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NI vs BEP

Comparison between NiSource Inc (NI, Company) and Brookfield Renewable Partners LP (BEP, Company).

Both NI and BEP are from the Utilities sector.

5-Year PerformanceNI has outperformed BEP, delivering a return of +13.2% compared to +1.3%

NI vs BEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
NI
$20B
Winner
BEP
$20B
Max Drawdown
NI
75.57%
Winner
BEP
59.46%
Sharpe Ratio
NI
-0.22
Winner
BEP
1.16
5Y Beta
NI
0.30
BEP
N/A
Industry
NI
Utilities - Regulated Gas
BEP
Utilities - Renewable
P/E Ratio
NI
22.22
Winner
BEP
-40.55
Forward P/E
Winner
NI
20.41
BEP
181.82
PEG Ratio
NI
13.65
Winner
BEP
3.50
Dividend Yield
NI
1.39%
Winner
BEP
4.78%
5Y Dividends CAGR
Winner
NI
10.91%
BEP
4.14%
5Y EPS CAGR
NI
23.00%
BEP
N/A
Debt to Equity
NI
7.23%
BEP
N/A
Free Cash Flow Yield
NI
-5.39%
BEP
N/A
P/S Ratio
Winner
NI
2.96
BEP
3.17
P/B Ratio
Winner
NI
2.09
BEP
2.11

NI vs BEP - Historical Returns

Returns include dividend reinvestment.

1M
NI
-9.86%
Winner
BEP
+1.83%
3M
NI
-14.29%
Winner
BEP
-6.32%
6M
NI
-11.26%
Winner
BEP
+5.29%
1Y
NI
-1.38%
Winner
BEP
+39.12%
5Y(CAGR)
Winner
NI
+13.17%
BEP
+1.35%
10Y(CAGR)
NI
+8.44%
Winner
BEP
+12.74%
Max(CAGR)
NI
+10.62%
Winner
BEP
+16.88%

NI vs BEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNIBEP
2026-1.73%+20.03%
2025+18.08%+23.85%
2024+41.04%-7.33%
2023+0.38%+6.57%
2022+2.96%-26.60%
2021+26.74%-15.87%
2020-12.79%+84.05%
2019+14.29%+87.72%
2018+3.17%-20.95%
2017+19.01%+27.50%
2016+16.64%+24.01%
2015+24.11%-11.43%
2014+34.99%+23.95%
2013+34.52%-8.10%
2012+9.70%+11.06%
2011+39.75%+28.08%
2010+20.25%+74.08%
2009+49.16%+57.43%
2008-38.53%-27.47%
2007-18.81%+39.04%
2006+17.85%+18.81%
2005-2.99%+24.13%
2004+9.85%N/A
2003+12.97%N/A
2002-9.69%N/A
2001-20.03%N/A
2000+84.02%N/A
1999-14.08%N/A

NI vs BEP Drawdown Comparison

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for BEP was -53.83%, occurring on Oct 3, 2023. This drawdown has not yet recovered.

The current NI drawdown is -16.68%. The current BEP drawdown is -13.35%.

RankNIBEP
#1-65.72%
May 18, 2007 - May 10, 2011
-53.83%
Jan 22, 2021 - Oct 3, 2023
#2-50.72%
Apr 10, 2001 - Nov 29, 2006
-45.44%
Feb 19, 2020 - Jul 17, 2020
#3-38.71%
Jan 24, 2000 - Aug 9, 2000
-37.27%
Aug 28, 2008 - Oct 6, 2009
#4-30.95%
Feb 14, 2020 - Jan 28, 2022
-32.14%
Apr 16, 2015 - Jul 29, 2016
#5-24.82%
Apr 6, 2022 - Jul 12, 2024
-25.77%
Sep 8, 2017 - May 24, 2019
#6-21.37%
Nov 4, 1999 - Jan 24, 2000
-19.98%
Dec 31, 2007 - Aug 28, 2008
#7-18.91%
Jul 5, 2016 - May 31, 2017
-19.32%
May 1, 2013 - May 7, 2014
#8-17.68%
Nov 14, 2017 - Aug 14, 2018
-17.08%
Sep 18, 2006 - Dec 19, 2006
#9-16.80%
Dec 26, 2000 - Apr 2, 2001
-16.67%
Apr 8, 2010 - Oct 13, 2010
#10-16.68%
Jun 26, 2026 - Aug 21, 2026
-16.48%
Oct 27, 2011 - Jul 13, 2012
#11-14.17%
Sep 26, 2019 - Feb 13, 2020
-15.16%
Sep 6, 2016 - Apr 11, 2017
#12-13.43%
Sep 13, 2018 - Mar 11, 2019
-15.06%
Jul 21, 2011 - Sep 13, 2011
#13-13.09%
Jul 21, 2011 - Aug 29, 2011
-13.77%
Nov 7, 2007 - Dec 31, 2007
#14-12.12%
Jun 18, 2015 - Sep 30, 2015
-12.08%
Nov 25, 2014 - Jan 16, 2015
#15-12.09%
Sep 13, 2000 - Dec 1, 2000
-11.58%
May 3, 2011 - Jul 20, 2011

Correlation

Correlation between NI and BEP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2000 - 2026)

NI vs BEP dividend yield comparison.

YearNIBEP
20262.22%2.39%
20252.68%5.53%
20242.88%6.23%
20233.77%5.14%
20223.43%5.05%
20213.19%4.42%
20203.66%2.68%
20192.87%4.42%
20183.08%7.57%
20172.73%5.36%
20162.89%5.99%
2015145.67%6.34%
20142.40%5.43%
20132.98%5.54%
20122.81%2.36%
20113.86%0.00%
20105.22%47.37%
20095.98%10.93%
20088.39%15.31%
20074.87%9.79%
20063.82%12.67%
20054.41%6.44%
20044.04%0.00%
20035.01%0.00%
20025.80%0.00%
20015.03%0.00%
20003.51%0.00%

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