NWE Stock Analysis: NorthWestern | NASDAQ

Utilities - Regulated Electric | NASDAQ, USA | Market Cap: 4.387m USD | 12M Return: 40.7% | Charts, Fundamentals & Technical Analysis

Electricity, Natural Gas, Transmission, Distribution
Total Rating 49
Safety 63
Buy Signal -0.03
Utilities - Regulated Electric
Industry Rotation: +6.1
Market Cap: 4.39B
Avg Turnover: 39.5M
Risk 3d forecast
Volatility21.2%
VaR 5th Pctl3.74%
VaR vs Median7.25%
Reward TTM
Sharpe Ratio1.40
Rel. Str. IBD62.4
Rel. Str. Peer Group87.5
Character TTM
Beta0.134
Beta Downside0.071
Hurst Exponent0.392
Drawdowns 3y
Max DD18.74%
CAGR/Max DD0.66
CAGR/Mean DD1.94
EPS (Earnings per Share) EPS (Earnings per Share) of NWE over the last years for every Quarter: "2021-06": 0.56, "2021-09": 0.65, "2021-12": 1.04, "2022-03": 1.09, "2022-06": 0.54, "2022-09": 0.42, "2022-12": 1.13, "2023-03": 1.05, "2023-06": 0.35, "2023-09": 0.49, "2023-12": 1.38, "2024-03": 1.09, "2024-06": 0.53, "2024-09": 0.65, "2024-12": 1.13, "2025-03": 1.22, "2025-06": 0.4, "2025-09": 0.79, "2025-12": 1.17, "2026-03": 1.31,
EPS CAGR: 6.62%
EPS Trend: 82.8%
Last SUE: 0.48
Qual. Beats: 0
Revenue Revenue of NWE over the last years for every Quarter: 2021-06: 298.217, 2021-09: 325.955, 2021-12: 347.341, 2022-03: 394.482, 2022-06: 323.004, 2022-09: 335.068, 2022-12: 425.283, 2023-03: 454.542, 2023-06: 290.502, 2023-09: 321.09, 2023-12: 356.009, 2024-03: 475.3, 2024-06: 319.929, 2024-09: 345.161, 2024-12: 373.466, 2025-03: 466.63, 2025-06: 342.7, 2025-09: 386.952, 2025-12: 414.264, 2026-03: 497.57,
Rev. CAGR: 3.85%
Rev. Trend: 81.5%
Last SUE: -0.30
Qual. Beats: 0

Warnings

High Debt While Negative Cash Flow
Altman Z'' In Financial Distress Zone

Tailwinds

Confidence

Seasonality 10.5 years of data

Jan -0.3% 16
Feb +1.8% 16
Mar +1.5% 25
Apr -0.2% 2
May -0.5% 13
Jun -1.5% 29
Jul +0.7% 9
Aug -0.2% 8
Sep -2.8% 23
Oct -0.6% 22
Nov +6.2% 40
Dec -1.1% 6

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: NWE NorthWestern

NorthWestern Energy Group, Inc. (NWE) is a multi-utility holding company that generates, purchases, transmits, and distributes electricity, and also produces, purchases, stores, transmits, and distributes natural gas to residential, commercial, and industrial customers. The company operates across Montana, South Dakota, Nebraska, and Yellowstone National Park, serving approximately 850,300 customers through an extensive network of electric transmission and distribution lines, natural gas transmission and distribution pipelines, substations, and city gate stations. It holds municipal franchises for natural gas service in certain communities and was incorporated in 1923, with headquarters in Sioux Falls, South Dakota.

As a multi-utility operating within the regulated Utilities sector, NorthWestern benefits from a business model that typically combines monopoly-like franchise rights within defined service territories with state-level rate regulation, allowing it to recover approved costs and earn a regulated return on infrastructure investment. Its vertically integrated operations, spanning generation, transmission, and distribution for both electricity and natural gas, provide diversification across fuel sources and customer classes within its geographic footprint.

Headlines to Watch Out For
  • Montana rate case approvals accelerate rate base growth
  • Multi-billion capital plan expands utility transmission and distribution
  • Rising interest costs pressure earnings and capital spending
Piotroski VR-10 (Strict) 4.0
Net Income: 167.6m TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA -0.07 > 1.0
NWC/Revenue: -13.27% < 20% (prev 5.00%; Δ -18.26% < -1%)
CFO/TA 0.05 > 3% & CFO 400.5m > Net Income 167.6m
Net Debt (3.29b) to EBITDA (580.4m): 5.67 < 3
Current Ratio: 0.70 > 1.5 & < 3
Outstanding Shares: last quarter (61.6m) vs 12m ago 0.48% < -2%
Gross Margin: 61.90% > 18% (prev 58.33%; Δ 3.58% > 0.5%)
Asset Turnover: 19.68% > 50% (prev 18.58%; Δ 1.10% > 0%)
Interest Coverage Ratio: 2.12 > 6 (EBIT TTM 326.5m / Interest Expense TTM 153.9m)
Altman Z'' 0.98
A: -0.03 (Total Current Assets 513.2m - Total Current Liabilities 730.9m) / Total Assets 8.58b
B: 0.11 (Retained Earnings 919.1m / Total Assets 8.58b)
C: 0.04 (EBIT TTM 326.5m / Avg Total Assets 8.34b)
D: 0.51 (Book Value of Equity 2.91b / Total Liabilities 5.67b)
Altman-Z'' = 0.98 = BB
Beneish M -3.04
DSRI: 0.97 (Receivables 199.3m/187.5m, Revenue 1.64b/1.51b)
GMI: 0.94 (GM 58.33% / 61.90%)
AQI: 1.00 (AQ_t 0.15 / AQ_t-1 0.15)
SGI: 1.09 (Revenue 1.64b / 1.51b)
TATA: -0.03 (NI 167.6m - CFO 400.5m) / TA 8.58b)
Beneish M = -3.04 (Cap -4..+1) = AA
What is the price of NWE shares?

