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Company Analysis NorthWestern Corporation
1. Summary
Advantages
- Dividends (4.76%) are higher than the sector average (2.38%).
- The stock's return over the last year (-1.71%) is higher than the sector average (-38.49%).
Disadvantages
- Price (52.73 $) is higher than fair price (43.68 $)
- Current debt level 38.77% has increased over 5 years from 38.07%.
- The company's current efficiency (ROE=7.94%) is lower than the sector average (ROE=25.09%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| NorthWestern Corporation | Utilities | Index | |
|---|---|---|---|
| 7 days | 0.6% | -9.7% | 1.3% |
| 90 days | -5.3% | -33.8% | 28.5% |
| 1 year | -1.7% | -38.5% | 14.6% |
NWE vs Sector: NorthWestern Corporation has outperformed the "Utilities" sector by 36.78% over the past year.
NWE vs Market: NorthWestern Corporation has significantly underperformed the market by -16.31% over the past year.
Stable price: NWE is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: NWE with weekly volatility of -0.033% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (52.73 $) is higher than the fair price (43.68 $).
Price is higher than fair: The current price (52.73 $) is 17.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (14.67) is lower than that of the sector as a whole (20.12).
P/E vs Market: The company's P/E (14.67) is lower than that of the market as a whole (90.03).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.15) is lower than that of the sector as a whole (5.27).
P/BV vs Market: The company's P/BV (1.15) is lower than that of the market as a whole (9.39).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.17) is lower than that of the sector as a whole (2.54).
P/S vs Market: The company's P/S indicator (2.17) is lower than that of the market as a whole (10.12).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.12) is lower than that of the sector as a whole (12.55).
EV/Ebitda vs Market: The company's EV/Ebitda (11.12) is lower than that of the market as a whole (50.91).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 8.88% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (8.88%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).
5.4. ROE
ROE vs Sector: The company's ROE (7.94%) is lower than that of the sector as a whole (25.09%).
ROE vs Market: The company's ROE (7.94%) is lower than that of the market as a whole (11.64%).
5.5. ROA
ROA vs Sector: The company's ROA (2.87%) is lower than that of the sector as a whole (6.11%).
ROA vs Market: The company's ROA (2.87%) is lower than that of the market as a whole (6.89%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (5.79%) is lower than that of the sector as a whole (9.42%).
ROIC vs Market: The company's ROIC (5.79%) is lower than that of the market as a whole (11.08%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.76% is higher than the average for the sector '2.38%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.76% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 4.76% has been growing over the last 5 years. Growth over 20 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (70.76%) are at a comfortable level.
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