Atmos Energy Corp vs NiSource Inc

Atmos Energy Corp (ATO) is slightly overvalued and NiSource Inc (NI) is slightly overvalued.

Both trade above our estimate of their intrinsic value. NI is the closer of the two: -6%, against -9% for ATO.

Values as of the 22 Sept 2026 close.

Atmos Energy Corp (ATO)

Discounting its cash flows at 7.8% (average of 2 methods) values the shares at $143.75; the price of $157.34 is 9% above that value.

Leak Score 37/100 on 10 of 12 signals

NiSource Inc (NI)

Discounting its cash flows at 7.0% (average of 2 methods) values the shares at $37.59; the price of $39.88 is 6% above that value.

Leak Score 31/100 on 10 of 12 signals

MetricATONI
VerdictSlightly overvaluedSlightly overvalued
Price$157.34$39.88
Intrinsic value$143.75$37.59
Margin of safety-9%-6%
Leak Score37/100 (10/12)31/100 (10/12)
Market cap$26.6B$19.1B
Revenue growth, 5 years10.8%7.2%
Operating margin37.0%27.0%
Net margin28.5%13.2%
Return on equity9.8%9.8%
Debt to equity0.681.82
P/E18.7x21.1x
Forward P/E17.4x17.7x
P/B1.7x2.0x
Dividend yield2.5%3.0%

All stocks in Utilities - Regulated Gas