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Upturn AI SWOT - About
EVRG 
Evergy, Inc. (EVRG)
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Upturn Advisory Summary
03/27/2025: EVRG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -11.76% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.87B USD | Price to earnings Ratio 18.21 | 1Y Target Price 71.43 |
Price to earnings Ratio 18.21 | 1Y Target Price 71.43 | ||
Volume (30-day avg) 2673196 | Beta 0.6 | 52 Weeks Range 47.45 - 69.22 | Updated Date 04/1/2025 |
52 Weeks Range 47.45 - 69.22 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.87% | Basic EPS (TTM) 3.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.94% | Operating Margin (TTM) 17.37% |
Management Effectiveness
Return on Assets (TTM) 2.87% | Return on Equity (TTM) 9.01% |
Valuation
Trailing PE 18.21 | Forward PE 16.89 | Enterprise Value 30100643840 | Price to Sales(TTM) 2.71 |
Enterprise Value 30100643840 | Price to Sales(TTM) 2.71 | ||
Enterprise Value to Revenue 5.07 | Enterprise Value to EBITDA 11.23 | Shares Outstanding 230012992 | Shares Floating 228978902 |
Shares Outstanding 230012992 | Shares Floating 228978902 | ||
Percent Insiders 0.15 | Percent Institutions 89.65 |
Analyst Ratings
Rating 4.07 | Target Price 65.41 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
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. It is a public utility holding company focused on providing electricity generation, transmission, and distribution services.
Core Business Areas
- Regulated Electric Utility: Provides electricity to customers in Kansas and Missouri. This segment includes generation, transmission, and distribution of electricity under regulated rates.
Leadership and Structure
Evergy is led by a CEO and an executive team. The organizational structure includes departments for operations, finance, legal, regulatory affairs, and customer service.
Top Products and Market Share
Key Offerings
- Electricity Generation: Evergy generates electricity from a mix of sources, including coal, nuclear, natural gas, wind, and solar. Evergy's market share is concentrated in Kansas and Missouri, making it a dominant player in those regions. Competitors are smaller regional utilities and independent power producers.
- Electricity Transmission and Distribution: Evergy transmits and distributes electricity to residential, commercial, and industrial customers. This is a regulated monopoly service within its service territory. Competitors exist only in the form of alternatives like solar panels.
Market Dynamics
Industry Overview
The electric utility industry is undergoing a transition toward cleaner energy sources, driven by environmental regulations and technological advancements. Utilities are investing in renewable energy and modernizing their infrastructure.
Positioning
Evergy is positioned as a regulated utility providing essential electricity services. It is transitioning to cleaner energy sources and modernizing its grid. Their competitive advantage lies in its established infrastructure and regulated monopoly status within its service territory.
Total Addressable Market (TAM)
The TAM for electricity in Evergy's service territory is estimated to be in the billions of dollars annually. Evergy captures a significant portion of this market due to its regulated monopoly.
Upturn SWOT Analysis
Strengths
- Regulated Monopoly
- Established Infrastructure
- Diverse Generation Portfolio
- Strong Customer Base
- Reliable Dividend Payout
Weaknesses
- Dependence on Coal-Fired Generation
- Regulatory Constraints
- Exposure to Weather-Related Risks
- High Debt Levels
Opportunities
- Expansion of Renewable Energy Generation
- Grid Modernization Investments
- Electric Vehicle Infrastructure Development
- Energy Efficiency Programs
Threats
- Changing Environmental Regulations
- Fluctuations in Fuel Prices
- Cybersecurity Threats
- Economic Downturn
- Competition from Distributed Generation (Solar)
Competitors and Market Share
Key Competitors
- NextEra Energy (NEE)
- Duke Energy (DUK)
- American Electric Power (AEP)
Competitive Landscape
Evergy faces competition from other large utilities in the Midwest region. Its competitive advantages include its established infrastructure and regulated monopoly status. However, it faces challenges from changing environmental regulations and the need to transition to cleaner energy sources.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been modest, primarily driven by population and economic growth in its service territory.
Future Projections: Analysts expect moderate growth in revenue and earnings, driven by investments in renewable energy and grid modernization.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, grid modernization programs, and energy efficiency programs.
Summary
Evergy is a regulated utility with a stable revenue base and a consistent dividend payout. The company is transitioning to cleaner energy sources but faces challenges from regulatory constraints and debt levels. Its established infrastructure and customer base provide a solid foundation for future growth, but attention to cybersecurity and weather related risks is needed. Overall, Evergy is a stable company in a changing industry.
Similar Companies
- NEE
- DUK
- AEP
- XEL
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may not be precise. Future performance is subject to various risks and uncertainties.
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 | ||
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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