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NWE vs FHI

Comparison between NorthWestern Energy Group Inc (NWE, Company) and Federated Hermes Inc - Class B (FHI, Company).

NWE is from the Utilities sector, while FHI is from the Financial Services sector.

5-Year PerformanceFHI has outperformed NWE, delivering a return of +16.9% compared to +7.4%

NWE vs FHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NWE
$4.30B
FHI
$4.29B
Max Drawdown
Winner
NWE
41.97%
FHI
70.56%
Sharpe Ratio
NWE
1.51
Winner
FHI
1.59
5Y Beta
Winner
NWE
0.22
FHI
0.67
Industry
NWE
Utilities - Regulated Electric
FHI
Asset Management
P/E Ratio
NWE
21.48
Winner
FHI
11.25
Forward P/E
NWE
17.76
Winner
FHI
11.56
PEG Ratio
NWE
1.40
Winner
FHI
0.18
Dividend Yield
Winner
NWE
3.76%
FHI
2.31%
5Y Dividends CAGR
Winner
NWE
1.74%
FHI
-5.83%
5Y EPS CAGR
NWE
N/A
FHI
18.75%
Debt to Equity
NWE
112.84%
Winner
FHI
28.93%
Free Cash Flow Yield
NWE
-3.44%
Winner
FHI
7.09%

NWE vs FHI - Historical Returns

Returns include dividend reinvestment.

1M
NWE
-1.31%
Winner
FHI
+8.54%
3M
NWE
+4.68%
Winner
FHI
+6.29%
6M
NWE
+10.88%
Winner
FHI
+13.11%
1Y
NWE
+42.48%
Winner
FHI
+43.56%
5Y(CAGR)
NWE
+7.45%
Winner
FHI
+16.85%
10Y(CAGR)
NWE
+5.60%
Winner
FHI
+12.01%
Max(CAGR)
NWE
+9.35%
Winner
FHI
+10.76%

NWE vs FHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNWEFHI
2026+10.01%+14.30%
2025+27.51%+31.26%
2024+9.92%+29.78%
2023-10.81%-6.26%
2022+9.14%-1.47%
2021+4.13%+38.67%
2020-13.60%-4.63%
2019+27.53%+28.61%
2018+5.96%-22.29%
2017+9.11%+30.30%
2016+10.49%+7.86%
2015-1.09%-10.40%
2014+36.56%+20.62%
2013+25.68%+41.61%
2012+1.19%+42.12%
2011+27.61%-39.41%
2010+14.83%+2.24%
2009+17.57%+64.08%
2008-14.65%-53.29%
2007+0.10%+23.02%
2006N/A-6.84%
2005N/A+26.32%
2004N/A+6.97%
2003N/A+14.18%
2002N/A-16.27%
2001N/A+13.76%
2000N/A+129.17%
1999N/A+17.59%

NWE vs FHI Drawdown Comparison

The maximum drawdown for NWE was -39.28%, occurring on Oct 27, 2008. Recovery took 493 trading sessions.

The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.

The current NWE drawdown is -3.84%. The current FHI drawdown is -0.37%.

RankNWEFHI
#1-39.28%
Dec 31, 2007 - Dec 14, 2009
-64.89%
Feb 6, 2020 - Jun 16, 2021
#2-39.27%
Feb 19, 2020 - Oct 24, 2025
-59.32%
Jan 23, 2008 - Jul 11, 2013
#3-21.00%
Nov 30, 2017 - Nov 12, 2018
-37.47%
Dec 26, 2017 - Jul 26, 2019
#4-15.95%
Jan 23, 2015 - Feb 3, 2016
-32.68%
May 15, 2002 - Oct 10, 2005
#5-15.80%
May 3, 2010 - Oct 18, 2010
-32.31%
Jun 5, 2015 - Oct 16, 2017
#6-13.84%
Jul 5, 2016 - May 31, 2017
-29.62%
Apr 18, 2023 - Nov 1, 2024
#7-13.44%
Jul 21, 2011 - Oct 18, 2011
-26.94%
Jan 7, 2022 - Nov 30, 2022
#8-13.20%
Jun 30, 2014 - Oct 30, 2014
-24.16%
Feb 23, 2006 - Apr 17, 2007
#9-11.15%
Dec 28, 2009 - Mar 16, 2010
-22.86%
Nov 27, 2000 - May 8, 2001
#10-10.66%
Oct 29, 2013 - Mar 17, 2014
-21.44%
Jul 17, 2007 - Oct 3, 2007
#11-10.64%
Sep 26, 2012 - Feb 1, 2013
-21.20%
May 10, 2001 - Feb 1, 2002
#12-10.51%
Apr 4, 2016 - Jun 27, 2016
-17.68%
Jul 27, 2000 - Oct 26, 2000
#13-10.47%
Apr 15, 2026 - Jun 9, 2026
-16.56%
Dec 5, 2024 - May 8, 2025
#14-10.44%
Sep 25, 2019 - Jan 22, 2020
-14.98%
Oct 31, 2007 - Jan 11, 2008
#15-10.11%
Mar 4, 2026 - Apr 14, 2026
-14.56%
Aug 27, 2021 - Nov 3, 2021

Correlation

Correlation between NWE and FHI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2000 - 2026)

NWE vs FHI dividend yield comparison.

YearNWEFHI
20261.92%1.22%
20254.09%2.55%
20244.86%5.38%
20235.03%3.38%
20224.25%2.97%
20214.34%2.87%
20204.12%7.20%
20193.21%3.31%
20183.70%3.99%
20173.52%2.77%
20163.52%7.07%
20153.54%3.49%
20142.83%3.04%
20133.51%3.40%
20124.26%11.02%
20114.02%6.34%
20104.72%8.48%
20095.15%3.49%
20085.62%21.76%
20070.00%1.97%
20060.00%2.04%
20050.00%1.55%
20040.00%1.36%
20030.00%1.01%
20020.00%0.86%
20010.00%0.55%
20000.00%0.48%

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