.06% (FCF TTM -339.8m / Enterprise Value 32.14b)
FCF Margin = -5.85% (FCF TTM -339.8m / Revenue TTM 5.80b)
Net Margin = 14.63% (Net Income TTM 849.5m / Revenue TTM 5.80b)
Gross Margin = 32.24% ((Revenue TTM 5.80b - Cost of Revenue TTM 3.93b) / Revenue TTM)
Gross Margin QoQ = 41.71% (prev 30.70%)
Tobins Q-Ratio = 0.96 (Enterprise Value 32.14b / Total Assets 33.44b)
Interest Expense / Debt = 1.03% (Interest Expense 152.0m / Debt 14.72b)
Taxrate = 5.16% (26.0m / 504.0m)
NOPAT = 1.42b (EBIT 1.50b * (1 - 5.16%))
Current Ratio = 0.52 (Total Current Assets 1.92b / Total Current Liabilities 3.73b)
Debt / Equity = 1.43 (Debt 14.72b / totalStockholderEquity, last quarter 10.29b)
Debt / EBITDA = 5.46 (Net Debt 14.68b / EBITDA 2.69b)
Debt / FCF = -43.19 (negative FCF - burning cash) (Net Debt 14.68b / FCF TTM -339.8m)
Total Stockholder Equity = 10.03b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.54% (Net Income 849.5m / Total Assets 33.44b)
RoE = 8.47% (Net Income TTM 849.5m / Total Stockholder Equity 10.03b)
RoCE = 6.66% (EBIT 1.50b / Capital Employed (Equity 10.03b + L.T.Debt 12.45b))
RoIC = 5.79% (NOPAT 1.42b / Invested Capital 24.53b)
WACC = 4.12% (E(17.46b)/V(32.18b) * Re(6.77%) + D(14.72b)/V(32.18b) * Rd(1.03%) * (1-Tc(0.05)))
Discount Rate = 6.77% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 0.95%
Fair Price DCF = unknown (Cash Flow -339.8m)
EPS Correlation: 30.76 | EPS CAGR: 96.89% | SUE: -0.81 | # QB: 0
Revenue Correlation: 30.40 | Revenue CAGR: 13.36% | SUE: -2.30 | # QB: 0
Additional Sources for EVRG Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle