(NWE) NorthWestern - Ratings and Ratios
Electricity, Natural Gas
NWE EPS (Earnings per Share)
NWE Revenue
Description: NWE NorthWestern
NorthWestern Corporation (NASDAQ:NWE) is a multi-utility company providing electricity and natural gas to approximately 787,000 customers across Montana, South Dakota, Nebraska, and Yellowstone National Park. The companys extensive infrastructure includes over 8,000 miles of electric transmission and distribution lines, and 9,000 miles of natural gas transmission and distribution lines, serving both residential and industrial customers.
The companys operational footprint is diversified across multiple regions, with a significant presence in Montana and South Dakota. NorthWestern Energys ability to generate, transmit, and distribute electricity, as well as produce, store, and distribute natural gas, positions it as a reliable energy provider. Key performance indicators (KPIs) to monitor include the companys capacity utilization, customer growth rate, and operational reliability metrics such as System Average Interruption Duration Index (SAIDI) and System Average Interruption Frequency Index (SAIFI).
From a financial perspective, NorthWestern Corporations revenue is likely driven by a combination of factors including weather, customer growth, and energy demand. Key financial KPIs to track include revenue growth, operating margins, and return on equity (RoE), which currently stands at 7.88%. The companys dividend yield and payout ratio are also important metrics, given the attractiveness of utility stocks to income-seeking investors.
In terms of growth prospects, NorthWestern Corporation may benefit from increasing demand for renewable energy and grid modernization efforts. The companys ability to integrate new energy sources, such as wind and solar, into its generation mix, and invest in grid infrastructure, will be critical to its long-term success. Monitoring the companys capital expenditure plans, renewable energy targets, and regulatory developments will be essential to understanding its growth trajectory.
NWE Stock Overview
| Market Cap in USD | 3,590m |
| Sub-Industry | Multi-Utilities |
| IPO / Inception | 2007-12-28 |
NWE Stock Ratings
| Growth Rating | 30.9% |
| Fundamental | 48.7% |
| Dividend Rating | 75.4% |
| Return 12m vs S&P 500 | -5.07% |
| Analyst Rating | 4.10 of 5 |
NWE Dividends
| Dividend Yield 12m | 5.92% |
| Yield on Cost 5y | 7.87% |
| Annual Growth 5y | 1.61% |
| Payout Consistency | 100.0% |
| Payout Ratio | 77.4% |
NWE Growth Ratios
| Growth Correlation 3m | 86.8% |
| Growth Correlation 12m | 26.8% |
| Growth Correlation 5y | 32.4% |
| CAGR 5y | 6.89% |
| CAGR/Max DD 5y | 0.26 |
| Sharpe Ratio 12m | 1.41 |
| Alpha | 6.28 |
| Beta | 0.150 |
| Volatility | 19.59% |
| Current Volume | 321k |
| Average Volume 20d | 375.4k |
| Stop Loss | 55.6 (-3.1%) |
| Signal | 0.78 |
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income (225.5m TTM) > 0 and > 6% of Revenue (6% = 91.7m TTM) |
| FCFTA -0.02 (>2.0%) and ΔFCFTA -0.74pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -8.79% (prev -22.81%; Δ 14.01pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.05 (>3.0%) and CFO 394.4m > Net Income 225.5m (YES >=105%, WARN >=100%) |
| Net Debt (3.09b) to EBITDA (600.4m) ratio: 5.15 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.75 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (61.4m) change vs 12m ago 0.07% (target <= -2.0% for YES) |
| Gross Margin 87.20% (prev 55.05%; Δ 32.15pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 19.28% (prev 19.09%; Δ 0.19pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.55 (EBITDA TTM 600.4m / Interest Expense TTM 141.6m) >= 6 (WARN >= 3) |
Altman Z'' 0.73
| (A) -0.02 = (Total Current Assets 403.1m - Total Current Liabilities 537.4m) / Total Assets 8.14b |
| (B) 0.11 = Retained Earnings (Balance) 894.5m / Total Assets 8.14b |
| (C) 0.05 = EBIT TTM 361.7m / Avg Total Assets 7.92b |
| (D) 0.17 = Book Value of Equity 888.7m / Total Liabilities 5.26b |
| Total Rating: 0.73 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 48.70
| 1. Piotroski 3.0pt = -2.0 |
| 2. FCF Yield -2.13% = -1.07 |
| 3. FCF Margin -9.33% = -3.50 |
| 4. Debt/Equity 1.07 = 1.95 |
| 5. Debt/Ebitda 5.15 = -2.50 |
| 6. ROIC - WACC 4.68% = 5.85 |
| 7. RoE 7.88% = 0.66 |
| 8. Rev. Trend 6.48% = 0.32 |
| 9. Rev. CAGR 0.82% = 0.10 |
| 10. EPS Trend 8.27% = 0.21 |
| 11. EPS CAGR -10.61% = -1.33 |
What is the price of NWE shares?
