Event-Driven Stocks

NORTHWESTERN CORP

Utilities · Electric & Other Services Combined · DE · SEC filings ↗ · Compare ⊕

Signs4 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY22FY21FY20FY19FY18FY17
Revenue$1.46B$1.33B$1.21B$1.23B$1.19B$1.31B
Operating income$263.1M$275.7M$236.2M$276.9M$266.3M$271.7M
Net income$183.0M$186.8M$155.2M$202.1M$197.0M$162.7M
Total assets$7.32B$6.78B$6.39B$6.08B$5.81B$5.42B
Total liabilities$4.65B$4.44B$4.31B$4.04B$3.70B$3.62B
Equity$2.67B$2.34B$2.08B$2.04B$1.94B$1.80B
EPS (diluted)$3.25$3.60$3.06$3.98$3.92$3.34
Shares out.54.1M50.6M50.5M50.3M49.4M48.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2022
Operating margin
18.0%
Net margin
12.5%
Return on equity
6.9%
Return on assets
2.5%
Return on capital (ROCE)
3.9%
Liabilities / assets
63.6%
Debt / equity
1.75×
Book value / share
$49.28
Revenue growth (YoY)
10.0%
Net income growth (YoY)
−2.1%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2022
Altman Z″ (distress)
1.11grey zone
Accruals / assets
1.7%clean
Piotroski F-Score
5/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
62
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 25

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 warning4 good
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
11 acquisitions1 disposalsnet +20,788 shares · last 12
InsiderDateTypeSharesPrice
Ide Britt EDirectorMay 16, 2023Sell1,200$58.65
Edwards Sherina M.DirectorMay 9, 2023Grant2,833$58.94
Heim ShannonOfficer — Vice President and GCMar 7, 2023Grant1,330$0.00
Lail Crystal DawnOfficer — Chief Financial OfficerMar 7, 2023Grant2,774$0.00
Hines John DOfficer — VP - Supply &amp; MT GAMar 7, 2023Grant1,109$0.00
Schroeppel Bobbi LOfficer — VP HR, CC &amp; CommMar 7, 2023Grant1,104$0.00
Vold JeanneOfficer — Vice President of TechnologyMar 7, 2023Grant753$0.00
Bird Brian BOfficer — President and CEOMar 7, 2023Grant9,355$0.00
Pohl Curtis TOfficer — VP - Asset Mgmt, Bus. DvlpmtMar 7, 2023Grant1,141$0.00
Merkel JasonOfficer — VP - DistributionMar 7, 2023Grant596$0.00
Fang CynthiaOfficer — Vice President - RegulatoryMar 7, 2023Grant573$0.00
Berzina Jeffrey B.Officer — ControllerMar 7, 2023Grant420$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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