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Portland General Electric Company (POR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7365088472

CUSIP

736508847

Sector

Utilities

IPO Date

Mar 31, 2006

Highlights

Market Cap

$4.69B

EPS (TTM)

$3.37

PE Ratio

13.20

PEG Ratio

1.47

Total Revenue (TTM)

$3.22B

Gross Profit (TTM)

$1.12B

EBITDA (TTM)

$1.07B

Year Range

$37.83 - $49.85

Target Price

$52.27

Short %

3.91%

Short Ratio

3.35

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
POR vs. OTTR POR vs. PNW POR vs. AQN.TO POR vs. SPY POR vs. EIX POR vs. DUK POR vs. NEE POR vs. SCHQ POR vs. KHC
Popular comparisons:
POR vs. OTTR POR vs. PNW POR vs. AQN.TO POR vs. SPY POR vs. EIX POR vs. DUK POR vs. NEE POR vs. SCHQ POR vs. KHC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Portland General Electric Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%250.00%300.00%350.00%JulyAugustSeptemberOctoberNovemberDecember
193.19%
358.03%
POR (Portland General Electric Company)
Benchmark (^GSPC)

Returns By Period

Portland General Electric Company had a return of 5.09% year-to-date (YTD) and 6.20% in the last 12 months. Over the past 10 years, Portland General Electric Company had an annualized return of 4.97%, while the S&P 500 had an annualized return of 11.06%, indicating that Portland General Electric Company did not perform as well as the benchmark.


POR

YTD

5.09%

1M

-6.08%

6M

5.46%

1Y

6.20%

5Y*

-1.21%

10Y*

4.97%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of POR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.56%-1.86%5.77%2.93%3.08%-1.81%9.57%1.54%0.61%-1.04%1.10%5.09%
2023-2.90%0.46%3.31%3.54%-3.73%-2.93%1.79%-7.99%-6.68%-1.14%2.60%6.72%-7.74%
2022-0.72%-3.37%9.50%-14.18%4.06%-0.91%6.23%0.64%-15.13%3.41%9.55%0.47%-4.00%
2021-1.12%-0.31%13.57%7.14%-5.74%-3.00%6.12%5.01%-7.68%4.94%-1.30%9.64%28.12%
202010.23%-11.53%-11.03%-2.40%0.68%-10.45%5.55%-13.55%-5.85%10.70%5.29%4.38%-20.19%
20195.39%3.77%4.12%0.91%1.05%3.19%1.26%3.72%-0.23%0.90%-2.41%1.20%25.10%
2018-7.09%-6.19%2.84%4.86%0.42%1.10%6.08%2.29%-0.92%-1.16%6.81%-4.03%3.95%
20170.65%3.94%-1.30%2.07%4.41%-2.79%-2.19%6.31%-3.23%4.60%3.98%-7.49%8.31%
20166.87%-2.11%4.58%0.58%3.68%7.96%-1.02%-3.57%1.88%2.47%-4.67%4.93%22.75%
20154.94%-6.07%0.22%-5.20%-0.57%-4.31%8.59%-4.08%7.94%0.30%-0.43%-0.67%-0.62%
2014-0.07%5.37%2.58%3.49%-1.20%5.71%-7.90%7.95%-6.02%13.36%1.26%3.36%29.44%
20134.97%3.38%3.08%6.33%-5.61%1.44%3.63%-9.12%-1.06%1.67%3.87%2.24%14.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of POR is 58, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of POR is 5858
Overall Rank
The Sharpe Ratio Rank of POR is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of POR is 5252
Sortino Ratio Rank
The Omega Ratio Rank of POR is 5151
Omega Ratio Rank
The Calmar Ratio Rank of POR is 6161
Calmar Ratio Rank
The Martin Ratio Rank of POR is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Portland General Electric Company (POR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for POR, currently valued at 0.39, compared to the broader market-4.00-2.000.002.000.392.10
The chart of Sortino ratio for POR, currently valued at 0.65, compared to the broader market-4.00-2.000.002.004.000.652.80
The chart of Omega ratio for POR, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.39
The chart of Calmar ratio for POR, currently valued at 0.26, compared to the broader market0.002.004.006.000.263.09
The chart of Martin ratio for POR, currently valued at 1.39, compared to the broader market-5.000.005.0010.0015.0020.0025.001.3913.49
POR
^GSPC

The current Portland General Electric Company Sharpe ratio is 0.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Portland General Electric Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.39
2.10
POR (Portland General Electric Company)
Benchmark (^GSPC)

Dividends

Dividend History

Portland General Electric Company provided a 3.35% dividend yield over the last twelve months, with an annual payout of $1.48 per share. The company has been increasing its dividends for 17 consecutive years.


3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.48$1.88$1.79$1.70$1.59$1.52$1.43$1.34$1.26$1.18$1.12$1.10

Dividend yield

3.35%4.33%3.65%3.21%3.71%2.72%3.12%2.94%2.91%3.24%2.95%3.63%

Monthly Dividends

The table displays the monthly dividend distributions for Portland General Electric Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.48$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.00$1.48
2023$0.00$0.00$0.45$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$1.88
2022$0.00$0.00$0.43$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$1.79
2021$0.00$0.00$0.41$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.70
2020$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.41$0.00$0.00$0.41$1.59
2019$0.00$0.00$0.36$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$1.52
2018$0.00$0.00$0.34$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$1.43
2017$0.00$0.00$0.32$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$1.34
2016$0.00$0.00$0.30$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$1.26
2015$0.00$0.00$0.28$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$1.18
2014$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$1.12
2013$0.27$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$1.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.4%
Portland General Electric Company has a dividend yield of 4.43%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%58.3%
Portland General Electric Company has a payout ratio of 58.26%, which is quite average when compared to the overall market. This suggests that Portland General Electric Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.99%
-2.62%
POR (Portland General Electric Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Portland General Electric Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Portland General Electric Company was 50.31%, occurring on Mar 5, 2009. Recovery took 564 trading sessions.

The current Portland General Electric Company drawdown is 14.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.31%May 23, 2007450Mar 5, 2009564May 31, 20111014
-45.04%Feb 21, 2020144Sep 15, 2020
-20.61%Nov 15, 201778Mar 9, 2018176Nov 16, 2018254
-19.4%May 1, 200648Jul 7, 2006178Mar 23, 2007226
-17.82%Jan 30, 201594Jun 15, 2015160Feb 2, 2016254

Volatility

Volatility Chart

The current Portland General Electric Company volatility is 3.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.93%
3.79%
POR (Portland General Electric Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Portland General Electric Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Portland General Electric Company compared to its peers in the Utilities - Regulated Electric industry.


PE Ratio
20.040.060.080.0100.013.2
The chart displays the price to earnings (P/E) ratio for POR in comparison to other companies of the Utilities - Regulated Electric industry. Currently, POR has a PE value of 13.2. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.01.5
The chart displays the price to earnings to growth (PEG) ratio for POR in comparison to other companies of the Utilities - Regulated Electric industry. Currently, POR has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Portland General Electric Company.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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