Northwestern Stock Performance
NWE Stock | USD 50.45 0.05 0.1% |
NorthWestern has a performance score of 7 on a scale of 0 to 100. The company secures a Beta (Market Risk) of -0.13, 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 1.28%. 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
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Compared to the overall equity markets, risk-adjusted returns on investments in NorthWestern are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady basic indicators, NorthWestern may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return (1.50) | Five Day Return 2.03 | Year To Date Return (2.56) | Ten Year Return 4.01 | All Time Return 99.8 |
Forward Dividend Yield 0.0514 | Payout Ratio 0.7859 | Last Split Factor 1:1 | Forward Dividend Rate 2.6 | Dividend Date 2024-03-29 |
1 | Northwestern Mutual Company Profile, Stock Price, News, Rankings - Fortune | 01/31/2024 |
2 | Acquisition by Jeffrey Yingling of 687 shares of NorthWestern subject to Rule 16b-3 | 02/05/2024 |
3 | Purchase by Mahvash Yazdi of 1000 shares of NorthWestern | 02/21/2024 |
4 | Sale by Britt Ide of 687 shares of NorthWestern | 02/27/2024 |
5 | Acquisition by Crystal Lail of 740 shares of NorthWestern at 56.52 subject to Rule 16b-3 | 03/20/2024 |
6 | Acquisition by Anthony Clark of 1650 shares of NorthWestern at 56.83 subject to Rule 16b-3 | 04/02/2024 |
7 | Pacer Advisors Inc. Acquires 9459 Shares of NorthWestern Energy Group, Inc. - Defense World | 04/04/2024 |
8 | Disposition of 900 shares by Bobbi Schroeppel of NorthWestern at 53.31 subject to Rule 16b-3 | 04/05/2024 |
9 | State of Michigan Retirement System Grows Holdings in NorthWestern Energy Group, Inc. - Defense World | 04/08/2024 |
10 | NorthWestern Energy Group, Inc. Shares Sold by Nisa Investment Advisors LLC - Defense World | 04/15/2024 |
11 | NorthWestern Earnings Expected to Grow What to Know Ahead of Next Weeks Release | 04/18/2024 |
Begin Period Cash Flow | 22.5 M |
NorthWestern |
NorthWestern Relative Risk vs. Return Landscape
If you would invest 4,716 in NorthWestern on January 26, 2024 and sell it today you would earn a total of 345.00 from holding NorthWestern or generate 7.32% return on investment over 90 days. NorthWestern is generating 0.122% of daily returns assuming volatility of 1.2814% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than NorthWestern, and above 98% 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 = 0.0952
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Estimated Market Risk
1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average NorthWestern is performing at about 7% of its full potential. 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 it 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 | 0.0712 | ||||
Return On Asset | 0.0249 | ||||
Profit Margin | 0.14 % | ||||
Operating Margin | 0.28 % | ||||
Current Valuation | 5.88 B | ||||
Shares Outstanding | 61.28 M | ||||
Price To Earning | 17.32 X | ||||
Price To Book | 1.07 X | ||||
Price To Sales | 2.11 X | ||||
Revenue | 1.42 B | ||||
Gross Profit | 764.4 M | ||||
EBITDA | 526.76 M | ||||
Net Income | 194.13 M | ||||
Cash And Equivalents | 9.07 M | ||||
Cash Per Share | 0.16 X | ||||
Total Debt | 2.79 B | ||||
Debt To Equity | 1.01 % | ||||
Current Ratio | 0.76 X | ||||
Book Value Per Share | 45.48 X | ||||
Cash Flow From Operations | 489.23 M | ||||
Earnings Per Share | 3.22 X | ||||
Market Capitalization | 3.1 B | ||||
Total Asset | 7.6 B | ||||
Retained Earnings | 811.5 M | ||||
Working Capital | (127.89 M) | ||||
Current Asset | 286.66 M | ||||
Current Liabilities | 571.2 M | ||||
About NorthWestern Performance
To evaluate NorthWestern Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when NorthWestern generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare NorthWestern Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand NorthWestern market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents NorthWestern's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | 65.24 | 35.49 | |
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 | 0.07 | 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.The company has 2.79 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. Debt can assist NorthWestern until it has trouble settling it off, either with new capital or with free cash flow. So, NorthWestern's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like NorthWestern sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for NorthWestern to invest in growth at high rates of return. When we think about NorthWestern's use of debt, we should always consider it together with cash and equity. | |
NorthWestern has a strong financial position based on the latest SEC filings | |
Over 99.0% of NorthWestern shares are owned by institutional investors | |
Latest headline from zacks.com: NorthWestern Earnings Expected to Grow What to Know Ahead of Next Weeks Release |
- 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in NorthWestern. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in housing. For information on how to trade NorthWestern Stock refer to our How to Trade NorthWestern Stock guide.You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Complementary Tools for NorthWestern Stock analysis
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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Is NorthWestern's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of NorthWestern. If investors know NorthWestern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about NorthWestern listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.143 | Dividend Share 2.56 | Earnings Share 3.22 | Revenue Per Share 23.576 | Quarterly Revenue Growth (0.16) |
The market value of NorthWestern is measured differently than its book value, which is the value of NorthWestern that is recorded on the company's balance sheet. Investors also form their own opinion of NorthWestern's value that differs from its market value or its book value, called intrinsic value, which is NorthWestern's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because NorthWestern's market value can be influenced by many factors that don't directly affect NorthWestern's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between NorthWestern's value and its price as these two are different measures arrived at by different means. Investors typically determine if NorthWestern is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, NorthWestern's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.