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IDA vs OTTR
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
IDA vs OTTR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Electric | Diversified Utilities |
| Market Cap | $7.94B | $3.69B |
| Revenue (TTM) | $1.78B | $1.31B |
| Net Income (TTM) | $332M | $280M |
| Gross Margin | 36.3% | 34.9% |
| Operating Margin | 21.6% | 26.4% |
| Forward P/E | 22.5x | 15.9x |
| Total Debt | $3.66B | $1.10B |
| Cash & Equiv. | $216M | $386M |
IDA vs OTTR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| IDACORP, Inc. (IDA) | 100 | 153.6 | +53.6% |
| Otter Tail Corporat… (OTTR) | 100 | 204.7 | +104.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IDA vs OTTR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IDA carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 15 yrs, beta 0.15, yield 2.4%
- Rev growth -0.7%, EPS growth 7.3%, 3Y rev CAGR 3.3%
- Lower volatility, beta 0.15, current ratio 0.93x
OTTR is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 241.8% 10Y total return vs IDA's 132.6%
- PEG 0.69 vs IDA's 4.79
- Lower P/E (15.9x vs 22.5x), PEG 0.69 vs 4.79
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -0.7% revenue growth vs OTTR's -2.0% | |
| Value | Lower P/E (15.9x vs 22.5x), PEG 0.69 vs 4.79 | |
| Quality / Margins | 21.3% margin vs IDA's 18.6% | |
| Stability / Safety | Beta 0.15 vs OTTR's 0.42 | |
| Dividends | 2.4% yield, 15-year raise streak, vs OTTR's 2.4% | |
| Momentum (1Y) | +26.1% vs OTTR's +17.9% | |
| Efficiency (ROA) | 7.1% ROA vs IDA's 4.3%, ROIC 10.4% vs 4.6% |
IDA vs OTTR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IDA 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)
OTTR leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IDA and OTTR operate at a comparable scale, with $1.8B and $1.3B in trailing revenue. Profitability is closely matched — net margins range from 21.3% (OTTR) to 18.6% (IDA). On growth, OTTR holds the edge at +2.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.8B | $1.3B |
| EBITDAEarnings before interest/tax | $649M | $466M |
| Net IncomeAfter-tax profit | $332M | $280M |
| Free Cash FlowCash after capex | -$796M | $2M |
| Gross MarginGross profit ÷ Revenue | +36.3% | +34.9% |
| Operating MarginEBIT ÷ Revenue | +21.6% | +26.4% |
| Net MarginNet income ÷ Revenue | +18.6% | +21.3% |
| FCF MarginFCF ÷ Revenue | -44.6% | +0.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -6.7% | +2.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +10.0% | +6.8% |
Valuation Metrics
OTTR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 13.4x trailing earnings, OTTR trades at a 45% valuation discount to IDA's 24.3x 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 | $7.9B | $3.7B |
| Enterprise ValueMkt cap + debt − cash | $11.4B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 24.27x | 13.41x |
| Forward P/EPrice ÷ next-FY EPS est. | 22.48x | 15.88x |
| PEG RatioP/E ÷ EPS growth rate | 5.17x | 0.59x |
| EV / EBITDAEnterprise value multiple | 17.38x | 9.49x |
| Price / SalesMarket cap ÷ Revenue | 4.38x | 2.83x |
| Price / BookPrice ÷ Book value/share | 2.19x | 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 IDA. OTTR carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to IDA's 1.02x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.4% | +15.2% |
| ROA (TTM)Return on assets | +4.3% | +7.1% |
| ROICReturn on invested capital | +4.6% | +10.4% |
| ROCEReturn on capital employed | +4.3% | +9.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 1.02x | 0.59x |
| Net DebtTotal debt minus cash | $3.4B | $718M |
| Cash & Equiv.Liquid assets | $216M | $386M |
| Total DebtShort + long-term debt | $3.7B | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 2.85x | 7.32x |
Total Returns (Dividends Reinvested)
IDA 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 $15,444 for IDA. Over the past 12 months, IDA leads with a +26.1% total return vs OTTR's +17.9%. The 3-year compound annual growth rate (CAGR) favors IDA at 11.8% vs OTTR's 6.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +13.9% | +8.6% |
| 1-Year ReturnPast 12 months | +26.1% | +17.9% |
| 3-Year ReturnCumulative with dividends | +39.8% | +19.4% |
| 5-Year ReturnCumulative with dividends | +54.4% | +98.1% |
