NWE vs. DUK
Compare and contrast key facts about NorthWestern Corporation (NWE) and Duke Energy Corporation (DUK).
Performance
NWE vs. DUK - Performance Comparison
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NWE vs. DUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWE NorthWestern Corporation | 3.95% | 26.40% | 10.51% | -10.12% | 8.49% | 2.10% | -15.15% | 24.50% | 3.52% | 8.74% |
DUK Duke Energy Corporation | 12.63% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
Fundamentals
NWE:
$2.94
DUK:
$9.62
NWE:
22.61
DUK:
13.61
NWE:
2.54
DUK:
2.10
NWE:
$1.61B
DUK:
$32.36B
NWE:
$1.00B
DUK:
$22.67B
NWE:
$587.31M
DUK:
$15.57B
Returns By Period
In the year-to-date period, NWE achieves a 3.95% return, which is significantly lower than DUK's 12.63% return. Over the past 10 years, NWE has underperformed DUK with an annualized return of 4.92%, while DUK has yielded a comparatively higher 9.28% annualized return.
NWE
- 1D
- 0.73%
- 1M
- -4.09%
- YTD
- 3.95%
- 6M
- 17.72%
- 1Y
- 18.63%
- 3Y*
- 9.78%
- 5Y*
- 5.19%
- 10Y*
- 4.92%
DUK
- 1D
- -0.03%
- 1M
- -0.55%
- YTD
- 12.63%
- 6M
- 8.80%
- 1Y
- 11.95%
- 3Y*
- 15.11%
- 5Y*
- 10.55%
- 10Y*
- 9.28%
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Return for Risk
NWE vs. DUK — Risk / Return Rank
NWE
DUK
NWE vs. DUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NorthWestern Corporation (NWE) and Duke Energy Corporation (DUK). 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.
| NWE | DUK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.75 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.11 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.02 | +0.45 |
Martin ratioReturn relative to average drawdown | 3.36 | 2.40 | +0.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NWE | DUK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.75 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.60 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.46 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.50 | -0.11 |
Correlation
The correlation between NWE and DUK is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NWE vs. DUK - Dividend Comparison
NWE's dividend yield for the trailing twelve months is around 3.99%, more than DUK's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWE NorthWestern Corporation | 3.99% | 4.09% | 4.86% | 5.03% | 4.25% | 4.34% | 4.12% | 3.21% | 3.70% | 3.52% | 3.52% | 3.54% |
DUK Duke Energy Corporation | 3.24% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
Drawdowns
NWE vs. DUK - Drawdown Comparison
The maximum NWE drawdown since its inception was -39.34%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for NWE and DUK.
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Drawdown Indicators
| NWE | DUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.34% | -71.92% | +32.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -10.88% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.14% | -24.16% | -1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -39.34% | -37.37% | -1.97% |
Current DrawdownCurrent decline from peak | -6.39% | -1.92% | -4.47% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -10.88% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.94% | 4.64% | +1.30% |
Volatility
NWE vs. DUK - Volatility Comparison
NorthWestern Corporation (NWE) has a higher volatility of 7.03% compared to Duke Energy Corporation (DUK) at 4.39%. This indicates that NWE's price experiences larger fluctuations and is considered to be riskier than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWE | DUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 4.39% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 10.44% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 15.99% | +4.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.72% | 17.76% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.59% | 20.36% | +4.23% |
Financials
NWE vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between NorthWestern Corporation and Duke Energy 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
NWE vs. DUK - Profitability Comparison
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%.
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported a gross profit of 7.60B and revenue of 7.94B. Therefore, the gross margin over that period was 95.7%.
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%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported an operating income of 2.13B and revenue of 7.94B, resulting in an operating margin of 26.8%.
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%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported a net income of 1.20B and revenue of 7.94B, resulting in a net margin of 15.2%.