Diversified Utilities
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5 / 10Stock Comparison
ALE vs IDA vs NWE vs AVA vs OTTR
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Diversified Utilities
Diversified Utilities
Diversified Utilities
ALE vs IDA vs NWE vs AVA vs OTTR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Diversified Utilities | Regulated Electric | Diversified Utilities | Diversified Utilities | Diversified Utilities |
| Market Cap | $3.94B | $7.94B | $4.45B | $3.39B | $3.69B |
| Revenue (TTM) | $1.50B | $1.78B | $1.64B | $1.92B | $1.31B |
| Net Income (TTM) | $166M | $332M | $168M | $206M | $280M |
| Gross Margin | 27.7% | 36.3% | 61.9% | 45.9% | 34.9% |
| Operating Margin | 9.2% | 21.6% | 19.2% | 18.9% | 26.4% |
| Forward P/E | 16.6x | 22.6x | 19.3x | 15.7x | 15.5x |
| Total Debt | $1.81B | $3.66B | $3.29B | $3.38B | $1.10B |
| Cash & Equiv. | $53M | $216M | $9M | $19M | $386M |
ALE vs IDA vs NWE vs AVA vs OTTR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Dec 25 | Return |
|---|---|---|---|
| ALLETE, Inc. (ALE) | 100 | 115.6 | +15.6% |
| IDACORP, Inc. (IDA) | 100 | 141.3 | +41.3% |
| Northwestern Energy… (NWE) | 100 | 114.9 | +14.9% |
| Avista Corporation (AVA) | 100 | 105.6 | +5.6% |
| Otter Tail Corporat… (OTTR) | 100 | 191.6 | +91.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALE vs IDA vs NWE vs AVA vs OTTR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ALE ranks third and is worth considering specifically for income & stability and sleep-well-at-night.
- Dividend streak 13 yrs, beta 0.06, yield 4.1%
- Lower volatility, beta 0.06, Low D/E 53.4%, current ratio 1.08x
- Beta 0.06, yield 4.1%, current ratio 1.08x
- Beta 0.06 vs OTTR's 0.42, lower leverage
Among these 5 stocks, IDA doesn't own a clear edge in any measured category.
NWE is the #2 pick in this set and the best alternative if growth and momentum is your priority.
- 6.4% revenue growth vs ALE's -18.6%
- +30.2% vs AVA's +4.7%
AVA is the clearest fit if your priority is growth exposure.
- Rev growth 1.3%, EPS growth 4.4%, 3Y rev CAGR 4.7%
- 4.8% yield, 22-year raise streak, vs OTTR's 2.4%
OTTR carries the broadest edge in this set and is the clearest fit for long-term compounding and valuation efficiency.
- 241.8% 10Y total return vs IDA's 132.6%
- PEG 0.68 vs IDA's 4.81
- Lower P/E (15.5x vs 15.7x), PEG 0.68 vs 3.41
- 21.3% margin vs NWE's 10.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.4% revenue growth vs ALE's -18.6% | |
| Value | Lower P/E (15.5x vs 15.7x), PEG 0.68 vs 3.41 | |
| Quality / Margins | 21.3% margin vs NWE's 10.2% | |
| Stability / Safety | Beta 0.06 vs OTTR's 0.42, lower leverage | |
| Dividends | 4.8% yield, 22-year raise streak, vs OTTR's 2.4% | |
| Momentum (1Y) | +30.2% vs AVA's +4.7% | |
| Efficiency (ROA) | 7.1% ROA vs NWE's 2.0%, ROIC 10.4% vs 4.0% |
ALE vs IDA vs NWE vs AVA vs OTTR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ALE vs IDA vs NWE vs AVA vs OTTR — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
OTTR leads in 2 of 6 categories
IDA leads 1 • AVA leads 1 • ALE leads 0 • NWE leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — NWE and AVA and OTTR each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AVA and OTTR operate at a comparable scale, with $1.9B and $1.3B in trailing revenue. OTTR is the more profitable business, keeping 21.3% of every revenue dollar as net income compared to NWE's 10.2%. On growth, NWE holds the edge at +6.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.5B | $1.8B | $1.6B | $1.9B | $1.3B |
| EBITDAEarnings before interest/tax | $430M | $649M | $569M | $648M | $466M |
| Net IncomeAfter-tax profit | $166M | $332M | $168M | $206M | $280M |
