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EVRG vs NWE vs AVA vs OTTR vs NEE
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
Diversified Utilities
Diversified Utilities
Regulated Electric
EVRG vs NWE vs AVA vs OTTR vs NEE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Electric | Diversified Utilities | Diversified Utilities | Diversified Utilities | Regulated Electric |
| Market Cap | $19.05B | $4.45B | $3.39B | $3.69B | $194.60B |
| Revenue (TTM) | $5.99B | $1.64B | $1.92B | $1.31B | $27.93B |
| Net Income (TTM) | $882M | $168M | $206M | $280M | $8.18B |
| Gross Margin | 41.5% | 61.9% | 45.9% | 34.9% | 47.8% |
| Operating Margin | 25.4% | 19.2% | 18.9% | 26.4% | 29.5% |
| Forward P/E | 19.3x | 19.3x | 15.7x | 15.5x | 23.0x |
| Total Debt | $15.44B | $3.29B | $3.38B | $1.10B | $95.62B |
| Cash & Equiv. | $25M | $9M | $19M | $386M | $2.81B |
EVRG vs NWE vs AVA vs OTTR vs NEE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Evergy, Inc. (EVRG) | 100 | 132.6 | +32.6% |
| Northwestern Energy… (NWE) | 100 | 120.4 | +20.4% |
| Avista Corporation (AVA) | 100 | 104.2 | +4.2% |
| Otter Tail Corporat… (OTTR) | 100 | 205.2 | +105.2% |
| NextEra Energy, Inc. (NEE) | 100 | 145.7 | +45.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EVRG vs NWE vs AVA vs OTTR vs NEE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EVRG ranks third and is worth considering specifically for defensive.
- Beta 0.06, yield 3.2%, current ratio 0.49x
- Beta 0.06 vs OTTR's 0.42
Among these 5 stocks, NWE doesn't own a clear edge in any measured category.
AVA is the clearest fit if your priority is dividends.
- 4.8% yield, 22-year raise streak, vs NEE's 2.4%
OTTR is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 241.8% 10Y total return vs NEE's 266.0%
- Lower volatility, beta 0.42, Low D/E 59.3%, current ratio 2.28x
- PEG 0.68 vs AVA's 3.41
- Lower P/E (15.5x vs 23.0x), PEG 0.68 vs 1.33
NEE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 30 yrs, beta 0.21, yield 2.4%
- Rev growth 11.0%, EPS growth -2.4%, 3Y rev CAGR 9.4%
- 11.0% revenue growth vs OTTR's -2.0%
- 29.3% margin vs NWE's 10.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.0% revenue growth vs OTTR's -2.0% | |
| Value | Lower P/E (15.5x vs 23.0x), PEG 0.68 vs 1.33 | |
| Quality / Margins | 29.3% margin vs NWE's 10.2% | |
| Stability / Safety | Beta 0.06 vs OTTR's 0.42 | |
| Dividends | 4.8% yield, 22-year raise streak, vs NEE's 2.4% | |
| Momentum (1Y) | +42.0% vs AVA's +4.7% | |
| Efficiency (ROA) | 7.1% ROA vs NWE's 2.0%, ROIC 10.4% vs 4.0% |
EVRG vs NWE vs AVA vs OTTR vs NEE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EVRG vs NWE vs AVA vs OTTR vs NEE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NEE leads in 2 of 6 categories
OTTR leads 2 • EVRG leads 0 • NWE leads 0 • AVA leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NEE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NEE is the larger business by revenue, generating $27.9B annually — 21.3x OTTR's $1.3B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to NWE's 10.2%. On growth, NEE holds the edge at +7.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $6.0B | $1.6B | $1.9B | $1.3B | $27.9B |
| EBITDAEarnings before interest/tax | $2.7B | $569M | $648M | $466M | $15.5B |
| Net IncomeAfter-tax profit | $882M | $168M | $206M | $280M | $8.2B |
| Free Cash FlowCash after capex | -$1.1B | -$148M | $417M | $2M | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +41.5% | +61.9% | +45.9% | +34.9% | +47.8% |
| Operating MarginEBIT ÷ Revenue | +25.4% | +19.2% | +18.9% | +26.4% | +29.5% |
