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NWE vs. ABBV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NWE vs. ABBV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NorthWestern Corporation (NWE) and AbbVie Inc. (ABBV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NWE achieves a 8.24% return, which is significantly higher than ABBV's -3.41% return. Over the past 10 years, NWE has underperformed ABBV with an annualized return of 5.81%, while ABBV has yielded a comparatively higher 17.56% annualized return.


NWE

1D
-0.92%
1M
-3.85%
YTD
8.24%
6M
5.73%
1Y
34.06%
3Y*
11.42%
5Y*
6.43%
10Y*
5.81%

ABBV

1D
0.80%
1M
4.31%
YTD
-3.41%
6M
-4.15%
1Y
19.73%
3Y*
20.88%
5Y*
18.44%
10Y*
17.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NWE vs. ABBV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NWE
NorthWestern Corporation
8.24%26.40%10.51%-10.12%8.49%2.10%-15.15%24.50%3.52%8.74%
ABBV
AbbVie Inc.
-3.41%33.08%18.86%-0.23%24.01%32.43%27.72%1.47%-0.96%60.07%

Correlation

The correlation between NWE and ABBV is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

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

0.26

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

0.30

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2013

0.24

The correlation between NWE and ABBV shifts across timeframes, from 0.18 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NWE:

$4.25B

ABBV:

$385.19B

EPS

NWE:

$2.72

ABBV:

$2.05

PE Ratio

NWE:

25.42

ABBV:

105.79

PS Ratio

NWE:

2.59

ABBV:

6.13

PB Ratio

NWE:

1.46

ABBV:

14.01

Total Revenue (TTM)

NWE:

$1.64B

ABBV:

$62.82B

Gross Profit (TTM)

NWE:

$1.15B

ABBV:

$46.15B

EBITDA (TTM)

NWE:

$510.42M

ABBV:

$17.96B

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Return for Risk

NWE vs. ABBV — Risk / Return Rank

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

NWE
NWE Risk / Return Rank: 8383
Overall Rank
NWE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
NWE Sortino Ratio Rank: 8080
Sortino Ratio Rank
NWE Omega Ratio Rank: 7878
Omega Ratio Rank
NWE Calmar Ratio Rank: 8484
Calmar Ratio Rank
NWE Martin Ratio Rank: 8989
Martin Ratio Rank

ABBV
ABBV Risk / Return Rank: 6262
Overall Rank
ABBV Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ABBV Sortino Ratio Rank: 6060
Sortino Ratio Rank
ABBV Omega Ratio Rank: 5959
Omega Ratio Rank
ABBV Calmar Ratio Rank: 6363
Calmar Ratio Rank
ABBV Martin Ratio Rank: 6363
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.

NWE vs. ABBV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NorthWestern Corporation (NWE) and AbbVie Inc. (ABBV). 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.


NWEABBVDifference
Sharpe ratioReturn per unit of total volatility

+0.77

Sortino ratioReturn per unit of downside risk

+1.03

Omega ratioGain probability vs. loss probability

1.29

1.16

+0.13

Calmar ratioReturn relative to maximum drawdown

3.39

1.14

+2.25

Martin ratioReturn relative to average drawdown

11.34

2.57

+8.77

NWE vs. ABBV - Sharpe Ratio Comparison

The current NWE Sharpe Ratio is 1.60, which is higher than the ABBV Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of NWE and ABBV, 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


NWEABBVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.60

0.83

+0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.81

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.68

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.73

-0.34

Drawdowns

NWE vs. ABBV - Drawdown Comparison

The maximum NWE drawdown since its inception was -39.34%, smaller than the maximum ABBV drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for NWE and ABBV.


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Drawdown Indicators


NWEABBVDifference

Max Drawdown

Largest peak-to-trough decline

-39.34%

-45.09%

+5.75%

Max Drawdown (1Y)

Largest decline over 1 year

-10.09%

-17.32%

+7.23%

Max Drawdown (3Y)

Largest decline over 3 years

-19.73%

-20.74%

+1.01%

Max Drawdown (5Y)

Largest decline over 5 years

-21.97%

-21.92%

-0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-39.34%

-45.09%

+5.75%

Current Drawdown

Current decline from peak

-5.73%

-9.04%

+3.31%

Average Drawdown

Average peak-to-trough decline

-10.77%

-10.73%

-0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

7.69%

-4.55%

Volatility

NWE vs. ABBV - Volatility Comparison

NorthWestern Corporation (NWE) has a higher volatility of 6.68% compared to AbbVie Inc. (ABBV) at 5.42%. This indicates that NWE's price experiences larger fluctuations and is considered to be riskier than ABBV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NWEABBVDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.68%

5.42%

+1.26%

Volatility (6M)

Calculated over the trailing 6-month period

16.06%

17.61%

-1.55%

Volatility (1Y)

Calculated over the trailing 1-year period

21.39%

23.96%

-2.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.05%

22.84%

-1.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.72%

25.74%

-1.02%

Dividends

NWE vs. ABBV - Dividend Comparison

NWE's dividend yield for the trailing twelve months is around 3.83%, more than ABBV's 3.10% yield.


PositionTTM20252024202320222021202020192018201720162015
ABBV
AbbVie Inc.
3.10%2.87%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%
NWE
NorthWestern Corporation
3.83%4.09%4.86%5.03%4.25%4.34%4.12%3.21%3.70%3.52%3.52%3.54%

Financials

NWE vs. ABBV - Financials Comparison

This section allows you to compare key financial metrics between NorthWestern Corporation and AbbVie 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


0.005.00B10.00B15.00B20222023202420252026
497.57M
15.00B
(NWE) Total Revenue
(ABBV) Total Revenue
Values in USD except per share items

NWE vs. ABBV - Profitability Comparison

The chart below illustrates the profitability comparison between NorthWestern Corporation and AbbVie Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%20222023202420252026
85.0%
83.5%
Portfolio components
NWE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NorthWestern Corporation reported a gross profit of 423.03M and revenue of 497.57M. Therefore, the gross margin over that period was 85.0%.

ABBV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported a gross profit of 12.53B and revenue of 15.00B. Therefore, the gross margin over that period was 83.5%.

NWE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NorthWestern Corporation reported an operating income of 114.11M and revenue of 497.57M, resulting in an operating margin of 22.9%.

ABBV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported an operating income of 4.73B and revenue of 15.00B, resulting in an operating margin of 31.6%.

NWE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NorthWestern Corporation reported a net income of 63.46M and revenue of 497.57M, resulting in a net margin of 12.8%.

ABBV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported a net income of 699.00M and revenue of 15.00B, resulting in a net margin of 4.7%.


Frequently Asked Questions


NWE and ABBV have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NWE has higher volatility (6.68%) compared to ABBV (5.42%). In terms of maximum drawdown, NWE dropped -39.34% vs ABBV's -45.09%.

NWE currently has the higher Sharpe Ratio (1.60 vs 0.83), 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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