As of July 09, 2026, the stock is trading at USD 70.33 with a total of 291,166 shares traded. Over the past week, the price has changed by -1.80%, over one month by +1.65%, over three months by +0.67% and over the past year by +40.65%.

Current recommended Stop Loss: 66.90 (which is 4.9% or 2 ATR below the current price).

Is NWE a buy, sell or hold?

NorthWestern has received a consensus analysts rating of 4.10. Therefore, it is recommended to buy NWE.

  • StrongBuy: 5
  • Buy: 1
  • Hold: 4
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the NWE price?
Analysts Target Price 71.4 1.5%
NorthWestern (NWE) - Fundamental Data Overview as of 05 July 2026
Market Cap USD = 4.39b (4.39b USD * 1.0 USD.USD)
P/E Trailing = 26.2206
P/E Forward = 18.2815
P/S = 2.6724
P/B = 1.5083
P/EG = 2.8578
Revenue TTM = 1.64b USD
EBIT TTM = 326.5m USD
EBITDA TTM = 580.4m USD
Long Term Debt = 3.18b USD (from longTermDebt, last quarter)
Short Term Debt = 106.8m USD (from shortTermDebt, last quarter)
Debt = 3.29b USD (from shortLongTermDebtTotal, last quarter) + Leases 10.3m
Net Debt = 3.29b USD (calculated: Debt 3.29b - CCE 5.86m)
Enterprise Value = 7.68b USD (4.39b + Debt 3.29b - CCE 5.86m)
Interest Coverage Ratio = 2.12 (Ebit TTM 326.5m / Interest Expense TTM 153.9m)
EV/FCF = -51.88x (Enterprise Value 7.68b / FCF TTM -147.9m)
FCF Yield = -1.93% (FCF TTM -147.9m / Enterprise Value 7.68b)
FCF Margin = -9.01% (FCF TTM -147.9m / Revenue TTM 1.64b)
Net Margin = 10.21% (Net Income TTM 167.6m / Revenue TTM 1.64b)
Gross Margin = 61.90% ((Revenue TTM 1.64b - Cost of Revenue TTM 625.3m) / Revenue TTM)
Gross Margin QoQ = 57.31% (prev 49.04%)
Tobins Q-Ratio = 0.89 (Enterprise Value 7.68b / Total Assets 8.58b)
Interest Expense / Debt = 4.67% (Interest Expense 153.9m / Debt 3.29b)
Taxrate = 2.94% (5.08m / 172.7m)
NOPAT = 316.9m (EBIT 326.5m * (1 - 2.94%))
Current Ratio = 0.70 (Total Current Assets 513.2m / Total Current Liabilities 730.9m)
Debt / Equity = 1.13 (Debt 3.29b / totalStockholderEquity, last quarter 2.91b)
Debt / EBITDA = 5.67 (Net Debt 3.29b / EBITDA 580.4m)
 Debt / FCF = -22.23 (negative FCF - burning cash) (Net Debt 3.29b / FCF TTM -147.9m)
 Total Stockholder Equity = 2.89b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.01% (Net Income 167.6m / Total Assets 8.58b)
RoE = 5.80% (Net Income TTM 167.6m / Total Stockholder Equity 2.89b)
RoCE = 5.38% (EBIT 326.5m / Capital Employed (Equity 2.89b + L.T.Debt 3.18b))
RoIC = 3.98% (NOPAT 316.9m / Invested Capital 7.95b)
WACC = 5.63% (E(4.39b)/V(7.68b) * Re(6.45%) + D(3.29b)/V(7.68b) * Rd(4.67%) * (1-Tc(0.03)))
Discount Rate = 6.45% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 77.46 | Cagr: 1.47%
 [DCF] Fair Price = unknown (Cash Flow -147.9m)
 EPS Correlation: 82.78 | EPS CAGR: 6.62% | SUE: 0.48 | # QB: 0
Revenue Correlation: 81.49 | Revenue CAGR: 3.85% | SUE: -0.30 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.53 | Chg30d=+26.04% | Revisions=+50% | Analysts=6
EPS next Quarter (2026-09-30): EPS=0.80 | Chg30d=+15.05% | Revisions=+50% | Analysts=6
EPS current Year (2026-12-31): EPS=3.73 | Chg30d=+0.00% | Revisions=-50% | GrowthEPS=+4.2% | GrowthRev=+7.3%
EPS next Year (2027-12-31): EPS=3.97 | Chg30d=+0.00% | Revisions=+0% | GrowthEPS=+6.3% | GrowthRev=+5.3%
[Analyst] Revisions Ratio: +21% (up=7, down=4)