| Net MarginNet income ÷ Revenue | +14.7% | +10.2% | +10.7% | +21.3% | +29.3% |
| FCF MarginFCF ÷ Revenue | -18.3% | -9.0% | +21.8% | +0.1% | -13.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.5% | +6.6% | -7.6% | +2.9% | +7.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.5% | -17.6% | +14.3% | +6.8% | +160.0% |
Valuation Metrics
OTTR leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 13.4x trailing earnings, OTTR trades at a 53% valuation discount to NEE's 28.4x P/E. Adjusting for growth (PEG ratio), OTTR offers better value at 0.59x vs AVA's 3.74x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $19.1B | $4.5B | $3.4B | $3.7B | $194.6B |
| Enterprise ValueMkt cap + debt − cash | $34.5B | $7.7B | $6.7B | $4.4B | $287.4B |
| Trailing P/EPrice ÷ TTM EPS | 22.60x | 24.63x | 17.22x | 13.41x | 28.36x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.29x | 19.29x | 15.70x | 15.48x | 23.02x |
| PEG RatioP/E ÷ EPS growth rate | 3.70x | — | 3.74x | 0.59x | 1.64x |
| EV / EBITDAEnterprise value multiple | 12.72x | 13.44x | 10.49x | 9.49x | 18.73x |
| Price / SalesMarket cap ÷ Revenue | 3.22x | 2.77x | 1.72x | 2.83x | 7.08x |
| Price / BookPrice ÷ Book value/share | 1.88x | 1.54x | 1.23x | 1.99x | 2.93x |
| Price / FCFMarket cap ÷ FCF | — | — | — | 37.64x | — |
Profitability & Efficiency
OTTR leads this category, winning 8 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 $6 for NWE. OTTR carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to EVRG's 1.50x. 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 | +8.6% | +5.8% | +7.6% | +15.2% | +12.7% |
| ROA (TTM)Return on assets | +2.6% | +2.0% | +2.5% | +7.1% | +3.9% |
| ROICReturn on invested capital | +4.5% | +4.0% | +4.5% | +10.4% | +4.1% |
| ROCEReturn on capital employed | +4.9% | +4.4% | +4.7% | +9.9% | +4.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 4 | 5 |
| Debt / EquityFinancial leverage | 1.50x | 1.14x | 1.25x | 0.59x | 1.44x |
| Net DebtTotal debt minus cash | $15.4B | $3.3B | $3.4B | $718M | $92.8B |
| Cash & Equiv.Liquid assets | $25M | $9M | $19M | $386M | $2.8B |
| Total DebtShort + long-term debt | $15.4B | $3.3B | $3.4B | $1.1B | $95.6B |
| Interest CoverageEBIT ÷ Interest expense | 2.46x | 2.25x | 2.47x | 7.32x | 1.99x |
Total Returns (Dividends Reinvested)
NEE 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, NEE leads with a +42.0% total return vs AVA's +4.7%. The 3-year compound annual growth rate (CAGR) favors EVRG at 13.4% vs AVA's 1.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +14.2% | +12.9% | +7.1% | +8.6% | +16.1% |
| 1-Year ReturnPast 12 months | +22.7% | +30.2% | +4.7% | +17.9% | +42.0% |
| 3-Year ReturnCumulative with dividends | +46.0% | +34.7% | +5.2% | +19.4% | +31.0% |
| 5-Year ReturnCumulative with dividends | +49.1% | +25.9% | +6.9% | +98.1% | +38.2% |
| 10-Year ReturnCumulative with dividends | +100.7% | +65.7% | +40.1% | +241.8% | +266.0% |
| CAGR (3Y)Annualised 3-year return | +13.4% | +10.4% | +1.7% | +6.1% | +9.4% |
Risk & Volatility
Evenly matched — EVRG 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.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.05x | 0.23x | -0.01x | 0.36x | 0.19x |
| 52-Week HighHighest price in past year | $85.27 | $75.18 | $43.49 | $92.24 | $98.75 |
| 52-Week LowLowest price in past year | $63.29 | $50.46 | $35.50 | $74.15 | $63.88 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +96.3% | +94.2% | +95.2% | +94.5% |
| RSI (14)Momentum oscillator 0–100 | 45.8 | 51.8 | 47.4 | 51.4 | 54.3 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 462K | 546K | 277K | 8.7M |
