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NiSource Inc. (NI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

NiSource Inc.

NIMarket cap $19BPrice $40.5

Country🇺🇸United States

SectorUtilities

IndustryMulti-Utilities

Delivers natural gas and electricity to nearly 4 million customers across the Midwest and mid-Atlantic. It's quietly pouring billions into grid modernization, betting that boring, regulated infrastructure beats flashy growth for steady, reliable returns.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%5

Revenue Forecast

Rev CAGR (1y)+10%6

Rev CAGR (3y)+7%5

Rev CAGR (5y)+8%6

Earnings Forecast

EPS Growth Y+1+27%8

EPS Growth Y+2+13%7

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin27%8

Net Income Margin13%7

Free Cash Flow Margin-21%2

Debt

Net Debt/EBITDA5.71

Efficiency

ROE10%4

ROA3%4

Earnings Stability77

GEAR+AVERAGE52

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)185

P/E Ratio (Forward 3y)164

P/BV2.07

EV Multiples

EV/EBITDA Fwd115

EV/EBIT Fwd194

Yield

Free Cash Flow Yield-7.5%1

Dividend Yield3.0%7

Momentum

Short term

1 month return-3%6

3 month return-13%3

YTD return-1%5

Mid term

Price vs 52wHigh83%6

1 year return-3%4

Long term

3 year return+77%7

5 year return+95%7

Risk Shield

Price Risk

Beta0.39

Volatility18%10

Free Cash Flow

Free Cash Flow Margin-21%2

Free Cash Flow Yield-7.5%1

Quality

ROCE6%4

Earnings Stability77

Net Debt/EBITDA5.71

02Growth

Is it actually growing, and how fast?

NINiSource

Revenue FY25$5.5B

GROWTH RATING↗

AVERAGE54 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+27%8

EPS growth, FY27E+13%7

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 54% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 7%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE45 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-13%3

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return-3%4

3-year return+77%7

5-year return+95%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +77% over three years and +95% over five, ahead of 60% of the market.

WATCH

It's down 3% over the past year, now 17% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-3%) and so far this year (-1%).

WEAKNESSES

The stock is underperforming over three months (-13%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on NiSource Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

NINiSource

Revenue FY25$5.5B

GROWTH RATING↗

AVERAGE54 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+27%8

EPS growth, FY27E+13%7

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 54% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 7%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE45 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-13%3

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return-3%4

3-year return+77%7

5-year return+95%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +77% over three years and +95% over five, ahead of 60% of the market.

WATCH

It's down 3% over the past year, now 17% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-3%) and so far this year (-1%).

WEAKNESSES

The stock is underperforming over three months (-13%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on NiSource 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