NiSource (Germany) Performance
| NOU Stock | EUR 35.60 0.40 1.11% |
On a scale of 0 to 100, NiSource holds a performance score of 21. The company secures a Beta (Market Risk) of 0.0074, 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 treynor ratio, downside variance, kurtosis, as well as the relationship between the value at risk and expected short fall , 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 nearly unsteady basic indicators, NiSource reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 94.9 M |
NiSource |
NiSource Relative Risk vs. Return Landscape
If you would invest 2,955 in NiSource on September 4, 2024 and sell it today you would earn a total of 605.00 from holding NiSource or generate 20.47% return on investment over 90 days. NiSource is currently producing 0.2924% returns and takes up 1.0529% volatility of returns over 90 trading days. Put another way, 9% of traded stocks are less volatile than NiSource, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading 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 = 0.2777
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Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.28 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 | 0.1 | |||
| Return On Asset | 0.0292 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 22.42 B | |||
| Shares Outstanding | 412.51 M | |||
| Price To Earning | 80.83 X | |||
| Price To Book | 1.97 X | |||
| Price To Sales | 1.88 X | |||
| Revenue | 5.85 B | |||
| EBITDA | 2.14 B | |||
| Cash And Equivalents | 23.7 M | |||
| Cash Per Share | 0.06 X | |||
| Total Debt | 9.52 B | |||
| Debt To Equity | 155.90 % | |||
| Book Value Per Share | 14.63 X | |||
| Cash Flow From Operations | 1.41 B | |||
| Earnings Per Share | 1.60 X | |||
| Total Asset | 26.74 B | |||
About NiSource Performance
By analyzing 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.
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. NiSource Inc. was founded in 1912 and is headquartered in Merrillville, Indiana. NISOURCE INC operates under Utilities - Regulated Gas classification in Germany and is traded on Frankfurt Stock Exchange. It employs 8087 people.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 has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| NiSource has accumulated 9.52 B in total debt with debt to equity ratio (D/E) of 155.9, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. NiSource has a current ratio of 0.4, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist NiSource until it has trouble settling it off, either with new capital or with free cash flow. So, NiSource's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like NiSource sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for NiSource to invest in growth at high rates of return. When we think about NiSource's use of debt, we should always consider it together with cash and equity. | |
| Over 95.0% of NiSource shares are owned by institutional investors |
- 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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