OTTR vs. SO
OTTR (Otter Tail Corporation) and SO (The Southern Company) are both stocks. Both are in the Utilities sector — OTTR in Utilities - Diversified, SO in Utilities - Regulated Electric. Over the past 10 years, OTTR returned 13.73%/yr vs 10.73%/yr for SO. At a 0.31 correlation, their price movements are largely independent.
Performance
OTTR vs. SO - Performance Comparison
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Returns By Period
In the year-to-date period, OTTR achieves a 10.60% return, which is significantly higher than SO's 9.36% return. Over the past 10 years, OTTR has outperformed SO with an annualized return of 13.73%, while SO has yielded a comparatively lower 10.73% annualized return.
OTTR
- 1D
- 0.81%
- 1M
- 0.98%
- YTD
- 10.60%
- 6M
- 8.05%
- 1Y
- 18.25%
- 3Y*
- 8.62%
- 5Y*
- 15.81%
- 10Y*
- 13.73%
SO
- 1D
- 0.37%
- 1M
- -0.75%
- YTD
- 9.36%
- 6M
- 11.24%
- 1Y
- 8.52%
- 3Y*
- 13.96%
- 5Y*
- 12.92%
- 10Y*
- 10.73%
OTTR vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 10.60% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
SO The Southern Company | 9.36% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Correlation
The correlation between OTTR and SO is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.31 |
The correlation between OTTR and SO shifts across timeframes, from 0.30 (3 years) to 0.46 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
OTTR:
$3.71B
SO:
$105.39B
OTTR:
$6.66
SO:
$3.92
OTTR:
13.25
SO:
23.83
OTTR:
0.93
SO:
1.48
OTTR:
2.83
SO:
3.45
OTTR:
1.95
SO:
2.84
OTTR:
$1.31B
SO:
$30.17B
OTTR:
$458.32M
SO:
$13.01B
OTTR:
$477.57M
SO:
$14.44B
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Return for Risk
OTTR vs. SO — Risk / Return Rank
OTTR
SO
OTTR vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and The Southern Company (SO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTTR | SO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.57 | +0.87 |
| Martin ratioReturn relative to average drawdown | 4.23 | 1.33 | +2.90 |
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Drawdowns
OTTR vs. SO - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for OTTR and SO.
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Drawdown Indicators
| OTTR | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.96% | -38.43% | -27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -14.99% | +2.29% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -14.99% | -12.10% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -23.28% | -11.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -38.43% | -3.07% |
Current DrawdownCurrent decline from peak | -7.68% | -4.53% | -3.15% |
Average DrawdownAverage peak-to-trough decline | -17.92% | -6.87% | -11.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 6.42% | -2.09% |
Volatility
OTTR vs. SO - Volatility Comparison
Otter Tail Corporation (OTTR) has a higher volatility of 6.49% compared to The Southern Company (SO) at 5.85%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTTR | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 5.85% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.68% | 13.02% | +2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.82% | 16.25% | +5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.64% | 18.61% | +9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.61% | 21.98% | +7.63% |
Dividends
OTTR vs. SO - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.50%, less than SO's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 2.50% | 2.60% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% |
SO The Southern Company | 3.62% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Financials
OTTR vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail Corporation and The Southern 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. SO - Profitability Comparison
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otter Tail Corporation reported a gross profit of 89.70M and revenue of 347.03M. Therefore, the gross margin over that period was 25.9%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a gross profit of 3.90B and revenue of 8.40B. Therefore, the gross margin over that period was 46.5%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otter Tail Corporation reported an operating income of 85.24M and revenue of 347.03M, resulting in an operating margin of 24.6%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported an operating income of 2.02B and revenue of 8.40B, resulting in an operating margin of 24.0%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otter Tail Corporation reported a net income of 72.61M and revenue of 347.03M, resulting in a net margin of 20.9%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a net income of 1.36B and revenue of 8.40B, resulting in a net margin of 16.2%.
Frequently Asked Questions
OTTR and SO have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTTR has higher volatility (6.49%) compared to SO (5.85%). In terms of maximum drawdown, OTTR dropped -65.96% vs SO's -38.43%.
OTTR currently has the higher Sharpe Ratio (0.84 vs 0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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