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Evergy Inc Stock Research

EVRG

57.15USD-0.40(-0.70%)Market Closed

Market Summary

USD57.15-0.40
Market Closed
-0.70%

EVRG Alerts

EVRG Stock Price

EVRG RSI Chart

EVRG Valuation

Market Cap

13.1B

Price/Earnings (Trailing)

17.46

Price/Sales (Trailing)

2.24

EV/EBITDA

6.13

Price/Free Cashflow

-36.04

EVRG Price/Sales (Trailing)

EVRG Profitability

EBT Margin

13.74%

Return on Equity

7.94%

Return on Assets

2.55%

Free Cashflow Yield

-2.77%

EVRG Fundamentals

EVRG Revenue

Revenue (TTM)

5.9B

Revenue Y/Y

14.04%

Revenue Q/Q

-32.97%

EVRG Earnings

Earnings (TTM)

752.7M

Earnings Y/Y

-85.96%

Earnings Q/Q

-98.25%

Price Action

52 Week Range

53.5671.18
(Low)(High)

Last 7 days

-5.0%

Last 30 days

-5.9%

Last 90 days

-9.2%

Trailing 12 Months

-9.3%

EVRG Financial Health

Current Ratio

0.53

EVRG Investor Care

Dividend Yield

4.08%

Dividend/Share (TTM)

2.33

Shares Dilution (1Y)

0.09%

Diluted EPS (TTM)

3.27

Peers (Alternatives to Evergy)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
70.5B
28.8B
-4.83% -10.47%
28.71
2.45
16.84% -31.41%
39.0B
19.1B
-5.75% -6.79%
17.95
2.04
6.36% 18.70%
35.2B
15.3B
-4.70% -6.93%
20.27
2.3
17.56% 10.57%
13.1B
5.9B
-5.95% -9.34%
17.46
2.24
4.88% -14.44%
12.6B
4.2B
-5.02% -14.21%
18.32
2.99
14.61% 1.78%
MID-CAP
8.5B
4.3B
1.63% 5.97%
17.03
1.97
13.68% -21.25%
7.1B
31.5B
-7.16% -10.53%
5.83
0.23
16.87% -44.17%
7.0B
3.4B
-7.34% -6.78%
10.52
2.07
-7.61% -9.71%
5.2B
1.6B
-1.43% -5.32%
20.16
3.18
12.75% 5.47%
3.5B
1.6B
-1.57% -2.94%
18.38
2.22
10.68% 11.88%
2.2B
620.7M
-5.30% 10.31%
29.91
3.56
8.19% 22.07%
SMALL-CAP
1.3B
162.4M
-12.03% -24.43%
31.22
8.15
13.48% 16.11%
858.0M
563.2M
-3.20% 11.65%
20.72
1.52
18.99% 14.68%
278.1M
315.5M
-11.50% 69.11%
2.8
0.76
-13.25% 200.56%

Financials for Evergy

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue2.8%5,8595,7025,4095,1995,587
EBITDA-3.2%2,1392,2102,2222,197-
EBITDA Margin-5.8%0.37*0.39*0.42*0.42*-
Earnings Before Taxes-10.9%8059049339211,001
EBT Margin-13.3%0.14*0.16*0.17*0.18*-
Interest Expenses5.0%404385376370373
Net Income-6.5%753805826817880
Net Income Margin-9.0%0.13*0.14*0.15*0.16*-
Free Cahsflow8.6%-364-399-481-384-
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets0.8%29,49029,24829,18928,74028,521
  Current Assets-3.3%1,8421,9061,9221,7221,710
    Cash Equivalents2.0%25.0025.0022.0022.0026.00
  Net PPE2.1%22,13721,68721,46921,15821,003
  Goodwill0%2,3372,3372,3372,3372,337
  Current Liabilities-4.8%3,4943,6723,8603,3913,103
    LT Debt, Current25.6%439350350587389
    LT Debt, Non Current7.7%9,9069,1979,1979,2479,298
Shareholder's Equity-1.3%9,4849,6099,3119,2389,244
  Retained Earnings-5.5%2,2992,4322,1362,0732,083
Shares Outstanding0%230230230--
Minority Interest47.7%10.007.004.000.00-2.70
Cashflow (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations0.5%1,8021,7931,7161,6451,352
  Share Based Compensation-3.1%19.0019.0019.0017.0016.00
Cashflow From Investing1.7%-2,152-2,189-2,124-1,969-1,913
Cashflow From Financing-11.7%349396373-135443
  Dividend Payments1.8%535525517508498
  Buy Backs-0.00----

Risks for EVRG

What is the probability of a big loss on EVRG?

36.9%


Probability that Evergy stock will be more than 20% underwater in next one year

19.2%


Probability that Evergy stock will be more than 30% underwater in next one year.

0%


Probability that Evergy stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does EVRG drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Evergy was unfortunately bought at previous high price.

Drawdowns

Returns for EVRG

Cumulative Returns on EVRG

7.9%


10-Year Cumulative Returns

4.8%


7-Year Cumulative Returns

6.1%


5-Year Cumulative Returns

12.2%


3-Year Cumulative Returns

What are the long-term rolling returns for EVRG?

