NiSource (UK) Performance
| 0K87 Stock | 41.83 0.12 0.29% |
The company secures a Beta (Market Risk) of 0.29, 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. At this point, NiSource has a negative expected return of -0.0271%. Please make sure to verify NiSource's treynor ratio, value at risk, and the relationship between the total risk alpha and maximum drawdown , to decide if NiSource performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days NiSource has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, NiSource is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Payout Ratio 0.5916 |
1 | NiSource Completes 1 Billion Notes Sale - TipRanks | 11/07/2025 |
2 | Will NiSource Inc stock benefit from commodity supercycle - Dollar Strength Safe Investment Capital Preservation Plans - newser.com | 11/12/2025 |
3 | NiSource, Inc NI Shares Bought by Prudential Financial Inc. - MarketBeat | 11/25/2025 |
4 | Jefferies Financial Group Inc. Acquires New Stake in NiSource, Inc NI - MarketBeat | 11/28/2025 |
5 | NiSource, Inc NI Shares Acquired by Korea Investment CORP - MarketBeat | 12/01/2025 |
6 | NiSource Taking Stock of Valuation After a Strong MultiYear Share Price Run - simplywall.st | 12/10/2025 |
7 | Is NiSource stock underperforming the SP 500 - MSN | 12/15/2025 |
8 | The Zacks Analyst Blog Highlights Invesco, Johnson Johnson, NiSource, Bunge Global and Morgan Stanley - The Globe and Mail | 12/24/2025 |
| Begin Period Cash Flow | 2.3 B | |
| Total Cashflows From Investing Activities | -3.1 B |
NiSource |
NiSource Relative Risk vs. Return Landscape
If you would invest 4,268 in NiSource on September 27, 2025 and sell it today you would lose (85.00) from holding NiSource or give up 1.99% of portfolio value over 90 days. NiSource is generating negative expected returns and assumes 0.9386% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than NiSource, and 99% of all equity instruments are likely to generate higher returns than the company 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 = -0.0289
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0K87 |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average NiSource is not performing at its full potential. However, 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 NiSource 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 | 0.0907 | ||||
| Return On Asset | 0.0331 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 37.79 B | ||||
| Shares Outstanding | 363.29 M | ||||
| Price To Sales | 2.46 X | ||||
| Revenue | 5.46 B | ||||
| Gross Profit | 3.22 B | ||||
| EBITDA | 2.56 B | ||||
| Net Income | 758.8 M | ||||
| Total Debt | 13.99 B | ||||
| Book Value Per Share | 19.11 X | ||||
| Cash Flow From Operations | 1.78 B | ||||
| Earnings Per Share | 1.54 X | ||||
| Total Asset | 32.46 B | ||||
| Retained Earnings | (711.7 M) | ||||
About NiSource Performance
Assessing NiSource's fundamental ratios provides investors with valuable insights into NiSource's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the NiSource is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
NiSource is entity of United Kingdom. It is traded as Stock on LSE exchange.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 generated a negative expected return over the last 90 days | |
| Over 100.0% of the company shares are owned by institutions such as pension funds | |
| Latest headline from news.google.com: The Zacks Analyst Blog Highlights Invesco, Johnson Johnson, NiSource, Bunge Global and Morgan Stanley - The Globe and Mail |
- 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.
Additional 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.