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NI vs CRS

Comparison between NiSource Inc (NI, Company) and Carpenter Technology Corp (CRS, Company).

NI is from the Utilities sector, while CRS is from the Industrials sector.

5-Year PerformanceCRS has outperformed NI, delivering a return of +61.6% compared to +16.2%

NI vs CRS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
NI
$23B
Winner
CRS
$23B
Max Drawdown
Winner
NI
75.57%
CRS
84.97%
Sharpe Ratio
NI
0.83
Winner
CRS
1.68
5Y Beta
Winner
NI
0.33
CRS
1.55
Industry
NI
Utilities - Regulated Gas
CRS
Metal Fabrication
P/E Ratio
Winner
NI
23.60
CRS
47.55
Forward P/E
Winner
NI
23.31
CRS
23.36
PEG Ratio
NI
2.35
Winner
CRS
1.40
Dividend Yield
Winner
NI
1.83%
CRS
0.18%
5Y Dividends CAGR
Winner
NI
10.86%
CRS
0.00%
5Y EPS CAGR
NI
31.83%
CRS
N/A
Debt to Equity
Winner
NI
13.37%
CRS
33.39%
Free Cash Flow Yield
NI
-3.66%
Winner
CRS
2.74%
P/S Ratio
Winner
NI
3.43
CRS
7.52
P/B Ratio
Winner
NI
2.44
CRS
10.69

NI vs CRS - Historical Returns

Returns include dividend reinvestment.

1M
NI
-2.27%
Winner
CRS
+0.08%
3M
NI
+5.76%
Winner
CRS
+17.31%
6M
NI
+8.68%
Winner
CRS
+30.62%
1Y
NI
+21.08%
Winner
CRS
+105.15%
5Y(CAGR)
NI
+16.18%
Winner
CRS
+61.59%
10Y(CAGR)
NI
+10.52%
Winner
CRS
+32.47%
Max(CAGR)
NI
+11.30%
Winner
CRS
+16.76%

NI vs CRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNICRS
2026+12.27%+26.63%
2025+18.08%+80.07%
2024+41.04%+146.71%
2023+0.38%+100.26%
2022+2.96%+24.98%
2021+26.74%+6.41%
2020-12.79%-39.06%
2019+14.29%+35.16%
2018+3.17%-31.93%
2017+19.01%+41.89%
2016+16.64%+25.93%
2015+24.11%-35.61%
2014+34.99%-19.41%
2013+34.52%+18.16%
2012+9.70%-1.33%
2011+39.75%+25.15%
2010+20.25%+46.05%
2009+49.16%+27.41%
2008-38.53%-71.91%
2007-18.81%+51.27%
2006+17.85%+43.41%
2005-2.99%+27.69%
2004+9.85%+93.51%
2003+12.97%+139.02%
2002-9.69%-49.63%
2001-20.03%-14.70%
2000+84.02%+36.39%
1999-14.08%+14.08%

NI vs CRS Drawdown Comparison

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

The maximum drawdown for CRS was -84.68%, occurring on Nov 20, 2008. Recovery took 3923 trading sessions.

The current NI drawdown is -3.23%. The current CRS drawdown is -6.59%.

RankNICRS
#1-65.72%
May 18, 2007 - May 10, 2011
-84.68%
Dec 10, 2007 - Jul 13, 2023
#2-50.72%
Apr 10, 2001 - Nov 29, 2006
-72.07%
Dec 8, 2000 - Feb 11, 2004
#3-38.71%
Jan 24, 2000 - Aug 9, 2000
-35.12%
May 10, 2006 - Jul 12, 2007
#4-30.95%
Feb 14, 2020 - Jan 28, 2022
-31.09%
Jan 6, 2000 - Jul 27, 2000
#5-24.82%
Apr 6, 2022 - Jul 12, 2024
-30.24%
Jul 19, 2007 - Nov 29, 2007
#6-21.37%
Nov 4, 1999 - Jan 24, 2000
-28.74%
Jan 23, 2025 - May 2, 2025
#7-18.91%
Jul 5, 2016 - May 31, 2017
-26.94%
Mar 4, 2005 - Dec 12, 2005
#8-17.68%
Nov 14, 2017 - Aug 14, 2018
-25.89%
Oct 6, 2004 - Nov 9, 2004
#9-16.80%
Dec 26, 2000 - Apr 2, 2001
-25.65%
Feb 12, 2004 - Jul 26, 2004
#10-14.17%
Sep 26, 2019 - Feb 13, 2020
-19.89%
Dec 4, 2023 - Apr 4, 2024
#11-13.43%
Sep 13, 2018 - Mar 11, 2019
-19.45%
Aug 29, 2000 - Nov 7, 2000
#12-13.09%
Jul 21, 2011 - Aug 29, 2011
-19.08%
Jul 18, 2025 - Oct 23, 2025
#13-12.12%
Jun 18, 2015 - Sep 30, 2015
-16.92%
Dec 21, 2004 - Feb 3, 2005
#14-12.09%
Sep 13, 2000 - Dec 1, 2000
-15.74%
Nov 26, 2024 - Jan 15, 2025
#15-11.33%
Apr 29, 2013 - Jul 25, 2013
-14.08%
Jan 31, 2006 - Mar 15, 2006

Correlation

Correlation between NI and CRS is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

NI vs CRS dividend yield comparison.

YearNICRS
20261.28%0.09%
20252.68%0.25%
20242.88%0.47%
20233.77%1.13%
20223.43%2.17%
20213.19%2.74%
20203.66%2.75%
20192.87%1.61%
20183.08%2.13%
20172.73%1.41%
20162.89%1.99%
2015145.67%2.38%
20142.40%1.46%
20132.98%1.16%
20122.81%1.39%
20113.86%1.40%
20105.22%1.79%
20095.98%2.67%
20088.39%3.36%
20074.87%0.75%
20063.82%0.73%
20054.41%0.74%
20044.04%0.59%
20035.01%1.12%
20025.80%8.62%
20015.03%4.96%
20003.51%3.77%
19990.00%1.20%

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