| 10-Year ReturnCumulative with dividends | +132.6% | +241.8% |
| CAGR (3Y)Annualised 3-year return | +11.8% | +6.1% |
Risk & Volatility
IDA leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
IDA is the less volatile stock with a 0.15 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 | 0.15x | 0.42x |
| 52-Week HighHighest price in past year | $149.73 | $92.24 |
| 52-Week LowLowest price in past year | $108.15 | $74.15 |
| % of 52W HighCurrent price vs 52-week peak | +95.6% | +95.2% |
| RSI (14)Momentum oscillator 0–100 | 47.5 | 51.4 |
| Avg Volume (50D)Average daily shares traded | 422K | 277K |
Analyst Outlook
IDA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates IDA as "Buy" and OTTR as "Hold". Consensus price targets imply 3.1% upside for IDA (target: $148) vs -7.8% for OTTR (target: $81). For income investors, IDA offers the higher dividend yield at 2.40% vs OTTR's 2.38%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $147.71 | $81.00 |
| # AnalystsCovering analysts | 13 | 7 |
| Dividend YieldAnnual dividend ÷ price | +2.4% | +2.4% |
| Dividend StreakConsecutive years of raises | 15 | 11 |
| Dividend / ShareAnnual DPS | $3.44 | $2.09 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% |
OTTR leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). IDA leads in 3 (Total Returns, Risk & Volatility).
IDA vs OTTR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IDA or OTTR a better buy right now?
For growth investors, IDACORP, Inc.
(IDA) is the stronger pick with -0. 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 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 — IDA or OTTR?
On trailing P/E, Otter Tail Corporation (OTTR) is the cheapest at 13.
4x versus IDACORP, Inc. at 24. 3x. 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 IDACORP, Inc. 's 4. 79x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — IDA or OTTR?
Over the past 5 years, Otter Tail Corporation (OTTR) delivered a total return of +98.
1%, compared to +54. 4% for IDACORP, Inc. (IDA). Over 10 years, the gap is even starker: OTTR returned +241. 8% versus IDA's +132. 6%. 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 — IDA or OTTR?
By beta (market sensitivity over 5 years), IDACORP, Inc.
(IDA) is the lower-risk stock at 0. 15β versus Otter Tail Corporation's 0. 42β — meaning OTTR is approximately 191% more volatile than IDA relative to the S&P 500. On balance sheet safety, Otter Tail Corporation (OTTR) carries a lower debt/equity ratio of 59% versus 102% for IDACORP, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IDA or OTTR?
By revenue growth (latest reported year), IDACORP, Inc.
(IDA) is pulling ahead at -0. 7% versus -2. 0% for Otter Tail Corporation (OTTR). On earnings-per-share growth, the picture is similar: IDACORP, Inc. grew EPS 7. 3% year-over-year, compared to -8. 6% for Otter Tail Corporation. Over a 3-year CAGR, IDA leads at 3. 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 — IDA or OTTR?
Otter Tail Corporation (OTTR) is the more profitable company, earning 21.
2% net margin versus 17. 8% for IDACORP, 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 21. 9% for IDA. At the gross margin level — before operating expenses — OTTR leads at 27. 8%, 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 IDA 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 IDACORP, Inc. 's 4. 79x. 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 22. 5x for IDACORP, Inc. — 6. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDA: 3. 1% to $147. 71.
08Which pays a better dividend — IDA or OTTR?
All stocks in this comparison pay dividends.
IDACORP, Inc. (IDA) offers the highest yield at 2. 4%, versus 2. 4% for Otter Tail Corporation (OTTR).
09Is IDA or OTTR better for a retirement portfolio?
For long-horizon retirement investors, IDACORP, Inc.
(IDA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 15), 2. 4% yield, +132. 6% 10Y return). Both have compounded well over 10 years (IDA: +132. 6%, 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 IDA 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: IDA is a small-cap quality compounder 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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