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Upturn AI Summary - About
Evergy, Inc.(EVRG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EVRG
10/28/2026: EVRG (3-star) is a STRONG-BUY. BUY for 7 days. Simulated Profits (1.68%). Updated daily EoD!
Evergy, Inc. is a regulated electric utility providing essential electricity services to residential and industrial customers across Kansas and Missouri. The company is known for its stable, predictable cash flows supported by a reliable, rate-regulated business model. Its primary investment story centers on the growth opportunity within its rate base, driven by grid modernization and renewable energy investments. Key risks include regulatory sensitivity, the high capital costs of infrastructure projects, and exposure to regional economic cycles. The stock is best suited for income-oriented and low-risk investors looking for consistent dividend income and defensiveness, and investors should monitor upcoming rate case outcomes as the primary development affecting earnings growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Utility stocks typically offer moderate growth rather than the high-growth profiles sought by this style. |
| Momentum investor | Weak fit | This stock generally exhibits low-beta, low-volatility characteristics that do not align with momentum strategies. |
| Value investor | Mixed fit | The valuation is often tied to regulated returns on equity, offering stability rather than deep-value mispricing. |
| Dividend investor | Strong fit | Evergy is well-suited for income-focused portfolios due to its consistent dividend payments. |
| Low-risk investor | Strong fit | Regulated utilities are generally viewed as defensive assets with lower volatility than the broader market. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | Regulated utilities typically exhibit lower price swings compared to cyclical or tech sectors. |
| Valuation risk | Medium | Utility valuations are sensitive to interest rate changes, which can impact the attractiveness of their dividend yields. |
| Competition risk | Low / none | The regulated monopoly model provides a high barrier to entry and limited direct competition. |
| Business quality | Strong | As a primary service provider, the company maintains stable, essential demand. |
| Dividend income | Strong | The company has a consistent history of returning cash to shareholders through dividends. |
| Execution risk | Medium | Successful capital project execution is critical to earning the returns authorized by regulators. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 32.74% | Avg. Invested days 66 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.67B USD | Price to earnings Ratio 21.7 | 1Y Target Price 90.64 |
Price to earnings Ratio 21.7 | 1Y Target Price 90.64 | ||
Volume (30-day avg) 2.1M shares | Beta 0.48 | 52 Weeks Range 69.64 - 87.89 | Updated Date 10/27/2026 |
52 Weeks Range 69.64 - 87.89 | Updated Date 10/27/2026 | ||
Dividends yield (FY) 3.25% | Basic EPS (TTM) 3.93 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Regulated Electric Operations | Generation, transmission, and distribution of electricity in Kansas and Missouri. | The company earns money by charging customers for electricity, with rates set by state regulators. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-05 | When Before Market | Estimate 2.27 | Actual - |
Profitability
Profit Margin 15.19% | Operating Margin (TTM) 25.24% |
Management Effectiveness
Return on Assets (TTM) 2.91% | Return on Equity (TTM) 9.25% |
Valuation
Trailing PE 21.7 | Forward PE 18.76 | Enterprise Value 35.98B | Price to Sales(TTM) 3.23 |
Enterprise Value 35.98B | Price to Sales(TTM) 3.23 | ||
Enterprise Value to Revenue 5.9 | Enterprise Value to EBITDA 12.56 | Shares Outstanding 230.57M | Shares Floating 229.21M |
Shares Outstanding 230.57M | Shares Floating 229.21M | ||
Percent Insiders 0.19 | Percent Institutions 97.05 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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