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NWBI vs. MO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NWBI and MO is 0.37, 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

NWBI vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Northwest Bancshares, Inc. (NWBI) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

0.00%10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%60,000.00%December2025FebruaryMarchAprilMay
2,001.38%
63,345.38%
NWBI
MO

Key characteristics

Sharpe Ratio

NWBI:

0.69

MO:

2.58

Sortino Ratio

NWBI:

1.29

MO:

3.78

Omega Ratio

NWBI:

1.16

MO:

1.50

Calmar Ratio

NWBI:

0.74

MO:

4.88

Martin Ratio

NWBI:

1.77

MO:

11.65

Ulcer Index

NWBI:

11.09%

MO:

4.31%

Daily Std Dev

NWBI:

28.58%

MO:

18.53%

Max Drawdown

NWBI:

-64.95%

MO:

-57.39%

Current Drawdown

NWBI:

-14.28%

MO:

-0.84%

Fundamentals

Market Cap

NWBI:

$1.61B

MO:

$100.41B

EPS

NWBI:

$0.90

MO:

$5.96

PE Ratio

NWBI:

13.99

MO:

10.00

PEG Ratio

NWBI:

1.87

MO:

4.01

PS Ratio

NWBI:

3.11

MO:

4.98

PB Ratio

NWBI:

0.99

MO:

27.30

Total Revenue (TTM)

NWBI:

$647.93M

MO:

$20.99B

Gross Profit (TTM)

NWBI:

$689.55M

MO:

$15.08B

EBITDA (TTM)

NWBI:

$62.75M

MO:

$14.03B

Returns By Period

In the year-to-date period, NWBI achieves a -2.06% return, which is significantly lower than MO's 17.59% return. Over the past 10 years, NWBI has underperformed MO with an annualized return of 5.73%, while MO has yielded a comparatively higher 8.46% annualized return.


NWBI

YTD

-2.06%

1M

14.83%

6M

-10.47%

1Y

19.64%

5Y*

9.64%

10Y*

5.73%

MO

YTD

17.59%

1M

8.71%

6M

17.08%

1Y

47.47%

5Y*

19.74%

10Y*

8.46%

*Annualized

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Risk-Adjusted Performance

NWBI vs. MO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NWBI
The Risk-Adjusted Performance Rank of NWBI is 7474
Overall Rank
The Sharpe Ratio Rank of NWBI is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of NWBI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of NWBI is 7070
Omega Ratio Rank
The Calmar Ratio Rank of NWBI is 7979
Calmar Ratio Rank
The Martin Ratio Rank of NWBI is 7272
Martin Ratio Rank

MO
The Risk-Adjusted Performance Rank of MO is 9797
Overall Rank
The Sharpe Ratio Rank of MO is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9797
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9696
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9999
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9696
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.

NWBI vs. MO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northwest Bancshares, Inc. (NWBI) and Altria Group, Inc. (MO). 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.


The current NWBI Sharpe Ratio is 0.69, which is lower than the MO Sharpe Ratio of 2.58. The chart below compares the historical Sharpe Ratios of NWBI and MO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50December2025FebruaryMarchAprilMay
0.69
2.58
NWBI
MO

Dividends

NWBI vs. MO - Dividend Comparison

NWBI's dividend yield for the trailing twelve months is around 6.39%, less than MO's 6.69% yield.


TTM20242023202220212020201920182017201620152014
NWBI
Northwest Bancshares, Inc.
6.39%6.07%6.41%5.72%5.58%5.97%4.33%4.01%3.83%3.33%4.18%12.93%
MO
Altria Group, Inc.
6.69%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%

Drawdowns

NWBI vs. MO - Drawdown Comparison

The maximum NWBI drawdown since its inception was -64.95%, which is greater than MO's maximum drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for NWBI and MO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.28%
-0.84%
NWBI
MO

Volatility

NWBI vs. MO - Volatility Comparison

Northwest Bancshares, Inc. (NWBI) has a higher volatility of 9.29% compared to Altria Group, Inc. (MO) at 3.66%. This indicates that NWBI's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
9.29%
3.66%
NWBI
MO

Financials

NWBI vs. MO - Financials Comparison

This section allows you to compare key financial metrics between Northwest Bancshares, Inc. and Altria Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
180.60M
5.26B
(NWBI) Total Revenue
(MO) Total Revenue
Values in USD except per share items

NWBI vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between Northwest Bancshares, Inc. and Altria Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
75.9%
(NWBI) Gross Margin
(MO) Gross Margin
NWBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Northwest Bancshares, Inc. reported a gross profit of 180.60M and revenue of 180.60M. Therefore, the gross margin over that period was 100.0%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a gross profit of 3.99B and revenue of 5.26B. Therefore, the gross margin over that period was 75.9%.

NWBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Northwest Bancshares, Inc. reported an operating income of 2.11M and revenue of 180.60M, resulting in an operating margin of 1.2%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported an operating income of 1.79B and revenue of 5.26B, resulting in an operating margin of 34.0%.

NWBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Northwest Bancshares, Inc. reported a net income of 43.46M and revenue of 180.60M, resulting in a net margin of 24.1%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a net income of 1.08B and revenue of 5.26B, resulting in a net margin of 20.5%.