Analyst Outlook
Evenly matched — AVA and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: EVRG as "Hold", NWE as "Hold", AVA as "Hold", OTTR as "Hold", NEE as "Buy". Consensus price targets imply 8.1% upside for EVRG (target: $89) vs -8.4% for NWE (target: $66). For income investors, AVA offers the higher dividend yield at 4.79% vs OTTR's 2.38%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $89.43 | $66.33 | $40.00 | $81.00 | $99.11 |
| # AnalystsCovering analysts | 18 | 18 | 15 | 7 | 36 |
| Dividend YieldAnnual dividend ÷ price | +3.2% | +3.6% | +4.8% | +2.4% | +2.4% |
| Dividend StreakConsecutive years of raises | 6 | 20 | 22 | 11 | 30 |
| Dividend / ShareAnnual DPS | $2.62 | $2.63 | $1.96 | $2.09 | $2.24 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). OTTR leads in 2 (Valuation Metrics, Profitability & Efficiency). 2 tied.
EVRG vs NWE vs AVA vs OTTR vs NEE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is EVRG or NWE or AVA or OTTR or NEE a better buy right now?
For growth investors, NextEra Energy, Inc.
(NEE) is the stronger pick with 11. 0% revenue growth year-over-year, versus -2. 0% for Otter Tail Corporation (OTTR). 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 NextEra Energy, Inc. (NEE) a "Buy" — based on 36 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 — EVRG or NWE or AVA or OTTR or NEE?
On trailing P/E, Otter Tail Corporation (OTTR) is the cheapest at 13.
4x versus NextEra Energy, Inc. at 28. 4x. 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 Avista Corporation's 3. 41x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — EVRG or NWE or AVA or OTTR or NEE?
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: NEE returned +265. 3% 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 — EVRG or NWE or AVA or OTTR or NEE?
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, Otter Tail Corporation (OTTR) carries a lower debt/equity ratio of 59% versus 150% for Evergy, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EVRG or NWE or AVA or OTTR or NEE?
By revenue growth (latest reported year), NextEra Energy, Inc.
(NEE) is pulling ahead at 11. 0% versus -2. 0% for Otter Tail Corporation (OTTR). On earnings-per-share growth, the picture is similar: Avista Corporation grew EPS 4. 4% year-over-year, compared to -19. 5% for Northwestern Energy Group Inc. Over a 3-year CAGR, NEE leads at 9. 4% 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 — EVRG or NWE or AVA or OTTR or NEE?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 9. 8% for Avista Corporation — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEE leads at 30. 1% versus 18. 0% for AVA. 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 EVRG or NWE or AVA or OTTR or NEE 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 Avista Corporation's 3. 41x. 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 23. 0x for NextEra Energy, Inc. — 7. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVRG: 8. 1% to $89. 43.
08Which pays a better dividend — EVRG or NWE or AVA or OTTR or NEE?
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 EVRG or NWE or AVA or OTTR or NEE 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 EVRG and NWE and AVA and OTTR and NEE?
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: EVRG is a mid-cap income-oriented 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; NEE is a mid-cap quality compounder 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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