XEL vs. OTTR

Last updated Apr 2, 2026

Compare and contrast key facts about Xcel Energy Inc. (XEL) and Otter Tail Corporation (OTTR).

Performance

XEL vs. OTTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xcel Energy Inc. (XEL) and Otter Tail Corporation (OTTR). The values are adjusted to include any dividend payments, if applicable.

XEL vs. OTTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
XEL Xcel Energy Inc.	8.72%	13.89%	12.32%	-8.67%	6.44%	4.40%	7.77%	32.37%	5.88%	21.91%
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

Market Cap XEL : $47.59B OTTR : $3.72B
EPS XEL : $3.44 OTTR : $6.55
PE Ratio XEL : 23.19 OTTR : 13.47
PEG Ratio XEL : 5.98 OTTR : 0.94
PS Ratio XEL : 3.19 OTTR : 2.85
Total Revenue (TTM) XEL : $14.67B OTTR : $1.30B
Gross Profit (TTM) XEL : $5.30B OTTR : $507.52M
EBITDA (TTM) XEL : $6.19B OTTR : $481.46M

Returns By Period

In the year-to-date period, XEL achieves a 8.72% return, which is significantly lower than OTTR's 9.90% return. Over the past 10 years, XEL has underperformed OTTR with an annualized return of 9.96%, while OTTR has yielded a comparatively higher 14.83% annualized return.

XEL

• 1D: 0.34%
• 1M: -4.18%
• YTD: 8.72%
• 6M: 0.76%
• 1Y: 16.28%
• 3Y*: 9.42%
• 5Y*: 6.94%
• 10Y*: 9.96%

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)

Return for Risk

XEL vs. OTTR — Risk / Return Rank

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

XEL

XEL Risk / Return Rank: 66
XEL Sharpe Ratio Rank: 69
XEL Sortino Ratio Rank: 61
XEL Omega Ratio Rank: 60
XEL Calmar Ratio Rank: 69
XEL Martin Ratio Rank: 70

OTTR

OTTR Risk / Return Rank: 57
OTTR Sharpe Ratio Rank: 58
OTTR Sortino Ratio Rank: 50
OTTR Omega Ratio Rank: 49
OTTR Calmar Ratio Rank: 62
OTTR Martin Ratio Rank: 65

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.

XEL vs. OTTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) 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.

	XEL	OTTR	Difference
Sharpe ratio Return per unit of total volatility	0.83	0.49	+0.34
Sortino ratio Return per unit of downside risk	1.27	0.85	+0.41
Omega ratio Gain probability vs. loss probability	1.16	1.11	+0.06
Calmar ratio Return relative to maximum drawdown	1.41	1.00	+0.41
Martin ratio Return relative to average drawdown	3.51	2.74	+0.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XEL vs. OTTR - Sharpe Ratio Comparison

The current XEL Sharpe Ratio is 0.83, which is higher than the OTTR Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of XEL 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.

Sharpe Ratios by Period

	XEL	OTTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	0.49	+0.34
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.34	0.60	-0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.50	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.26	+0.15

Correlation

The correlation between XEL and OTTR is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

XEL vs. OTTR - Dividend Comparison

XEL's dividend yield for the trailing twelve months is around 2.89%, more than OTTR's 2.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
XEL Xcel Energy Inc.	2.89%	3.83%	2.43%	3.36%	2.78%	2.70%	2.58%	2.55%	3.09%	2.99%	3.34%	3.56%
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

XEL vs. OTTR - Drawdown Comparison

The maximum XEL drawdown since its inception was -80.64%, which is greater than OTTR's maximum drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for XEL and OTTR.

Drawdown Indicators

	XEL	OTTR	Difference
Max Drawdown Largest peak-to-trough decline	-80.64%	-65.96%	-14.68%
Max Drawdown (1Y) Largest decline over 1 year	-11.50%	-12.70%	+1.20%
Max Drawdown (5Y) Largest decline over 5 years	-34.41%	-35.12%	+0.71%
Max Drawdown (10Y) Largest decline over 10 years	-34.41%	-41.50%	+7.09%
Current Drawdown Current decline from peak	-4.30%	-8.26%	+3.96%
Average Drawdown Average peak-to-trough decline	-11.35%	-17.99%	+6.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.61%	4.62%	-0.01%

Volatility

XEL vs. OTTR - Volatility Comparison

The current volatility for Xcel Energy Inc. (XEL) is 5.23%, while Otter Tail Corporation (OTTR) has a volatility of 7.77%. This indicates that XEL 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.

Volatility by Period

	XEL	OTTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.23%	7.77%	-2.54%
Volatility (6M) Calculated over the trailing 6-month period	11.70%	15.17%	-3.47%
Volatility (1Y) Calculated over the trailing 1-year period	19.72%	23.29%	-3.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.47%	27.54%	-7.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.57%	29.56%	-7.99%

Financials

XEL vs. OTTR - Profitability Comparison

The chart below illustrates the profitability comparison between Xcel Energy Inc. and Otter Tail Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

XEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Xcel Energy Inc. reported a gross profit of 0.00 and revenue of 3.56B. Therefore, the gross margin over that period was 0.0%.

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%.

XEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Xcel Energy Inc. reported an operating income of 580.00M and revenue of 3.56B, resulting in an operating margin of 16.3%.

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%.

XEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Xcel Energy Inc. reported a net income of 567.00M and revenue of 3.56B, resulting in a net margin of 15.9%.

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%.