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EVRG vs OTTR
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
EVRG vs OTTR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Electric | Diversified Utilities |
| Market Cap | $19.05B | $3.69B |
| Revenue (TTM) | $5.99B | $1.31B |
| Net Income (TTM) | $882M | $280M |
| Gross Margin | 41.5% | 34.9% |
| Operating Margin | 25.4% | 26.4% |
| Forward P/E | 19.5x | 15.9x |
| Total Debt | $15.44B | $1.10B |
| Cash & Equiv. | $25M | $386M |
EVRG vs OTTR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Evergy, Inc. (EVRG) | 100 | 134.1 | +34.1% |
| Otter Tail Corporat… (OTTR) | 100 | 204.7 | +104.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EVRG vs OTTR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EVRG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 6 yrs, beta 0.06, yield 3.2%
- Rev growth 1.7%, EPS growth -3.4%, 3Y rev CAGR 0.3%
- Lower volatility, beta 0.06, current ratio 0.49x
OTTR is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 241.8% 10Y total return vs EVRG's 100.7%
- PEG 0.69 vs EVRG's 3.19
- Lower P/E (15.9x vs 19.5x), PEG 0.69 vs 3.19
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.7% revenue growth vs OTTR's -2.0% | |
| Value | Lower P/E (15.9x vs 19.5x), PEG 0.69 vs 3.19 | |
| Quality / Margins | 21.3% margin vs EVRG's 14.7% | |
| Stability / Safety | Beta 0.06 vs OTTR's 0.42 | |
| Dividends | 3.2% yield, 6-year raise streak, vs OTTR's 2.4% | |
| Momentum (1Y) | +22.7% vs OTTR's +17.9% | |
| Efficiency (ROA) | 7.1% ROA vs EVRG's 2.6%, ROIC 10.4% vs 4.5% |
EVRG vs OTTR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EVRG vs OTTR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — EVRG and OTTR each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVRG is the larger business by revenue, generating $6.0B annually — 4.6x OTTR's $1.3B. OTTR is the more profitable business, keeping 21.3% of every revenue dollar as net income compared to EVRG's 14.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $6.0B | $1.3B |
| EBITDAEarnings before interest/tax | $2.7B | $466M |
| Net IncomeAfter-tax profit | $882M | $280M |
| Free Cash FlowCash after capex | -$1.1B | $2M |
| Gross MarginGross profit ÷ Revenue | +41.5% | +34.9% |
| Operating MarginEBIT ÷ Revenue | +25.4% | +26.4% |
| Net MarginNet income ÷ Revenue | +14.7% | +21.3% |
| FCF MarginFCF ÷ Revenue | -18.3% | +0.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.5% | +2.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.5% | +6.8% |
Valuation Metrics
OTTR leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 13.4x trailing earnings, OTTR trades at a 41% valuation discount to EVRG's 22.6x P/E. Adjusting for growth (PEG ratio), OTTR offers better value at 0.59x vs EVRG's 3.70x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $19.1B | $3.7B |
| Enterprise ValueMkt cap + debt − cash | $34.5B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 22.60x | 13.41x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.52x | 15.88x |
| PEG RatioP/E ÷ EPS growth rate | 3.70x | 0.59x |
| EV / EBITDAEnterprise value multiple | 12.72x | 9.49x |
| Price / SalesMarket cap ÷ Revenue | 3.22x | 2.83x |
| Price / BookPrice ÷ Book value/share | 1.88x | 1.99x |
| Price / FCFMarket cap ÷ FCF | — | 37.64x |
Profitability & Efficiency
OTTR leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
OTTR delivers a 15.2% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $9 for EVRG. 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.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.6% | +15.2% |
| ROA (TTM)Return on assets | +2.6% | +7.1% |
| ROICReturn on invested capital | +4.5% | +10.4% |
| ROCEReturn on capital employed | +4.9% | +9.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 1.50x | 0.59x |
| Net DebtTotal debt minus cash | $15.4B | $718M |
| Cash & Equiv.Liquid assets | $25M | $386M |
| Total DebtShort + long-term debt | $15.4B | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 2.46x | 7.32x |
Total Returns (Dividends Reinvested)
EVRG leads this category, winning 4 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 $14,912 for EVRG. Over the past 12 months, EVRG leads with a +22.7% total return vs OTTR's +17.9%. The 3-year compound annual growth rate (CAGR) favors EVRG at 13.4% vs OTTR's 6.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.2% | +8.6% |
| 1-Year ReturnPast 12 months | +22.7% | +17.9% |