FIve years rolling returns for Evergy.

Annualized Returns

Which funds bought or sold EVRG recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-10
MATHER GROUP, LLC.
added
6.73
28,454
246,454
-%
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
reduced
-5.31
304,445
97,652,400
0.11%
2023-03-08
Capital Asset Advisory Services LLC
reduced
-35.27
-101,352
265,648
0.02%
2023-03-06
Rockefeller Capital Management L.P.
added
216
144,000
204,000
-%
2023-03-02
OLIVER LAGORE VANVALIN INVESTMENT GROUP
sold off
-100
-1,000
-
-%
2023-02-28
Voya Investment Management LLC
added
0.81
894,397
14,034,400
0.02%
2023-02-24
SRS Capital Advisors, Inc.
added
0.98
11,293
169,293
0.02%
2023-02-24
NATIXIS
sold off
-100
-3,181,000
-
-%
2023-02-24
National Pension Service
added
2.43
1,421,880
23,160,600
0.05%
2023-02-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
unchanged
-
74,000
1,315,000
0.01%

1–10 of 48

Latest Funds Activity

Are funds buying EVRG calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own EVRG
No. of Funds

Evergy News

MarketBeat

Wedge Capital Management L L P NC Buys 53365 Shares of ....

MarketBeat,
20 hours ago

InvestorsObserver

Morningstar

Plainview Daily Herald

Evergy: Q4 Earnings Snapshot.

Plainview Daily Herald,
27 days ago

Schedule 13G FIlings of Evergy

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
12.74%
29,243,403
SC 13G/A
Feb 03, 2023
blackrock inc.
8.2%
18,736,351
SC 13G/A
Feb 03, 2023
state street corp
6.22%
14,278,985
SC 13G/A
Feb 11, 2022
state street corp
5.52%
12,539,247
SC 13G/A
Feb 09, 2022
vanguard group inc
12.70%
28,830,566
SC 13G/A
Feb 03, 2022
blackrock inc.
7.5%
17,176,489
SC 13G/A
Feb 12, 2021
state street corp
4.89%
11,083,257
SC 13G/A
Feb 10, 2021
vanguard group inc
11.90%
26,965,647
SC 13G/A
Jan 29, 2021
blackrock inc.
6.8%
15,519,348
SC 13G/A
Feb 14, 2020
price t rowe associates inc /md/
1.0%
2,469,986
SC 13G/A

EVRG Fair Value

Evergy fair value in different scenarios

The table shows the Fair Value estimates for Evergy for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
Fair ValueVery PessimisticPessimisticBase CaseOptimisticVery Optimistic
Very Low Inflation

50.97

-10.81%

87.67

53.40%

132.82

132.41%

179.06

213.32%

269.82

372.13%
Current Inflation

39.24

-31.34%

52.96

-7.33%

69.00

20.73%

89.57

56.73%

104.54

82.92%
Very High Inflation

40.65

-28.87%

65.52

14.65%

94.07

64.60%

124.91

118.57%

183.61

221.28%

Historical Evergy Fair Value Estimates


Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price

Recent SEC filings of Evergy

View All Filings
Date Filed Form Type Document
Mar 22, 2023
ARS
ARS
Mar 22, 2023
DEF 14A
DEF 14A
Mar 22, 2023
DEFA14A
DEFA14A
Mar 14, 2023
8-K
Current Report
Mar 10, 2023
4
Insider Trading
Mar 07, 2023
4
Insider Trading
Mar 07, 2023
4
Insider Trading
Mar 07, 2023
4
Insider Trading
Mar 07, 2023
4
Insider Trading
Mar 07, 2023
4
Insider Trading

Latest Insider Trading transactions for EVRG

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-03-09
Bryant Kevin E.
sold
-1,345,690
59.8084
-22,500
evp - chief operating officer
2023-03-03
Caisley Charles A.
acquired
-
-
2,762
svp - pa & chief co
2023-03-03
Humphrey Heather A
acquired
-
-
2,743
svp - gen counsel, corp sec
2023-03-03
KING CHARLES L
sold (taxes)
-55,005
59.53
-924
svp & chief technology officer
2023-03-03
KING CHARLES L
acquired
-
-
2,421
svp & chief technology officer
2023-03-03
KING CHARLES L
acquired
-
-
1,081
svp & chief technology officer
2023-03-03
Humphrey Heather A
acquired
-
-
6,138
svp - gen counsel, corp sec
2023-03-03
Caisley Charles A.
sold (taxes)
-61,018
59.53
-1,025
svp - pa & chief co
2023-03-03
Caisley Charles A.
acquired
-
-
1,234
svp - pa & chief co
2023-03-03
Bryant Kevin E.
acquired
-
-
3,909
evp - chief operating officer

1–10 of 50

David A. Campbell
4930
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has approximately 10,100 circuit miles of transmission lines; 39,800 circuit miles of overhead distribution lines; and 13,000 circuit miles of underground distribution lines. It serves approximately 1,620,400 customers, including residences, commercial firms, industrials, municipalities, and other electric utilities. Evergy, Inc. was incorporated in 2017 and is headquartered in Kansas City, Missouri.

