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

Performance

NWE vs. BKH - Performance Comparison

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

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NWE vs. BKH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NWE
NorthWestern Corporation
3.20%26.40%10.51%-10.12%8.49%2.10%-15.15%24.50%3.52%8.74%
BKH
Black Hills Corporation
0.94%23.93%13.57%-19.95%3.08%18.86%-19.05%28.60%7.98%0.81%

Fundamentals

Market Cap

NWE:

$4.09B

BKH:

$5.23B

EPS

NWE:

$2.94

BKH:

$3.96

PE Ratio

NWE:

22.44

BKH:

17.51

PS Ratio

NWE:

2.52

BKH:

2.21

PB Ratio

NWE:

1.42

BKH:

1.37

Total Revenue (TTM)

NWE:

$1.61B

BKH:

$2.31B

Gross Profit (TTM)

NWE:

$1.00B

BKH:

$888.70M

EBITDA (TTM)

NWE:

$587.31M

BKH:

$826.90M

Returns By Period

In the year-to-date period, NWE achieves a 3.20% return, which is significantly higher than BKH's 0.94% return. Both investments have delivered pretty close results over the past 10 years, with NWE having a 4.84% annualized return and BKH not far ahead at 4.99%.


NWE

1D
0.17%
1M
-4.80%
YTD
3.20%
6M
14.75%
1Y
19.07%
3Y*
9.52%
5Y*
5.04%
10Y*
4.84%

BKH

1D
0.42%
1M
-5.77%
YTD
0.94%
6M
14.89%
1Y
19.34%
3Y*
7.88%
5Y*
4.93%
10Y*
4.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NWE vs. BKH — Risk / Return Rank

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

NWE
NWE Risk / Return Rank: 6969
Overall Rank
NWE Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
NWE Sortino Ratio Rank: 6767
Sortino Ratio Rank
NWE Omega Ratio Rank: 6464
Omega Ratio Rank
NWE Calmar Ratio Rank: 7272
Calmar Ratio Rank
NWE Martin Ratio Rank: 7171
Martin Ratio Rank

BKH
BKH Risk / Return Rank: 7272
Overall Rank
BKH Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
BKH Sortino Ratio Rank: 6767
Sortino Ratio Rank
BKH Omega Ratio Rank: 6565
Omega Ratio Rank
BKH Calmar Ratio Rank: 7777
Calmar Ratio Rank
BKH Martin Ratio Rank: 7777
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. BKH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NorthWestern Corporation (NWE) and Black Hills Corporation (BKH). 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.


NWEBKHDifference

Sharpe ratio

Return per unit of total volatility

0.95

0.99

-0.04

Sortino ratio

Return per unit of downside risk

1.43

1.42

+0.01

Omega ratio

Gain probability vs. loss probability

1.17

1.18

-0.01

Calmar ratio

Return relative to maximum drawdown

1.57

1.97

-0.40

Martin ratio

Return relative to average drawdown

3.60

4.67

-1.07

NWE vs. BKH - Sharpe Ratio Comparison

The current NWE Sharpe Ratio is 0.95, which is comparable to the BKH Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of NWE and BKH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NWEBKHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

0.99

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.23

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

0.20

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.44

-0.05

Correlation

The correlation between NWE and BKH is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

NWE vs. BKH - Dividend Comparison

NWE's dividend yield for the trailing twelve months is around 4.02%, more than BKH's 3.93% yield.


TTM20252024202320222021202020192018201720162015
NWE
NorthWestern Corporation
4.02%4.09%4.86%5.03%4.25%4.34%4.12%3.21%3.70%3.52%3.52%3.54%
BKH
Black Hills Corporation
3.93%3.90%4.44%4.63%3.43%3.25%3.53%2.61%3.07%3.01%2.74%3.49%

Drawdowns

NWE vs. BKH - Drawdown Comparison

The maximum NWE drawdown since its inception was -39.34%, smaller than the maximum BKH drawdown of -65.72%. Use the drawdown chart below to compare losses from any high point for NWE and BKH.


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Drawdown Indicators


NWEBKHDifference

Max Drawdown

Largest peak-to-trough decline

-39.34%

-65.72%

+26.38%

Max Drawdown (1Y)

Largest decline over 1 year

-13.55%

-10.45%

-3.10%

Max Drawdown (5Y)

Largest decline over 5 years

-26.14%

-36.98%

+10.84%

Max Drawdown (10Y)

Largest decline over 10 years

-39.34%

-40.45%

+1.11%

Current Drawdown

Current decline from peak

-7.07%

-8.38%

+1.31%

Average Drawdown

Average peak-to-trough decline

-10.85%

-16.26%

+5.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.93%

4.41%

+1.52%

Volatility

NWE vs. BKH - Volatility Comparison

NorthWestern Corporation (NWE) and Black Hills Corporation (BKH) have volatilities of 7.11% and 6.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NWEBKHDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.11%

6.94%

+0.17%

Volatility (6M)

Calculated over the trailing 6-month period

14.57%

14.83%

-0.26%

Volatility (1Y)

Calculated over the trailing 1-year period

20.26%

19.59%

+0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.72%

21.80%

-1.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.59%

25.29%

-0.70%

Financials

NWE vs. BKH - Financials Comparison

This section allows you to compare key financial metrics between NorthWestern Corporation and Black Hills 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.


Quarterly
Annual

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


300.00M400.00M500.00M600.00M700.00M800.00M900.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
414.26M
635.50M
(NWE) Total Revenue
(BKH) Total Revenue
Values in USD except per share items

NWE vs. BKH - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
49.0%
41.2%
Portfolio components
NWE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NorthWestern Corporation reported a gross profit of 203.17M and revenue of 414.26M. Therefore, the gross margin over that period was 49.0%.

BKH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Black Hills Corporation reported a gross profit of 262.10M and revenue of 635.50M. Therefore, the gross margin over that period was 41.2%.

NWE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NorthWestern Corporation reported an operating income of 60.02M and revenue of 414.26M, resulting in an operating margin of 14.5%.

BKH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Black Hills Corporation reported an operating income of 171.40M and revenue of 635.50M, resulting in an operating margin of 27.0%.

NWE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NorthWestern Corporation reported a net income of 44.69M and revenue of 414.26M, resulting in a net margin of 10.8%.

BKH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Black Hills Corporation reported a net income of 104.90M and revenue of 635.50M, resulting in a net margin of 16.5%.