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NWBI vs. NGG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NWBI vs. NGG - Performance Comparison

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

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Returns By Period

In the year-to-date period, NWBI achieves a 18.42% return, which is significantly higher than NGG's 6.45% return. Over the past 10 years, NWBI has underperformed NGG with an annualized return of 5.03%, while NGG has yielded a comparatively higher 6.97% annualized return.


NWBI

1D
-2.54%
1M
1.59%
YTD
18.42%
6M
13.96%
1Y
20.03%
3Y*
13.85%
5Y*
5.78%
10Y*
5.03%

NGG

1D
-0.51%
1M
-5.90%
YTD
6.45%
6M
7.65%
1Y
17.08%
3Y*
14.04%
5Y*
10.93%
10Y*
6.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NWBI vs. NGG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NWBI
Northwest Bancshares, Inc.
18.42%-2.86%12.66%-4.38%4.60%17.77%-18.03%2.36%5.40%-3.53%
NGG
National Grid plc
6.45%35.88%-1.26%18.82%-12.68%29.02%-0.75%38.53%-13.76%4.94%

Correlation

The correlation between NWBI and NGG is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2001

0.22

Fundamentals

Market Cap

NWBI:

$2.03B

NGG:

$79.84B

EPS

NWBI:

$0.95

NGG:

$6.16

PE Ratio

NWBI:

14.59

NGG:

13.03

PS Ratio

NWBI:

2.23

NGG:

2.23

PB Ratio

NWBI:

1.06

NGG:

2.03

Total Revenue (TTM)

NWBI:

$869.92M

NGG:

$35.68B

Gross Profit (TTM)

NWBI:

$451.19M

NGG:

$10.47B

EBITDA (TTM)

NWBI:

$112.56M

NGG:

$15.03B

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Return for Risk

NWBI vs. NGG — Risk / Return Rank

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

NWBI
NWBI Risk / Return Rank: 6565
Overall Rank
NWBI Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
NWBI Sortino Ratio Rank: 6262
Sortino Ratio Rank
NWBI Omega Ratio Rank: 6060
Omega Ratio Rank
NWBI Calmar Ratio Rank: 6868
Calmar Ratio Rank
NWBI Martin Ratio Rank: 6767
Martin Ratio Rank

NGG
NGG Risk / Return Rank: 6363
Overall Rank
NGG Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
NGG Sortino Ratio Rank: 5757
Sortino Ratio Rank
NGG Omega Ratio Rank: 5959
Omega Ratio Rank
NGG Calmar Ratio Rank: 6464
Calmar Ratio Rank
NGG Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NWBI vs. NGG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Northwest Bancshares, Inc. (NWBI) and National Grid plc (NGG). 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.


NWBINGGDifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.16

1.16

0.00

Calmar ratioReturn relative to maximum drawdown

1.44

1.21

+0.23

Martin ratioReturn relative to average drawdown

3.21

3.53

-0.32

NWBI vs. NGG - Sharpe Ratio Comparison

The current NWBI Sharpe Ratio is 0.84, which is comparable to the NGG Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of NWBI and NGG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NWBINGGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

0.80

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.50

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.30

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.36

-0.05

Drawdowns

NWBI vs. NGG - Drawdown Comparison

The maximum NWBI drawdown since its inception was -64.95%, which is greater than NGG's maximum drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for NWBI and NGG.


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Drawdown Indicators


NWBINGGDifference

Max Drawdown

Largest peak-to-trough decline

-64.95%

-54.85%

-10.10%

Max Drawdown (1Y)

Largest decline over 1 year

-13.97%

-14.15%

+0.18%

Max Drawdown (3Y)

Largest decline over 3 years

-26.56%

-20.76%

-5.80%

Max Drawdown (5Y)

Largest decline over 5 years

-32.59%

-39.20%

+6.61%

Max Drawdown (10Y)

Largest decline over 10 years

-48.65%

-39.20%

-9.45%

Current Drawdown

Current decline from peak

-2.54%

-12.34%

+9.80%

Average Drawdown

Average peak-to-trough decline

-14.66%

-13.41%

-1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.26%

4.85%

+1.41%

Volatility

NWBI vs. NGG - Volatility Comparison

The current volatility for Northwest Bancshares, Inc. (NWBI) is 5.67%, while National Grid plc (NGG) has a volatility of 10.45%. This indicates that NWBI experiences smaller price fluctuations and is considered to be less risky than NGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NWBINGGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.67%

10.45%

-4.78%

Volatility (6M)

Calculated over the trailing 6-month period

15.45%

17.16%

-1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

23.97%

21.43%

+2.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.41%

22.07%

+3.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.63%

23.10%

+3.53%

Dividends

NWBI vs. NGG - Dividend Comparison

NWBI's dividend yield for the trailing twelve months is around 5.80%, more than NGG's 4.04% yield.


PositionTTM20252024202320222021202020192018201720162015
NGG
National Grid plc
4.04%4.03%11.81%5.20%5.18%4.75%5.32%4.94%6.51%14.95%5.07%4.73%
NWBI
Northwest Bancshares, Inc.
5.80%6.67%6.07%6.41%5.72%5.58%5.97%4.33%4.01%3.83%3.33%4.18%

Financials

NWBI vs. NGG - Financials Comparison

This section allows you to compare key financial metrics between Northwest Bancshares, Inc. and National Grid plc. 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


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
201.55M
10.78B
(NWBI) Total Revenue
(NGG) Total Revenue
Values in USD except per share items

NWBI vs. NGG - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
39.0%
Portfolio components
NWBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Northwest Bancshares, Inc. reported a gross profit of 0.00 and revenue of 201.55M. Therefore, the gross margin over that period was 0.0%.

NGG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Grid plc reported a gross profit of 4.21B and revenue of 10.78B. Therefore, the gross margin over that period was 39.0%.

NWBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Northwest Bancshares, Inc. reported an operating income of 3.21M and revenue of 201.55M, resulting in an operating margin of 1.6%.

NGG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Grid plc reported an operating income of 4.21B and revenue of 10.78B, resulting in an operating margin of 39.0%.

NWBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Northwest Bancshares, Inc. reported a net income of 50.54M and revenue of 201.55M, resulting in a net margin of 25.1%.

NGG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Grid plc reported a net income of 2.66B and revenue of 10.78B, resulting in a net margin of 24.7%.


Frequently Asked Questions


NWBI and NGG have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NGG has higher volatility (10.45%) compared to NWBI (5.67%). In terms of maximum drawdown, NWBI dropped -64.95% vs NGG's -54.85%.

NWBI currently has the higher Sharpe Ratio (0.84 vs 0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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