| Free Cash FlowCash after capex | -$322M | -$796M | -$148M | $417M | $2M |
| Gross MarginGross profit ÷ Revenue | +27.7% | +36.3% | +61.9% | +45.9% | +34.9% |
| Operating MarginEBIT ÷ Revenue | +9.2% | +21.6% | +19.2% | +18.9% | +26.4% |
| Net MarginNet income ÷ Revenue | +11.0% | +18.6% | +10.2% | +10.7% | +21.3% |
| FCF MarginFCF ÷ Revenue | -21.5% | -44.6% | -9.0% | +21.8% | +0.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -7.9% | -6.7% | +6.6% | -7.6% | +2.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -40.1% | +10.0% | -17.6% | +14.3% | +6.8% |
Valuation Metrics
OTTR leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 13.4x trailing earnings, OTTR trades at a 46% valuation discount to NWE's 24.6x P/E. Adjusting for growth (PEG ratio), OTTR offers better value at 0.59x vs IDA's 5.17x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $3.9B | $7.9B | $4.5B | $3.4B | $3.7B |
| Enterprise ValueMkt cap + debt − cash | $5.7B | $11.4B | $7.7B | $6.7B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 21.89x | 24.27x | 24.63x | 17.22x | 13.41x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.60x | 22.60x | 19.29x | 15.70x | 15.48x |
| PEG RatioP/E ÷ EPS growth rate | — | 5.17x | — | 3.74x | 0.59x |
| EV / EBITDAEnterprise value multiple | 13.01x | 17.38x | 13.44x | 10.49x | 9.49x |
| Price / SalesMarket cap ÷ Revenue | 2.58x | 4.38x | 2.77x | 1.72x | 2.83x |
| Price / BookPrice ÷ Book value/share | 1.16x | 2.19x | 1.54x | 1.23x | 1.99x |
| Price / FCFMarket cap ÷ FCF | 38.60x | — | — | — | 37.64x |
Profitability & Efficiency
OTTR leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
OTTR delivers a 15.2% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $5 for ALE. ALE carries lower financial leverage with a 0.53x debt-to-equity ratio, signaling a more conservative balance sheet compared to AVA's 1.25x. On the Piotroski fundamental quality scale (0–9), NWE scores 5/9 vs OTTR's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.0% | +9.4% | +5.8% | +7.6% | +15.2% |
| ROA (TTM)Return on assets | +2.3% | +4.3% | +2.0% | +2.5% | +7.1% |
| ROICReturn on invested capital | +2.3% | +4.6% | +4.0% | +4.5% | +10.4% |
| ROCEReturn on capital employed | +2.3% | +4.3% | +4.4% | +4.7% | +9.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 5 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.53x | 1.02x | 1.14x | 1.25x | 0.59x |
| Net DebtTotal debt minus cash | $1.8B | $3.4B | $3.3B | $3.4B | $718M |
| Cash & Equiv.Liquid assets | $53M | $216M | $9M | $19M | $386M |
| Total DebtShort + long-term debt | $1.8B | $3.7B | $3.3B | $3.4B | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 1.96x | 2.85x | 2.25x | 2.47x | 7.32x |
Total Returns (Dividends Reinvested)
IDA leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OTTR five years ago would be worth $19,807 today (with dividends reinvested), compared to $10,688 for AVA. Over the past 12 months, NWE leads with a +30.2% total return vs AVA's +4.7%. The 3-year compound annual growth rate (CAGR) favors IDA at 11.8% vs AVA's 1.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | — | +13.9% | +12.9% | +7.1% | +8.6% |
| 1-Year ReturnPast 12 months | +5.6% | +26.1% | +30.2% | +4.7% | +17.9% |
| 3-Year ReturnCumulative with dividends | +19.9% | +39.8% | +34.7% | +5.2% | +19.4% |
| 5-Year ReturnCumulative with dividends | +12.2% | +54.4% | +25.9% | +6.9% | +98.1% |
| 10-Year ReturnCumulative with dividends | +59.1% | +132.6% | +65.7% | +40.1% | +241.8% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +11.8% | +10.4% | +1.7% | +6.1% |
Risk & Volatility
Evenly matched — ALE and AVA each lead in 1 of 2 comparable metrics.
