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OTTR vs. POR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between OTTR and POR is 0.42, 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.


Performance

OTTR vs. POR - Performance Comparison

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

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Key characteristics

Sharpe Ratio

OTTR:

-0.41

POR:

-0.07

Sortino Ratio

OTTR:

-0.40

POR:

0.19

Omega Ratio

OTTR:

0.95

POR:

1.02

Calmar Ratio

OTTR:

-0.40

POR:

0.04

Martin Ratio

OTTR:

-0.61

POR:

0.11

Ulcer Index

OTTR:

17.97%

POR:

7.87%

Daily Std Dev

OTTR:

27.70%

POR:

19.17%

Max Drawdown

OTTR:

-65.96%

POR:

-50.31%

Current Drawdown

OTTR:

-18.50%

POR:

-15.66%

Fundamentals

Market Cap

OTTR:

$3.29B

POR:

$4.68B

EPS

OTTR:

$7.13

POR:

$2.87

PE Ratio

OTTR:

11.03

POR:

14.87

PEG Ratio

OTTR:

1.49

POR:

1.75

PS Ratio

OTTR:

2.49

POR:

1.36

PB Ratio

OTTR:

1.92

POR:

1.20

Total Revenue (TTM)

OTTR:

$1.32B

POR:

$3.53B

Gross Profit (TTM)

OTTR:

$533.06M

POR:

$1.57B

EBITDA (TTM)

OTTR:

$483.94M

POR:

$1.08B

Returns By Period

In the year-to-date period, OTTR achieves a 9.66% return, which is significantly higher than POR's -1.00% return. Over the past 10 years, OTTR has outperformed POR with an annualized return of 14.89%, while POR has yielded a comparatively lower 5.70% annualized return.


OTTR

YTD

9.66%

1M

2.44%

6M

0.74%

1Y

-11.20%

5Y*

18.74%

10Y*

14.89%

POR

YTD

-1.00%

1M

-0.72%

6M

-6.37%

1Y

-1.35%

5Y*

5.07%

10Y*

5.70%

*Annualized

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Risk-Adjusted Performance

OTTR vs. POR — Risk-Adjusted Performance Rank

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

OTTR
The Risk-Adjusted Performance Rank of OTTR is 2828
Overall Rank
The Sharpe Ratio Rank of OTTR is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of OTTR is 2424
Sortino Ratio Rank
The Omega Ratio Rank of OTTR is 2525
Omega Ratio Rank
The Calmar Ratio Rank of OTTR is 2424
Calmar Ratio Rank
The Martin Ratio Rank of OTTR is 3838
Martin Ratio Rank

POR
The Risk-Adjusted Performance Rank of POR is 4747
Overall Rank
The Sharpe Ratio Rank of POR is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of POR is 4242
Sortino Ratio Rank
The Omega Ratio Rank of POR is 4141
Omega Ratio Rank
The Calmar Ratio Rank of POR is 5252
Calmar Ratio Rank
The Martin Ratio Rank of POR is 5252
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.

OTTR vs. POR - Risk-Adjusted Performance 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.


The current OTTR Sharpe Ratio is -0.41, which is lower than the POR Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of OTTR 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.


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Dividends

OTTR vs. POR - Dividend Comparison

OTTR's dividend yield for the trailing twelve months is around 2.49%, less than POR's 4.68% yield.


TTM20242023202220212020201920182017201620152014
OTTR
Otter Tail Corporation
2.49%2.54%2.06%2.81%2.18%3.47%2.73%2.70%2.88%3.07%4.62%3.91%
POR
Portland General Electric Company
4.68%4.53%4.33%3.65%3.21%3.71%2.72%3.12%2.94%2.91%3.24%2.95%

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. For additional features, visit the drawdowns tool.


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Volatility

OTTR vs. POR - Volatility Comparison

Otter Tail Corporation (OTTR) has a higher volatility of 9.10% compared to Portland General Electric Company (POR) at 7.47%. 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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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.


Quarterly
Annual

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


200.00M400.00M600.00M800.00M1.00B20212022202320242025
337.35M
928.00M
(OTTR) Total Revenue
(POR) Total Revenue
Values in USD except per share items

OTTR vs. POR - Profitability Comparison

The chart below illustrates the profitability comparison between Otter Tail Corporation 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

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
41.2%
48.5%
(OTTR) Gross Margin
(POR) Gross Margin
OTTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a gross profit of 138.89M and revenue of 337.35M. Therefore, the gross margin over that period was 41.2%.

POR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Portland General Electric Company reported a gross profit of 450.00M and revenue of 928.00M. Therefore, the gross margin over that period was 48.5%.

OTTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported an operating income of 84.00M and revenue of 337.35M, resulting in an operating margin of 24.9%.

POR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Portland General Electric Company reported an operating income of 168.00M and revenue of 928.00M, resulting in an operating margin of 18.1%.

OTTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a net income of 68.10M and revenue of 337.35M, resulting in a net margin of 20.2%.

POR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Portland General Electric Company reported a net income of 100.00M and revenue of 928.00M, resulting in a net margin of 10.8%.