NI vs PHM
Comparison between NiSource Inc (NI, Company) and PulteGroup Inc (PHM, Company).
NI is from the Utilities sector, while PHM is from the Consumer Cyclical sector.
5-Year PerformancePHM has outperformed NI, delivering a return of +16.9% compared to +16.0%
NI vs PHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NI vs PHM - Historical Returns
Returns include dividend reinvestment.
NI vs PHM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NI | PHM |
|---|---|---|
| 2026 | +9.41% | -1.35% |
| 2025 | +18.08% | +9.82% |
| 2024 | +41.04% | +7.98% |
| 2023 | +0.38% | +125.46% |
| 2022 | +2.96% | -17.68% |
| 2021 | +26.74% | +36.94% |
| 2020 | -12.79% | +13.00% |
| 2019 | +14.29% | +49.88% |
| 2018 | +3.17% | -21.05% |
| 2017 | +19.01% | +81.73% |
| 2016 | +16.64% | +9.17% |
| 2015 | +24.11% | -14.74% |
| 2014 | +34.99% | +8.11% |
| 2013 | +34.52% | +10.47% |
| 2012 | +9.70% | +178.53% |
| 2011 | +39.75% | -18.89% |
| 2010 | +20.25% | -26.56% |
| 2009 | +49.16% | -10.47% |
| 2008 | -38.53% | +6.27% |
| 2007 | -18.81% | -67.13% |
| 2006 | +17.85% | -19.29% |
| 2005 | -2.99% | +24.89% |
| 2004 | +9.85% | +40.78% |
| 2003 | +12.97% | +84.87% |
| 2002 | -9.69% | +8.56% |
| 2001 | -20.03% | +11.32% |
| 2000 | +84.02% | +101.03% |
| 1999 | -14.08% | +9.65% |
NI vs PHM Drawdown Comparison
The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The current NI drawdown is -5.70%. The current PHM drawdown is -20.40%.
| Rank | NI | PHM |
|---|---|---|
| #1 | -65.72% May 18, 2007 - May 10, 2011 | -92.39% Jul 28, 2005 - Jan 21, 2020 |
| #2 | -50.72% Apr 10, 2001 - Nov 29, 2006 | -62.09% Feb 11, 2020 - Aug 21, 2020 |
| #3 | -38.71% Jan 24, 2000 - Aug 9, 2000 | -45.40% Apr 27, 2001 - Feb 26, 2002 |
| #4 | -30.95% Feb 14, 2020 - Jan 28, 2022 | -40.98% May 10, 2021 - Apr 18, 2023 |
| #5 | -24.82% Apr 6, 2022 - Jul 12, 2024 | -38.01% Oct 18, 2024 - Apr 8, 2025 |
| #6 | -21.37% Nov 4, 1999 - Jan 24, 2000 | -37.85% Jun 24, 2002 - May 7, 2003 |
| #7 | -18.91% Jul 5, 2016 - May 31, 2017 | -31.65% Nov 16, 1999 - May 16, 2000 |
| #8 | -17.68% Nov 14, 2017 - Aug 14, 2018 | -25.43% Sep 21, 2004 - Dec 15, 2004 |
| #9 | -16.80% Dec 26, 2000 - Apr 2, 2001 | -25.27% Dec 5, 2000 - Apr 24, 2001 |
| #10 | -14.17% Sep 26, 2019 - Feb 13, 2020 | -20.93% Mar 5, 2004 - Aug 16, 2004 |
| #11 | -13.43% Sep 13, 2018 - Mar 11, 2019 | -19.11% Oct 9, 2000 - Nov 3, 2000 |
| #12 | -13.09% Jul 21, 2011 - Aug 29, 2011 | -18.85% Aug 8, 2023 - Nov 14, 2023 |
| #13 | -12.12% Jun 18, 2015 - Sep 30, 2015 | -18.38% Jun 16, 2003 - Oct 2, 2003 |
| #14 | -12.09% Sep 13, 2000 - Dec 1, 2000 | -17.87% Oct 12, 2020 - Feb 10, 2021 |
| #15 | -11.33% Apr 29, 2013 - Jul 25, 2013 | -15.44% Mar 4, 2002 - May 1, 2002 |
Correlation
Correlation between NI and PHM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
NI vs PHM dividend yield comparison.
| Year | NI | PHM |
|---|---|---|
| 2026 | 1.32% | 0.22% |
| 2025 | 2.68% | 0.78% |
| 2024 | 2.88% | 0.75% |
| 2023 | 3.77% | 0.66% |
| 2022 | 3.43% | 1.34% |
| 2021 | 3.19% | 1.00% |
| 2020 | 3.66% | 1.16% |
| 2019 | 2.87% | 1.16% |
| 2018 | 3.08% | 1.46% |
| 2017 | 2.73% | 1.08% |
| 2016 | 2.89% | 1.96% |
| 2015 | 145.67% | 1.85% |
| 2014 | 2.40% | 1.07% |
| 2013 | 2.98% | 0.74% |
| 2012 | 2.81% | 0.00% |
| 2011 | 3.86% | 0.00% |
| 2010 | 5.22% | 0.00% |
| 2009 | 5.98% | 0.00% |
| 2008 | 8.39% | 1.46% |
| 2007 | 4.87% | 1.52% |
| 2006 | 3.82% | 0.48% |
| 2005 | 4.41% | 0.33% |
| 2004 | 4.04% | 0.31% |
| 2003 | 5.01% | 0.18% |
| 2002 | 5.80% | 0.33% |
| 2001 | 5.03% | 0.36% |
| 2000 | 3.51% | 0.38% |
| 1999 | 0.00% | 0.18% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks