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5 / 10Stock Comparison
OGE vs OTTR vs NWE vs AVA vs IDA
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
Diversified Utilities
Diversified Utilities
Regulated Electric
OGE vs OTTR vs NWE vs AVA vs IDA — 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 | $9.77B | $3.69B | $4.45B | $3.37B | $7.98B |
| Revenue (TTM) | $3.27B | $1.31B | $1.64B | $1.92B | $1.78B |
| Net Income (TTM) | $458M | $280M | $168M | $206M | $332M |
| Gross Margin | 48.8% | 34.9% | 61.9% | 45.9% | 36.3% |
| Operating Margin | 23.9% | 26.4% | 19.2% | 18.9% | 21.6% |
| Forward P/E | 19.5x | 15.5x | 19.3x | 15.7x | 22.6x |
| Total Debt | $5.66B | $1.10B | $3.29B | $3.38B | $3.66B |
| Cash & Equiv. | $200K | $386M | $9M | $19M | $216M |
OGE vs OTTR vs NWE vs AVA vs IDA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| OGE Energy Corp. (OGE) | 100 | 151.2 | +51.2% |
| Otter Tail Corporat… (OTTR) | 100 | 205.2 | +105.2% |
| Northwestern Energy… (NWE) | 100 | 120.4 | +20.4% |
| Avista Corporation (AVA) | 100 | 104.2 | +4.2% |
| IDACORP, Inc. (IDA) | 100 | 154.5 | +54.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OGE vs OTTR vs NWE vs AVA vs IDA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OGE is the #2 pick in this set and the best alternative if growth exposure and defensive is your priority.
- Rev growth 9.2%, EPS growth 5.9%, 3Y rev CAGR -1.2%
- Beta 0.08, yield 3.6%, current ratio 0.78x
- 9.2% revenue growth vs OTTR's -2.0%
- Beta 0.08 vs OTTR's 0.36
OTTR carries the broadest edge in this set and is the clearest fit for long-term compounding and valuation efficiency.
- 242.5% 10Y total return vs IDA's 133.6%
- PEG 0.68 vs IDA's 4.81
- Lower P/E (15.5x vs 22.6x), PEG 0.68 vs 4.81
- 21.3% margin vs NWE's 10.2%
NWE ranks third and is worth considering specifically for income & stability.
- Dividend streak 20 yrs, beta 0.23, yield 3.6%
- +31.6% vs AVA's +5.6%
AVA is the clearest fit if your priority is dividends.
- 4.8% yield, 22-year raise streak, vs OTTR's 2.4%
IDA is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.14, current ratio 0.93x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.2% revenue growth vs OTTR's -2.0% | |
| Value | Lower P/E (15.5x vs 22.6x), PEG 0.68 vs 4.81 | |
| Quality / Margins | 21.3% margin vs NWE's 10.2% | |
| Stability / Safety | Beta 0.08 vs OTTR's 0.36 | |
| Dividends | 4.8% yield, 22-year raise streak, vs OTTR's 2.4% | |
| Momentum (1Y) | +31.6% vs AVA's +5.6% | |
| Efficiency (ROA) | 7.1% ROA vs NWE's 2.0%, ROIC 10.4% vs 4.0% |
OGE vs OTTR vs NWE vs AVA vs IDA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
OGE vs OTTR vs NWE vs AVA vs IDA — 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 • OGE leads 0 • NWE leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — OTTR and NWE each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
OGE is the larger business by revenue, generating $3.3B annually — 2.5x OTTR's $1.3B. 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 | $3.3B | $1.3B | $1.6B | $1.9B | $1.8B |
| EBITDAEarnings before interest/tax | $1.3B | $466M | $569M | $648M | $649M |
| Net IncomeAfter-tax profit | $458M | $280M | $168M | $206M | $332M |
| Free Cash FlowCash after capex | $1.2B | $2M | -$148M | $417M | -$796M |
| Gross MarginGross profit ÷ Revenue | +48.8% | +34.9% | +61.9% | +45.9% | +36.3% |
| Operating MarginEBIT ÷ Revenue | +23.9% | +26.4% | +19.2% | +18.9% | +21.6% |
| Net MarginNet income ÷ Revenue | +14.0% | +21.3% | +10.2% | +10.7% | +18.6% |
| FCF MarginFCF ÷ Revenue | +38.1% | +0.1% | -9.0% | +21.8% | -44.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.7% | +2.9% | +6.6% | -7.6% | -6.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -22.6% | +6.8% | -17.6% | +14.3% | +10.0% |
Valuation Metrics
OTTR leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 13.4x trailing earnings, OTTR trades at a 45% valuation discount to NWE's 24.6x P/E. Adjusting for growth (PEG ratio), OTTR offers better value at 0.59x vs IDA's 5.20x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $9.8B | $3.7B | $4.5B | $3.4B | $8.0B |
| Enterprise ValueMkt cap + debt − cash | $15.4B | $4.4B | $7.7B | $6.7B | $11.4B |
| Trailing P/EPrice ÷ TTM EPS | 20.41x | 13.44x | 24.62x | 17.15x | 24.41x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.49x | 15.48x | 19.29x | 15.70x | 22.60x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.59x | — | 3.72x | 5.20x |
| EV / EBITDAEnterprise value multiple | 11.35x | 9.51x | 13.44x | 10.47x | 17.45x |
| Price / SalesMarket cap ÷ Revenue | 3.00x | 2.83x | 2.76x | 1.72x | 4.40x |
| Price / BookPrice ÷ Book value/share | 1.93x | 1.99x | 1.54x | 1.22x | 2.21x |
| Price / FCFMarket cap ÷ FCF | 118.16x | 37.72x | — | — | — |
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 AVA's 1.25x. On the Piotroski fundamental quality scale (0–9), OGE scores 7/9 vs IDA's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +9.5% | +15.2% | +5.8% | +7.6% | +9.4% |
