OTTR vs. WM
OTTR (Otter Tail Corporation) and WM (Waste Management, Inc.) are both stocks. OTTR operates in Utilities - Diversified (Utilities), while WM operates in Waste Management (Industrials). Over the past 10 years, OTTR returned 14.14%/yr vs 15.51%/yr for WM. At a 0.28 correlation, their price movements are largely independent.
Performance
OTTR vs. WM - Performance Comparison
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Returns By Period
In the year-to-date period, OTTR achieves a 7.54% return, which is significantly higher than WM's -0.38% return. Over the past 10 years, OTTR has underperformed WM with an annualized return of 14.14%, while WM has yielded a comparatively higher 15.51% annualized return.
OTTR
- 1D
- -0.03%
- 1M
- -4.71%
- YTD
- 7.54%
- 6M
- 5.03%
- 1Y
- 13.49%
- 3Y*
- 6.85%
- 5Y*
- 14.77%
- 10Y*
- 14.14%
WM
- 1D
- 2.86%
- 1M
- -4.32%
- YTD
- -0.38%
- 6M
- 1.65%
- 1Y
- -7.86%
- 3Y*
- 11.27%
- 5Y*
- 10.77%
- 10Y*
- 15.51%
OTTR vs. WM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 7.54% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
WM Waste Management, Inc. | -0.38% | 10.50% | 14.28% | 16.20% | -4.49% | 43.82% | 5.46% | 30.45% | 5.32% | 24.46% |
Correlation
The correlation between OTTR and WM is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 1991 | 0.28 |
The correlation between OTTR and WM shifts across timeframes, from 0.16 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
OTTR:
$3.61B
WM:
$88.16B
OTTR:
$6.66
WM:
$6.91
OTTR:
12.88
WM:
31.55
OTTR:
0.90
WM:
2.58
OTTR:
2.75
WM:
3.47
OTTR:
1.89
WM:
8.80
OTTR:
$1.31B
WM:
$25.41B
OTTR:
$458.32M
WM:
$5.61B
OTTR:
$477.57M
WM:
$6.96B
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Return for Risk
OTTR vs. WM — Risk / Return Rank
OTTR
WM
OTTR vs. WM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and Waste Management, Inc. (WM). 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 | WM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.94 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | -0.46 | +1.53 |
| Martin ratioReturn relative to average drawdown | 3.13 | -1.04 | +4.17 |
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 | WM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | -0.43 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.58 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.80 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.36 | -0.10 |
Drawdowns
OTTR vs. WM - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, smaller than the maximum WM drawdown of -77.85%. Use the drawdown chart below to compare losses from any high point for OTTR and WM.
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Drawdown Indicators
| OTTR | WM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.96% | -77.85% | +11.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -17.04% | +4.34% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -18.14% | -8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -18.14% | -16.98% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -30.07% | -11.43% |
Current DrawdownCurrent decline from peak | -10.23% | -11.21% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -17.94% | -17.69% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 7.92% | -3.60% |
Volatility
OTTR vs. WM - Volatility Comparison
Otter Tail Corporation (OTTR) has a higher volatility of 6.30% compared to Waste Management, Inc. (WM) at 5.88%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than WM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTTR | WM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 5.88% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 15.37% | 13.57% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 18.59% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.66% | 18.53% | +9.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.59% | 19.49% | +10.10% |
Dividends
OTTR vs. WM - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.57%, more than WM's 1.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 2.57% | 2.60% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% |
WM Waste Management, Inc. | 1.57% | 1.50% | 1.49% | 1.56% | 1.66% | 1.38% | 1.85% | 1.80% | 2.09% | 1.97% | 2.31% | 2.89% |
Financials
OTTR vs. WM - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail Corporation and Waste Management, Inc.. 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. WM - 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%.
WM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported a gross profit of 0.00 and revenue of 6.23B. Therefore, the gross margin over that period was 0.0%.
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%.
WM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported an operating income of 1.11B and revenue of 6.23B, resulting in an operating margin of 17.9%.
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%.
WM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported a net income of 723.00M and revenue of 6.23B, resulting in a net margin of 11.6%.
Frequently Asked Questions
OTTR and WM have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTTR has higher volatility (6.30%) compared to WM (5.88%). In terms of maximum drawdown, OTTR dropped -65.96% vs WM's -77.85%.
OTTR currently has the higher Sharpe Ratio (0.62 vs -0.42), 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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