NorthWestern Corporation (NWE)

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NorthWestern Corporation (NWE) is up 8.2% since the beginning of the year. At $69 per share, NWE is trading 8.0% below its 52-week high of $75. Investors who bought $1,000 worth of NWE shares 5 years ago would now be looking at an investment worth $1,366.

NorthWestern Corporation (NWE) has returned 8.24% so far this year and 34.06% over the past 12 months. Over the last ten years, NWE has returned 5.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Dec 28, 2007, NWE's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2014 with a return of +16.5%, while the worst month was Oct 2008 at -22.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NWE closed higher 53% of trading days. The best single day was Mar 17, 2020 with a return of +13.2%, while the worst single day was Mar 18, 2020 at -17.0%.

NorthWestern Corporation has an annualized alpha of 4.64%, beta of 0.66, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since December 31, 2007.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (62.77%) than losses (56.39%) - typical of diversified or defensive assets.
• Beta of 0.66 may look defensive, but with R2 of 0.31 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.31 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

NWE ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for NorthWestern Corporation (NWE) and compare them to S&P 500 Index.

NorthWestern Corporation provided a 3.83% dividend yield over the last twelve months, with an annual payout of $2.65 per share. The company has been increasing its dividends for 17 consecutive years.

The table displays the monthly dividend distributions for NorthWestern Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the NorthWestern Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the NorthWestern Corporation was 39.34%, occurring on Mar 20, 2020. Recovery took 1407 trading sessions.

The current NorthWestern Corporation drawdown is 5.73%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of NorthWestern Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how NorthWestern Corporation is priced in the market compared to other companies in the Utilities - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.