| 3-Year ReturnCumulative with dividends | +46.0% | +19.4% |
| 5-Year ReturnCumulative with dividends | +49.1% | +98.1% |
| 10-Year ReturnCumulative with dividends | +100.7% | +241.8% |
| CAGR (3Y)Annualised 3-year return | +13.4% | +6.1% |
Risk & Volatility
EVRG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
EVRG is the less volatile stock with a 0.06 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 | 0.06x | 0.42x |
| 52-Week HighHighest price in past year | $85.27 | $92.24 |
| 52-Week LowLowest price in past year | $63.29 | $74.15 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +95.2% |
| RSI (14)Momentum oscillator 0–100 | 45.8 | 51.4 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 277K |
Analyst Outlook
Evenly matched — EVRG and OTTR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates EVRG as "Hold" and OTTR as "Hold". Consensus price targets imply 7.6% upside for EVRG (target: $89) vs -7.8% for OTTR (target: $81). For income investors, EVRG offers the higher dividend yield at 3.17% vs OTTR's 2.38%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $89.00 | $81.00 |
| # AnalystsCovering analysts | 18 | 7 |
| Dividend YieldAnnual dividend ÷ price | +3.2% | +2.4% |
| Dividend StreakConsecutive years of raises | 6 | 11 |
| Dividend / ShareAnnual DPS | $2.62 | $2.09 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
OTTR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). EVRG leads in 2 (Total Returns, Risk & Volatility). 2 tied.
EVRG vs OTTR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EVRG or OTTR a better buy right now?
For growth investors, Evergy, Inc.
(EVRG) is the stronger pick with 1. 7% 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. 9x forward), making it the more compelling value choice. Analysts rate Evergy, Inc. (EVRG) a "Hold" — based on 18 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 OTTR?
On trailing P/E, Otter Tail Corporation (OTTR) is the cheapest at 13.
4x versus Evergy, Inc. at 22. 6x. On forward P/E, Otter Tail Corporation is actually cheaper at 15. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Otter Tail Corporation wins at 0. 69x versus Evergy, Inc. 's 3. 19x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — EVRG or OTTR?
Over the past 5 years, Otter Tail Corporation (OTTR) delivered a total return of +98.
1%, compared to +49. 1% for Evergy, Inc. (EVRG). Over 10 years, the gap is even starker: OTTR returned +241. 8% versus EVRG's +100. 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 OTTR?
By beta (market sensitivity over 5 years), Evergy, Inc.
(EVRG) is the lower-risk stock at 0. 06β versus Otter Tail Corporation's 0. 42β — meaning OTTR is approximately 576% more volatile than EVRG 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 OTTR?
By revenue growth (latest reported year), Evergy, Inc.
(EVRG) is pulling ahead at 1. 7% versus -2. 0% for Otter Tail Corporation (OTTR). On earnings-per-share growth, the picture is similar: Evergy, Inc. grew EPS -3. 4% year-over-year, compared to -8. 6% for Otter Tail Corporation. Over a 3-year CAGR, EVRG leads at 0. 3% 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 OTTR?
Otter Tail Corporation (OTTR) is the more profitable company, earning 21.
2% net margin versus 14. 5% for Evergy, Inc. — 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 25. 2% for EVRG. At the gross margin level — before operating expenses — EVRG leads at 32. 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 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. 69x versus Evergy, Inc. 's 3. 19x. 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. 9x forward P/E versus 19. 5x for Evergy, Inc. — 3. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVRG: 7. 6% to $89. 00.
08Which pays a better dividend — EVRG or OTTR?
All stocks in this comparison pay dividends.
Evergy, Inc. (EVRG) offers the highest yield at 3. 2%, versus 2. 4% for Otter Tail Corporation (OTTR).
09Is EVRG or OTTR better for a retirement portfolio?
For long-horizon retirement investors, Evergy, Inc.
(EVRG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 06), 3. 2% yield, +100. 7% 10Y return). Both have compounded well over 10 years (EVRG: +100. 7%, OTTR: +241. 8%), 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 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: EVRG is a mid-cap income-oriented 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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