Risk & Volatility
AVA is the less volatile stock with a -0.00 beta — it tends to amplify market swings less than OTTR's 0.42 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ALE currently trades 99.9% from its 52-week high vs AVA's 94.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.05x | 0.14x | 0.23x | -0.01x | 0.36x |
| 52-Week HighHighest price in past year | $67.99 | $149.73 | $75.18 | $43.49 | $92.24 |
| 52-Week LowLowest price in past year | $62.38 | $108.15 | $50.46 | $35.50 | $74.15 |
| % of 52W HighCurrent price vs 52-week peak | +99.9% | +95.6% | +96.3% | +94.2% | +95.2% |
| RSI (14)Momentum oscillator 0–100 | 67.9 | 47.5 | 51.8 | 47.4 | 51.4 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 422K | 462K | 546K | 277K |
Analyst Outlook
AVA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ALE as "Hold", IDA as "Buy", NWE as "Hold", AVA as "Hold", OTTR as "Hold". Consensus price targets imply 4.9% upside for IDA (target: $150) vs -14.6% for ALE (target: $58). For income investors, AVA offers the higher dividend yield at 4.79% vs OTTR's 2.38%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $58.00 | $150.29 | $66.33 | $40.00 | $81.00 |
| # AnalystsCovering analysts | 16 | 13 | 18 | 15 | 7 |
| Dividend YieldAnnual dividend ÷ price | +4.1% | +2.4% | +3.6% | +4.8% | +2.4% |
| Dividend StreakConsecutive years of raises | 13 | 15 | 20 | 22 | 11 |
| Dividend / ShareAnnual DPS | $2.82 | $3.44 | $2.63 | $1.96 | $2.09 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | 0.0% | 0.0% | 0.0% |
OTTR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). IDA leads in 1 (Total Returns). 2 tied.
ALE vs IDA vs NWE vs AVA vs OTTR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALE or IDA or NWE or AVA or OTTR a better buy right now?
For growth investors, Northwestern Energy Group Inc (NWE) is the stronger pick with 6.
4% revenue growth year-over-year, versus -18. 6% for ALLETE, Inc. (ALE). Otter Tail Corporation (OTTR) offers the better valuation at 13. 4x trailing P/E (15. 5x forward), making it the more compelling value choice. Analysts rate IDACORP, Inc. (IDA) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ALE or IDA or NWE or AVA or OTTR?
On trailing P/E, Otter Tail Corporation (OTTR) is the cheapest at 13.
4x versus Northwestern Energy Group Inc at 24. 6x. On forward P/E, Otter Tail Corporation is actually cheaper at 15. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Otter Tail Corporation wins at 0. 68x versus IDACORP, Inc. 's 4. 81x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ALE or IDA or NWE or AVA or OTTR?
Over the past 5 years, Otter Tail Corporation (OTTR) delivered a total return of +98.
1%, compared to +6. 9% for Avista Corporation (AVA). Over 10 years, the gap is even starker: OTTR returned +242. 5% versus AVA's +39. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ALE or IDA or NWE or AVA or OTTR?
By beta (market sensitivity over 5 years), Avista Corporation (AVA) is the lower-risk stock at -0.
01β versus Otter Tail Corporation's 0. 36β — meaning OTTR is approximately -2982% more volatile than AVA relative to the S&P 500. On balance sheet safety, ALLETE, Inc. (ALE) carries a lower debt/equity ratio of 53% versus 125% for Avista Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ALE or IDA or NWE or AVA or OTTR?
By revenue growth (latest reported year), Northwestern Energy Group Inc (NWE) is pulling ahead at 6.
4% versus -18. 6% for ALLETE, Inc. (ALE). On earnings-per-share growth, the picture is similar: IDACORP, Inc. grew EPS 7. 3% year-over-year, compared to -27. 9% for ALLETE, Inc.. Over a 3-year CAGR, AVA leads at 4. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ALE or IDA or NWE or AVA or OTTR?
Otter Tail Corporation (OTTR) is the more profitable company, earning 21.
2% net margin versus 9. 8% for Avista Corporation — meaning it keeps 21. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OTTR leads at 26. 5% versus 10. 5% for ALE. At the gross margin level — before operating expenses — NWE leads at 82. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ALE or IDA or NWE or AVA or OTTR more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Otter Tail Corporation (OTTR) is the more undervalued stock at a PEG of 0. 68x versus IDACORP, Inc. 's 4. 81x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Otter Tail Corporation (OTTR) trades at 15. 5x forward P/E versus 22. 6x for IDACORP, Inc. — 7. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDA: 4. 9% to $150. 29.
08Which pays a better dividend — ALE or IDA or NWE or AVA or OTTR?
All stocks in this comparison pay dividends.
Avista Corporation (AVA) offers the highest yield at 4. 8%, versus 2. 4% for Otter Tail Corporation (OTTR).
09Is ALE or IDA or NWE or AVA or OTTR better for a retirement portfolio?
For long-horizon retirement investors, Avista Corporation (AVA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
01), 4. 8% yield). Both have compounded well over 10 years (AVA: +39. 7%, NWE: +65. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ALE and IDA and NWE and AVA and OTTR?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: ALE is a small-cap income-oriented stock; IDA is a small-cap quality compounder stock; NWE is a small-cap income-oriented stock; AVA is a small-cap deep-value stock; OTTR is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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