NI:NYE-NiSource Inc (USD)

EQUITY | Utilities - Regulated Gas | New York Stock Exchange

Last Closing

USD 28.88

Change

+0.56 (+1.98)%

Market Cap

USD 7.01B

Volume

3.00M

Analyst Target

USD 26.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NiSource Inc is an energy holding company, whose subsidiaries are fully regulated natural gas and electric utility companies serving customers in seven states.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-24 )

Largest Industry Peers for Utilities - Regulated Gas

Symbol Name Price(Change) Market Cap
ATO Atmos Energy Corporation

+0.19 (+0.14%)

USD 21.20B
BIPC Brookfield Infrastructure Cor..

+0.50 (+1.18%)

USD 5.64B
NJR NewJersey Resources Corporatio..

-0.34 (-0.72%)

USD 4.73B
BKH Black Hills Corporation

-0.28 (-0.46%)

USD 4.23B
OGS One Gas Inc

-0.27 (-0.37%)

USD 4.17B
SR-PA Spire Inc

-0.07 (-0.28%)

USD 4.16B
CPK Chesapeake Utilities Corporati..

-0.34 (-0.28%)

USD 2.76B
SPH Suburban Propane Partners LP

-0.06 (-0.34%)

USD 1.14B
SR Spire Inc

-0.44 (-0.66%)

N/A
NWN Northwest Natural Gas Co

+0.05 (+0.12%)

N/A

ETFs Containing NI

PJFM 4.05 % 0.00 %

N/A

N/A
BAMD 3.54 % 0.00 %

N/A

N/A
RSPU Invesco S&P 500® Equal.. 3.44 % 0.00 %

-0.24 (0.64%)

USD 0.25B
SMTV:LSE VanEck Morningstar US SMI.. 1.61 % 0.00 %

+0.11 (+0.64%)

USD 8.84M
SMOT 1.44 % 0.00 %

N/A

N/A
IFRA 0.80 % 0.00 %

N/A

N/A
HDV iShares Core High Dividen.. 0.00 % 0.08 %

-0.27 (0.64%)

N/A
IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

-0.76 (0.64%)

N/A
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

-0.21 (0.64%)

USD 0.06B
LKOR 0.00 % 0.22 %

N/A

N/A
TPYP Tortoise North American P.. 0.00 % 0.40 %

-0.95 (0.64%)

N/A
FPEI First Trust Institutional.. 0.00 % 0.85 %

-0.07 (0.64%)

USD 1.50B

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Gas) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.78% 92% A 73% C
Dividend Return 2.00% 36% F 58% F
Total Return 10.77% 93% A 74% C
Trailing 12 Months  
Capital Gain 5.98% 85% B 49% F
Dividend Return 3.78% 50% F 56% F
Total Return 9.76% 79% B- 49% F
Trailing 5 Years  
Capital Gain 0.66% 82% B 45% F
Dividend Return 16.00% 82% B 61% D-
Total Return 16.66% 82% B 44% F
Average Annual (5 Year Horizon)  
Capital Gain 0.60% 71% C- 44% F
Dividend Return 4.06% 71% C- 48% F
Total Return 3.46% 57% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 14.72% 57% F 65% D
Risk Adjusted Return 27.61% 71% C- 50% F
Market Capitalization 7.01B 92% A 86% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Gas) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 23.80 29% 45%
Price/Book Ratio 1.56 42% 51%
Price / Cash Flow Ratio 6.57 46% 52%
Price/Free Cash Flow Ratio 11.02 58% 38%
Management Effectiveness  
Return on Equity 8.28% 50% 50%
Return on Invested Capital 5.55% 53% 47%
Return on Assets 2.95% 36% 55%
Debt to Equity Ratio 133.69% 47% 25%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.