NorthWestern Corporation (NWE)
Company Info
| ISIN | US6680743050 |
|---|---|
| CUSIP | 668074305 |
| Sector | Utilities |
| Industry | Utilities - Diversified |
| IPO Date | Dec 28, 2007 |
Highlights
| Market Cap | $3.38B |
|---|---|
| EPS (TTM) | $3.71 |
| PE Ratio | 14.88 |
| PEG Ratio | 2.92 |
| Total Revenue (TTM) | $1.50B |
| Gross Profit (TTM) | $833.00M |
| EBITDA (TTM) | $504.03M |
| Year Range | $44.43 - $57.48 |
| Target Price | $58.00 |
| Short % | 3.40% |
| Short Ratio | 4.18 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: NWE vs. MNTK, NWE vs. XLI, NWE vs. SPY, NWE vs. DGICA, NWE vs. DUK, NWE vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in NorthWestern Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
NorthWestern Corporation had a return of 11.95% year-to-date (YTD) and 13.89% in the last 12 months. Over the past 10 years, NorthWestern Corporation had an annualized return of 4.59%, while the S&P 500 had an annualized return of 11.31%, indicating that NorthWestern Corporation did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.95% | 24.72% |
| 1 month | -2.73% | 2.30% |
| 6 months | 7.02% | 12.31% |
| 1 year | 13.89% | 32.12% |
| 5 years (annualized) | -0.30% | 13.81% |
| 10 years (annualized) | 4.59% | 11.31% |
Monthly Returns
The table below presents the monthly returns of NWE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.44% | -0.42% | 7.69% | -0.96% | 3.01% | -2.36% | 7.37% | 1.15% | 6.45% | -6.57% | 11.95% | ||
| 2023 | -4.28% | 1.73% | 1.29% | 1.31% | -3.46% | 1.40% | -0.51% | -10.75% | -3.43% | -0.10% | 4.79% | 2.38% | -10.12% |
| 2022 | 1.68% | 4.06% | 1.07% | -6.28% | 8.08% | -2.75% | -5.91% | -4.45% | -5.89% | 7.20% | 10.56% | 2.70% | 8.49% |
| 2021 | -6.59% | 7.36% | 12.62% | 4.34% | -6.88% | -4.03% | 2.94% | 2.60% | -9.01% | -0.77% | -2.74% | 4.52% | 2.10% |
| 2020 | 7.40% | -8.61% | -14.22% | -3.58% | 4.21% | -8.34% | 3.19% | -8.21% | -4.67% | 7.18% | 11.26% | 1.62% | -15.15% |
| 2019 | 7.52% | 7.24% | 3.57% | -0.80% | 1.56% | 2.51% | -3.09% | 3.60% | 4.42% | -3.37% | -1.31% | 0.95% | 24.50% |
| 2018 | -8.98% | -6.00% | 6.46% | 2.12% | -0.84% | 6.18% | 3.63% | 1.06% | -1.26% | 0.17% | 8.85% | -6.27% | 3.52% |
| 2017 | 0.42% | 2.43% | 1.28% | 1.84% | 3.65% | -0.68% | -5.29% | 4.38% | -4.76% | 4.11% | 8.40% | -6.30% | 8.74% |
| 2016 | 2.93% | 6.32% | 4.87% | -7.95% | 1.97% | 9.72% | -3.69% | -4.81% | 0.37% | 0.03% | -2.52% | 2.26% | 8.45% |
| 2015 | 2.09% | -6.18% | 0.19% | -3.16% | -0.13% | -5.41% | 10.44% | -4.09% | 5.27% | 0.67% | 0.63% | 0.39% | -0.45% |
| 2014 | 4.36% | 1.61% | 4.16% | 2.00% | -0.79% | 9.63% | -11.44% | 4.46% | -5.26% | 16.49% | 0.74% | 7.09% | 34.99% |
| 2013 | 6.51% | 5.38% | 3.26% | 7.93% | -4.32% | -2.15% | 5.76% | -4.81% | 12.86% | 2.05% | -4.06% | -0.61% | 29.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NWE is 61, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for NorthWestern Corporation (NWE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
NorthWestern Corporation provided a 4.72% dividend yield over the last twelve months, with an annual payout of $2.59 per share. The company has been increasing its dividends for 15 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.59 | $2.56 | $2.52 | $2.48 | $2.40 | $2.32 | $2.20 | $2.10 | $2.00 | $1.92 | $1.60 | $1.52 |
Dividend yield | 4.72% | 5.03% | 4.25% | 4.34% | 4.12% | 3.24% | 3.70% | 3.52% | 3.52% | 3.54% | 2.83% | 3.51% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $1.95 | |
| 2023 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | $2.56 |
| 2022 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $2.52 |
| 2021 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $2.48 |
| 2020 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $2.40 |
| 2019 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $2.32 |
| 2018 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $2.20 |
| 2017 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $2.10 |
| 2016 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $2.00 |
| 2015 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $1.92 |
| 2014 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $1.60 |
| 2013 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $1.52 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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. The portfolio has not yet recovered.
The current NorthWestern Corporation drawdown is 15.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.34% | Feb 20, 2020 | 22 | Mar 20, 2020 | — | — | — |
| -39.27% | Jan 2, 2008 | 208 | Oct 27, 2008 | 285 | Dec 14, 2009 | 493 |
| -21.01% | Dec 1, 2017 | 47 | Feb 8, 2018 | 192 | Nov 12, 2018 | 239 |
| -15.96% | Jan 26, 2015 | 109 | Jun 30, 2015 | 150 | Feb 3, 2016 | 259 |
| -15.8% | May 4, 2010 | 24 | Jun 7, 2010 | 93 | Oct 18, 2010 | 117 |
Volatility
Volatility Chart
The current NorthWestern Corporation volatility is 6.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of NorthWestern Corporation compared to its peers in the Utilities - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for NWE in comparison to other companies of the Utilities - Diversified industry. Currently, NWE has a PE value of 14.9. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for NWE in comparison to other companies of the Utilities - Diversified industry. Currently, NWE has a PEG value of 2.9. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for NorthWestern Corporation.
Loading data...
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
| Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |