COMP <GO>
NWE vs NEE // 10Y YIELD & FRED MACRO BETA
NorthWestern Energy Group Inc. (NASDAQ) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: NWE 4
— NEE 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: NWE
LAST: $79.22 (+0.73%) • MKT CAP: $4.87B
macro-sensitivity
0.68
LAST: $82.14 (+1.38%) • MKT CAP: $172.27B
macro-sensitivity
0.54
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NWE VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NWE | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.20% | 4.31% | -0.11 | NEE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.4x | 26.6x | -16.19 | NWE | /valuation <GO> |
| Free Cash Flow Yield | -2.67% | 7.02% | -9.69 | NEE | /fcf-yield <GO> |
| Operating Margin | 20.20% | 31.78% | -11.58 | NEE | /operating-margins <GO> |
| Net Profit Margin | 11.20% | 31.60% | -20.40 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 7.47% | -1.07 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 2.98% | +0.33 | NWE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.96 | 1.08 | -0.12 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | NEE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.79% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.9 | 46.7 | +22.20 | NWE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.68 | 0.54 | +0.14 | NWE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 18.4x | +6.60 | NEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.87B | $172.27B | -$167.40B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NWE REV | NEE REV | NWE GROSS % | NEE GROSS % | NWE FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.61B | $25.80B | — | — | -$130.0M | $12.48B |
| FY 2024 | $1.51B | $23.50B | — | — | -$142.5M | $13.26B |
| FY 2023 | $1.42B | $24.80B | — | — | $425.2M | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NWE // BETA 0.68
NEE // BETA 0.54