PCG vs. OTTR
PCG (PG&E Corporation) and OTTR (Otter Tail Corporation) are both stocks. Both are in the Utilities sector — PCG in Utilities - Regulated Electric, OTTR in Utilities - Diversified. Over the past 10 years, PCG returned -11.61%/yr vs 14.14%/yr for OTTR. At a 0.27 correlation, their price movements are largely independent.
Performance
PCG vs. OTTR - Performance Comparison
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Returns By Period
In the year-to-date period, PCG achieves a 5.15% return, which is significantly lower than OTTR's 7.54% return. Over the past 10 years, PCG has underperformed OTTR with an annualized return of -11.61%, while OTTR has yielded a comparatively higher 14.14% annualized return.
PCG
- 1D
- 1.69%
- 1M
- 3.95%
- YTD
- 5.15%
- 6M
- 11.30%
- 1Y
- 2.84%
- 3Y*
- 0.88%
- 5Y*
- 10.49%
- 10Y*
- -11.61%
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%
PCG vs. OTTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCG PG&E Corporation | 5.15% | -19.72% | 12.25% | 10.95% | 33.94% | -2.57% | 14.63% | -54.23% | -47.02% | -24.51% |
OTTR Otter Tail Corporation | 7.54% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
Correlation
The correlation between PCG and OTTR is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.27 |
Fundamentals
PCG:
$38.43B
OTTR:
$3.61B
PCG:
$1.32
OTTR:
$6.66
PCG:
12.79
OTTR:
12.88
PCG:
1.46
OTTR:
2.75
PCG:
0.99
OTTR:
1.89
PCG:
$25.83B
OTTR:
$1.31B
PCG:
$11.87B
OTTR:
$458.32M
PCG:
$10.55B
OTTR:
$477.57M
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Return for Risk
PCG vs. OTTR — Risk / Return Rank
PCG
OTTR
PCG vs. OTTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PG&E Corporation (PCG) and Otter Tail Corporation (OTTR). 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.
| PCG | OTTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.12 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.15 | 1.07 | -0.92 |
| Martin ratioReturn relative to average drawdown | 0.32 | 3.13 | -2.81 |
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
| PCG | OTTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.62 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.54 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.20 | 0.48 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.26 | -0.18 |
Drawdowns
PCG vs. OTTR - Drawdown Comparison
The maximum PCG drawdown since its inception was -94.65%, which is greater than OTTR's maximum drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for PCG and OTTR.
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Drawdown Indicators
| PCG | OTTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.65% | -65.96% | -28.69% |
Max Drawdown (1Y)Largest decline over 1 year | -18.91% | -12.70% | -6.21% |
Max Drawdown (3Y)Largest decline over 3 years | -39.63% | -27.09% | -12.54% |
Max Drawdown (5Y)Largest decline over 5 years | -39.63% | -35.12% | -4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -94.65% | -41.50% | -53.15% |
Current DrawdownCurrent decline from peak | -75.92% | -10.23% | -65.69% |
Average DrawdownAverage peak-to-trough decline | -26.48% | -17.94% | -8.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.83% | 4.32% | +5.51% |
Volatility
PCG vs. OTTR - Volatility Comparison
PG&E Corporation (PCG) has a higher volatility of 8.26% compared to Otter Tail Corporation (OTTR) at 6.30%. This indicates that PCG's price experiences larger fluctuations and is considered to be riskier than OTTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCG | OTTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.26% | 6.30% | +1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 18.34% | 15.37% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.81% | 21.83% | +5.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.00% | 27.66% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.53% | 29.59% | +29.94% |
Dividends
PCG vs. OTTR - Dividend Comparison
PCG's dividend yield for the trailing twelve months is around 0.89%, less than OTTR's 2.57% 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% |
PCG PG&E Corporation | 0.89% | 0.78% | 0.27% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.46% | 3.17% | 3.42% |
Financials
PCG vs. OTTR - Financials Comparison
This section allows you to compare key financial metrics between PG&E Corporation and Otter Tail Corporation. 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
PCG vs. OTTR - Profitability Comparison
PCG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PG&E Corporation reported a gross profit of 5.85B and revenue of 6.88B. Therefore, the gross margin over that period was 85.0%.
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%.
PCG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PG&E Corporation reported an operating income of 1.47B and revenue of 6.88B, resulting in an operating margin of 21.4%.
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%.
PCG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PG&E Corporation reported a net income of 885.00M and revenue of 6.88B, resulting in a net margin of 12.9%.
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%.
Frequently Asked Questions
PCG and OTTR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCG has higher volatility (8.26%) compared to OTTR (6.30%). In terms of maximum drawdown, PCG dropped -94.65% vs OTTR's -65.96%.
OTTR currently has the higher Sharpe Ratio (0.62 vs 0.10), 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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