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PNW vs. POR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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PNW vs. POR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PNW
Pinnacle West Capital Corporation
15.59%8.92%23.46%-1.18%13.01%-7.78%-7.68%9.06%3.58%12.67%
POR
Portland General Electric Company
11.80%15.37%5.30%-7.74%-4.00%28.12%-20.19%25.10%3.95%8.31%

Fundamentals

EPS

PNW:

$5.06

POR:

$2.75

PE Ratio

PNW:

20.08

POR:

19.29

PS Ratio

PNW:

2.32

POR:

1.70

Total Revenue (TTM)

PNW:

$5.34B

POR:

$3.44B

Gross Profit (TTM)

PNW:

$0.00

POR:

$1.52B

EBITDA (TTM)

PNW:

$2.12B

POR:

$1.12B

Returns By Period

In the year-to-date period, PNW achieves a 15.59% return, which is significantly higher than POR's 11.80% return. Both investments have delivered pretty close results over the past 10 years, with PNW having a 7.15% annualized return and POR not far behind at 6.82%.


PNW

1D
0.77%
1M
0.99%
YTD
15.59%
6M
17.48%
1Y
10.86%
3Y*
13.36%
5Y*
9.13%
10Y*
7.15%

POR

1D
0.63%
1M
-0.61%
YTD
11.80%
6M
25.09%
1Y
24.29%
3Y*
7.53%
5Y*
6.71%
10Y*
6.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PNW vs. POR — Risk / Return Rank

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

PNW
PNW Risk / Return Rank: 6060
Overall Rank
PNW Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
PNW Sortino Ratio Rank: 5555
Sortino Ratio Rank
PNW Omega Ratio Rank: 5151
Omega Ratio Rank
PNW Calmar Ratio Rank: 6767
Calmar Ratio Rank
PNW Martin Ratio Rank: 6565
Martin Ratio Rank

POR
POR Risk / Return Rank: 7676
Overall Rank
POR Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
POR Sortino Ratio Rank: 7474
Sortino Ratio Rank
POR Omega Ratio Rank: 7070
Omega Ratio Rank
POR Calmar Ratio Rank: 8080
Calmar Ratio Rank
POR Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PNW vs. POR - Risk-Adjusted Trends 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.


PNWPORDifference

Sharpe ratio

Return per unit of total volatility

0.65

1.28

-0.63

Sortino ratio

Return per unit of downside risk

1.02

1.84

-0.83

Omega ratio

Gain probability vs. loss probability

1.12

1.22

-0.11

Calmar ratio

Return relative to maximum drawdown

1.29

2.38

-1.09

Martin ratio

Return relative to average drawdown

2.73

5.30

-2.57

PNW vs. POR - Sharpe Ratio Comparison

The current PNW Sharpe Ratio is 0.65, which is lower than the POR Sharpe Ratio of 1.28. 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.


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Sharpe Ratios by Period


PNWPORDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

1.28

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.33

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.29

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.30

0.00

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.


Dividends

PNW vs. POR - Dividend Comparison

PNW's dividend yield for the trailing twelve months is around 3.56%, less than POR's 3.95% yield.


TTM20252024202320222021202020192018201720162015
PNW
Pinnacle West Capital Corporation
3.56%4.05%4.17%4.84%4.49%4.73%3.97%3.33%3.31%3.12%3.24%3.74%
POR
Portland General Electric Company
3.95%4.32%4.53%4.33%3.65%3.21%3.71%2.72%3.11%2.94%2.91%3.24%

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.


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Drawdown Indicators


PNWPORDifference

Max Drawdown

Largest peak-to-trough decline

-79.18%

-50.31%

-28.87%

Max Drawdown (1Y)

Largest decline over 1 year

-8.43%

-10.13%

+1.70%

Max Drawdown (5Y)

Largest decline over 5 years

-28.14%

-27.54%

-0.60%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

-45.04%

+5.76%

Current Drawdown

Current decline from peak

-1.50%

-0.96%

-0.54%

Average Drawdown

Average peak-to-trough decline

-14.66%

-12.44%

-2.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.00%

4.66%

-0.66%

Volatility

PNW vs. POR - Volatility Comparison

The current volatility for Pinnacle West Capital Corporation (PNW) is 4.85%, while Portland General Electric Company (POR) has a volatility of 5.35%. 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.


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Volatility by Period


PNWPORDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.85%

5.35%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

11.11%

12.35%

-1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

16.69%

19.04%

-2.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.42%

20.62%

-0.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.62%

23.98%

-1.36%

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


600.00M800.00M1.00B1.20B1.40B1.60B1.80BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.13B
878.00M
(PNW) Total Revenue
(POR) Total Revenue
Values in USD except per share items