Loading stock…

Evergy, Inc. (EVRG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Evergy, Inc.

EVRGMarket cap $19BPrice $80.3

Country🇺🇸United States

SectorUtilities

IndustryElectric Utilities

Generates and delivers electricity to over 1.6 million customers across Kansas and Missouri. This regulated utility keeps the lights on for entire regions, betting big on wind power to make the Midwest a clean-energy hub.

In Bastion Portfolios?

52W Return+6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+1%3

Revenue Forecast

Rev CAGR (1y)+6%4

Rev CAGR (3y)+6%5

Rev CAGR (5y)+6%6

Earnings Forecast

EPS Growth Y+1+17%8

EPS Growth Y+2+12%7

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin26%8

Net Income Margin15%7

Free Cash Flow Margin-23%2

Debt

Net Debt/EBITDA5.41

Efficiency

ROE9%4

ROA3%4

Earnings Stability55

GEAR+AVERAGE47

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)165

P/E Ratio (Forward 3y)145

P/BV1.87

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd204

Yield

Free Cash Flow Yield-7.6%1

Dividend Yield3.5%8

Momentum

Short term

1 month return-1%7

3 month return-7%4

YTD return+14%7

Mid term

Price vs 52wHigh91%8

1 year return+7%6

Long term

3 year return+86%7

5 year return+56%6

Risk Shield

Price Risk

Beta0.210

Volatility16%10

Free Cash Flow

Free Cash Flow Margin-23%2

Free Cash Flow Yield-7.6%1

Quality

ROCE5%3

Earnings Stability55

Net Debt/EBITDA5.41

02Growth

Is it actually growing, and how fast?

EVRGEvergy

Revenue FY25$5.8B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y+6%4

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+12%7

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 0.6%/yr over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Revenue grew 0.6%/yr over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-7%4

YTD return+14%7

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+7%6

3-year return+86%7

5-year return+56%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +86% over three years and +56% over five, ahead of 60% of the market.

It's up 7% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%) and so far this year (+14%).

WATCH

Returns sit at the market level over three months (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Evergy, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

EVRGEvergy

Revenue FY25$5.8B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y+6%4

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+12%7

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 0.6%/yr over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Revenue grew 0.6%/yr over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-7%4

YTD return+14%7

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+7%6

3-year return+86%7

5-year return+56%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +86% over three years and +56% over five, ahead of 60% of the market.

It's up 7% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%) and so far this year (+14%).

WATCH

Returns sit at the market level over three months (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Evergy, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community