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NWN vs. CBSH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NWN and CBSH is 0.28, 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.


-0.50.00.51.00.3

Performance

NWN vs. CBSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Northwest Natural Holding Company (NWN) and Commerce Bancshares, Inc. (CBSH). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
15.05%
23.36%
NWN
CBSH

Key characteristics

Sharpe Ratio

NWN:

0.27

CBSH:

1.10

Sortino Ratio

NWN:

0.53

CBSH:

1.77

Omega Ratio

NWN:

1.07

CBSH:

1.22

Calmar Ratio

NWN:

0.14

CBSH:

0.90

Martin Ratio

NWN:

1.16

CBSH:

5.24

Ulcer Index

NWN:

5.58%

CBSH:

4.84%

Daily Std Dev

NWN:

24.45%

CBSH:

23.09%

Max Drawdown

NWN:

-46.27%

CBSH:

-45.05%

Current Drawdown

NWN:

-37.01%

CBSH:

-10.26%

Fundamentals

Market Cap

NWN:

$1.65B

CBSH:

$8.98B

EPS

NWN:

$2.10

CBSH:

$3.66

PE Ratio

NWN:

19.54

CBSH:

18.23

PEG Ratio

NWN:

3.21

CBSH:

3.58

Total Revenue (TTM)

NWN:

$1.14B

CBSH:

$1.91B

Gross Profit (TTM)

NWN:

$406.09M

CBSH:

$2.08B

EBITDA (TTM)

NWN:

$349.84M

CBSH:

$586.59M

Returns By Period

In the year-to-date period, NWN achieves a 7.10% return, which is significantly lower than CBSH's 26.74% return. Over the past 10 years, NWN has underperformed CBSH with an annualized return of 1.22%, while CBSH has yielded a comparatively higher 8.56% annualized return.


NWN

YTD

7.10%

1M

-9.37%

6M

15.41%

1Y

6.50%

5Y*

-7.56%

10Y*

1.22%

CBSH

YTD

26.74%

1M

-9.45%

6M

24.25%

1Y

25.38%

5Y*

4.13%

10Y*

8.56%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NWN vs. CBSH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northwest Natural Holding Company (NWN) and Commerce Bancshares, Inc. (CBSH). 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.


Sharpe ratio
The chart of Sharpe ratio for NWN, currently valued at 0.27, compared to the broader market-4.00-2.000.002.000.271.10
The chart of Sortino ratio for NWN, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.000.531.77
The chart of Omega ratio for NWN, currently valued at 1.07, compared to the broader market0.501.001.502.001.071.22
The chart of Calmar ratio for NWN, currently valued at 0.14, compared to the broader market0.002.004.006.000.140.90
The chart of Martin ratio for NWN, currently valued at 1.16, compared to the broader market0.0010.0020.001.165.24
NWN
CBSH

The current NWN Sharpe Ratio is 0.27, which is lower than the CBSH Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of NWN and CBSH, 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.27
1.10
NWN
CBSH

Dividends

NWN vs. CBSH - Dividend Comparison

NWN's dividend yield for the trailing twelve months is around 4.92%, more than CBSH's 1.64% yield.


TTM20232022202120202019201820172016201520142013
NWN
Northwest Natural Holding Company
4.92%4.99%4.06%3.94%4.16%2.58%3.13%3.16%3.13%3.68%3.70%4.26%
CBSH
Commerce Bancshares, Inc.
1.64%2.02%1.56%1.40%1.44%1.32%1.32%1.26%1.16%1.45%1.35%1.24%

Drawdowns

NWN vs. CBSH - Drawdown Comparison

The maximum NWN drawdown since its inception was -46.27%, roughly equal to the maximum CBSH drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for NWN and CBSH. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-37.01%
-10.26%
NWN
CBSH

Volatility

NWN vs. CBSH - Volatility Comparison

Northwest Natural Holding Company (NWN) and Commerce Bancshares, Inc. (CBSH) have volatilities of 5.48% and 5.23%, 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.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.48%
5.23%
NWN
CBSH

Financials

NWN vs. CBSH - Financials Comparison

This section allows you to compare key financial metrics between Northwest Natural Holding Company and Commerce Bancshares, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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