EVRG Income Statement

2022-12-31
Consolidated Statements of Income - Evergy Kansas Central, Inc - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
OPERATING REVENUES$ 5,859.1$ 5,586.7$ 4,913.4
OPERATING EXPENSES:   
Fuel and purchased power1,821.21,557.01,099.0
SPP network transmission costs323.0290.4263.2
Operating and maintenance1,085.31,107.51,163.0
Depreciation and amortization929.4896.4880.1
Taxes other than income tax398.1380.5364.2
Total Operating Expenses4,591.94,231.83,769.5
INCOME FROM OPERATIONS1,267.21,354.91,143.9
OTHER INCOME (EXPENSE):   
Investment earnings (loss)9.459.910.8
Other income29.946.331.3
Other expense(97.3)(87.4)(78.2)
Total Other Expense, Net(58.0)18.8(36.1)
Interest expense404.0372.6383.9
INCOME BEFORE INCOME TAXES805.21,001.1723.9
Income tax expense47.5117.4102.2
Equity in earnings of equity method investees, net of income taxes7.38.28.3
NET INCOME765.0891.9630.0
Less: Net income attributable to noncontrolling interests12.312.211.7
Net income attributable to Evergy, Inc.752.7879.7618.3
Evergy Kansas Central   
OPERATING REVENUES3,055.92,847.32,418.1
OPERATING EXPENSES:   
Fuel and purchased power855.5638.7427.6
SPP network transmission costs323.0290.4263.2
Operating and maintenance536.3530.8513.6
Depreciation and amortization484.6467.2453.1
Taxes other than income tax216.5203.9193.3
Total Operating Expenses2,415.92,131.01,850.8
INCOME FROM OPERATIONS640.0716.3567.3
OTHER INCOME (EXPENSE):   
Investment earnings (loss)(3.8)1.34.8
Other income14.427.021.4
Other expense(39.6)(35.9)(38.9)
Total Other Expense, Net(29.0)(7.6)(12.7)
Interest expense181.8160.3167.6
INCOME BEFORE INCOME TAXES429.2548.4387.0
Income tax expense12.351.7155.8
Equity in earnings of equity method investees, net of income taxes4.04.04.6
NET INCOME420.9500.7235.8
Less: Net income attributable to noncontrolling interests12.312.211.7
Net income attributable to Evergy, Inc.$ 408.6$ 488.5$ 224.1

EVRG Balance Sheet

2022-12-31
Consolidated Balance Sheets - USD ($)
$ in Millions
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
Dec. 31, 2019
CURRENT ASSETS:    
Cash and cash equivalents$ 25.2$ 26.2  
Receivables, net of allowance for credit losses of $31.4 and $32.9, respectively315.3221.6  
Accounts receivable pledged as collateral359.0319.0  
Fuel inventory and supplies672.9566.7  
Income taxes receivable9.328.0  
Regulatory assets368.0424.1  
Prepaid expenses47.849.3  
Other assets44.575.4  
Total Current Assets1,842.01,710.3  
PROPERTY, PLANT AND EQUIPMENT, NET22,136.521,002.6  
OTHER ASSETS:    
Regulatory assets1,846.31,991.1  
Nuclear decommissioning trust fund653.3768.7  
Goodwill2,336.62,336.6  
Other534.5563.4  
Total Other Assets5,370.75,659.8  
TOTAL ASSETS29,489.928,520.5  
CURRENT LIABILITIES:    
Current maturities of long-term debt439.1389.3  
Notes payable and commercial paper1,332.31,159.3  
Collateralized note payable359.0319.0  
Accounts payable600.8639.7  
Accrued taxes163.0150.4  
Accrued interest124.3118.8  
Regulatory liabilities155.470.7  
Asset retirement obligations40.419.5  
Accrued compensation and benefits81.151.6  
Other198.4184.6  
Total Current Liabilities3,493.83,102.9  
LONG-TERM LIABILITIES:    
Long-term debt, net9,905.79,297.9  
Deferred income taxes1,996.61,861.9  
Unamortized investment tax credits174.6181.4  
Regulatory liabilities2,566.82,705.0  
Pension and post-retirement liability458.4879.1  
Asset retirement obligations1,112.8940.6  
Other287.9310.0  
Total Long-Term Liabilities16,502.816,175.9  
Evergy, Inc. Shareholders' Equity:    
Common stock7,219.77,205.5  
Retained earnings2,298.52,082.9  
Accumulated other comprehensive loss(34.5)(44.0)  
Total Evergy, Inc. Shareholders' Equity9,483.79,244.4  
Noncontrolling Interests9.6(2.7)  
Total Equity9,493.39,241.7$ 8,718.5$ 8,545.3
TOTAL LIABILITIES AND EQUITY29,489.928,520.5  
Variable Interest Entities    
CURRENT ASSETS:    
PROPERTY, PLANT AND EQUIPMENT, NET$ 140.7$ 147.8