Northwestern Stock Performance
| NWE Stock | USD 54.20 0.12 0.22% |
The company secures a Beta (Market Risk) of -0.14, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning NorthWestern are expected to decrease at a much lower rate. During the bear market, NorthWestern is likely to outperform the market. NorthWestern right now secures a risk of 1.4%. Please verify NorthWestern potential upside, as well as the relationship between the kurtosis and day typical price , to decide if NorthWestern will be following its current price movements.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days NorthWestern has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, NorthWestern is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.96 | Five Day Return 3.47 | Year To Date Return 3.49 | Ten Year Return 1.61 | All Time Return 119.8 |
Forward Dividend Yield 0.0481 | Payout Ratio | Last Split Factor 1:1 | Forward Dividend Rate 2.64 | Dividend Date 2025-03-31 |
1 | Acquisition by Goodin David L of 1229 shares of NorthWestern at 54. subject to Rule 16b-3 | 12/03/2024 |
2 | Disposition of 7400 shares by Anthony Clark of NorthWestern at 51.95 subject to Rule 16b-3 | 12/12/2024 |
3 | Disposition of tradable shares by Bleau LaFave of NorthWestern subject to Rule 16b-3 | 12/26/2024 |
| NorthWestern dividend paid on 31st of December 2024 | 12/31/2024 |
4 | Acquisition by Edwards Sherina M. of 702 shares of NorthWestern at 53.46 subject to Rule 16b-3 | 01/06/2025 |
5 | Data centers drive growth, risk for PGE, Constellation, NorthWestern BofA | 01/08/2025 |
6 | NorthWestern Energy Group Inc Announces Upcoming Investor Webinar for 2024 Financial Results | 01/21/2025 |
7 | Free health screenings at National Western Stock Show offer care for visitors from rural Colorado communities - Denver 7 Colorado News | 01/24/2025 |
8 | Acquisition by Jeffrey Yingling of 702 shares of NorthWestern at 53.46 subject to Rule 16b-3 | 02/05/2025 |
9 | BlackRock, Inc. Expands Holdings in NorthWestern Energy Group Inc. | 02/06/2025 |
10 | NorthWestern Energy Group Inc Reports Strong Financial Performance for 2024 | 02/13/2025 |
11 | Q4 2024 NorthWestern Energy Group Inc Earnings Call Transcript | 02/14/2025 |
| Begin Period Cash Flow | 25.2 M |
NorthWestern |
NorthWestern Relative Risk vs. Return Landscape
If you would invest 5,454 in NorthWestern on November 28, 2024 and sell it today you would lose (22.00) from holding NorthWestern or give up 0.4% of portfolio value over 90 days. NorthWestern is generating 0.0027% of daily returns assuming volatility of 1.4006% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than NorthWestern, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
NorthWestern Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for NorthWestern's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as NorthWestern, and traders can use it to determine the average amount a NorthWestern's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0019
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NWE |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average NorthWestern is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of NorthWestern by adding NorthWestern to a well-diversified portfolio.
NorthWestern Fundamentals Growth
NorthWestern Stock prices reflect investors' perceptions of the future prospects and financial health of NorthWestern, and NorthWestern fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on NorthWestern Stock performance.
| Return On Equity | 0.0794 | ||||
| Return On Asset | 0.0262 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.25 % | ||||
| Current Valuation | 6.43 B | ||||
| Shares Outstanding | 61.33 M | ||||
| Price To Earning | 17.32 X | ||||
| Price To Book | 1.17 X | ||||
| Price To Sales | 2.22 X | ||||
| Revenue | 1.51 B | ||||
| Gross Profit | 852.25 M | ||||
| EBITDA | 573.98 M | ||||
| Net Income | 224.11 M | ||||
| Cash And Equivalents | 9.07 M | ||||
| Cash Per Share | 0.16 X | ||||
| Total Debt | 3.1 B | ||||
| Debt To Equity | 1.01 % | ||||
| Current Ratio | 0.76 X | ||||
| Book Value Per Share | 46.60 X | ||||
| Cash Flow From Operations | 406.74 M | ||||
| Earnings Per Share | 3.65 X | ||||
| Market Capitalization | 3.36 B | ||||
| Total Asset | 8 B | ||||
| Retained Earnings | 877.02 M | ||||
| Working Capital | (384.01 M) | ||||
| Current Asset | 286.66 M | ||||
| Current Liabilities | 571.2 M | ||||
About NorthWestern Performance
By analyzing NorthWestern's fundamental ratios, stakeholders can gain valuable insights into NorthWestern's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if NorthWestern has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if NorthWestern has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 196.95 | 206.80 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.04 | 0.03 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.08 | 0.07 |
Things to note about NorthWestern performance evaluation
Checking the ongoing alerts about NorthWestern for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for NorthWestern help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| NorthWestern has 3.1 B in debt with debt to equity (D/E) ratio of 1.01, which is OK given its current industry classification. NorthWestern has a current ratio of 0.74, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for NorthWestern to invest in growth at high rates of return. | |
| NorthWestern has a strong financial position based on the latest SEC filings | |
| Over 99.0% of NorthWestern shares are owned by institutional investors | |
| On 31st of December 2024 NorthWestern paid $ 0.65 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Q4 2024 NorthWestern Energy Group Inc Earnings Call Transcript |
- Analyzing NorthWestern's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether NorthWestern's stock is overvalued or undervalued compared to its peers.
- Examining NorthWestern's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating NorthWestern's management team can have a significant impact on its success or failure. Reviewing the track record and experience of NorthWestern's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of NorthWestern's stock. These opinions can provide insight into NorthWestern's potential for growth and whether the stock is currently undervalued or overvalued.
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When running NorthWestern's price analysis, check to measure NorthWestern's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy NorthWestern is operating at the current time. Most of NorthWestern's value examination focuses on studying past and present price action to predict the probability of NorthWestern's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move NorthWestern's price. Additionally, you may evaluate how the addition of NorthWestern to your portfolios can decrease your overall portfolio volatility.
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