POR vs. DUK
Compare and contrast key facts about Portland General Electric Company (POR) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POR or DUK.
Key characteristics
| POR | DUK | |
|---|---|---|
| YTD Return | 10.58% | 18.26% |
| 1Y Return | 17.47% | 29.20% |
| 3Y Return (Ann) | 1.93% | 7.65% |
| 5Y Return (Ann) | 0.28% | 8.84% |
| 10Y Return (Ann) | 6.28% | 7.81% |
| Sharpe Ratio | 1.22 | 2.02 |
| Sortino Ratio | 1.79 | 2.83 |
| Omega Ratio | 1.23 | 1.35 |
| Calmar Ratio | 0.90 | 1.90 |
| Martin Ratio | 5.18 | 10.63 |
| Ulcer Index | 4.56% | 3.14% |
| Daily Std Dev | 19.35% | 16.52% |
| Max Drawdown | -50.31% | -71.92% |
| Current Drawdown | -10.55% | -7.83% |
Fundamentals
| POR | DUK | |
|---|---|---|
| Market Cap | $5.00B | $86.43B |
| EPS | $3.33 | $5.57 |
| PE Ratio | 14.17 | 20.09 |
| PEG Ratio | 1.58 | 2.66 |
| Total Revenue (TTM) | $3.22B | $30.21B |
| Gross Profit (TTM) | $1.12B | $14.74B |
| EBITDA (TTM) | $915.00M | $14.00B |
Correlation
The correlation between POR and DUK is 0.65, 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.
Performance
POR vs. DUK - Performance Comparison
In the year-to-date period, POR achieves a 10.58% return, which is significantly lower than DUK's 18.26% return. Over the past 10 years, POR has underperformed DUK with an annualized return of 6.28%, while DUK has yielded a comparatively higher 7.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
POR vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Portland General Electric Company (POR) and Duke Energy Corporation (DUK). 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.
Dividends
POR vs. DUK - Dividend Comparison
POR's dividend yield for the trailing twelve months is around 4.21%, more than DUK's 3.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POR Portland General Electric Company | 4.21% | 4.33% | 3.65% | 3.21% | 3.71% | 2.72% | 3.12% | 2.94% | 2.91% | 3.24% | 2.95% | 3.63% |
DUK Duke Energy Corporation | 3.70% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
Drawdowns
POR vs. DUK - Drawdown Comparison
The maximum POR drawdown since its inception was -50.31%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for POR and DUK. For additional features, visit the drawdowns tool.
Volatility
POR vs. DUK - Volatility Comparison
The current volatility for Portland General Electric Company (POR) is 5.28%, while Duke Energy Corporation (DUK) has a volatility of 5.87%. This indicates that POR experiences smaller price fluctuations and is considered to be less risky than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
POR vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between Portland General Electric Company and Duke Energy 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