NI vs EXE

Comparison between NiSource Inc (NI, Company) and Expand Energy Corporation (EXE, Company).

NI is from the Utilities sector, while EXE is from the Energy sector.

5-Year PerformanceNI has outperformed EXE, delivering a return of +16.9% compared to +16.1%

NI vs EXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	EXE(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	75.57%	32.88%
Sharpe Ratio	0.60	-0.14
5Y Beta	0.31	0.46
Industry	Utilities - Regulated Gas	Oil & Gas E&p
P/E Ratio	23.14	9.19
Forward P/E	22.22	9.49
PEG Ratio	2.31	2.75
Dividend Yield	1.90%	3.67%
5Y Dividends CAGR	10.86%	N/A
5Y EPS CAGR	31.83%	N/A
Debt to Equity	13.37%	25.62%
Free Cash Flow Yield	-3.73%	13.43%
P/S Ratio	3.27	1.49
P/B Ratio	2.25	1.08

Market Cap

$22B

Winner

EXE

$22B

Max Drawdown

75.57%

Winner

EXE

32.88%

Sharpe Ratio

Winner

0.60

EXE

-0.14

5Y Beta

Winner

0.31

EXE

0.46

Industry

Utilities - Regulated Gas

EXE

Oil & Gas E&p

P/E Ratio

23.14

Winner

EXE

9.19

Forward P/E

22.22

Winner

EXE

9.49

PEG Ratio

Winner

2.31

EXE

2.75

Dividend Yield

1.90%

Winner

EXE

3.67%

5Y Dividends CAGR

10.86%

EXE

N/A

5Y EPS CAGR

31.83%

EXE

N/A

Debt to Equity

Winner

13.37%

EXE

25.62%

Free Cash Flow Yield

-3.73%

Winner

EXE

13.43%

P/S Ratio

3.27

Winner

EXE

1.49

P/B Ratio

2.25

Winner

EXE

1.08

NI vs EXE - Historical Returns

Returns include dividend reinvestment.

Period	NI	EXE
1 month	-1.08%	+3.38%
3 months	-2.59%	-4.18%
6 months	+9.10%	-15.27%
1 year	+15.11%	-4.09%
5 years(CAGR)	+16.91%	+16.11%
10 years(CAGR)	+9.35%	N/A
Max(CAGR)	+11.21%	+19.07%

-1.08%

Winner

EXE

+3.38%

Winner

-2.59%

EXE

-4.18%

Winner

+9.10%

EXE

-15.27%

Winner

+15.11%

EXE

-4.09%

5Y(CAGR)

Winner

+16.91%

EXE

+16.11%

10Y(CAGR)

+9.35%

EXE

N/A

Max(CAGR)

+11.21%

Winner

EXE

+19.07%

NI vs EXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	EXE
2026	+12.34%	-15.48%
2025	+18.08%	+12.45%
2024	+41.04%	+33.06%
2023	+0.38%	-6.57%
2022	+2.96%	+57.07%
2021	+26.74%	+46.33%
2020	-12.79%	N/A
2019	+14.29%	N/A
2018	+3.17%	N/A
2017	+19.01%	N/A
2016	+16.64%	N/A
2015	+24.11%	N/A
2014	+34.99%	N/A
2013	+34.52%	N/A
2012	+9.70%	N/A
2011	+39.75%	N/A
2010	+20.25%	N/A
2009	+49.16%	N/A
2008	-38.53%	N/A
2007	-18.81%	N/A
2006	+17.85%	N/A
2005	-2.99%	N/A
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 EXE Drawdown Comparison

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

The maximum drawdown for EXE was -29.64%, occurring on Mar 15, 2023. Recovery took 494 trading sessions.

The current NI drawdown is -4.75%. The current EXE drawdown is -24.51%.

Rank	NI	EXE
#1	-65.72% May 18, 2007 - May 10, 2011	-29.64% Nov 30, 2022 - Nov 18, 2024
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-28.44% Dec 3, 2025 - Jul 20, 2026
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-27.93% May 27, 2022 - Aug 18, 2022
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-22.90% Jun 24, 2025 - Nov 28, 2025
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-15.29% Oct 25, 2021 - Jan 7, 2022
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-13.77% Jan 12, 2022 - Feb 25, 2022
#7	-18.91% Jul 5, 2016 - May 31, 2017	-13.59% Apr 18, 2022 - May 4, 2022
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-13.02% Jun 11, 2021 - Aug 11, 2021
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-12.88% Sep 14, 2022 - Nov 8, 2022
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-12.58% Apr 2, 2025 - May 15, 2025
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-12.32% May 5, 2022 - May 23, 2022
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-12.14% Mar 7, 2022 - Mar 24, 2022
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-11.96% Mar 3, 2021 - May 6, 2021
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-11.63% Aug 12, 2021 - Sep 3, 2021
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-10.90% Jan 16, 2025 - Mar 19, 2025

Correlation

Correlation between NI and EXE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

NI vs EXE dividend yield comparison.

Year	NI	EXE
2026	1.28%	1.25%
2025	2.68%	2.89%
2024	2.88%	2.45%
2023	3.77%	4.70%
2022	3.43%	10.16%
2021	3.19%	1.74%
2020	3.66%	0.00%
2019	2.87%	0.00%
2018	3.08%	0.00%
2017	2.73%	0.00%
2016	2.89%	0.00%
2015	145.67%	0.00%
2014	2.40%	0.00%
2013	2.98%	0.00%
2012	2.81%	0.00%
2011	3.86%	0.00%
2010	5.22%	0.00%
2009	5.98%	0.00%
2008	8.39%	0.00%
2007	4.87%	0.00%
2006	3.82%	0.00%
2005	4.41%	0.00%
2004	4.04%	0.00%
2003	5.01%	0.00%
2002	5.80%	0.00%
2001	5.03%	0.00%
2000	3.51%	0.00%