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NatWest Group plc (NWG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6390571080

CUSIP

639057108

IPO Date

Oct 18, 2007

Highlights

Market Cap

$51.87B

EPS (TTM)

$1.38

PE Ratio

9.32

PEG Ratio

0.55

Total Revenue (TTM)

$14.99B

Gross Profit (TTM)

$18.60B

EBITDA (TTM)

$1.77B

Year Range

$7.29 - $12.87

Target Price

$10.80

Short %

0.13%

Short Ratio

0.64

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in NatWest Group plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%NovemberDecember2025FebruaryMarchApril
-88.40%
258.76%
NWG (NatWest Group plc)
Benchmark (^GSPC)

Returns By Period

NatWest Group plc had a return of 30.82% year-to-date (YTD) and 72.76% in the last 12 months. Over the past 10 years, NatWest Group plc had an annualized return of 6.37%, while the S&P 500 had an annualized return of 10.15%, indicating that NatWest Group plc did not perform as well as the benchmark.


NWG

YTD

30.82%

1M

5.93%

6M

40.19%

1Y

72.76%

5Y*

43.70%

10Y*

6.37%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of NWG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.00%13.45%0.83%7.89%30.82%
20241.60%8.39%14.69%13.24%7.27%-2.78%18.80%-1.61%1.52%2.14%8.16%-1.64%92.32%
202319.66%-8.41%-3.15%0.45%-2.41%-5.41%3.76%-5.06%-1.02%-24.70%21.87%8.04%-4.85%
20228.18%-7.56%-3.67%-4.58%7.75%-6.68%14.13%-10.43%-9.77%8.62%18.08%0.94%10.37%
2021-11.95%27.64%7.42%0.74%9.98%-5.21%-0.88%5.90%4.28%-0.66%-6.94%8.53%39.24%
2020-11.18%-19.06%-37.16%4.04%-1.76%9.71%-9.51%6.16%-8.19%18.58%26.65%11.88%-24.92%
201915.03%10.57%-4.39%-1.99%-14.40%3.84%-5.28%-9.43%12.58%8.82%5.59%9.90%29.20%
20189.03%-10.56%-0.67%1.08%-1.34%-7.86%-0.29%-5.45%2.67%-6.59%-8.03%-0.35%-26.25%
20171.63%4.63%3.23%12.69%-1.61%-2.97%1.69%-0.90%10.64%4.26%-0.66%1.33%38.15%
2016-16.91%-15.87%2.90%6.11%5.61%-34.27%8.51%4.51%-12.57%-0.64%4.75%14.02%-37.65%
2015-10.32%3.96%-10.63%2.48%2.90%4.04%-3.70%-3.66%-7.11%1.47%-5.89%-2.63%-26.75%
2014-1.77%-1.53%-5.29%-2.12%13.88%-2.42%5.23%1.35%-0.91%4.19%-0.72%-1.86%6.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, NWG is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NWG is 9494
Overall Rank
The Sharpe Ratio Rank of NWG is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of NWG is 9595
Sortino Ratio Rank
The Omega Ratio Rank of NWG is 9494
Omega Ratio Rank
The Calmar Ratio Rank of NWG is 8383
Calmar Ratio Rank
The Martin Ratio Rank of NWG is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for NatWest Group plc (NWG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NWG, currently valued at 2.57, compared to the broader market-2.00-1.000.001.002.003.00
NWG: 2.57
^GSPC: 0.46
The chart of Sortino ratio for NWG, currently valued at 3.04, compared to the broader market-6.00-4.00-2.000.002.004.00
NWG: 3.04
^GSPC: 0.77
The chart of Omega ratio for NWG, currently valued at 1.42, compared to the broader market0.501.001.502.00
NWG: 1.42
^GSPC: 1.11
The chart of Calmar ratio for NWG, currently valued at 0.92, compared to the broader market0.001.002.003.004.005.00
NWG: 0.92
^GSPC: 0.47
The chart of Martin ratio for NWG, currently valued at 20.62, compared to the broader market-5.000.005.0010.0015.0020.00
NWG: 20.62
^GSPC: 1.94

The current NatWest Group plc Sharpe ratio is 2.57. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of NatWest Group plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
2.57
0.46
NWG (NatWest Group plc)
Benchmark (^GSPC)

Dividends

Dividend History

NatWest Group plc provided a 4.23% dividend yield over the last twelve months, with an annual payout of $0.54 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.20$0.40$0.60$0.802018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$0.54$0.44$0.52$0.73$0.18$0.22$0.68$0.06

Dividend yield

4.23%4.37%9.24%11.32%2.73%4.58%9.76%0.91%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.39$0.00$0.39
2024$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.44
2023$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.14$0.52
2022$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.51$0.00$0.00$0.00$0.00$0.73
2021$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.18
2020$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22
2019$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.68
2018$0.06$0.00$0.00$0.00$0.00$0.06

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
NWG: 4.2%
NatWest Group plc has a dividend yield of 4.23%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
NWG: 0.7%
NatWest Group plc has a payout ratio of 0.68%, which is below the market average. This means NatWest Group plc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-88.55%
-10.07%
NWG (NatWest Group plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the NatWest Group plc. 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 NatWest Group plc was 98.38%, occurring on Sep 21, 2020. The portfolio has not yet recovered.

The current NatWest Group plc drawdown is 88.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-98.38%Nov 1, 20073244Sep 21, 2020
-2.69%Oct 19, 20071Oct 19, 20075Oct 26, 20076
-1.93%Oct 30, 20071Oct 30, 20071Oct 31, 20072

Volatility

Volatility Chart

The current NatWest Group plc volatility is 15.76%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.76%
14.23%
NWG (NatWest Group plc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

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


PE Ratio
10.020.030.040.050.0
NWG: 9.3
The chart displays the Price-to-Earnings (P/E) ratio for NWG, comparing it with other companies in the Banks - Diversified industry. Currently, NWG has a P/E ratio of 9.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
NWG: 0.5
The chart shows the Price/Earnings to Growth (PEG) ratio for NWG compared to other companies in the Banks - Diversified industry. NWG currently has a PEG ratio of 0.5. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
NWG: 3.6
This chart shows the Price-to-Sales (P/S) ratio for NWG relative to other companies in the Banks - Diversified industry. Currently, NWG has a P/S ratio of 3.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
1.02.03.04.0
NWG: 1.0
The chart illustrates the Price-to-Book (P/B) ratio for NWG in comparison with other companies in the Banks - Diversified industry. Currently, NWG has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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

Values in undefined except per share items