OTTR vs. POR
Compare and contrast key facts about Otter Tail Corporation (OTTR) and Portland General Electric Company (POR).
Performance
OTTR vs. POR - Performance Comparison
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OTTR vs. POR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 9.90% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
POR Portland General Electric Company | 11.80% | 15.37% | 5.30% | -7.74% | -4.00% | 28.12% | -20.19% | 25.10% | 3.95% | 8.31% |
Fundamentals
OTTR:
$6.55
POR:
$2.75
OTTR:
13.47
POR:
19.29
OTTR:
0.94
POR:
11.99
OTTR:
2.85
POR:
1.70
OTTR:
$1.30B
POR:
$3.44B
OTTR:
$507.52M
POR:
$1.52B
OTTR:
$481.46M
POR:
$1.12B
Returns By Period
In the year-to-date period, OTTR achieves a 9.90% return, which is significantly lower than POR's 11.80% return. Over the past 10 years, OTTR has outperformed POR with an annualized return of 14.83%, while POR has yielded a comparatively lower 6.82% 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%
POR
- 1D
- 0.63%
- 1M
- -0.61%
- YTD
- 11.80%
- 6M
- 25.09%
- 1Y
- 24.29%
- 3Y*
- 7.53%
- 5Y*
- 6.71%
- 10Y*
- 6.82%
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Return for Risk
OTTR vs. POR — Risk / Return Rank
OTTR
POR
OTTR vs. POR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) 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.
| OTTR | POR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.28 | -0.79 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.84 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.38 | -1.39 |
Martin ratioReturn relative to average drawdown | 2.74 | 5.30 | -2.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OTTR | POR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.28 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.33 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.29 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.30 | -0.04 |
Correlation
The correlation between OTTR and POR is 0.58, 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
OTTR vs. POR - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.44%, less than POR's 3.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
POR Portland General Electric Company | 3.95% | 4.32% | 4.53% | 4.33% | 3.65% | 3.21% | 3.71% | 2.72% | 3.11% | 2.94% | 2.91% | 3.24% |
Drawdowns
OTTR vs. POR - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, which is greater than POR's maximum drawdown of -50.31%. Use the drawdown chart below to compare losses from any high point for OTTR and POR.
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Drawdown Indicators
| OTTR | POR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.96% | -50.31% | -15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -10.13% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -27.54% | -7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -45.04% | +3.54% |
Current DrawdownCurrent decline from peak | -8.26% | -0.96% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -17.99% | -12.44% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 4.66% | -0.04% |
Volatility
OTTR vs. POR - Volatility Comparison
Otter Tail Corporation (OTTR) has a higher volatility of 7.77% compared to Portland General Electric Company (POR) at 5.35%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than POR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTTR | POR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 5.35% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 15.17% | 12.35% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.29% | 19.04% | +4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.54% | 20.62% | +6.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.56% | 23.98% | +5.58% |
Financials
OTTR vs. POR - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities
OTTR vs. POR - Profitability Comparison
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Otter Tail Corporation reported a gross profit of 71.86M and revenue of 308.10M. Therefore, the gross margin over that period was 23.3%.
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%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Otter Tail Corporation reported an operating income of 67.62M and revenue of 308.10M, resulting in an operating margin of 22.0%.
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%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Otter Tail Corporation reported a net income of 51.77M and revenue of 308.10M, resulting in a net margin of 16.8%.
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%.