POR vs. DUK
POR (Portland General Electric Company) and DUK (Duke Energy Corporation) are both stocks. Both operate in the Utilities - Regulated Electric industry within the Utilities sector. Over the past 10 years, POR returned 5.47%/yr vs 8.49%/yr for DUK. A 0.66 correlation means they provide meaningful diversification when combined.
Performance
POR vs. DUK - Performance Comparison
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Returns By Period
In the year-to-date period, POR achieves a 5.67% return, which is significantly lower than DUK's 7.50% return. Over the past 10 years, POR has underperformed DUK with an annualized return of 5.47%, while DUK has yielded a comparatively higher 8.49% annualized return.
POR
- 1D
- 0.02%
- 1M
- 0.74%
- YTD
- 5.67%
- 6M
- 6.85%
- 1Y
- 29.68%
- 3Y*
- 7.30%
- 5Y*
- 5.52%
- 10Y*
- 5.47%
DUK
- 1D
- -0.27%
- 1M
- -1.43%
- YTD
- 7.50%
- 6M
- 8.34%
- 1Y
- 11.09%
- 3Y*
- 15.72%
- 5Y*
- 8.65%
- 10Y*
- 8.49%
POR vs. DUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POR Portland General Electric Company | 5.67% | 15.37% | 5.30% | -7.74% | -4.00% | 28.12% | -20.19% | 25.10% | 3.95% | 8.31% |
DUK Duke Energy Corporation | 7.50% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
Correlation
The correlation between POR and DUK is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2006 | 0.66 |
The correlation between POR and DUK has been stable across timeframes, ranging from 0.66 to 0.71 - a consistent structural relationship.
Fundamentals
POR:
$5.56B
DUK:
$96.22B
POR:
$2.25
DUK:
$6.61
POR:
22.32
DUK:
18.69
POR:
13.87
DUK:
1.46
POR:
1.61
DUK:
2.89
POR:
1.35
DUK:
1.80
POR:
$3.48B
DUK:
$33.29B
POR:
$1.67B
DUK:
$19.45B
POR:
$1.13B
DUK:
$15.91B
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Return for Risk
POR vs. DUK — Risk / Return Rank
POR
DUK
POR vs. DUK - Risk-Adjusted Trends 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.
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.
| POR | DUK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.13 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.02 | +1.31 |
| Martin ratioReturn relative to average drawdown | 7.35 | 2.40 | +4.95 |
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Drawdowns
POR vs. DUK - Drawdown Comparison
The maximum POR drawdown since its inception was -53.30%, 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.
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Drawdown Indicators
| POR | DUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -71.92% | +18.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -10.88% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -19.99% | -11.59% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -27.54% | -24.16% | -3.38% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -37.37% | -7.67% |
Current DrawdownCurrent decline from peak | -7.43% | -6.38% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -14.03% | -10.85% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 4.64% | -0.59% |
Volatility
POR vs. DUK - Volatility Comparison
Portland General Electric Company (POR) has a higher volatility of 6.66% compared to Duke Energy Corporation (DUK) at 5.22%. This indicates that POR's price experiences larger fluctuations and is considered to be riskier than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POR | DUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 5.22% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 11.07% | +2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 14.79% | +3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.81% | 17.79% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 20.41% | +3.67% |
Dividends
POR vs. DUK - Dividend Comparison
POR's dividend yield for the trailing twelve months is around 4.18%, more than DUK's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.73% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
POR Portland General Electric Company | 4.18% | 4.32% | 4.53% | 4.33% | 3.65% | 3.21% | 3.71% | 2.72% | 3.11% | 2.94% | 2.91% | 3.24% |
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
POR vs. DUK - Profitability Comparison
POR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Portland General Electric Company reported a gross profit of 518.00M and revenue of 879.00M. Therefore, the gross margin over that period was 58.9%.
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a gross profit of 6.23B and revenue of 9.18B. Therefore, the gross margin over that period was 67.9%.
POR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Portland General Electric Company reported an operating income of 107.00M and revenue of 879.00M, resulting in an operating margin of 12.2%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported an operating income of 2.73B and revenue of 9.18B, resulting in an operating margin of 29.7%.
POR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Portland General Electric Company reported a net income of 45.00M and revenue of 879.00M, resulting in a net margin of 5.1%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Duke Energy Corporation reported a net income of 1.55B and revenue of 9.18B, resulting in a net margin of 16.9%.
Frequently Asked Questions
POR and DUK have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POR has higher volatility (6.66%) compared to DUK (5.22%). In terms of maximum drawdown, POR dropped -53.30% vs DUK's -71.92%.
POR currently has the higher Sharpe Ratio (1.61 vs 0.75), 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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