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Evergy (EVRG) Financial Forecast Calculator

Interactive 5-year forecast and DCF for Evergy. Adjust revenue growth, gross margin, capex intensity, WACC, and terminal growth - see revenue, free cash flow, and enterprise value update in real time. Seeded from Evergy’s most recent SEC filings.

Revenue FY30
$5.78B
from $5.35B
FCF FY30
$246.1M
Margin 4.3%
Enterprise value
$8.37B
1.6× LTM revenue
Equity value
-$4.07B
Net debt $12.44B
Revenue & free cash flow - history and 5-year forecast
Line (area)
Bars
Historicals from SEC EDGAR (grey). Forecast years (color) update live as you move the sliders.

Assumptions

Revenue growth (annual)
1.6%
-10.0%baseline 1.6%40.0%
Gross margin
45.0%
5.0%baseline 45.0%90.0%
Capex % of revenue
35.2%
0.0%baseline 35.2%30.0%
WACC (discount rate)
9.00%
4.0%baseline 9.0%18.0%
Terminal growth
2.50%
0.0%baseline 2.5%5.0%

Need this as an Excel model?

Keep iterating on the Evergy forecast in Excel. The downloadable sample has every assumption you see here plus a fully integrated income statement, balance sheet, cash flow, and debt schedule - five years of SEC historicals and live formulas in a fully editable workbook.

income_statement.xlsx
Income statement, brown brand palette
income_statement.xlsx
Income statement, green brand palette
income_statement.xlsx
Income statement, red brand palette

Frequently asked

What kind of company is Evergy and what services does it provide?+

Evergy, Inc. is a regulated electric utility company that generates, transmits, and distributes electricity. It serves approximately 1.7 million customers across Kansas and Missouri, operating primarily as a single reportable segment focused on regulated electric utility services.

How does Evergy generate its revenue, and what factors influence its growth?+

Evergy generates revenue from distinct customer classes, including residential, commercial, industrial, and wholesale customers. Revenue growth is influenced by factors like population growth, local economic expansion, and weather-normalised usage per customer, with rates set by state commissions.

What is Evergy's capital expenditure strategy, and how does it impact the company?+

Evergy has an extremely high capital expenditure program, with capex representing 45-50% of revenue, driven by a $21.6 billion investment plan for 2026-2030. This investment is split between approximately 40% maintenance and 60% growth, funding new generation plants and grid modernization.

What is the primary purpose of the financial model for Evergy (EVRG)?+

The financial model evaluates Evergy's equity valuation and dividend sustainability. It projects the company's rate base growth, regulatory recovery lag, and massive capital expenditure programme to determine if it can achieve its targeted 6-8% annual EPS growth.

Can I download an Excel financial model for Evergy (EVRG)?+

Yes, an Excel financial model for Evergy (EVRG) is available for download. This model provides a forecast horizon from FY2026 through FY2030, allowing users to analyze the company's financial performance and make their own assumptions.

What is Evergy's business model and how are its returns determined?+

Evergy operates as an asset-heavy, rate-regulated monopoly in its franchised service territories. Its returns are primarily driven by the Allowed Return on Equity (ROE) on its rate base, which is determined by the Kansas Corporation Commission and the Missouri Public Service Commission.

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