NWE:NYE-NorthWestern Corporation (USD)

EQUITY | Utilities - Diversified | New York Stock Exchange

Last Closing

USD 48.52

Change

+0.62 (+1.29)%

Market Cap

USD 2.73B

Volume

0.30M

Analyst Target

USD 62.43
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NorthWestern Corp provides electricity & natural gas in Montana, South Dakota & Nebraska. The company generates and distributes electricity in South Dakota and distributes natural gas in South Dakota and Nebraska.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-17 )

Largest Industry Peers for Utilities - Diversified

Symbol Name Price(Change) Market Cap
OTTR Otter Tail Corporation

+1.35 (+1.58%)

USD 3.53B
MNTK Montauk Renewables Inc

+0.09 (+2.50%)

USD 0.50B

ETFs Containing NWE

CSB VictoryShares US Small Ca.. 1.45 % 0.35 %

+0.25 (+0.47%)

USD 0.31B

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.66% 67% D+ 47% F
Dividend Return 1.28% 100% F 68% D+
Total Return -3.38% 67% D+ 48% F
Trailing 12 Months  
Capital Gain -17.82% 67% D+ 37% F
Dividend Return 2.18% 50% F 34% F
Total Return -15.63% 67% D+ 38% F
Trailing 5 Years  
Capital Gain -28.90% 50% F 37% F
Dividend Return 16.20% 100% F 71% C-
Total Return -12.70% 50% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain -6.57% 33% F 31% F
Dividend Return -2.76% 67% D+ 35% F
Total Return 3.81% 100% F 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 13.61% 100% F 83% B
Risk Adjusted Return -20.31% 33% F 31% F
Market Capitalization 2.73B 67% D+ 85% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.70 67% 54%
Price/Book Ratio 1.10 100% 67%
Price / Cash Flow Ratio 6.25 100% 35%
Price/Free Cash Flow Ratio 11.09 67% 24%
Management Effectiveness  
Return on Equity 7.12% 67% 69%
Return on Invested Capital 5.40% 33% 70%
Return on Assets 2.49% 33% 77%
Debt to Equity Ratio 96.39% 33% 24%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector