DGICA vs. NWE
Compare and contrast key facts about Donegal Group Inc. (DGICA) and NorthWestern Corporation (NWE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGICA or NWE.
Key characteristics
| DGICA | NWE | |
|---|---|---|
| YTD Return | 18.70% | 11.95% |
| 1Y Return | 16.05% | 13.89% |
| 3Y Return (Ann) | 8.27% | 2.59% |
| 5Y Return (Ann) | 6.13% | -0.30% |
| 10Y Return (Ann) | 4.43% | 4.59% |
| Sharpe Ratio | 0.50 | 0.75 |
| Sortino Ratio | 0.92 | 1.17 |
| Omega Ratio | 1.12 | 1.15 |
| Calmar Ratio | 0.64 | 0.46 |
| Martin Ratio | 1.77 | 2.84 |
| Ulcer Index | 7.42% | 4.98% |
| Daily Std Dev | 26.15% | 18.90% |
| Max Drawdown | -43.30% | -39.34% |
| Current Drawdown | -0.38% | -15.51% |
Fundamentals
| DGICA | NWE | |
|---|---|---|
| Market Cap | $533.07M | $3.38B |
| EPS | $0.75 | $3.71 |
| PE Ratio | 21.20 | 14.88 |
| PEG Ratio | 3.06 | 2.92 |
| Total Revenue (TTM) | $979.12M | $1.50B |
| Gross Profit (TTM) | $979.04M | $833.00M |
| EBITDA (TTM) | $21.74M | $504.03M |
Correlation
The correlation between DGICA and NWE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DGICA vs. NWE - Performance Comparison
In the year-to-date period, DGICA achieves a 18.70% return, which is significantly higher than NWE's 11.95% return. Both investments have delivered pretty close results over the past 10 years, with DGICA having a 4.43% annualized return and NWE not far ahead at 4.59%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
DGICA vs. NWE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Donegal Group Inc. (DGICA) and NorthWestern Corporation (NWE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DGICA vs. NWE - Dividend Comparison
DGICA's dividend yield for the trailing twelve months is around 4.34%, less than NWE's 4.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGICA Donegal Group Inc. | 4.34% | 4.82% | 4.61% | 4.41% | 4.23% | 3.90% | 4.16% | 3.22% | 3.13% | 3.81% | 3.27% | 3.18% |
NWE NorthWestern Corporation | 4.72% | 5.03% | 4.25% | 4.34% | 4.12% | 3.24% | 3.70% | 3.52% | 3.52% | 3.54% | 2.83% | 3.51% |
Drawdowns
DGICA vs. NWE - Drawdown Comparison
The maximum DGICA drawdown since its inception was -43.30%, which is greater than NWE's maximum drawdown of -39.34%. Use the drawdown chart below to compare losses from any high point for DGICA and NWE. For additional features, visit the drawdowns tool.
Volatility
DGICA vs. NWE - Volatility Comparison
Donegal Group Inc. (DGICA) has a higher volatility of 10.78% compared to NorthWestern Corporation (NWE) at 6.51%. This indicates that DGICA's price experiences larger fluctuations and is considered to be riskier than NWE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DGICA vs. NWE - Financials Comparison
This section allows you to compare key financial metrics between Donegal Group Inc. and NorthWestern Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities