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EVRG 
Evergy, Inc. (EVRG)
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Upturn Advisory Summary
12/05/2025: EVRG (2-star) is a SELL. SELL since 2 days. Simulated Profits (9.32%). Updated daily EoD!
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 $84.32
1 Year Target Price $84.32
| 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 SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.87B USD | Price to earnings Ratio 20.08 | 1Y Target Price 84.32 |
Price to earnings Ratio 20.08 | 1Y Target Price 84.32 | ||
Volume (30-day avg) 15 | Beta 0.63 | 52 Weeks Range 57.40 - 78.59 | Updated Date 12/5/2025 |
52 Weeks Range 57.40 - 78.59 | Updated Date 12/5/2025 | ||
Dividends yield (FY) 3.62% | Basic EPS (TTM) 3.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When - | Estimate 2.09 | Actual 2.03 |
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 20.08 | Forward PE 17.21 | Enterprise Value 31683205968 | Price to Sales(TTM) 2.87 |
Enterprise Value 31683205968 | Price to Sales(TTM) 2.87 | ||
Enterprise Value to Revenue 5.39 | Enterprise Value to EBITDA 11.73 | Shares Outstanding 230214144 | Shares Floating 229017030 |
Shares Outstanding 230214144 | Shares Floating 229017030 | ||
Percent Insiders 0.17 | Percent Institutions 95.45 |
Upturn AI SWOT
Evergy, Inc.
Company Overview
History and Background
Evergy, Inc. was formed in 2018 through the merger of Westar Energy and Great Plains Energy. Westar Energy had a history dating back to 1909, and Great Plains Energy was formed in 1992. The merger aimed to create a larger, more efficient utility company serving customers in Kansas and Missouri. Key milestones include the successful integration of both companies' operations and ongoing investments in grid modernization and renewable energy.
Core Business Areas
- Regulated Electric and Gas Utility Operations: This is Evergy's primary business, involving the generation, transmission, and distribution of electricity and natural gas to residential, commercial, and industrial customers in Kansas and Missouri. This includes managing power plants, maintaining transmission lines and distribution networks, and providing customer service.
- Renewable Energy Development and Investment: Evergy is actively investing in and developing renewable energy sources, such as wind and solar power, to meet regulatory requirements and customer demand for cleaner energy. This segment involves building new renewable generation facilities and entering into power purchase agreements.
Leadership and Structure
Evergy, Inc. is led by a Board of Directors and a senior executive team. Key leadership roles include the Chief Executive Officer (CEO), Chief Financial Officer (CFO), and various operational and functional heads overseeing different aspects of the utility's business. The company is structured into operating segments that align with its core business areas.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Provides reliable electricity to over 1.6 million customers. Competitors in the broader energy market include other utilities in adjacent regions, and in terms of energy sourcing, competitors are emerging in the renewable energy sector. Market share is largely dictated by its regulated service territories.
- Natural Gas Distribution: Distributes natural gas to a significant portion of its customer base. Similar to electricity, market share is defined by its regulated service territories. Competition comes from alternative heating sources and energy efficiency solutions.
- Renewable Energy Solutions: Offers and develops clean energy options, including wind and solar power. This is a growing area with increasing competition from other utilities and independent power producers. Evergy's market share in this specific product offering is driven by its ability to secure and develop new projects within its service areas.
Market Dynamics
Industry Overview
The utility industry is characterized by stable, regulated revenue streams, significant capital expenditure requirements for infrastructure, and an increasing focus on environmental sustainability and renewable energy integration. Regulatory bodies play a crucial role in setting rates and approving investments. The industry is also facing challenges related to aging infrastructure, cybersecurity, and the transition to a cleaner energy future.
Positioning
Evergy is a significant regulated utility provider in the Midwest, serving a large and diverse customer base in Kansas and Missouri. Its competitive advantages include its established infrastructure, regulatory approvals, and ongoing investments in grid modernization and renewable energy, which position it favorably for future growth and operational efficiency.
Total Addressable Market (TAM)
The TAM for regulated utilities like Evergy is primarily defined by the energy needs of its service territories. While the core demand for electricity and gas is relatively stable, the TAM for renewable energy solutions is expanding significantly. Evergy is well-positioned within its regulated TAM and is actively pursuing opportunities in the growing renewable energy market.
Upturn SWOT Analysis
Strengths
- Established regulated service territories with stable customer bases.
- Significant infrastructure in place for generation, transmission, and distribution.
- Commitment to grid modernization and investments in renewable energy.
- Experienced leadership team and operational expertise.
- Strong relationships with regulatory bodies.
Weaknesses
- Reliance on regulated rate structures can limit profit growth.
- Vulnerability to extreme weather events impacting infrastructure.
- Potential for cost overruns in large capital projects.
- Dependence on fuel price fluctuations for non-renewable generation.
Opportunities
- Expanding renewable energy portfolio (wind, solar).
- Investing in grid modernization and smart grid technologies.
- Leveraging federal incentives for clean energy investments.
- Developing energy storage solutions.
- Potential for acquisitions or strategic partnerships in the energy sector.
Threats
- Changes in regulatory policies and environmental regulations.
- Increased competition from distributed generation and energy storage.
- Cybersecurity threats to critical infrastructure.
- Economic downturns impacting energy demand.
- Rising interest rates impacting the cost of capital for large projects.
Competitors and Market Share
Key Competitors
- Ameren Corporation (AEE)
- NextEra Energy, Inc. (NEE)
- Dominion Energy, Inc. (D)
Competitive Landscape
Evergy competes in a regulated utility market where direct competition for customer service within its specific territories is limited. However, it faces indirect competition from other energy providers and emerging technologies. Its advantages lie in its established infrastructure and regulatory relationships, while disadvantages could include the pace of innovation compared to more agile energy technology companies.
Growth Trajectory and Initiatives
Historical Growth: Historically, Evergy's growth has been driven by regulated rate increases, customer acquisition within its service territories, and strategic investments in infrastructure and clean energy. The merger with Westar Energy in 2018 provided a significant step-change in scale and operational synergies.
Future Projections: Future growth projections for Evergy are typically guided by approved rate cases, planned capital expenditures for grid modernization and renewable energy projects, and customer growth within its service areas. Analyst estimates would generally reflect these factors, along with expectations for regulatory outcomes.
Recent Initiatives: Recent initiatives likely include investments in renewable energy projects (wind and solar farms), grid modernization efforts to improve reliability and resilience, and adoption of new technologies for operational efficiency and customer service enhancements. Focus on decarbonization and meeting environmental goals is also a key initiative.
Summary
Evergy, Inc. is a stable, regulated utility company with a strong operational foundation in Kansas and Missouri. Its core strengths lie in its established infrastructure and regulated revenue streams. The company is well-positioned to benefit from the ongoing transition to renewable energy and grid modernization. However, it faces threats from evolving regulatory landscapes and potential competition from new energy technologies, necessitating continuous adaptation and strategic investment.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company financial reports (SEC filings)
- Industry analysis reports
- Financial news and market data providers
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Specific financial figures and market share data are illustrative and should be verified with up-to-date sources. This information is not intended as investment advice.
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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