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

Correlation

The correlation between NWN and GOLD is 0.35, 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.


Performance

NWN vs. GOLD - Performance Comparison

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

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Key characteristics

Sharpe Ratio

NWN:

0.57

GOLD:

0.15

Sortino Ratio

NWN:

1.02

GOLD:

0.57

Omega Ratio

NWN:

1.13

GOLD:

1.07

Calmar Ratio

NWN:

0.29

GOLD:

0.13

Martin Ratio

NWN:

2.55

GOLD:

0.65

Ulcer Index

NWN:

5.29%

GOLD:

12.81%

Daily Std Dev

NWN:

21.12%

GOLD:

35.69%

Max Drawdown

NWN:

-46.27%

GOLD:

-88.51%

Current Drawdown

NWN:

-33.21%

GOLD:

-58.48%

Fundamentals

Market Cap

NWN:

$1.64B

GOLD:

$32.43B

EPS

NWN:

$2.52

GOLD:

$1.32

PE Ratio

NWN:

16.16

GOLD:

14.29

PEG Ratio

NWN:

2.12

GOLD:

1.50

PS Ratio

NWN:

1.35

GOLD:

2.44

PB Ratio

NWN:

1.10

GOLD:

1.26

Total Revenue (TTM)

NWN:

$1.21B

GOLD:

$13.30B

Gross Profit (TTM)

NWN:

$547.79M

GOLD:

$5.37B

EBITDA (TTM)

NWN:

$407.09M

GOLD:

$7.30B

Returns By Period

In the year-to-date period, NWN achieves a 6.36% return, which is significantly lower than GOLD's 16.46% return. Over the past 10 years, NWN has underperformed GOLD with an annualized return of 2.86%, while GOLD has yielded a comparatively higher 5.67% annualized return.


NWN

YTD

6.36%

1M

-2.41%

6M

2.25%

1Y

12.01%

5Y*

-2.96%

10Y*

2.86%

GOLD

YTD

16.46%

1M

-13.08%

6M

9.04%

1Y

4.75%

5Y*

-6.01%

10Y*

5.67%

*Annualized

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Risk-Adjusted Performance

NWN vs. GOLD — Risk-Adjusted Performance Rank

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

NWN
The Risk-Adjusted Performance Rank of NWN is 6868
Overall Rank
The Sharpe Ratio Rank of NWN is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of NWN is 6565
Sortino Ratio Rank
The Omega Ratio Rank of NWN is 6363
Omega Ratio Rank
The Calmar Ratio Rank of NWN is 6565
Calmar Ratio Rank
The Martin Ratio Rank of NWN is 7676
Martin Ratio Rank

GOLD
The Risk-Adjusted Performance Rank of GOLD is 5656
Overall Rank
The Sharpe Ratio Rank of GOLD is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of GOLD is 5353
Sortino Ratio Rank
The Omega Ratio Rank of GOLD is 5151
Omega Ratio Rank
The Calmar Ratio Rank of GOLD is 5858
Calmar Ratio Rank
The Martin Ratio Rank of GOLD is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NWN vs. GOLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northwest Natural Holding Company (NWN) and Barrick Gold Corporation (GOLD). 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.


The current NWN Sharpe Ratio is 0.57, which is higher than the GOLD Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of NWN and GOLD, 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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Dividends

NWN vs. GOLD - Dividend Comparison

NWN's dividend yield for the trailing twelve months is around 4.76%, more than GOLD's 2.23% yield.


TTM20242023202220212020201920182017201620152014
NWN
Northwest Natural Holding Company
4.76%4.94%4.99%4.06%3.94%4.16%2.58%3.13%3.16%3.13%3.68%3.70%
GOLD
Barrick Gold Corporation
2.23%2.58%2.21%3.78%1.89%1.36%0.70%1.40%0.83%0.50%1.90%1.86%

Drawdowns

NWN vs. GOLD - Drawdown Comparison

The maximum NWN drawdown since its inception was -46.27%, smaller than the maximum GOLD drawdown of -88.51%. Use the drawdown chart below to compare losses from any high point for NWN and GOLD. For additional features, visit the drawdowns tool.


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Volatility

NWN vs. GOLD - Volatility Comparison

The current volatility for Northwest Natural Holding Company (NWN) is 6.53%, while Barrick Gold Corporation (GOLD) has a volatility of 12.17%. This indicates that NWN experiences smaller price fluctuations and is considered to be less risky than GOLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

NWN vs. GOLD - Financials Comparison

This section allows you to compare key financial metrics between Northwest Natural Holding Company and Barrick Gold 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


0.001.00B2.00B3.00B4.00B20212022202320242025
494.28M
3.13B
(NWN) Total Revenue
(GOLD) Total Revenue
Values in USD except per share items

NWN vs. GOLD - Profitability Comparison

The chart below illustrates the profitability comparison between Northwest Natural Holding Company and Barrick Gold Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
44.2%
43.0%
(NWN) Gross Margin
(GOLD) Gross Margin
NWN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Northwest Natural Holding Company reported a gross profit of 218.21M and revenue of 494.28M. Therefore, the gross margin over that period was 44.2%.

GOLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Barrick Gold Corporation reported a gross profit of 1.35B and revenue of 3.13B. Therefore, the gross margin over that period was 43.0%.

NWN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Northwest Natural Holding Company reported an operating income of 154.35M and revenue of 494.28M, resulting in an operating margin of 31.2%.

GOLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Barrick Gold Corporation reported an operating income of 1.23B and revenue of 3.13B, resulting in an operating margin of 39.3%.

NWN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Northwest Natural Holding Company reported a net income of 87.92M and revenue of 494.28M, resulting in a net margin of 17.8%.

GOLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Barrick Gold Corporation reported a net income of 474.00M and revenue of 3.13B, resulting in a net margin of 15.1%.