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VTRS vs NI

Comparison between Viatris Inc (VTRS, Company) and NiSource Inc (NI, Company).

VTRS is from the Healthcare sector, while NI is from the Utilities sector.

5-Year PerformanceNI has outperformed VTRS, delivering a return of +15.0% compared to +7.1%

VTRS vs NI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
VTRS
$20B
Winner
NI
$21B
Max Drawdown
Winner
VTRS
61.26%
NI
75.57%
Sharpe Ratio
Winner
VTRS
1.96
NI
0.09
5Y Beta
VTRS
0.80
Winner
NI
0.30
Industry
VTRS
Drug Manufacturers - Specialty & Generic
NI
Utilities - Regulated Gas
P/E Ratio
Winner
VTRS
-7.02
NI
22.71
Forward P/E
Winner
VTRS
7.18
NI
21.83
PEG Ratio
Winner
VTRS
1.13
NI
13.95
Dividend Yield
Winner
VTRS
2.71%
NI
1.93%
5Y Dividends CAGR
Winner
VTRS
40.40%
NI
10.91%
5Y EPS CAGR
VTRS
N/A
NI
23.00%
Debt to Equity
VTRS
97.86%
Winner
NI
7.23%
Free Cash Flow Yield
Winner
VTRS
8.79%
NI
-5.28%
P/S Ratio
Winner
VTRS
1.41
NI
3.02
P/B Ratio
Winner
VTRS
1.41
NI
2.21

VTRS vs NI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VTRS
-3.04%
NI
-7.20%
3M
Winner
VTRS
+2.87%
NI
-8.10%
6M
Winner
VTRS
+13.48%
NI
-0.38%
1Y
Winner
VTRS
+93.40%
NI
+6.42%
5Y(CAGR)
VTRS
+7.12%
Winner
NI
+14.95%
10Y(CAGR)
VTRS
N/A
NI
+9.13%
Max(CAGR)
VTRS
+4.35%
Winner
NI
+10.91%

VTRS vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVTRSNI
2026+32.79%+4.92%
2025+5.32%+18.08%
2024+13.79%+41.04%
2023-0.18%+0.38%
2022-18.38%+2.96%
2021-25.33%+26.74%
2020+18.16%-12.79%
2019N/A+14.29%
2018N/A+3.17%
2017N/A+19.01%
2016N/A+16.64%
2015N/A+24.11%
2014N/A+34.99%
2013N/A+34.52%
2012N/A+9.70%
2011N/A+39.75%
2010N/A+20.25%
2009N/A+49.16%
2008N/A-38.53%
2007N/A-18.81%
2006N/A+17.85%
2005N/A-2.99%
2004N/A+9.85%
2003N/A+12.97%
2002N/A-9.69%
2001N/A-20.03%
2000N/A+84.02%
1999N/A-14.08%

VTRS vs NI Drawdown Comparison

The maximum drawdown for VTRS was -54.33%, occurring on Apr 10, 2025. Recovery took 1281 trading sessions.

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

The current VTRS drawdown is -8.79%. The current NI drawdown is -11.04%.

RankVTRSNI
#1-54.33%
Dec 31, 2020 - Feb 9, 2026
-65.72%
May 18, 2007 - May 10, 2011
#2-18.97%
Feb 11, 2026 - May 7, 2026
-50.72%
Apr 10, 2001 - Nov 29, 2006
#3-10.98%
May 7, 2026 - Jul 16, 2026
-38.71%
Jan 24, 2000 - Aug 9, 2000
#4-8.79%
Jul 28, 2026 - Aug 6, 2026
-30.95%
Feb 14, 2020 - Jan 28, 2022
#5-7.40%
Nov 19, 2020 - Dec 30, 2020
-24.82%
Apr 6, 2022 - Jul 12, 2024
#6-3.30%
Jul 21, 2026 - Jul 27, 2026
-21.37%
Nov 4, 1999 - Jan 24, 2000
#7-1.96%
Jul 16, 2026 - Jul 21, 2026
-18.91%
Jul 5, 2016 - May 31, 2017
#8-0.92%
Nov 17, 2020 - Nov 19, 2020
-17.68%
Nov 14, 2017 - Aug 14, 2018
#9N/A-16.80%
Dec 26, 2000 - Apr 2, 2001
#10N/A-14.17%
Sep 26, 2019 - Feb 13, 2020
#11N/A-13.43%
Sep 13, 2018 - Mar 11, 2019
#12N/A-13.09%
Jul 21, 2011 - Aug 29, 2011
#13N/A-12.12%
Jun 18, 2015 - Sep 30, 2015
#14N/A-12.09%
Sep 13, 2000 - Dec 1, 2000
#15N/A-11.98%
Jun 26, 2026 - Aug 5, 2026

Correlation

Correlation between VTRS and NI is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35
-101

Dividend Comparison (2000 - 2026)

VTRS vs NI dividend yield comparison.

YearVTRSNI
20261.47%2.08%
20253.86%2.68%
20243.86%2.88%
20234.43%3.77%
20224.31%3.43%
20212.44%3.19%
20200.00%3.66%
20190.00%2.87%
20180.00%3.08%
20170.00%2.73%
20160.00%2.89%
20150.00%145.67%
20140.00%2.40%
20130.00%2.98%
20120.00%2.81%
20110.00%3.86%
20100.00%5.22%
20090.00%5.98%
20080.00%8.39%
20070.00%4.87%
20060.00%3.82%
20050.00%4.41%
20040.00%4.04%
20030.00%5.01%
20020.00%5.80%
20010.00%5.03%
20000.00%3.51%

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