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NWE vs LAZ

Comparison between NorthWestern Energy Group Inc (NWE, Company) and Lazard Ltd - Class A (LAZ, Company).

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

5-Year PerformanceNWE has outperformed LAZ, delivering a return of +7.3% compared to +3.6%

NWE vs LAZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NWE
$4.34B
LAZ
$4.33B
Max Drawdown
Winner
NWE
41.97%
LAZ
64.75%
Sharpe Ratio
Winner
NWE
1.17
LAZ
-0.20
5Y Beta
Winner
NWE
0.20
LAZ
1.77
Industry
NWE
Utilities - Regulated Electric
LAZ
Capital Markets
P/E Ratio
NWE
29.32
Winner
LAZ
14.80
Forward P/E
NWE
18.35
Winner
LAZ
17.51
PEG Ratio
NWE
N/A
LAZ
0.41
Dividend Yield
NWE
3.73%
Winner
LAZ
4.69%
5Y Dividends CAGR
NWE
1.74%
Winner
LAZ
5.87%
5Y EPS CAGR
NWE
N/A
LAZ
-3.81%
Debt to Equity
Winner
NWE
120.44%
LAZ
191.63%
Free Cash Flow Yield
NWE
-4.43%
Winner
LAZ
11.48%

NWE vs LAZ - Historical Returns

Returns include dividend reinvestment.

1M
NWE
-2.30%
Winner
LAZ
+11.96%
3M
NWE
+1.43%
Winner
LAZ
+1.69%
6M
Winner
NWE
+4.63%
LAZ
-11.07%
1Y
Winner
NWE
+33.01%
LAZ
-14.44%
5Y(CAGR)
Winner
NWE
+7.30%
LAZ
+3.61%
10Y(CAGR)
NWE
+6.14%
Winner
LAZ
+8.06%
Max(CAGR)
Winner
NWE
+9.40%
LAZ
+7.03%

NWE vs LAZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearNWELAZ
2026+12.59%-5.66%
2025+27.51%-0.21%
2024+9.92%+49.20%
2023-10.81%+5.79%
2022+9.14%-18.46%
2021+4.13%+9.09%
2020-13.60%+9.82%
2019+27.53%+12.93%
2018+5.96%-25.60%
2017+9.11%+34.30%
2016+10.49%+0.12%
2015-1.09%-5.98%
2014+36.56%+14.56%
2013+25.68%+48.85%
2012+1.19%+14.15%
2011+27.61%-33.01%
2010+14.83%-0.04%
2009+17.57%+29.47%
2008-14.65%-23.11%
2007+0.10%-13.95%
2006N/A+49.28%
2005N/A+33.62%

NWE vs LAZ Drawdown Comparison

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

The maximum drawdown for LAZ was -62.70%, occurring on Oct 3, 2011. Recovery took 1742 trading sessions.

The current NWE drawdown is -2.59%. The current LAZ drawdown is -19.12%.

RankNWELAZ
#1-39.28%
Dec 31, 2007 - Dec 14, 2009
-62.70%
May 2, 2007 - Apr 2, 2014
#2-39.27%
Feb 19, 2020 - Oct 24, 2025
-59.54%
Feb 1, 2018 - Aug 11, 2021
#3-21.00%
Nov 30, 2017 - Nov 12, 2018
-50.55%
Jul 21, 2015 - Dec 4, 2017
#4-15.95%
Jan 23, 2015 - Feb 3, 2016
-44.24%
Nov 6, 2024 - Apr 8, 2025
#5-15.80%
May 3, 2010 - Oct 18, 2010
-43.47%
Oct 25, 2021 - Jul 25, 2024
#6-13.84%
Jul 5, 2016 - May 31, 2017
-28.94%
May 10, 2006 - Dec 5, 2006
#7-13.44%
Jul 21, 2011 - Oct 18, 2011
-20.27%
Sep 17, 2014 - Apr 2, 2015
#8-13.20%
Jun 30, 2014 - Oct 30, 2014
-14.19%
Feb 22, 2007 - May 2, 2007
#9-11.15%
Dec 28, 2009 - Mar 16, 2010
-14.11%
May 6, 2005 - Jun 1, 2005
#10-10.66%
Oct 29, 2013 - Mar 17, 2014
-12.83%
Jun 1, 2005 - Jul 20, 2005
#11-10.64%
Sep 26, 2012 - Feb 1, 2013
-12.44%
Apr 19, 2006 - May 10, 2006
#12-10.51%
Apr 4, 2016 - Jun 27, 2016
-12.34%
Jul 31, 2024 - Aug 23, 2024
#13-10.47%
Apr 15, 2026 - Jun 26, 2026
-9.80%
Apr 2, 2014 - Apr 24, 2014
#14-10.44%
Sep 25, 2019 - Jan 22, 2020
-9.70%
Jun 18, 2015 - Jul 21, 2015
#15-10.11%
Mar 4, 2026 - Apr 14, 2026
-9.06%
Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between NWE and LAZ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2005 - 2026)

NWE vs LAZ dividend yield comparison.

YearNWELAZ
20261.87%3.30%
20254.09%4.12%
20244.86%3.89%
20235.03%5.75%
20224.25%5.60%
20214.34%4.31%
20204.12%4.44%
20193.21%5.88%
20183.70%8.21%
20173.52%5.35%
20163.52%6.55%
20153.54%5.22%
20142.83%2.40%
20133.51%2.21%
20124.26%3.22%
20114.02%2.32%
20104.72%1.27%
20095.15%1.19%
20085.62%1.34%
20070.00%0.88%
20060.00%0.76%
20050.00%0.45%

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