PEG vs. OTTR
PEG (Public Service Enterprise Group Incorporated) and OTTR (Otter Tail Corporation) are both stocks. Both operate in the Utilities - Diversified industry within the Utilities sector. Over the past 10 years, PEG returned 10.04%/yr vs 13.72%/yr for OTTR. At a 0.32 correlation, their price movements are largely independent.
Performance
PEG vs. OTTR - Performance Comparison
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Returns By Period
In the year-to-date period, PEG achieves a 3.06% return, which is significantly lower than OTTR's 10.49% return. Over the past 10 years, PEG has underperformed OTTR with an annualized return of 10.04%, while OTTR has yielded a comparatively higher 13.72% annualized return.
PEG
- 1D
- 0.97%
- 1M
- 3.25%
- YTD
- 3.06%
- 6M
- 2.89%
- 1Y
- 0.89%
- 3Y*
- 13.47%
- 5Y*
- 10.12%
- 10Y*
- 10.04%
OTTR
- 1D
- -0.09%
- 1M
- 0.89%
- YTD
- 10.49%
- 6M
- 8.02%
- 1Y
- 15.79%
- 3Y*
- 8.59%
- 5Y*
- 15.57%
- 10Y*
- 13.72%
PEG vs. OTTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEG Public Service Enterprise Group Incorporated | 3.06% | -1.89% | 42.63% | 3.62% | -5.09% | 18.34% | 2.37% | 17.09% | 4.68% | 21.77% |
OTTR Otter Tail Corporation | 10.49% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
Correlation
The correlation between PEG and OTTR is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.32 |
The correlation between PEG and OTTR shifts across timeframes, from 0.31 (3 years) to 0.47 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
PEG:
$6.03
OTTR:
$6.66
PEG:
13.51
OTTR:
13.24
PEG:
0.59
OTTR:
0.93
PEG:
2.39
OTTR:
2.83
PEG:
$12.79B
OTTR:
$1.31B
PEG:
$10.19B
OTTR:
$458.32M
PEG:
$4.20B
OTTR:
$477.57M
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Return for Risk
PEG vs. OTTR — Risk / Return Rank
PEG
OTTR
PEG vs. OTTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Public Service Enterprise Group Incorporated (PEG) 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.
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.
| PEG | OTTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.14 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | 1.25 | -1.18 |
| Martin ratioReturn relative to average drawdown | 0.11 | 3.65 | -3.54 |
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Drawdowns
PEG vs. OTTR - Drawdown Comparison
The maximum PEG drawdown since its inception was -54.32%, smaller than the maximum OTTR drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for PEG and OTTR.
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Drawdown Indicators
| PEG | OTTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -65.96% | +11.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.15% | -12.70% | -0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -17.17% | -27.09% | +9.92% |
Max Drawdown (5Y)Largest decline over 5 years | -27.29% | -35.12% | +7.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.78% | -41.50% | +0.72% |
Current DrawdownCurrent decline from peak | -8.99% | -7.76% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -17.92% | +6.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.07% | 4.33% | +3.74% |
Volatility
PEG vs. OTTR - Volatility Comparison
The current volatility for Public Service Enterprise Group Incorporated (PEG) is 5.99%, while Otter Tail Corporation (OTTR) has a volatility of 6.49%. This indicates that PEG experiences smaller price fluctuations and is considered to be less risky 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
| PEG | OTTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 6.49% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.80% | 15.56% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.92% | 21.78% | -2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 27.63% | -7.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.98% | 29.61% | -7.63% |
Dividends
PEG vs. OTTR - Dividend Comparison
PEG's dividend yield for the trailing twelve months is around 3.19%, more than OTTR's 2.50% 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% |
PEG Public Service Enterprise Group Incorporated | 3.19% | 3.14% | 2.84% | 3.73% | 3.53% | 3.06% | 3.36% | 3.18% | 3.46% | 3.34% | 3.74% | 4.03% |
Financials
PEG vs. OTTR - Financials Comparison
This section allows you to compare key financial metrics between Public Service Enterprise Group Incorporated 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
PEG vs. OTTR - Profitability Comparison
PEG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Public Service Enterprise Group Incorporated reported a gross profit of 2.91B and revenue of 3.85B. Therefore, the gross margin over that period was 75.7%.
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%.
PEG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Public Service Enterprise Group Incorporated reported an operating income of 1.08B and revenue of 3.85B, resulting in an operating margin of 27.9%.
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%.
PEG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Public Service Enterprise Group Incorporated reported a net income of 741.00M and revenue of 3.85B, resulting in a net margin of 19.3%.
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
PEG and OTTR have a correlation of 0.34, 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 PEG (5.99%). In terms of maximum drawdown, PEG dropped -54.32% vs OTTR's -65.96%.
OTTR currently has the higher Sharpe Ratio (0.73 vs 0.05), 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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