NI vs STLA

Comparison between NiSource Inc (NI, Company) and Stellantis N.V (STLA, Company).

NI is from the Utilities sector, while STLA is from the Consumer Cyclical sector.

5-Year PerformanceNI has outperformed STLA, delivering a return of +16.4% compared to -13.4%

NI vs STLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	STLA(COMPANY)
Market Cap	$22B	$18B
Max Drawdown	75.57%	78.47%
Sharpe Ratio	0.94	-0.60
5Y Beta	0.30	1.48
Industry	Utilities - Regulated Gas	Auto Manufacturers
P/E Ratio	23.17	-11.43
Forward P/E	22.73	8.03
PEG Ratio	2.31	1.31
Dividend Yield	1.88%	8.75%
5Y Dividends CAGR	10.86%	-12.01%
5Y EPS CAGR	31.83%	-9.89%
Debt to Equity	13.37%	79.17%
Free Cash Flow Yield	-3.72%	N/A
P/S Ratio	3.26	0.12
P/B Ratio	2.30	0.27

Market Cap

Winner

$22B

STLA

$18B

Max Drawdown

Winner

75.57%

STLA

78.47%

Sharpe Ratio

Winner

0.94

STLA

-0.60

5Y Beta

Winner

0.30

STLA

1.48

Industry

Utilities - Regulated Gas

STLA

Auto Manufacturers

P/E Ratio

23.17

Winner

STLA

-11.43

Forward P/E

22.73

Winner

STLA

8.03

PEG Ratio

2.31

Winner

STLA

1.31

Dividend Yield

1.88%

Winner

STLA

8.75%

5Y Dividends CAGR

Winner

10.86%

STLA

-12.01%

5Y EPS CAGR

Winner

31.83%

STLA

-9.89%

Debt to Equity

Winner

13.37%

STLA

79.17%

Free Cash Flow Yield

-3.72%

STLA

N/A

P/S Ratio

3.26

Winner

STLA

0.12

P/B Ratio

2.30

Winner

STLA

0.27

NI vs STLA - Historical Returns

Returns include dividend reinvestment.

Period	NI	STLA
1 month	+0.04%	-7.16%
3 months	+1.74%	+0.15%
6 months	+15.50%	-41.68%
1 year	+21.43%	-32.11%
5 years(CAGR)	+16.40%	-13.36%
10 years(CAGR)	+10.02%	+8.60%
Max(CAGR)	+11.30%	+10.96%

Winner

+0.04%

STLA

-7.16%

Winner

+1.74%

STLA

+0.15%

Winner

+15.50%

STLA

-41.68%

Winner

+21.43%

STLA

-32.11%

5Y(CAGR)

Winner

+16.40%

STLA

-13.36%

10Y(CAGR)

Winner

+10.02%

STLA

+8.60%

Max(CAGR)

Winner

+11.30%

STLA

+10.96%

NI vs STLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	STLA
2026	+13.44%	-39.84%
2025	+18.08%	+0.18%
2024	+41.04%	-39.58%
2023	+0.38%	+74.17%
2022	+2.96%	-21.69%
2021	+26.74%	+20.85%
2020	-12.79%	+31.48%
2019	+14.29%	+18.94%
2018	+3.17%	-21.54%
2017	+19.01%	+87.55%
2016	+16.64%	+1.84%
2015	+24.11%	+19.68%
2014	+34.99%	+21.90%
2013	+34.52%	+60.79%
2012	+9.70%	+11.97%
2011	+39.75%	-52.27%
2010	+20.25%	+102.97%
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 STLA Drawdown Comparison

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

The maximum drawdown for STLA was -72.99%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current NI drawdown is -2.22%. The current STLA drawdown is -70.68%.

Rank	NI	STLA
#1	-65.72% May 18, 2007 - May 10, 2011	-72.99% Mar 25, 2024 - Mar 20, 2026
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-70.30% Jan 26, 2018 - Mar 9, 2021
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-62.13% Jul 5, 2011 - Mar 6, 2014
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-48.04% Mar 16, 2015 - Jan 11, 2017
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-42.86% Aug 13, 2021 - Jul 13, 2023
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-29.65% Apr 9, 2014 - Nov 13, 2014
#7	-18.91% Jul 5, 2016 - May 31, 2017	-24.46% Jan 14, 2011 - Apr 28, 2011
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-17.85% Dec 5, 2014 - Feb 3, 2015
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-16.23% Mar 16, 2017 - Apr 26, 2017
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-16.04% Jun 8, 2021 - Aug 11, 2021
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-14.43% Jan 11, 2017 - Feb 14, 2017
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-13.64% May 2, 2011 - Jul 5, 2011
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-13.63% Jul 28, 2023 - Nov 20, 2023
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-11.42% Apr 26, 2017 - Jul 13, 2017
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-10.60% Dec 27, 2023 - Feb 8, 2024

Correlation

Correlation between NI and STLA is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2000 - 2026)

NI vs STLA dividend yield comparison.

Year	NI	STLA
2026	1.27%	0.00%
2025	2.68%	14.26%
2024	2.88%	12.66%
2023	3.77%	6.32%
2022	3.43%	7.90%
2021	3.19%	14.59%
2020	3.66%	4.21%
2019	2.87%	14.86%
2018	3.08%	0.00%
2017	2.73%	0.00%
2016	2.89%	0.12%
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%