NiSource (NI) is a multi-utilities company in the Utilities sector. Listed on the NASDAQ, NiSource is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $46.63.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $46.63 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 17.06% |
| Risk / Std Dev (Annualized) | 20.06% |
| Sharpe Ratio (rf=4.5%) | 0.63 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Multi-Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 17.06% with an annualized volatility of 20.06%. The Sharpe ratio of 0.63 (assuming 4.5% risk-free rate) indicates moderate 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 | 22.36B |
| Enterprise Value | 41.36B |
| Trailing P/E | 23.2 |
| Forward P/E | 20.79 |
| Price to Book | 2.31 |
| Price to Sales | 3.28 |
| EV/Revenue | 6.06 |
| EV/EBITDA | 13.87 |
| Profitability | | | Profit Margin | 14.1% | | Operating Margin | 34.76% | | ROE | 9.11% | | ROA | 3.39% |
| Growth | | | Revenue Growth | 8.2% | | Earnings Growth | 6.0% |
| Dividend | | | Dividend Yield | 257.0% | | Payout Ratio | 56.72% | | 5Y Avg Yield | 319.0% |
| Financial Health | | | Total Revenue | 6.82B | | Total Debt | 16.81B | | Total Cash | 0.07B | | Free Cash Flow | -1.56B | | Operating Cash Flow | 2.12B |
| Price & Technical | | | 52W High | $48.98$ | | 52W Low | $38.45$ | | 50-Day Avg | $47.25$ | | 200-Day Avg | $44.35$ | | Beta | 0.55 | | Shares Outstanding | 0.48B | | Float Shares | 0.48B | | Insider Holdings | 0.35% | | Institutional Holdings | 98.8% | | Short Ratio | 2.24 | | Short % of Float | 2.91% |
| Analyst Targets | | | Target High | $56.0$ | | Target Low | $43.0$ | | Target Mean | $51.36$ | | Target Median | $52.0$ | | # of Analysts | 14 | | 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.