PortfoliosLab logoPortfoliosLab logo
NWN vs. POR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NWN vs. POR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Northwest Natural Holding Company (NWN) and Portland General Electric Company (POR). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

NWN vs. POR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NWN
Northwest Natural Holding Company
15.07%23.75%6.77%-14.45%1.49%10.26%-35.52%25.46%4.48%2.82%
POR
Portland General Electric Company
11.10%15.37%5.30%-7.74%-4.00%28.12%-20.19%25.10%3.95%8.31%

Fundamentals

EPS

NWN:

$3.69

POR:

$2.75

PE Ratio

NWN:

14.41

POR:

19.17

PS Ratio

NWN:

1.14

POR:

1.69

Total Revenue (TTM)

NWN:

$1.27B

POR:

$3.44B

Gross Profit (TTM)

NWN:

$309.31M

POR:

$1.52B

EBITDA (TTM)

NWN:

$454.27M

POR:

$1.12B

Returns By Period

In the year-to-date period, NWN achieves a 15.07% return, which is significantly higher than POR's 11.10% return. Over the past 10 years, NWN has underperformed POR with an annualized return of 3.71%, while POR has yielded a comparatively higher 6.75% annualized return.


NWN

1D
-0.75%
1M
0.34%
YTD
15.07%
6M
20.99%
1Y
30.26%
3Y*
8.83%
5Y*
4.54%
10Y*
3.71%

POR

1D
0.29%
1M
-1.19%
YTD
11.10%
6M
22.53%
1Y
23.93%
3Y*
7.31%
5Y*
6.57%
10Y*
6.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


Return for Risk

NWN vs. POR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NWN
NWN Risk / Return Rank: 8383
Overall Rank
NWN Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
NWN Sortino Ratio Rank: 8181
Sortino Ratio Rank
NWN Omega Ratio Rank: 8181
Omega Ratio Rank
NWN Calmar Ratio Rank: 8787
Calmar Ratio Rank
NWN Martin Ratio Rank: 8181
Martin Ratio Rank

POR
POR Risk / Return Rank: 7777
Overall Rank
POR Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
POR Sortino Ratio Rank: 7575
Sortino Ratio Rank
POR Omega Ratio Rank: 7171
Omega Ratio Rank
POR Calmar Ratio Rank: 8181
Calmar Ratio Rank
POR Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NWN vs. POR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Northwest Natural Holding Company (NWN) and Portland General Electric Company (POR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


NWNPORDifference

Sharpe ratio

Return per unit of total volatility

1.59

1.26

+0.33

Sortino ratio

Return per unit of downside risk

2.11

1.82

+0.28

Omega ratio

Gain probability vs. loss probability

1.29

1.22

+0.07

Calmar ratio

Return relative to maximum drawdown

3.10

2.36

+0.74

Martin ratio

Return relative to average drawdown

6.27

5.24

+1.03

NWN vs. POR - Sharpe Ratio Comparison

The current NWN Sharpe Ratio is 1.59, which is comparable to the POR Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of NWN and POR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


NWNPORDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.59

1.26

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.32

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.28

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.30

+0.02

Correlation

The correlation between NWN and POR is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

NWN vs. POR - Dividend Comparison

NWN's dividend yield for the trailing twelve months is around 3.69%, less than POR's 3.98% yield.


TTM20252024202320222021202020192018201720162015
NWN
Northwest Natural Holding Company
3.69%4.20%4.94%4.99%4.06%3.94%4.16%2.58%3.13%3.16%3.13%3.68%
POR
Portland General Electric Company
3.98%4.32%4.53%4.33%3.65%3.21%3.71%2.72%3.11%2.94%2.91%3.24%

Drawdowns

NWN vs. POR - Drawdown Comparison

The maximum NWN drawdown since its inception was -46.27%, smaller than the maximum POR drawdown of -50.31%. Use the drawdown chart below to compare losses from any high point for NWN and POR.


Loading graphics...

Drawdown Indicators


NWNPORDifference

Max Drawdown

Largest peak-to-trough decline

-46.27%

-50.31%

+4.04%

Max Drawdown (1Y)

Largest decline over 1 year

-9.85%

-10.37%

+0.52%

Max Drawdown (5Y)

Largest decline over 5 years

-32.09%

-27.54%

-4.55%

Max Drawdown (10Y)

Largest decline over 10 years

-46.27%

-45.04%

-1.23%

Current Drawdown

Current decline from peak

-10.59%

-1.57%

-9.02%

Average Drawdown

Average peak-to-trough decline

-12.13%

-12.44%

+0.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.87%

4.66%

+0.21%

Volatility

NWN vs. POR - Volatility Comparison

The current volatility for Northwest Natural Holding Company (NWN) is 4.72%, while Portland General Electric Company (POR) has a volatility of 5.31%. This indicates that NWN experiences smaller price fluctuations and is considered to be less risky than POR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


NWNPORDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.72%

5.31%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

12.83%

12.40%

+0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

19.09%

19.03%

+0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.54%

20.62%

+1.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.06%

23.98%

+4.08%

Financials

NWN vs. POR - Financials Comparison

This section allows you to compare key financial metrics between Northwest Natural Holding Company and Portland General Electric Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
370.88M
878.00M
(NWN) Total Revenue
(POR) Total Revenue
Values in USD except per share items

NWN vs. POR - Profitability Comparison

The chart below illustrates the profitability comparison between Northwest Natural Holding Company and Portland General Electric Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
35.0%
Portfolio components
NWN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Northwest Natural Holding Company reported a gross profit of 0.00 and revenue of 370.88M. Therefore, the gross margin over that period was 0.0%.

POR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Portland General Electric Company reported a gross profit of 307.00M and revenue of 878.00M. Therefore, the gross margin over that period was 35.0%.

NWN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Northwest Natural Holding Company reported an operating income of 84.94M and revenue of 370.88M, resulting in an operating margin of 22.9%.

POR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Portland General Electric Company reported an operating income of 161.00M and revenue of 878.00M, resulting in an operating margin of 18.3%.

NWN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Northwest Natural Holding Company reported a net income of 45.00M and revenue of 370.88M, resulting in a net margin of 12.1%.

POR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Portland General Electric Company reported a net income of 103.00M and revenue of 878.00M, resulting in a net margin of 11.7%.