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TROW vs NI

Comparison between T. Rowe Price Group Inc (TROW, Company) and NiSource Inc (NI, Company).

TROW is from the Financial Services sector, while NI is from the Utilities sector.

5-Year PerformanceNI has outperformed TROW, delivering a return of +16.0% compared to -7.4%

TROW vs NI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TROW
$23B
Winner
NI
$23B
Max Drawdown
Winner
TROW
67.68%
NI
75.57%
Sharpe Ratio
TROW
0.70
Winner
NI
0.82
5Y Beta
TROW
1.14
Winner
NI
0.32
Industry
TROW
Asset Management
NI
Utilities - Regulated Gas
P/E Ratio
Winner
TROW
10.73
NI
23.59
Forward P/E
Winner
TROW
10.56
NI
22.12
PEG Ratio
TROW
3.80
Winner
NI
2.35
Dividend Yield
Winner
TROW
4.92%
NI
1.91%
5Y Dividends CAGR
TROW
6.21%
Winner
NI
10.86%
5Y EPS CAGR
TROW
3.28%
Winner
NI
31.83%
Debt to Equity
Winner
TROW
0.00%
NI
13.37%
Free Cash Flow Yield
Winner
TROW
7.44%
NI
-3.66%
P/S Ratio
Winner
TROW
3.02
NI
3.34
P/B Ratio
Winner
TROW
2.08
NI
2.36

TROW vs NI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TROW
+0.90%
NI
-5.30%
3M
Winner
TROW
+12.99%
NI
-1.98%
6M
TROW
+1.71%
Winner
NI
+10.14%
1Y
TROW
+17.18%
Winner
NI
+18.54%
5Y(CAGR)
TROW
-7.38%
Winner
NI
+16.05%
10Y(CAGR)
TROW
+7.03%
Winner
NI
+9.84%
Max(CAGR)
TROW
+9.62%
Winner
NI
+11.16%

TROW vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTROWNI
2026+0.89%+9.41%
2025-4.96%+18.08%
2024+9.47%+41.04%
2023+3.17%+0.38%
2022-41.61%+2.96%
2021+38.26%+26.74%
2020+24.50%-12.79%
2019+36.33%+14.29%
2018-8.12%+3.17%
2017+42.29%+19.01%
2016+10.49%+16.64%
2015-12.15%+24.11%
2014+6.26%+34.99%
2013+27.63%+34.52%
2012+17.36%+9.70%
2011-11.50%+39.75%
2010+21.08%+20.25%
2009+50.10%+49.16%
2008-38.51%-38.53%
2007+34.89%-18.81%
2006+21.42%+17.85%
2005+18.60%-2.99%
2004+30.46%+9.85%
2003+68.53%+12.97%
2002-19.30%-9.69%
2001-12.10%-20.03%
2000+21.93%+84.02%
1999-0.47%-14.08%

TROW vs NI Drawdown Comparison

The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.

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

The current TROW drawdown is -42.90%. The current NI drawdown is -5.70%.

RankTROWNI
#1-67.45%
Sep 19, 2008 - Dec 7, 2010
-65.72%
May 18, 2007 - May 10, 2011
#2-58.20%
Aug 31, 2021 - Apr 8, 2025
-50.72%
Apr 10, 2001 - Nov 29, 2006
#3-54.10%
Sep 14, 2000 - Dec 23, 2003
-38.71%
Jan 24, 2000 - Aug 9, 2000
#4-38.06%
Feb 19, 2020 - Jul 31, 2020
-30.95%
Feb 14, 2020 - Jan 28, 2022
#5-34.39%
Feb 18, 2011 - Jan 4, 2013
-24.82%
Apr 6, 2022 - Jul 12, 2024
#6-31.38%
Jun 12, 2018 - Nov 12, 2019
-21.37%
Nov 4, 1999 - Jan 24, 2000
#7-30.15%
Nov 16, 2007 - Sep 19, 2008
-18.91%
Jul 5, 2016 - May 31, 2017
#8-28.76%
Jan 25, 2000 - Jun 5, 2000
-17.68%
Nov 14, 2017 - Aug 14, 2018
#9-22.18%
Dec 23, 2014 - Jul 14, 2017
-16.80%
Dec 26, 2000 - Apr 2, 2001
#10-19.32%
Mar 5, 2004 - Oct 28, 2004
-14.17%
Sep 26, 2019 - Feb 13, 2020
#11-17.90%
Apr 26, 2006 - Aug 15, 2006
-13.43%
Sep 13, 2018 - Mar 11, 2019
#12-16.45%
Nov 22, 1999 - Jan 25, 2000
-13.09%
Jul 21, 2011 - Aug 29, 2011
#13-15.62%
Jun 19, 2000 - Sep 13, 2000
-12.12%
Jun 18, 2015 - Sep 30, 2015
#14-15.00%
Jan 26, 2018 - May 16, 2018
-12.09%
Sep 13, 2000 - Dec 1, 2000
#15-14.97%
Aug 8, 2007 - Oct 1, 2007
-11.33%
Apr 29, 2013 - Jul 25, 2013

Correlation

Correlation between TROW and NI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

TROW vs NI dividend yield comparison.

YearTROWNI
20261.25%1.32%
20254.96%2.68%
20244.39%2.88%
20234.53%3.77%
20224.40%3.43%
20213.72%3.19%
20202.38%3.66%
20192.50%2.87%
20183.03%3.08%
20172.17%2.73%
20162.87%2.89%
20155.71%145.67%
20142.05%2.40%
20131.81%2.98%
20123.62%2.81%
20112.18%3.86%
20101.67%5.22%
20091.88%5.98%
20082.71%8.39%
20071.23%4.87%
20061.19%3.82%
20051.35%4.41%
20041.29%4.04%
20031.48%5.01%
20022.38%5.80%
20011.76%5.03%
20001.28%3.51%
19990.35%0.00%

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