| ROA (TTM)Return on assets | +3.2% | +7.1% | +2.0% | +2.5% | +4.3% |
| ROICReturn on invested capital | +5.8% | +10.4% | +4.0% | +4.5% | +4.6% |
| ROCEReturn on capital employed | +6.2% | +9.9% | +4.4% | +4.7% | +4.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 4 | 5 | 5 | 4 |
| Debt / EquityFinancial leverage | 1.14x | 0.59x | 1.14x | 1.25x | 1.02x |
| Net DebtTotal debt minus cash | $5.7B | $718M | $3.3B | $3.4B | $3.4B |
| Cash & Equiv.Liquid assets | $200,000 | $386M | $9M | $19M | $216M |
| Total DebtShort + long-term debt | $5.7B | $1.1B | $3.3B | $3.4B | $3.7B |
| Interest CoverageEBIT ÷ Interest expense | 2.96x | 7.32x | 2.25x | 2.47x | 2.85x |
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 $20,002 today (with dividends reinvested), compared to $10,568 for AVA. Over the past 12 months, NWE leads with a +31.6% total return vs AVA's +5.6%. The 3-year compound annual growth rate (CAGR) favors IDA at 12.0% vs AVA's 1.6% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +12.4% | +8.8% | +12.8% | +6.7% | +14.5% |
| 1-Year ReturnPast 12 months | +10.6% | +17.6% | +31.6% | +5.6% | +29.8% |
| 3-Year ReturnCumulative with dividends | +39.5% | +19.7% | +34.6% | +4.9% | +40.5% |
| 5-Year ReturnCumulative with dividends | +63.4% | +100.0% | +24.8% | +5.7% | +54.3% |
| 10-Year ReturnCumulative with dividends | +108.4% | +242.5% | +65.7% | +39.7% | +133.6% |
| CAGR (3Y)Annualised 3-year return | +11.7% | +6.2% | +10.4% | +1.6% | +12.0% |
Risk & Volatility
Evenly matched — NWE and AVA each lead in 1 of 2 comparable metrics.
Risk & Volatility
AVA is the less volatile stock with a -0.01 beta — it tends to amplify market swings less than OTTR's 0.36 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 | 0.08x | 0.36x | 0.23x | -0.01x | 0.14x |
| 52-Week HighHighest price in past year | $50.13 | $92.24 | $75.18 | $43.49 | $149.73 |
| 52-Week LowLowest price in past year | $41.70 | $74.15 | $50.46 | $35.50 | $108.15 |
| % of 52W HighCurrent price vs 52-week peak | +94.5% | +95.4% | +96.3% | +93.9% | +96.2% |
| RSI (14)Momentum oscillator 0–100 | 45.9 | 47.5 | 57.3 | 51.2 | 45.3 |
| Avg Volume (50D)Average daily shares traded | 1.5M | 275K | 461K | 527K | 420K |
Analyst Outlook
AVA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: OGE as "Hold", OTTR as "Hold", NWE as "Hold", AVA as "Hold", IDA as "Buy". Consensus price targets imply 4.4% upside for IDA (target: $150) vs -8.4% for NWE (target: $66). For income investors, AVA offers the higher dividend yield at 4.81% vs OTTR's 2.38%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $46.80 | $81.00 | $66.33 | $40.00 | $150.29 |
| # AnalystsCovering analysts | 21 | 7 | 18 | 15 | 13 |
| Dividend YieldAnnual dividend ÷ price | +3.6% | +2.4% | +3.6% | +4.8% | +2.4% |
| Dividend StreakConsecutive years of raises | 1 | 11 | 20 | 22 | 15 |
| Dividend / ShareAnnual DPS | $1.69 | $2.09 | $2.63 | $1.96 | $3.44 |
| 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.
OGE vs OTTR vs NWE vs AVA vs IDA: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is OGE or OTTR or NWE or AVA or IDA a better buy right now?
For growth investors, OGE Energy Corp.
(OGE) is the stronger pick with 9. 2% 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 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 — OGE or OTTR or NWE or AVA or IDA?
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 — OGE or OTTR or NWE or AVA or IDA?
Over the past 5 years, Otter Tail Corporation (OTTR) delivered a total return of +100.
0%, compared to +5. 7% 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 — OGE or OTTR or NWE or AVA or IDA?
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 125% for Avista Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — OGE or OTTR or NWE or AVA or IDA?
By revenue growth (latest reported year), OGE Energy Corp.
(OGE) is pulling ahead at 9. 2% 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 -19. 5% for Northwestern Energy Group 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 — OGE or OTTR or NWE or AVA or IDA?
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 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 OGE or OTTR or NWE or AVA or IDA 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. 4% to $150. 29.
08Which pays a better dividend — OGE or OTTR or NWE or AVA or IDA?
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 OGE or OTTR or NWE or AVA or IDA 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 OGE and OTTR and NWE and AVA and IDA?
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: OGE is a small-cap income-oriented stock; OTTR is a small-cap deep-value stock; NWE is a small-cap income-oriented stock; AVA is a small-cap deep-value stock; IDA is a small-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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