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

Correlation

The correlation between PNW and POR is 0.69, 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.


-0.50.00.51.00.7

Performance

PNW vs. POR - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
7.66%
-7.78%
PNW
POR

Key characteristics

Sharpe Ratio

PNW:

1.63

POR:

0.42

Sortino Ratio

PNW:

2.34

POR:

0.68

Omega Ratio

PNW:

1.28

POR:

1.09

Calmar Ratio

PNW:

1.27

POR:

0.29

Martin Ratio

PNW:

7.36

POR:

1.62

Ulcer Index

PNW:

4.04%

POR:

4.65%

Daily Std Dev

PNW:

18.22%

POR:

18.04%

Max Drawdown

PNW:

-79.18%

POR:

-50.31%

Current Drawdown

PNW:

-8.34%

POR:

-18.33%

Fundamentals

Market Cap

PNW:

$9.85B

POR:

$4.41B

EPS

PNW:

$5.32

POR:

$3.35

PE Ratio

PNW:

16.29

POR:

12.48

PEG Ratio

PNW:

3.08

POR:

1.43

Total Revenue (TTM)

PNW:

$4.03B

POR:

$2.50B

Gross Profit (TTM)

PNW:

$1.39B

POR:

$846.00M

EBITDA (TTM)

PNW:

$1.68B

POR:

$831.00M

Returns By Period

In the year-to-date period, PNW achieves a 2.21% return, which is significantly higher than POR's -4.13% return. Over the past 10 years, PNW has outperformed POR with an annualized return of 5.95%, while POR has yielded a comparatively lower 4.11% annualized return.


PNW

YTD

2.21%

1M

3.11%

6M

7.66%

1Y

30.82%

5Y*

2.95%

10Y*

5.95%

POR

YTD

-4.13%

1M

-3.12%

6M

-7.78%

1Y

7.87%

5Y*

-2.81%

10Y*

4.11%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PNW vs. POR — Risk-Adjusted Performance Rank

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

PNW
The Risk-Adjusted Performance Rank of PNW is 8585
Overall Rank
The Sharpe Ratio Rank of PNW is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of PNW is 8585
Sortino Ratio Rank
The Omega Ratio Rank of PNW is 8282
Omega Ratio Rank
The Calmar Ratio Rank of PNW is 8383
Calmar Ratio Rank
The Martin Ratio Rank of PNW is 8787
Martin Ratio Rank

POR
The Risk-Adjusted Performance Rank of POR is 5757
Overall Rank
The Sharpe Ratio Rank of POR is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of POR is 5151
Sortino Ratio Rank
The Omega Ratio Rank of POR is 5050
Omega Ratio Rank
The Calmar Ratio Rank of POR is 5959
Calmar Ratio Rank
The Martin Ratio Rank of POR is 6464
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.

PNW vs. POR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pinnacle West Capital Corporation (PNW) 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.


Sharpe ratio
The chart of Sharpe ratio for PNW, currently valued at 1.63, compared to the broader market-2.000.002.004.001.630.42
The chart of Sortino ratio for PNW, currently valued at 2.34, compared to the broader market-4.00-2.000.002.004.002.340.68
The chart of Omega ratio for PNW, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.09
The chart of Calmar ratio for PNW, currently valued at 1.27, compared to the broader market0.002.004.006.001.270.29
The chart of Martin ratio for PNW, currently valued at 7.36, compared to the broader market-10.000.0010.0020.0030.007.361.62
PNW
POR

The current PNW Sharpe Ratio is 1.63, which is higher than the POR Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of PNW 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
1.63
0.42
PNW
POR

Dividends

PNW vs. POR - Dividend Comparison

PNW's dividend yield for the trailing twelve months is around 4.08%, less than POR's 4.72% yield.


TTM20242023202220212020201920182017201620152014
PNW
Pinnacle West Capital Corporation
4.08%4.17%4.84%4.49%4.73%3.97%3.33%3.31%3.12%3.24%3.74%3.37%
POR
Portland General Electric Company
4.72%4.53%4.33%3.65%3.21%3.71%2.72%3.12%2.94%2.91%3.24%2.95%

Drawdowns

PNW vs. POR - Drawdown Comparison

The maximum PNW drawdown since its inception was -79.18%, which is greater than POR's maximum drawdown of -50.31%. Use the drawdown chart below to compare losses from any high point for PNW and POR. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.34%
-18.33%
PNW
POR

Volatility

PNW vs. POR - Volatility Comparison

The current volatility for Pinnacle West Capital Corporation (PNW) is 5.04%, while Portland General Electric Company (POR) has a volatility of 6.38%. This indicates that PNW experiences smaller price fluctuations and is considered to be less risky than POR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember2025
5.04%
6.38%
PNW
POR

Financials

PNW vs. POR - Financials Comparison

This section allows you to compare key financial metrics between Pinnacle West Capital 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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