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NiSource Inc. NI

Utilities · Utilities - Regulated Gas · United States · S&P 500

27
Profitability
36
Growth
22
Valuation
47
Financial strength
22
Momentum
8

Based on the available data, NiSource Inc. gets an algorithmic score of 27/100. It trades at 39.32 $, with a bearish technical trend (RSI 32.6) and 17.6% annual volatility.

Updated: 2026-09-30

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Strengths

  • Low beta (0.34): defensive profile.
  • Meaningful dividend (3.05%).

Weaknesses

  • Negative free cash flow.

Fundamentals

P/E20.91
Forward P/E17.45
PEG2.02
P/B1.97
EV/EBITDA12.74
P/S2.74
ROE %8.55
ROA %3.24
Gross margin %50.97
Operating margin %17.16
Net margin %13.15
Revenue growth % (y/y)4.60
Earnings growth % (y/y)-58.40
Revenue CAGR %4.32
Earnings CAGR %4.95
Debt/Equity %146.65
Current ratio0.50
FCF yield %-4.21
Dividend yield %3.05
Payout %61.70

Returns

1 month-3.1 %
3 months-16.8 %
6 months-14.3 %
YTD-4.9 %
1 year-5.2 %
3 years+61.7 %
5 years+92.7 %

Risk

1-year volatility17.6 %
Beta0.34
5-year max drawdown-24.8 %
Sharpe 1A-0.44

Macroeconomic context

Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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