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The Screen · Utilities · Utilities - Regulated Electric
Evergy
EVRG · a US exchange · USD · Market cap $18.7B · 4,691 employees
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in the United States.
FAIL · Does not pass the screen
81.22 USD
At the last full screen 2026-09-09
Screened 2026-09-09 · the tape above runs as of 15:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its distribution label.
Evergy holds its Distribution at $81.22. The statistical read favours the sellers, held for 12 days.
As held on the ledger · 2026-09-09
Phase
Distribution · caution
Quantitative state
The statistical read favours the sellers, held for 12 days
Price at the screen
$81.22
Valuation
20.67 trailing · 17.79 forward price to earnings
Values screen
FAIL· score 10.0
Beta
0.51
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
44.78%
Below 33%
Interest-bearing debt is 44.8% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
3.00%
Below 33%
Cash held in interest-bearing accounts and securities is 3.0% of assets, under the one-third limit.
Pass
Receivables
0.09%
Below 49%
Money owed to the company is 0.1% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades above our $79.74 fair value estimate, narrow competitive moat, 4.40% revenue growth.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. The price runs 1.8% above the base estimate.
Third-party analyst targets: 11 covering, consensus Buy. The average target sits +12% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-09 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Reliable Power Bills Mask Heavy Debt Load
Every month the lights come on across Kansas and Missouri without fuss. Evergy delivers that steady service, yet we pass because the shares trade above our fair value with an ethical screen already failed on debt. The narrow moat and modest 5 percent revenue growth do not justify stretching for an 18.8 times forward earnings multiple.
Profit margins sit at 15 percent and return on equity at just 9 percent. That combination looks ordinary for a regulated utility, not compelling enough to ignore the gap between the $85.59 price and our $79.94 fair value. Twelve analysts may favour the name, but their median target does not change the valuation or the debt reading.
High leverage triggers the ethical fail and leaves little room if interest rates stay elevated or regulators push back on rate hikes. A regulated business can feel safe until the balance sheet starts to creak. Analysis, not advice.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
EVRG trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 5.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 27%. Our forward projection puts the odds of a 10% gain over the next month near 12%. The street (12 analysts) rates it buy, with a mean price target of $91.
2026-07-28Markup$85.59+2.8%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 2.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 27%. Our forward projection puts the odds of a 10% gain over the next month near 12%. The street (12 analysts) rates it buy, with a mean price target of $91.
2026-07-18Markup$83.27+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 27%. Our forward projection puts the odds of a 10% gain over the next month near 12%. The street (12 analysts) rates it buy, with a mean price target of $91.
2026-07-03Markup$83.27+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$83.27Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.