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POR vs. OTTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between POR and OTTR is 0.42, 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. 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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Key characteristics

Sharpe Ratio

POR:

-0.07

OTTR:

-0.41

Sortino Ratio

POR:

0.19

OTTR:

-0.40

Omega Ratio

POR:

1.02

OTTR:

0.95

Calmar Ratio

POR:

0.04

OTTR:

-0.40

Martin Ratio

POR:

0.11

OTTR:

-0.61

Ulcer Index

POR:

7.87%

OTTR:

17.97%

Daily Std Dev

POR:

19.17%

OTTR:

27.70%

Max Drawdown

POR:

-50.31%

OTTR:

-65.96%

Current Drawdown

POR:

-15.66%

OTTR:

-18.50%

Fundamentals

Market Cap

POR:

$4.68B

OTTR:

$3.35B

EPS

POR:

$2.84

OTTR:

$7.02

PE Ratio

POR:

15.03

OTTR:

11.38

PEG Ratio

POR:

1.77

OTTR:

1.52

PS Ratio

POR:

1.36

OTTR:

2.53

PB Ratio

POR:

1.22

OTTR:

1.95

Total Revenue (TTM)

POR:

$3.53B

OTTR:

$1.32B

Gross Profit (TTM)

POR:

$1.57B

OTTR:

$533.06M

EBITDA (TTM)

POR:

$1.08B

OTTR:

$483.94M

Returns By Period

In the year-to-date period, POR achieves a -1.00% return, which is significantly lower than OTTR's 9.66% return. Over the past 10 years, POR has underperformed OTTR with an annualized return of 5.62%, while OTTR has yielded a comparatively higher 14.85% annualized return.


POR

YTD

-1.00%

1M

-0.91%

6M

-6.37%

1Y

-0.73%

5Y*

4.45%

10Y*

5.62%

OTTR

YTD

9.66%

1M

1.88%

6M

0.74%

1Y

-11.15%

5Y*

18.25%

10Y*

14.85%

*Annualized

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Risk-Adjusted Performance

POR vs. OTTR — Risk-Adjusted Performance Rank

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

POR
The Risk-Adjusted Performance Rank of POR is 4747
Overall Rank
The Sharpe Ratio Rank of POR is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of POR is 4141
Sortino Ratio Rank
The Omega Ratio Rank of POR is 4141
Omega Ratio Rank
The Calmar Ratio Rank of POR is 5353
Calmar Ratio Rank
The Martin Ratio Rank of POR is 5353
Martin Ratio Rank

OTTR
The Risk-Adjusted Performance Rank of OTTR is 2828
Overall Rank
The Sharpe Ratio Rank of OTTR is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of OTTR is 2424
Sortino Ratio Rank
The Omega Ratio Rank of OTTR is 2525
Omega Ratio Rank
The Calmar Ratio Rank of OTTR is 2424
Calmar Ratio Rank
The Martin Ratio Rank of OTTR is 3737
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POR vs. OTTR - Risk-Adjusted Performance 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.


The current POR Sharpe Ratio is -0.07, which is higher than the OTTR Sharpe Ratio of -0.41. 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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Dividends

POR vs. OTTR - Dividend Comparison

POR's dividend yield for the trailing twelve months is around 4.68%, more than OTTR's 2.49% yield.


TTM20242023202220212020201920182017201620152014
POR
Portland General Electric Company
4.68%4.53%4.33%3.65%3.21%3.71%2.72%3.12%2.94%2.91%3.24%2.95%
OTTR
Otter Tail Corporation
2.49%2.54%2.06%2.81%2.18%3.47%2.73%2.70%2.88%3.07%4.62%3.91%

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. For additional features, visit the drawdowns tool.


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Volatility

POR vs. OTTR - Volatility Comparison

The current volatility for Portland General Electric Company (POR) is 7.47%, while Otter Tail Corporation (OTTR) has a volatility of 9.10%. 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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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


200.00M400.00M600.00M800.00M1.00B20212022202320242025
928.00M
337.35M
(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%70.0%80.0%20212022202320242025
48.5%
41.2%
(POR) Gross Margin
(OTTR) Gross Margin
POR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Portland General Electric Company reported a gross profit of 450.00M and revenue of 928.00M. Therefore, the gross margin over that period was 48.5%.

OTTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a gross profit of 138.89M and revenue of 337.35M. Therefore, the gross margin over that period was 41.2%.

POR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Portland General Electric Company reported an operating income of 168.00M and revenue of 928.00M, resulting in an operating margin of 18.1%.

OTTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported an operating income of 84.00M and revenue of 337.35M, resulting in an operating margin of 24.9%.

POR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Portland General Electric Company reported a net income of 100.00M and revenue of 928.00M, resulting in a net margin of 10.8%.

OTTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a net income of 68.10M and revenue of 337.35M, resulting in a net margin of 20.2%.