PortfoliosLab logoPortfoliosLab logo
PNW vs. POR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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.

Loading charts...

Returns By Period

In the year-to-date period, PNW achieves a 15.99% return, which is significantly higher than POR's 4.97% return. Over the past 10 years, PNW has outperformed POR with an annualized return of 6.55%, while POR has yielded a comparatively lower 5.03% annualized return.


PNW

1D
-0.33%
1M
-7.66%
6M
9.97%
YTD
15.99%
1Y
14.64%
3Y*
11.28%
5Y*
8.31%
10Y*
6.55%
ALL TIME*
8.46%

POR

1D
-1.52%
1M
-6.43%
6M
0.25%
YTD
4.97%
1Y
24.38%
3Y*
5.88%
5Y*
4.45%
10Y*
5.03%
ALL TIME*
5.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$151.02M$128.39M$131.31M
$58.20M$53.66M$62.38M

PNW vs. POR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PNW
Pinnacle West Capital Corporation
15.99%8.92%23.46%-1.18%13.01%-7.78%-7.68%9.06%3.58%12.67%
POR
Portland General Electric Company
4.97%15.37%5.30%-7.74%-4.00%28.12%-20.19%25.10%3.95%8.31%

Correlation

The correlation between PNW and POR is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.74

Correlation (3Y)
Balances recent behavior with more history.

0.70

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.70

Correlation (10Y)
Provides a long-term view across more market conditions.

0.72

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2006

0.69

The correlation between PNW and POR has been stable across timeframes, ranging from 0.69 to 0.74 - a consistent structural relationship.

Fundamentals

Market Cap

PNW:

$12.24B

POR:

$5.71B

EPS

PNW:

$5.34

POR:

$2.27

PE Ratio

PNW:

18.92

POR:

21.74

PS Ratio

PNW:

2.27

POR:

1.60

PB Ratio

PNW:

1.77

POR:

1.39

Total Revenue (TTM)

PNW:

$5.46B

POR:

$3.49B

Gross Profit (TTM)

PNW:

$2.22B

POR:

$1.27B

EBITDA (TTM)

PNW:

$2.18B

POR:

$1.12B

Compare stocks, funds, or ETFs

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


Return for Risk

PNW vs. POR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PNW
PNW Risk / Return Rank: 7373
Overall Rank
PNW Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
PNW Sortino Ratio Rank: 6969
Sortino Ratio Rank
PNW Omega Ratio Rank: 6565
Omega Ratio Rank
PNW Calmar Ratio Rank: 7878
Calmar Ratio Rank
PNW Martin Ratio Rank: 7777
Martin Ratio Rank

POR
POR Risk / Return Rank: 8080
Overall Rank
POR Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
POR Sortino Ratio Rank: 7979
Sortino Ratio Rank
POR Omega Ratio Rank: 7777
Omega Ratio Rank
POR Calmar Ratio Rank: 7979
Calmar Ratio Rank
POR Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

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.


PNWPORDifference
Sharpe ratioReturn per unit of total volatility

-0.44

Sortino ratioReturn per unit of downside risk

-0.51

Omega ratioGain probability vs. loss probability

1.16

1.24

-0.07

Calmar ratioReturn relative to maximum drawdown

1.89

1.99

-0.10

Martin ratioReturn relative to average drawdown

4.47

6.07

-1.60

PNW vs. POR - Sharpe Ratio Comparison

The current PNW Sharpe Ratio is 0.95, which is lower than the POR Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of PNW and POR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

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 -53.30%. Use the drawdown chart below to compare losses from any high point for PNW and POR.


Loading charts...

Drawdown Indicators


PNWPORDifference

Max Drawdown

Largest peak-to-trough decline

-79.18%

-53.30%

-25.88%

Max Drawdown (1Y)

Largest decline over 1 year

-8.43%

-12.80%

+4.37%

Max Drawdown (3Y)

Largest decline over 3 years

-14.42%

-16.54%

+2.12%

Max Drawdown (5Y)

Largest decline over 5 years

-24.02%

-27.54%

+3.52%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

-45.04%

+5.76%

Current Drawdown

Current decline from peak

-7.66%

-8.05%

+0.39%

Average Drawdown

Average peak-to-trough decline

-14.55%

-13.97%

-0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.56%

4.19%

-0.63%

Volatility

PNW vs. POR - Volatility Comparison

Pinnacle West Capital Corporation (PNW) has a higher volatility of 6.57% compared to Portland General Electric Company (POR) at 5.27%. This indicates that PNW's price experiences larger fluctuations and is considered to be riskier than POR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PNWPORDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.57%

5.27%

+1.30%

Volatility (6M)

Calculated over the trailing 6-month period

12.99%

14.63%

-1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

16.82%

18.41%

-1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.36%

20.80%

-0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.70%

24.09%

-1.39%

Dividends

PNW vs. POR - Dividend Comparison

PNW's dividend yield for the trailing twelve months is around 3.59%, less than POR's 4.31% yield.


PositionTTM20252024202320222021202020192018201720162015
PNW
Pinnacle West Capital Corporation
2.70%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
4.31%4.32%4.53%4.33%3.65%3.21%3.71%2.72%3.11%2.94%2.91%3.24%

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

PNW vs. POR - Profitability Comparison

The chart below illustrates the profitability comparison between Pinnacle West Capital Corporation and Portland General Electric Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

PNW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Pinnacle West Capital Corporation reported a gross profit of 712.87M and revenue of 1.15B. Therefore, the gross margin over that period was 62.0%.

POR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Portland General Electric Company reported a gross profit of 0.00 and revenue of 814.00M. Therefore, the gross margin over that period was 0.0%.

PNW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Pinnacle West Capital Corporation reported an operating income of 401.36M and revenue of 1.15B, resulting in an operating margin of 34.9%.

POR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Portland General Electric Company reported an operating income of 121.00M and revenue of 814.00M, resulting in an operating margin of 14.9%.

PNW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Pinnacle West Capital Corporation reported a net income of 32.92M and revenue of 1.15B, resulting in a net margin of 2.9%.

POR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Portland General Electric Company reported a net income of 68.00M and revenue of 814.00M, resulting in a net margin of 8.4%.


Frequently Asked Questions


PNW and POR have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PNW has higher volatility (6.57%) compared to POR (5.27%). In terms of maximum drawdown, PNW dropped -79.18% vs POR's -53.30%.

POR currently has the higher Sharpe Ratio (1.39 vs 0.95), 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.

Portfolio Optimizer

Find the right allocation for PNW and POR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer