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NWE

NorthWestern Corporation
Chart
$70.47
Latest Week 2026-06-05
UtilitiesUtilities - Regulated ElectricMID
Snapshot 2026-06-07 · 0.0w · Fresh
0.6
OS Score
31.0%
Value
71.0%
Quality
81.0%
Momentum
5/9
F-Score
0.469
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
5 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
3.7%
💰
High Yield
Div 3.7%
🚀
Momentum Leaders
12-1 44%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 22%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 2.03
V
Value Analysis
Cheapness relative to fundamentals
31.0%ile
P/E
25.9×
P/S
2.6×
P/B
1.5×
E/P
0.0386
FCF Yield
0.124
EBITDA/EV
0.076
SH Yield
0.037
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
70.00000000
/100 — 1=cheapest
VC2 (Trending Value)
32.00000000
/100
VC3 (Buyback)
32.00000000
/100
FCF yield of 12.4% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
71.0%ile
ROE
0.058
ROA
0.020
Net Margin
0.102
Op Margin
0.197
GPA
0.118
D/E
1.95
Current
0.70
F-Score
5/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.091
Earn Growth
-0.290
Stability
0.423
lower=better
Accruals
-0.027
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
81.0%ile
6M Return
9.6%
12M Return
40.4%
12-1 Mom
44.3%
Risk-Adj
2.03
Vol 252d
21.8%
Vol 60d
52.2%
↑ Expanding
Max DD 12M
-8.2%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 44% is very strong — a clear uptrend. Risk-adjusted momentum of 2.03 is excellent — strong returns relative to volatility. Near-term vol (52%) is expanding vs long-term (22%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.6
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Utilities · 109 peers
Sector Value %ile
37.3%
Sector Quality %ile
61.8%
P/E z-score
-0.10
P/B z-score
-0.30
Sector Avg OS
56.9%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
AXIA AXIA Energia 98.0% 96.0% 77.0% 92.0%
EIX Edison International 97.0% 90.0% 85.0% 82.0%
EBR-B Centrais Elétricas Brasileiras S.A. - Eletrobrás 97.0% 93.0% 77.0% 87.0%
AES The AES Corporation 95.0% 87.0% 76.0% 82.0%
ENIC Enel Chile SA ADR 95.0% 92.0% 79.0% 74.0%
CMSA CMS Energy Corporation 5.6% JRSUB NT 78 93.0% 98.0% 90.0% 29.0%
NGG National Grid PLC ADR 92.0% 81.0% 78.0% 71.0%
FTS Fortis Inc 92.0% 77.0% 87.0% 71.0%
Factor Interactions
Quality Momentum — Expensive
Strong quality (71th) and momentum (81th) but expensive (31th value). Premium priced — watch for mean reversion.
Volatility Expanding
60-day vol (52%) significantly exceeds 252-day (22%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
62.9% avg (7 factors)
Quality
D
37.7% avg (8 factors)
Momentum
B
74.0% avg (4 factors)
Risk
A
80.4% avg (1 factors)
Deep value territory, but quality is concerning. This is either a turnaround opportunity or a value trap — the F-Score and accruals ratio will be key differentiators.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.600—0—
Value %ile0.310—0—
Quality %ile0.710—1—
Momentum %ile0.810—1—
F-Score5.000—0—
Confidence1.000—1—
Volatility0.218—0—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
25.92
Earnings Yield (E/P)
0.0386
Price / Sales
2.65
Price / Book
1.49
Price / Cash Flow
10.85
FCF Yield
12.4%
EBITDA / EV
7.6%
Sales Yield (1/P·S)
0.2154
Shareholder Yield
Div + net buyback / mktcap
3.7%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
5.8%
Return on Assets
2.0%
Net Margin
10.2%
Operating Margin
19.7%
Gross Profit / Assets
Novy-Marx GPA
11.8%
Debt / Equity
1.95
Current Ratio
0.70
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.027
MomentumPrice trend strength over different horizons
6M Return
9.6%
12M Return
40.4%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
44.3%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.03
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
9.1%
Earnings Growth (YoY)
-29.0%
Earnings Stability (CV)
Lower = more stable
0.423
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
5
Dividend Yield
3.7%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
70
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
32
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
32
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity