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EVRG 
Evergy, Inc. (EVRG)
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Upturn Advisory Summary
01/06/2026: EVRG (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $83.59
1 Year Target Price $83.59
| 8 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 4.58% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/06/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.65B USD | Price to earnings Ratio 19.81 | 1Y Target Price 83.59 |
Price to earnings Ratio 19.81 | 1Y Target Price 83.59 | ||
Volume (30-day avg) 15 | Beta 0.65 | 52 Weeks Range 57.40 - 78.59 | Updated Date 01/6/2026 |
52 Weeks Range 57.40 - 78.59 | Updated Date 01/6/2026 | ||
Dividends yield (FY) 3.65% | Basic EPS (TTM) 3.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.45% | Operating Margin (TTM) 36.2% |
Management Effectiveness
Return on Assets (TTM) 2.87% | Return on Equity (TTM) 8.45% |
Valuation
Trailing PE 19.81 | Forward PE 17.04 | Enterprise Value 31515149643 | Price to Sales(TTM) 2.83 |
Enterprise Value 31515149643 | Price to Sales(TTM) 2.83 | ||
Enterprise Value to Revenue 5.36 | Enterprise Value to EBITDA 11.67 | Shares Outstanding 230214144 | Shares Floating 229083793 |
Shares Outstanding 230214144 | Shares Floating 229083793 | ||
Percent Insiders 0.16 | Percent Institutions 95.47 |
Upturn AI SWOT
Evergy, Inc.
Company Overview
History and Background
Evergy, Inc. was formed in 2018 through the merger of Kansas City Power & Light Company (KCP&L) and Westar Energy. This combination created a large utility serving customers in Kansas and Missouri. The company has since focused on integrating operations, modernizing its infrastructure, and investing in cleaner energy sources.
Core Business Areas
- Regulated Utility Operations: Evergy operates as a regulated utility, providing electricity and natural gas to residential, commercial, and industrial customers. This segment includes generation, transmission, and distribution of energy.
- Renewable Energy Integration: A significant focus is on transitioning its energy generation portfolio towards renewables, including solar and wind power, to meet environmental goals and customer demand.
Leadership and Structure
Evergy is led by a Board of Directors and a senior management team. Key roles include the Chief Executive Officer (CEO), Chief Financial Officer (CFO), and heads of various operational and functional departments. The company is structured into divisions primarily based on its geographic service territories and operational functions.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Provides reliable electricity to over 1.6 million customers across Kansas and Missouri. This is the core service, with competitors being other regional utilities if customers have choice, but often a regulated monopoly in their service areas.
- Electricity Generation: Generates electricity through a mix of owned and contracted resources, increasingly incorporating renewable sources. Competitors in generation include independent power producers and other utilities.
- Natural Gas Distribution: Supplies natural gas to a portion of its customer base. Similar to electricity, this is typically a regulated service with limited direct competition in service territories.
Market Dynamics
Industry Overview
The utility industry is highly regulated, capital-intensive, and focused on providing essential services. Key trends include the transition to cleaner energy, grid modernization, aging infrastructure, and evolving customer expectations for digital engagement and sustainability.
Positioning
Evergy is a major integrated utility serving a significant customer base in the Midwest. Its competitive advantages lie in its scale, established infrastructure, regulated service territories, and ongoing investments in modernization and renewable energy.
Total Addressable Market (TAM)
The TAM for regulated utilities is tied to the energy needs of the residential, commercial, and industrial sectors within their defined service territories. Evergy serves a substantial portion of this market in Kansas and Missouri, with growth driven by economic development and population changes within these regions.
Upturn SWOT Analysis
Strengths
- Strong regulated utility base with stable revenue streams.
- Significant investments in renewable energy and grid modernization.
- Integrated operations across generation, transmission, and distribution.
- Established customer base in key Midwestern markets.
Weaknesses
- Reliance on regulatory approvals for rate increases and capital investments.
- Exposure to weather-related disruptions and commodity price volatility for non-renewable sources.
- Integration challenges and potential cost synergies from the merger.
- Aging infrastructure requiring ongoing capital expenditure.
Opportunities
- Expansion of renewable energy portfolio and green energy offerings.
- Leveraging smart grid technologies for improved efficiency and reliability.
- Potential for energy storage solutions and distributed generation.
- Economic development within its service territories driving demand.
Threats
- Changes in environmental regulations and carbon pricing policies.
- Increasing competition from alternative energy providers (though limited in regulated areas).
- Cybersecurity threats to critical infrastructure.
- Economic downturns impacting customer demand and ability to pay.
- Interest rate hikes increasing the cost of capital for large projects.
Competitors and Market Share
Key Competitors
- Ameren Corporation (AEE)
- Black Hills Corporation (BKH)
- WEC Energy Group (WEC)
- Xcel Energy Inc. (XEL)
Competitive Landscape
Evergy operates in a relatively stable but competitive utility landscape. Its advantages include its established customer base and service territories. Challenges arise from the capital intensity of the industry, regulatory hurdles, and the ongoing need to adapt to evolving energy demands and environmental concerns. Competitors are also making similar investments in renewables and grid modernization.
Growth Trajectory and Initiatives
Historical Growth: Evergy's growth has been driven by a combination of organic growth from its regulated utility base and strategic initiatives like its formation through a merger. Investments in infrastructure upgrades and renewable energy projects contribute to its expansion.
Future Projections: Analyst projections often focus on earnings per share (EPS) growth, revenue expansion driven by capital investment plans, and the success of its renewable energy transition. These projections are subject to market conditions and regulatory environments.
Recent Initiatives: Recent initiatives likely include accelerating the transition to cleaner energy sources, modernizing its grid infrastructure, implementing advanced metering technologies, and exploring opportunities for energy efficiency programs and customer service enhancements.
Summary
Evergy, Inc. is a solid regulated utility with a strong position in the Midwest. Its focus on renewable energy integration and grid modernization positions it for future growth. However, the company must navigate regulatory landscapes and significant capital expenditures. Continued success will depend on efficient execution of its strategic initiatives and adaptation to evolving energy policies.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Website
- SEC Filings (10-K, 10-Q)
- Financial News Outlets
- Industry Analyst Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data accuracy is based on publicly available information at the time of generation and may not be exhaustive. Investors should conduct their own due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Evergy, Inc.
Exchange NASDAQ | Headquaters Kansas City, MO, United States | ||
IPO Launch date 2018-06-04 | CEO, President & Chairman of the Board Mr. David A. Campbell J.D. | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 4731 | Website https://investors.evergy.com |
Full time employees 4731 | Website https://investors.evergy.com | ||
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in the United States. It generates electricity through coal, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company serves residences, commercial firms, industrials, municipalities, and other electric utilities. The company was incorporated in 2017 and is headquartered in Kansas City, Missouri.
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