COMP <GO>
NWE vs DUK // 10Y YIELD & FRED MACRO BETA
NorthWestern Energy Group Inc. (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: NWE 4
— DUK 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: DUK
LAST: $79.81 (+0.74%) • MKT CAP: $4.87B
macro-sensitivity
0.68
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
macro-sensitivity
0.76
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NWE VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NWE | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.20% | 5.20% | -1.00 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.4x | 8.7x | +1.70 | DUK | /valuation <GO> |
| Free Cash Flow Yield | -2.67% | -1.73% | -0.94 | DUK | /fcf-yield <GO> |
| Operating Margin | 20.20% | 31.40% | -11.20 | DUK | /operating-margins <GO> |
| Net Profit Margin | 11.20% | 18.10% | -6.90 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 3.30% | +3.10 | NWE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 3.40% | -0.09 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.96 | 0.89 | +0.07 | NWE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.80% | 6.10% | -0.30 | NWE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.7 | 69.7 | +3.07 | NWE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.68 | 0.76 | -0.08 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 18.4x | +6.60 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.87B | $98.16B | -$93.29B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NWE REV | DUK REV | NWE GROSS % | DUK GROSS % | NWE FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.61B | $0 | 44.0% | — | -$130.0M | -$1.69B |
| FY 2024 | $1.51B | $0 | 44.0% | — | -$142.5M | $48.0M |
| FY 2023 | $1.42B | $0 | 44.0% | — | $425.2M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NWE // BETA 0.68
DUK // BETA 0.76