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

Performance

POR vs. OTTR - Performance Comparison

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

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POR vs. OTTR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
OTTR
Otter Tail Corporation
9.90%12.32%-11.20%48.09%-15.61%72.84%-14.06%6.24%15.04%12.44%

Fundamentals

EPS

POR:

$2.75

OTTR:

$6.55

PE Ratio

POR:

19.29

OTTR:

13.47

PEG Ratio

POR:

11.99

OTTR:

0.94

PS Ratio

POR:

1.70

OTTR:

2.85

Total Revenue (TTM)

POR:

$3.44B

OTTR:

$1.30B

Gross Profit (TTM)

POR:

$1.52B

OTTR:

$507.52M

EBITDA (TTM)

POR:

$1.12B

OTTR:

$481.46M

Returns By Period

In the year-to-date period, POR achieves a 11.80% return, which is significantly higher than OTTR's 9.90% return. Over the past 10 years, POR has underperformed OTTR with an annualized return of 6.82%, while OTTR has yielded a comparatively higher 14.83% annualized return.


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%

OTTR

1D
0.51%
1M
2.94%
YTD
9.90%
6M
10.82%
1Y
11.38%
3Y*
9.41%
5Y*
16.53%
10Y*
14.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

POR vs. OTTR — Risk / Return Rank

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

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

OTTR
OTTR Risk / Return Rank: 5757
Overall Rank
OTTR Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
OTTR Sortino Ratio Rank: 5050
Sortino Ratio Rank
OTTR Omega Ratio Rank: 4949
Omega Ratio Rank
OTTR Calmar Ratio Rank: 6262
Calmar Ratio Rank
OTTR Martin Ratio Rank: 6565
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.

POR vs. OTTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Portland General Electric Company (POR) and Otter Tail Corporation (OTTR). 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.


POROTTRDifference

Sharpe ratio

Return per unit of total volatility

1.28

0.49

+0.79

Sortino ratio

Return per unit of downside risk

1.84

0.85

+0.99

Omega ratio

Gain probability vs. loss probability

1.22

1.11

+0.12

Calmar ratio

Return relative to maximum drawdown

2.38

1.00

+1.39

Martin ratio

Return relative to average drawdown

5.30

2.74

+2.55

POR vs. OTTR - Sharpe Ratio Comparison

The current POR Sharpe Ratio is 1.28, which is higher than the OTTR Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of POR and OTTR, 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


POROTTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

0.49

+0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

0.60

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.50

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.26

+0.04

Correlation

The correlation between POR and OTTR is 0.58, 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

POR vs. OTTR - Dividend Comparison

POR's dividend yield for the trailing twelve months is around 3.95%, more than OTTR's 2.44% yield.


TTM20252024202320222021202020192018201720162015
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%
OTTR
Otter Tail Corporation
2.44%2.60%2.53%2.06%2.81%2.18%3.47%2.73%2.70%2.88%3.06%4.62%

Drawdowns

POR vs. OTTR - Drawdown Comparison

The maximum POR drawdown since its inception was -50.31%, smaller than the maximum OTTR drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for POR and OTTR.


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Drawdown Indicators


POROTTRDifference

Max Drawdown

Largest peak-to-trough decline

-50.31%

-65.96%

+15.65%

Max Drawdown (1Y)

Largest decline over 1 year

-10.13%

-12.70%

+2.57%

Max Drawdown (5Y)

Largest decline over 5 years

-27.54%

-35.12%

+7.58%

Max Drawdown (10Y)

Largest decline over 10 years

-45.04%

-41.50%

-3.54%

Current Drawdown

Current decline from peak

-0.96%

-8.26%

+7.30%

Average Drawdown

Average peak-to-trough decline

-12.44%

-17.99%

+5.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.66%

4.62%

+0.04%

Volatility

POR vs. OTTR - Volatility Comparison

The current volatility for Portland General Electric Company (POR) is 5.35%, while Otter Tail Corporation (OTTR) has a volatility of 7.77%. This indicates that POR experiences smaller price fluctuations and is considered to be less risky than OTTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


POROTTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.35%

7.77%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

12.35%

15.17%

-2.82%

Volatility (1Y)

Calculated over the trailing 1-year period

19.04%

23.29%

-4.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.62%

27.54%

-6.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.98%

29.56%

-5.58%

Financials

POR vs. OTTR - Financials Comparison

This section allows you to compare key financial metrics between Portland General Electric Company and Otter Tail 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


300.00M400.00M500.00M600.00M700.00M800.00M900.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
878.00M
308.10M
(POR) Total Revenue
(OTTR) Total Revenue
Values in USD except per share items

POR vs. OTTR - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
35.0%
23.3%
Portfolio components
POR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Portland General Electric Company reported a gross profit of 307.00M and revenue of 878.00M. Therefore, the gross margin over that period was 35.0%.

OTTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Otter Tail Corporation reported a gross profit of 71.86M and revenue of 308.10M. Therefore, the gross margin over that period was 23.3%.

POR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Portland General Electric Company reported an operating income of 161.00M and revenue of 878.00M, resulting in an operating margin of 18.3%.

OTTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Otter Tail Corporation reported an operating income of 67.62M and revenue of 308.10M, resulting in an operating margin of 22.0%.

POR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Portland General Electric Company reported a net income of 103.00M and revenue of 878.00M, resulting in a net margin of 11.7%.

OTTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Otter Tail Corporation reported a net income of 51.77M and revenue of 308.10M, resulting in a net margin of 16.8%.