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NWE vs WSFS

Comparison between NorthWestern Energy Group Inc (NWE, Company) and WSFS Financial Corp (WSFS, Company).

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

5-Year PerformanceWSFS has outperformed NWE, delivering a return of +13.7% compared to +7.5%

NWE vs WSFS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
NWE
$4.25B
Winner
WSFS
$4.26B
Max Drawdown
Winner
NWE
41.97%
WSFS
75.47%
Sharpe Ratio
NWE
1.19
Winner
WSFS
1.76
5Y Beta
Winner
NWE
0.20
WSFS
0.91
Industry
NWE
Utilities - Regulated Electric
WSFS
Banks - Regional
P/E Ratio
NWE
28.73
Winner
WSFS
13.91
Forward P/E
NWE
18.59
Winner
WSFS
9.94
PEG Ratio
NWE
2.81
Winner
WSFS
0.43
Dividend Yield
Winner
NWE
3.79%
WSFS
0.87%
5Y Dividends CAGR
NWE
1.74%
Winner
WSFS
12.72%
5Y EPS CAGR
NWE
N/A
WSFS
12.68%
Debt to Equity
NWE
120.44%
Winner
WSFS
0.00%
Free Cash Flow Yield
NWE
-4.52%
Winner
WSFS
5.70%
P/S Ratio
Winner
NWE
2.52
WSFS
3.92
P/B Ratio
Winner
NWE
1.49
WSFS
1.55

NWE vs WSFS - Historical Returns

Returns include dividend reinvestment.

1M
NWE
-2.05%
Winner
WSFS
+4.07%
3M
NWE
+1.59%
Winner
WSFS
+13.82%
6M
NWE
+6.22%
Winner
WSFS
+18.71%
1Y
NWE
+34.69%
Winner
WSFS
+52.71%
5Y(CAGR)
NWE
+7.52%
Winner
WSFS
+13.66%
10Y(CAGR)
NWE
+6.15%
Winner
WSFS
+9.51%
Max(CAGR)
NWE
+9.38%
Winner
WSFS
+12.20%

NWE vs WSFS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNWEWSFS
2026+12.12%+47.50%
2025+27.51%+7.65%
2024+9.92%+18.05%
2023-10.81%+3.60%
2022+9.14%-12.82%
2021+4.13%+14.15%
2020-13.60%+3.59%
2019+27.53%+16.01%
2018+5.96%-20.41%
2017+9.11%+3.47%
2016+10.49%+50.55%
2015-1.09%+28.61%
2014+36.56%-0.02%
2013+25.68%+77.10%
2012+1.19%+14.03%
2011+27.61%-26.12%
2010+14.83%+85.42%
2009+17.57%-46.14%
2008-14.65%+1.00%
2007+0.10%-24.53%
2006N/A+10.54%
2005N/A+3.13%
2004N/A+34.44%
2003N/A+36.05%
2002N/A+89.00%
2001N/A+40.25%
2000N/A+6.58%
1999N/A-12.72%

NWE vs WSFS Drawdown Comparison

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

The maximum drawdown for WSFS was -74.97%, occurring on Mar 6, 2009. Recovery took 1694 trading sessions.

The current NWE drawdown is -3.00%. The current WSFS drawdown is -1.85%.

RankNWEWSFS
#1-39.28%
Dec 31, 2007 - Dec 14, 2009
-74.97%
Feb 2, 2007 - Oct 24, 2013
#2-39.27%
Feb 19, 2020 - Oct 24, 2025
-65.49%
Aug 1, 2018 - Oct 20, 2021
#3-21.00%
Nov 30, 2017 - Nov 12, 2018
-45.52%
Jan 14, 2022 - Jul 16, 2024
#4-15.95%
Jan 23, 2015 - Feb 3, 2016
-32.53%
Nov 8, 1999 - May 16, 2001
#5-15.80%
May 3, 2010 - Oct 18, 2010
-24.67%
Nov 25, 2024 - Jan 27, 2026
#6-13.84%
Jul 5, 2016 - May 31, 2017
-23.10%
Dec 2, 2015 - May 18, 2016
#7-13.44%
Jul 21, 2011 - Oct 18, 2011
-20.81%
Aug 28, 2002 - Nov 27, 2002
#8-13.20%
Jun 30, 2014 - Oct 30, 2014
-19.93%
Nov 29, 2004 - Oct 20, 2005
#9-11.15%
Dec 28, 2009 - Mar 16, 2010
-19.79%
Jun 28, 2002 - Aug 9, 2002
#10-10.66%
Oct 29, 2013 - Mar 17, 2014
-16.86%
Dec 24, 2013 - Feb 5, 2015
#11-10.64%
Sep 26, 2012 - Feb 1, 2013
-16.46%
Jun 8, 2016 - Aug 11, 2016
#12-10.51%
Apr 4, 2016 - Jun 27, 2016
-16.12%
Aug 21, 2001 - Jan 18, 2002
#13-10.47%
Apr 15, 2026 - Jun 26, 2026
-14.85%
Jul 23, 2024 - Nov 6, 2024
#14-10.44%
Sep 25, 2019 - Jan 22, 2020
-14.66%
Nov 11, 2021 - Jan 14, 2022
#15-10.11%
Mar 4, 2026 - Apr 14, 2026
-14.52%
Apr 26, 2017 - Oct 11, 2017

Correlation

Correlation between NWE and WSFS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

NWE vs WSFS dividend yield comparison.

YearNWEWSFS
20261.88%0.71%
20254.09%1.19%
20244.86%1.13%
20235.03%1.31%
20224.25%1.24%
20214.34%1.02%
20204.12%1.07%
20193.21%1.07%
20183.70%1.11%
20173.52%0.63%
20163.52%0.54%
20153.54%0.65%
20142.83%0.66%
20133.51%0.62%
20124.26%1.14%
20114.02%1.33%
20104.72%1.01%
20095.15%1.87%
20085.62%0.96%
20070.00%0.76%
20060.00%0.46%
20050.00%0.44%
20040.00%0.38%
20030.00%0.45%
20020.00%0.58%
20010.00%0.92%
20000.00%1.16%
19990.00%0.24%

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