Nisource Stock Performance
| NI Stock | USD 37.95 0.24 0.64% |
On a scale of 0 to 100, NiSource holds a performance score of 21. The company secures a Beta (Market Risk) of 0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, NiSource's returns are expected to increase less than the market. However, during the bear market, the loss of holding NiSource is expected to be smaller as well. Please check NiSource's potential upside, as well as the relationship between the kurtosis and day typical price , to make a quick decision on whether NiSource's current price movements will revert.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in NiSource are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak forward indicators, NiSource demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.06 | Five Day Return 2.58 | Year To Date Return 41.1 | Ten Year Return 132.52 | All Time Return 566.26 |
Forward Dividend Yield 0.0281 | Payout Ratio 0.5922 | Last Split Factor 2545:1000 | Forward Dividend Rate 1.06 | Dividend Date 2024-11-20 |
1 | Acquisition by Cassandra Lee of 6042 shares of NiSource at 28.8 subject to Rule 16b-3 | 08/30/2024 |
2 | Disposition of 2360 shares by Michael Hooper of NiSource at 27.43 subject to Rule 16b-3 | 10/04/2024 |
3 | B.O.S.S. Retirement Advisors LLC Purchases 1,712 Shares of NiSource Inc. | 10/17/2024 |
4 | NiSource initiated at Buy at Jefferies as data center darling with 10B capex upside | 10/29/2024 |
5 | NiSource earnings beat by 0.05, revenue topped estimates | 10/30/2024 |
6 | Decoding NiSource Inc A Strategic SWOT Insight | 10/31/2024 |
7 | Earnings call CRA posts record Q3 revenue, bullish on future growth | 11/01/2024 |
8 | NiSource Scores Relative Strength Rating Upgrade Hits Key Benchmark | 11/11/2024 |
9 | NiSource Inc. Shares Acquired by Archer Investment Corp | 11/15/2024 |
10 | Savoys Prestigious 2024 Most Influential Corporate Directors List Reveals Corporate Americas Top Board Leadership | 11/19/2024 |
| NiSource dividend paid on 20th of November 2024 | 11/20/2024 |
11 | A Look At The Fair Value Of NiSource Inc. | 11/21/2024 |
| Begin Period Cash Flow | 75.4 M |
NiSource |
NiSource Relative Risk vs. Return Landscape
If you would invest 3,261 in NiSource on August 28, 2024 and sell it today you would earn a total of 534.00 from holding NiSource or generate 16.38% return on investment over 90 days. NiSource is generating 0.245% of daily returns and assumes 0.9034% volatility on return distribution over the 90 days horizon. Put differently, 8% of stocks are less risky than NiSource on the basis of their historical return distribution, and some 96% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
NiSource Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for NiSource's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as NiSource, and traders can use it to determine the average amount a NiSource's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2712
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average NiSource is performing at about 21% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of NiSource by adding it to a well-diversified portfolio.
NiSource Fundamentals Growth
NiSource Stock prices reflect investors' perceptions of the future prospects and financial health of NiSource, and NiSource fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on NiSource Stock performance.
| Return On Equity | 0.0876 | ||||
| Return On Asset | 0.0297 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 31.09 B | ||||
| Shares Outstanding | 466.78 M | ||||
| Price To Earning | 17.24 X | ||||
| Price To Book | 2.11 X | ||||
| Price To Sales | 3.33 X | ||||
| Revenue | 5.51 B | ||||
| Gross Profit | 2.26 B | ||||
| EBITDA | 2.21 B | ||||
| Net Income | 674.4 M | ||||
| Cash And Equivalents | 40.8 M | ||||
| Cash Per Share | 0.19 X | ||||
| Total Debt | 14.13 B | ||||
| Debt To Equity | 1.34 % | ||||
| Current Ratio | 0.63 X | ||||
| Book Value Per Share | 17.88 X | ||||
| Cash Flow From Operations | 1.94 B | ||||
| Earnings Per Share | 1.64 X | ||||
| Market Capitalization | 17.6 B | ||||
| Total Asset | 31.08 B | ||||
| Retained Earnings | (967 M) | ||||
| Working Capital | (765.7 M) | ||||
| Current Asset | 1.58 B | ||||
| Current Liabilities | 2.66 B | ||||
About NiSource Performance
By evaluating NiSource's fundamental ratios, stakeholders can gain valuable insights into NiSource's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if NiSource has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if NiSource has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 60.65 | 68.83 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.07 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.09 | 0.08 |
Things to note about NiSource performance evaluation
Checking the ongoing alerts about NiSource for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for NiSource help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| NiSource reports 14.13 B of total liabilities with total debt to equity ratio (D/E) of 1.34, which is normal for its line of buisiness. NiSource has a current ratio of 0.62, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for NiSource to invest in growth at high rates of return. | |
| Over 96.0% of NiSource shares are owned by institutional investors | |
| On 20th of November 2024 NiSource paid $ 0.265 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: A Look At The Fair Value Of NiSource Inc. |
- Analyzing NiSource's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether NiSource's stock is overvalued or undervalued compared to its peers.
- Examining NiSource's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating NiSource's management team can have a significant impact on its success or failure. Reviewing the track record and experience of NiSource's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of NiSource's stock. These opinions can provide insight into NiSource's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for NiSource Stock analysis
When running NiSource's price analysis, check to measure NiSource's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy NiSource is operating at the current time. Most of NiSource's value examination focuses on studying past and present price action to predict the probability of NiSource's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move NiSource's price. Additionally, you may evaluate how the addition of NiSource to your portfolios can decrease your overall portfolio volatility.
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