Northwestern Stock Buy Hold or Sell Recommendation
| NWE Stock | USD 56.51 0.94 1.69% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding NorthWestern is 'Strong Hold'. Macroaxis provides NorthWestern buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NWE positions.
Check out NorthWestern Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade NorthWestern Stock refer to our How to Trade NorthWestern Stock guide. Note, we conduct extensive research on individual companies such as NorthWestern and provide practical buy, sell, or hold advice based on investors' constraints. NorthWestern. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
NorthWestern |
Execute NorthWestern Buy or Sell Advice
The NorthWestern recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on NorthWestern. Macroaxis does not own or have any residual interests in NorthWestern or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute NorthWestern's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
NorthWestern Trading Alerts and Improvement Suggestions
| NorthWestern 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. Note however, debt could still be an excellent tool for NorthWestern to invest in growth at high rates of return. | |
| NorthWestern has a strong financial position based on the latest SEC filings | |
| Over 99.0% of NorthWestern shares are owned by institutional investors | |
| On 30th of September 2024 NorthWestern paid $ 0.65 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Acquisition by Dana Dykhouse of 3750 shares of NorthWestern at 59.34 subject to Rule 16b-3 |
NorthWestern Returns Distribution Density
The distribution of NorthWestern's historical returns is an attempt to chart the uncertainty of NorthWestern's future price movements. The chart of the probability distribution of NorthWestern daily returns describes the distribution of returns around its average expected value. We use NorthWestern price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of NorthWestern returns is essential to provide solid investment advice for NorthWestern.
| Mean Return | 0.09 | Value At Risk | -2.04 | Potential Upside | 1.58 | Standard Deviation | 1.06 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of NorthWestern historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
NorthWestern Stock Institutional Investors
| Shares | Massachusetts Financial Services Company | 2024-09-30 | 1.1 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1 M | Systematic Financial Management Lp | 2024-06-30 | 957.2 K | Neuberger Berman Group Llc | 2024-06-30 | 933.7 K | Jpmorgan Chase & Co | 2024-06-30 | 891.1 K | Bank Of New York Mellon Corp | 2024-06-30 | 849.1 K | Charles Schwab Investment Management Inc | 2024-09-30 | 848.3 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 847.8 K | Amvescap Plc. | 2024-06-30 | 812.4 K | Blackrock Inc | 2024-06-30 | 9.4 M | Vanguard Group Inc | 2024-09-30 | 6.8 M |
NorthWestern Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (3.1M) | (7.1M) | (19.6M) | (26.7M) | (7.2M) | (6.8M) | |
| Change In Cash | (3.2M) | 5.0M | 1.7M | 3.7M | 2.7M | 2.9M | |
| Free Cash Flow | (19.3M) | (53.6M) | (214.4M) | (207.9M) | (77.7M) | (73.8M) | |
| Other Non Cash Items | 165.8M | (2.0M) | (5.8M) | 181.3M | (12.5M) | (11.8M) | |
| Dividends Paid | 115.1M | 120.4M | 128.5M | 140.1M | 154.1M | 161.8M | |
| Capital Expenditures | 316M | 405.8M | 434.3M | 515.1M | 566.9M | 595.2M | |
| Net Income | 202.1M | 155.2M | 186.8M | 183.0M | 194.1M | 203.8M | |
| End Period Cash Flow | 12.1M | 17.1M | 18.8M | 22.5M | 25.2M | 15.2M | |
| Depreciation | 5.9M | 179.7M | 187.4M | 5.3M | 210.8M | 221.3M | |
| Change Receivables | 19.9M | (5.0M) | (824K) | (46.3M) | (41.7M) | (39.6M) | |
| Net Borrowings | 129.9M | 180.4M | 150.0M | 75.8M | 68.2M | 98.6M | |
| Change To Netincome | (19.6M) | 12.5M | (5.3M) | (24.2M) | (21.8M) | (20.7M) | |
| Investments | (135K) | (42K) | (1.5M) | (516.9M) | (540.6M) | (567.6M) |
NorthWestern Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to NorthWestern or Multi-Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that NorthWestern's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a NorthWestern stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.69 | |
σ | Overall volatility | 1.09 | |
Ir | Information ratio | -0.0065 |
NorthWestern Volatility Alert
NorthWestern has relatively low volatility with skewness of -0.43 and kurtosis of 0.77. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure NorthWestern's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact NorthWestern's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.NorthWestern Fundamentals Vs Peers
Comparing NorthWestern's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze NorthWestern's direct or indirect competition across all of the common fundamentals between NorthWestern and the related equities. This way, we can detect undervalued stocks with similar characteristics as NorthWestern or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of NorthWestern's fundamental indicators could also be used in its relative valuation, which is a method of valuing NorthWestern by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare NorthWestern to competition |
| Fundamentals | NorthWestern | Peer Average |
| Return On Equity | 0.0816 | -0.31 |
| Return On Asset | 0.0273 | -0.14 |
| Profit Margin | 0.15 % | (1.27) % |
| Operating Margin | 0.20 % | (5.51) % |
| Current Valuation | 6.38 B | 16.62 B |
| Shares Outstanding | 61.31 M | 571.82 M |
| Shares Owned By Insiders | 0.57 % | 10.09 % |
| Shares Owned By Institutions | 98.52 % | 39.21 % |
| Number Of Shares Shorted | 1.67 M | 4.71 M |
| Price To Earning | 17.32 X | 28.72 X |
| Price To Book | 1.21 X | 9.51 X |
| Price To Sales | 2.28 X | 11.42 X |
| Revenue | 1.42 B | 9.43 B |
| Gross Profit | 764.4 M | 27.38 B |
| EBITDA | 507.36 M | 3.9 B |
| Net Income | 194.13 M | 570.98 M |
| Cash And Equivalents | 9.07 M | 2.7 B |
| Cash Per Share | 0.16 X | 5.01 X |
| Total Debt | 2.79 B | 5.32 B |
| Debt To Equity | 1.01 % | 48.70 % |
| Current Ratio | 0.76 X | 2.16 X |
| Book Value Per Share | 45.94 X | 1.93 K |
| Cash Flow From Operations | 489.23 M | 971.22 M |
| Short Ratio | 3.60 X | 4.00 X |
| Earnings Per Share | 3.71 X | 3.12 X |
| Price To Earnings To Growth | 2.92 X | 4.89 X |
| Target Price | 58.0 | |
| Number Of Employees | 1.57 K | 18.84 K |
| Beta | 0.49 | -0.15 |
| Market Capitalization | 3.41 B | 19.03 B |
| Total Asset | 7.6 B | 29.47 B |
| Retained Earnings | 811.5 M | 9.33 B |
| Working Capital | (127.89 M) | 1.48 B |
Note: Acquisition by Jan Horsfall of 2750 shares of NorthWestern at 59.34 subject to Rule 16b-3 [view details]
NorthWestern Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as NorthWestern . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About NorthWestern Buy or Sell Advice
When is the right time to buy or sell NorthWestern? Buying financial instruments such as NorthWestern Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having NorthWestern in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Railroads Thematic Idea Now
Railroads
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Railroads Theme or any other thematic opportunities.
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Check out NorthWestern Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade NorthWestern Stock refer to our How to Trade NorthWestern Stock guide.You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Is Multi-Utilities space 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 0.583 | Dividend Share 2.59 | Earnings Share 3.71 | Revenue Per Share 24.421 | Quarterly Revenue Growth 0.075 |
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.