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OTTR vs. PEG
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

OTTR vs. PEG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Otter Tail Corporation (OTTR) and Public Service Enterprise Group Incorporated (PEG). The values are adjusted to include any dividend payments, if applicable.

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OTTR vs. PEG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OTTR
Otter Tail Corporation
9.90%12.32%-11.20%48.09%-15.61%72.84%-14.06%6.24%15.04%12.44%
PEG
Public Service Enterprise Group Incorporated
1.97%-1.89%42.63%3.62%-5.09%18.34%2.37%17.09%4.68%21.77%

Fundamentals

EPS

OTTR:

$6.55

PEG:

$6.33

PE Ratio

OTTR:

13.47

PEG:

12.84

PEG Ratio

OTTR:

0.94

PEG:

0.60

PS Ratio

OTTR:

2.85

PEG:

2.23

Total Revenue (TTM)

OTTR:

$1.30B

PEG:

$12.17B

Gross Profit (TTM)

OTTR:

$507.52M

PEG:

$8.40B

EBITDA (TTM)

OTTR:

$481.46M

PEG:

$4.22B

Returns By Period

In the year-to-date period, OTTR achieves a 9.90% return, which is significantly higher than PEG's 1.97% return. Over the past 10 years, OTTR has outperformed PEG with an annualized return of 14.83%, while PEG has yielded a comparatively lower 9.24% annualized return.


OTTR

1D
0.51%
1M
2.94%
YTD
9.90%
6M
10.82%
1Y
11.38%
3Y*
9.41%
5Y*
16.53%
10Y*
14.83%

PEG

1D
0.35%
1M
-3.10%
YTD
1.97%
6M
-0.01%
1Y
0.71%
3Y*
12.84%
5Y*
9.96%
10Y*
9.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

OTTR vs. PEG — Risk / Return Rank

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

OTTR
OTTR Risk / Return Rank: 5757
Overall Rank
OTTR Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
OTTR Sortino Ratio Rank: 5050
Sortino Ratio Rank
OTTR Omega Ratio Rank: 4949
Omega Ratio Rank
OTTR Calmar Ratio Rank: 6262
Calmar Ratio Rank
OTTR Martin Ratio Rank: 6565
Martin Ratio Rank

PEG
PEG Risk / Return Rank: 3939
Overall Rank
PEG Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
PEG Sortino Ratio Rank: 3333
Sortino Ratio Rank
PEG Omega Ratio Rank: 3333
Omega Ratio Rank
PEG Calmar Ratio Rank: 4545
Calmar Ratio Rank
PEG Martin Ratio Rank: 4444
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.

OTTR vs. PEG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and Public Service Enterprise Group Incorporated (PEG). 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.


OTTRPEGDifference

Sharpe ratio

Return per unit of total volatility

0.49

0.04

+0.46

Sortino ratio

Return per unit of downside risk

0.85

0.18

+0.67

Omega ratio

Gain probability vs. loss probability

1.11

1.02

+0.08

Calmar ratio

Return relative to maximum drawdown

1.00

0.15

+0.85

Martin ratio

Return relative to average drawdown

2.74

0.27

+2.48

OTTR vs. PEG - Sharpe Ratio Comparison

The current OTTR Sharpe Ratio is 0.49, which is higher than the PEG Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of OTTR and PEG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


OTTRPEGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

0.04

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.49

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.42

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.46

-0.20

Correlation

The correlation between OTTR and PEG is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

OTTR vs. PEG - Dividend Comparison

OTTR's dividend yield for the trailing twelve months is around 2.44%, less than PEG's 3.15% yield.


TTM20252024202320222021202020192018201720162015
OTTR
Otter Tail Corporation
2.44%2.60%2.53%2.06%2.81%2.18%3.47%2.73%2.70%2.88%3.06%4.62%
PEG
Public Service Enterprise Group Incorporated
3.15%3.14%2.84%3.73%3.53%3.06%3.36%3.18%3.46%3.34%3.74%4.03%

Drawdowns

OTTR vs. PEG - Drawdown Comparison

The maximum OTTR drawdown since its inception was -65.96%, which is greater than PEG's maximum drawdown of -54.32%. Use the drawdown chart below to compare losses from any high point for OTTR and PEG.


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Drawdown Indicators


OTTRPEGDifference

Max Drawdown

Largest peak-to-trough decline

-65.96%

-54.32%

-11.64%

Max Drawdown (1Y)

Largest decline over 1 year

-12.70%

-12.73%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-35.12%

-27.29%

-7.83%

Max Drawdown (10Y)

Largest decline over 10 years

-41.50%

-40.78%

-0.72%

Current Drawdown

Current decline from peak

-8.26%

-9.95%

+1.69%

Average Drawdown

Average peak-to-trough decline

-17.99%

-11.16%

-6.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.62%

7.02%

-2.40%

Volatility

OTTR vs. PEG - Volatility Comparison

Otter Tail Corporation (OTTR) has a higher volatility of 7.77% compared to Public Service Enterprise Group Incorporated (PEG) at 5.62%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than PEG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OTTRPEGDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.77%

5.62%

+2.15%

Volatility (6M)

Calculated over the trailing 6-month period

15.17%

13.24%

+1.93%

Volatility (1Y)

Calculated over the trailing 1-year period

23.29%

20.12%

+3.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.54%

20.30%

+7.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.56%

21.89%

+7.67%

Financials

OTTR vs. PEG - Financials Comparison

This section allows you to compare key financial metrics between Otter Tail Corporation and Public Service Enterprise Group Incorporated. 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


0.001.00B2.00B3.00B4.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
308.10M
2.92B
(OTTR) Total Revenue
(PEG) Total Revenue
Values in USD except per share items