Over the past week, the price has changed by -0.78%, over one month by +4.84%, over three months by +7.33% and over the past year by +11.47%.
Is NorthWestern a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of NWE is around 56.76 USD . This means that NWE is currently overvalued and has a potential downside of -1.03%.
Is NWE a buy, sell or hold?
- Strong Buy: 5
- Buy: 1
- Hold: 4
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the NWE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 59.4 | 3.6% |
| Analysts Target Price | 59.4 | 3.6% |
| ValueRay Target Price | 62.2 | 8.4% |
Last update: 2025-08-25 04:43
NWE Fundamental Data Overview
CCE Cash And Equivalents = 2.94m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 15.9346
P/E Forward = 16.4204
P/S = 2.3498
P/B = 1.2468
P/EG = 2.3467
Beta = 0.367
Revenue TTM = 1.53b USD
EBIT TTM = 361.7m USD
EBITDA TTM = 600.4m USD
Long Term Debt = 3.03b USD (from longTermDebt, last quarter)
Short Term Debt = 63.7m USD (from shortTermDebt, last quarter)
Debt = 3.09b USD (Calculated: Short Term 63.7m + Long Term 3.03b)
Net Debt = 3.09b USD (from netDebt column, last quarter)
Enterprise Value = 6.68b USD (3.59b + Debt 3.09b - CCE 2.94m)
Interest Coverage Ratio = 2.55 (Ebit TTM 361.7m / Interest Expense TTM 141.6m)
FCF Yield = -2.13% (FCF TTM -142.5m / Enterprise Value 6.68b)
FCF Margin = -9.33% (FCF TTM -142.5m / Revenue TTM 1.53b)
Net Margin = 14.76% (Net Income TTM 225.5m / Revenue TTM 1.53b)
Gross Margin = 87.20% ((Revenue TTM 1.53b - Cost of Revenue TTM 195.6m) / Revenue TTM)
Tobins Q-Ratio = 7.52 (Enterprise Value 6.68b / Book Value Of Equity 888.7m)
Interest Expense / Debt = 1.17% (Interest Expense 36.3m / Debt 3.09b)
Taxrate = -4.40% (set to none) (-9.44m / 214.7m)
NOPAT = unknown (EBIT/Op.Income or Taxrate missing)
Current Ratio = 0.75 (Total Current Assets 403.1m / Total Current Liabilities 537.4m)
Debt / Equity = 1.07 (Debt 3.09b / last Quarter total Stockholder Equity 2.88b)
Debt / EBITDA = 5.15 (Net Debt 3.09b / EBITDA 600.4m)
Debt / FCF = -21.71 (Debt 3.09b / FCF TTM -142.5m)
Total Stockholder Equity = 2.86b (last 4 quarters mean)
RoA = 2.77% (Net Income 225.5m, Total Assets 8.14b )
RoE = 7.88% (Net Income TTM 225.5m / Total Stockholder Equity 2.86b)
RoCE = 6.14% (Ebit 361.7m / (Equity 2.86b + L.T.Debt 3.03b))
RoIC = 4.68% (Ebit 361.7m / (Assets 8.14b - Current Assets 403.1m))
WACC = unknown (E(3.59b)/V(6.68b) * Re(6.57%)) + (D(3.09b)/V(6.68b) * Rd(1.17%) * (1-Tc(none)))
Shares Correlation 5-Years: 100.0 | Cagr: 4.30%
Discount Rate = 6.57% (= CAPM, Blume Beta Adj.) -> floored to rf + ERP 8.05%
Fair Price DCF = unknown (Cash Flow -142.5m)
Revenue Correlation: 6.48 | Revenue CAGR: 0.82%
Rev Growth-of-Growth: 7.43
EPS Correlation: 8.27 | EPS CAGR: -10.61%
EPS Growth-of-Growth: -15.72
Additional Sources for NWE Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle