COMP <GO>
NWE vs AVA // 10Y YIELD & FRED MACRO BETA
NorthWestern Energy Group Inc. (NASDAQ) VS. Avista Corporation (NYSE) • 15-METRIC TALLY: NWE 8
— AVA 4
■ METRIC PARITY
LAST: $79.22 (+0.73%) • MKT CAP: $4.87B
macro-sensitivity
0.68
LAST: $37.45 (+1.19%) • MKT CAP: $3.14B
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NWE VS. AVA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NWE | AVA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.20% | 10.40% | -6.20 | AVA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.4x | 3.7x | +6.70 | AVA | /valuation <GO> |
| Free Cash Flow Yield | -2.67% | -3.22% | +0.55 | NWE | /fcf-yield <GO> |
| Operating Margin | 20.20% | 18.00% | +2.20 | NWE | /operating-margins <GO> |
| Net Profit Margin | 11.20% | 9.80% | +1.40 | NWE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 1.30% | +5.10 | NWE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 5.07% | -1.76 | AVA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.96 | 0.84 | +0.12 | NWE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | NWE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.9 | 60.3 | +8.65 | NWE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.68 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 15.2x | +9.80 | AVA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.87B | $3.14B | $1.74B | NWE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NWE REV | AVA REV | NWE GROSS % | AVA GROSS % | NWE FCF | AVA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.61B | $1.96B | — | — | -$130.0M | -$101.0M |
| FY 2024 | $1.51B | $1.94B | — | — | -$142.5M | $1.0M |
| FY 2023 | $1.42B | $1.75B | — | — | $425.2M | $447.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NWE // BETA 0.68
AVA // BETA —