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Upturn AI SWOT - About
NWE 
NorthWestern Corporation (NWE)
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Upturn Advisory Summary
03/27/2025: NWE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -26.69% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.41B USD | Price to earnings Ratio 15.21 | 1Y Target Price 60.06 |
Price to earnings Ratio 15.21 | 1Y Target Price 60.06 | ||
Volume (30-day avg) 598427 | Beta 0.47 | 52 Weeks Range 45.19 - 56.76 | Updated Date 03/27/2025 |
52 Weeks Range 45.19 - 56.76 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 4.76% | Basic EPS (TTM) 3.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.8% | Operating Margin (TTM) 24.76% |
Management Effectiveness
Return on Assets (TTM) 2.62% | Return on Equity (TTM) 7.94% |
Valuation
Trailing PE 15.21 | Forward PE 15.46 | Enterprise Value 6510833961 | Price to Sales(TTM) 2.26 |
Enterprise Value 6510833961 | Price to Sales(TTM) 2.26 | ||
Enterprise Value to Revenue 4.3 | Enterprise Value to EBITDA 11.34 | Shares Outstanding 61332200 | Shares Floating 60960073 |
Shares Outstanding 61332200 | Shares Floating 60960073 | ||
Percent Insiders 0.52 | Percent Institutions 100.86 |
Analyst Ratings
Rating 3.78 | Target Price 57.88 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
NorthWestern Corporation
Company Overview
History and Background
NorthWestern Corporation, doing business as NorthWestern Energy, was founded in 1923. It evolved from a railroad company to primarily an electric and natural gas utility serving the Upper Midwest and Northwest. It experienced reorganizations and expansions throughout its history.
Core Business Areas
- Electric: Generates, transmits, and distributes electricity to retail customers.
- Natural Gas: Transports and distributes natural gas to retail customers.
Leadership and Structure
The company has a board of directors and a senior management team. The organizational structure is typical of a utility company, with divisions for electric and gas operations, finance, and other corporate functions.
Top Products and Market Share
Key Offerings
- Electricity: Provides electricity to residential, commercial, and industrial customers. Market share varies by service territory, but the company is a major provider in Montana, South Dakota, and Nebraska. Competitors include other utility companies (both public and private) and alternative energy providers.
- Natural Gas: Distributes natural gas to residential, commercial, and industrial customers. Similar to electricity, market share varies by region. Competitors include other utility companies and alternative fuel sources.
Market Dynamics
Industry Overview
The utility industry is heavily regulated and capital-intensive. It's undergoing changes due to renewable energy mandates, aging infrastructure, and evolving customer expectations.
Positioning
NorthWestern Energy is a regional utility company focused on providing reliable electricity and natural gas service. Its competitive advantages include its established infrastructure, regulated rates, and customer base.
Total Addressable Market (TAM)
The TAM is estimated at several billion USD annually within its service territories. NorthWestern Corporation is positioned to capture a substantial portion of this market due to its established presence and infrastructure.
Upturn SWOT Analysis
Strengths
- Regulated revenue streams
- Established infrastructure
- Stable customer base
- Experienced workforce
Weaknesses
- Dependence on regulatory approvals
- Exposure to commodity price fluctuations
- Aging infrastructure
- Limited growth opportunities outside service territory
Opportunities
- Investment in renewable energy
- Infrastructure upgrades
- Expansion of energy efficiency programs
- Potential for acquisitions
Threats
- Changes in regulatory environment
- Increased competition from alternative energy sources
- Economic downturns
- Environmental regulations
Competitors and Market Share
Key Competitors
- XEL
- ESGC
- CMS
- PNW
Competitive Landscape
NorthWestern Energy competes with other utility companies in the region. Advantages include its established infrastructure and regulated rates. Disadvantages include its limited geographic footprint and exposure to commodity price fluctuations.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth has been moderate, driven primarily by rate increases and infrastructure investments.
Future Projections: Analyst estimates vary, but projections typically involve continued modest growth driven by population increases and infrastructure investments.
Recent Initiatives: Recent initiatives include investments in renewable energy projects and grid modernization.
Summary
NorthWestern Corporation is a stable utility company with regulated revenue streams and an established customer base. Its growth is limited by its geographic footprint and regulatory environment. Investment in modernizing infrastructure and renewable energy is critical to future success. Commodity fluctuations pose a constant challenge.
Similar Companies
- XEL
- CMS
- PNW
- AVA
- ESGC
Sources and Disclaimers
Data Sources:
- Company filings (SEC, investor relations)
- Financial news outlets
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Always consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About NorthWestern Corporation
Exchange NASDAQ | Headquaters Sioux Falls, SD, United States | ||
IPO Launch date 2007-12-28 | CEO, President & Director Mr. Brian B. Bird | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 1585 | |
Full time employees 1585 | |||
NorthWestern Energy Group, Inc. provides electricity and natural gas to residential, commercial, and various industrial customers. It generates, purchases, transmits, and distributes electricity; and produces, purchases, stores, transmits, and distributes natural gas, as well as owns municipal franchises to provide natural gas service in the communities. The company operates 6,596 miles of electric transmission and 18,794 miles of electric distribution lines with approximately 396 transmission and distribution substations; and 2,133 miles of natural gas transmission and 5,221 miles of natural gas distribution lines with approximately 135 city gate stations in Montana. It also operates 1,349 miles of electric transmission and 2,386 miles of electric distribution lines in South Dakota with approximately 123 transmission and distribution substations; and 55 miles of natural gas transmission, 1,796 miles of natural gas distribution lines in South Dakota, and 830 miles of natural gas distribution lines Nebraska. The company provides electricity and/or natural gas to approximately 787,000 customers in Montana, South Dakota, Nebraska, and Yellowstone National Park. NorthWestern Energy Group, Inc. was founded in 1923 and is based in Sioux Falls, South Dakota.
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