Evergy (EVRG) is a electric utilities company in the Utilities sector. Listed on the NASDAQ, Evergy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $82.83.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $82.83 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 10.92% |
| Risk / Std Dev (Annualized) | 18.96% |
| Sharpe Ratio (rf=4.5%) | 0.34 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Electric Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 10.92% with an annualized volatility of 18.96%. The Sharpe ratio of 0.34 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 19.09B |
| Enterprise Value | 35.0B |
| Trailing P/E | 22.03 |
| Forward P/E | 18.2 |
| Price to Book | 1.88 |
| Price to Sales | 3.17 |
| EV/Revenue | 5.8 |
| EV/EBITDA | 12.56 |
| Profitability | | | Profit Margin | 14.63% | | Operating Margin | 21.92% | | ROE | 8.87% | | ROA | 2.9% |
| Growth | | | Revenue Growth | 5.0% | | Earnings Growth | 18.5% |
| Dividend | | | Dividend Yield | 336.0% | | Payout Ratio | 72.47% | | 5Y Avg Yield | 388.0% |
| Financial Health | | | Total Revenue | 6.03B | | Total Debt | 15.88B | | Total Cash | 0.02B | | Free Cash Flow | -1.1B | | Operating Cash Flow | 1.96B |
| Price & Technical | | | 52W High | $85.27$ | | 52W Low | $66.19$ | | 50-Day Avg | $82.27$ | | 200-Day Avg | $77.88$ | | Beta | 0.53 | | Shares Outstanding | 0.23B | | Float Shares | 0.23B | | Insider Holdings | 0.19% | | Institutional Holdings | 94.87% | | Short Ratio | 6.86 | | Short % of Float | 7.54% |
| Analyst Targets | | | Target High | $99.0$ | | Target Low | $80.0$ | | Target Mean | $90.46$ | | Target Median | $89.0$ | | # of Analysts | 12 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.