Diversified Utilities
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OTTR vs AVA vs POR vs NWE
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
Regulated Electric
Diversified Utilities
OTTR vs AVA vs POR vs NWE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Diversified Utilities | Diversified Utilities | Regulated Electric | Diversified Utilities |
| Market Cap | $3.69B | $3.39B | $5.63B | $4.45B |
| Revenue (TTM) | $1.31B | $1.92B | $3.48B | $1.64B |
| Net Income (TTM) | $280M | $206M | $251M | $168M |
| Gross Margin | 34.9% | 45.9% | 48.0% | 61.9% |
| Operating Margin | 26.4% | 18.9% | 15.2% | 19.2% |
| Forward P/E | 15.9x | 16.0x | 14.3x | 19.3x |
| Total Debt | $1.10B | $3.38B | $5.53B | $3.29B |
| Cash & Equiv. | $386M | $19M | $76M | $9M |
OTTR vs AVA vs POR vs NWE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Otter Tail Corporat… (OTTR) | 100 | 204.7 | +104.7% |
| Avista Corporation (AVA) | 100 | 104.6 | +4.6% |
| Portland General El… (POR) | 100 | 103.2 | +3.2% |
| Northwestern Energy… (NWE) | 100 | 120.4 | +20.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OTTR vs AVA vs POR vs NWE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
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 NWE's 65.7%
- PEG 0.69 vs AVA's 3.47
- Lower P/E (15.9x vs 19.3x)
- 21.3% margin vs POR's 7.2%
AVA is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 22 yrs, beta -0.00, yield 4.8%
- 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%
POR is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.09, current ratio 1.08x
- Beta 0.09, yield 4.2%, current ratio 1.08x
- Beta 0.09 vs OTTR's 0.42
NWE is the #2 pick in this set and the best alternative if growth and momentum is your priority.
- 6.4% revenue growth vs OTTR's -2.0%
- +30.2% vs AVA's +4.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.4% revenue growth vs OTTR's -2.0% | |
| Value | Lower P/E (15.9x vs 19.3x) | |
| Quality / Margins | 21.3% margin vs POR's 7.2% | |
| Stability / Safety | Beta 0.09 vs OTTR's 0.42 | |
| 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 POR's 1.9%, ROIC 10.4% vs 4.5% |
OTTR vs AVA vs POR vs NWE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
OTTR vs AVA vs POR vs NWE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
OTTR leads in 2 of 6 categories
NWE leads 1 • AVA leads 1 • POR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — OTTR and AVA and NWE each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
POR is the larger business by revenue, generating $3.5B annually — 2.6x OTTR's $1.3B. OTTR is the more profitable business, keeping 21.3% of every revenue dollar as net income compared to POR's 7.2%. On growth, NWE holds the edge at +6.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.3B | $1.9B | $3.5B | $1.6B |
| EBITDAEarnings before interest/tax | $466M | $648M | $1.1B | $569M |
| Net IncomeAfter-tax profit | $280M | $206M | $251M | $168M |
| Free Cash FlowCash after capex | $2M | $417M | $66M | -$148M |
| Gross MarginGross profit ÷ Revenue | +34.9% | +45.9% | +48.0% | +61.9% |
| Operating MarginEBIT ÷ Revenue | +26.4% | +18.9% | +15.2% | +19.2% |
| Net MarginNet income ÷ Revenue | +21.3% | +10.7% | +7.2% | +10.2% |
| FCF MarginFCF ÷ Revenue | +0.1% | +21.8% | +1.9% | -9.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.9% | -7.6% | -5.3% | +6.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.8% | +14.3% | -54.9% | -17.6% |
Valuation Metrics
OTTR leads this category, winning 3 of 6 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 AVA's 3.74x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.7B | $3.4B | $5.6B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $6.7B | $11.1B | $7.7B |
| Trailing P/EPrice ÷ TTM EPS | 13.41x | 17.22x | 17.62x | 24.63x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.88x | 15.99x | 14.25x | 19.30x |
| PEG RatioP/E ÷ EPS growth rate | 0.59x | 3.74x | 1.78x | — |
| EV / EBITDAEnterprise value multiple | 9.49x | 10.49x | 9.80x | 13.44x |
| Price / SalesMarket cap ÷ Revenue | 2.83x | 1.72x | 1.67x | 2.77x |
| Price / BookPrice ÷ Book value/share | 1.99x | 1.23x | 1.30x | 1.54x |
| 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 POR's 1.34x. On the Piotroski fundamental quality scale (0–9), AVA scores 5/9 vs OTTR's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +15.2% | +7.6% | +6.3% | +5.8% |
| ROA (TTM)Return on assets | +7.1% | +2.5% | +1.9% | +2.0% |
| ROICReturn on invested capital | +10.4% | +4.5% | +4.5% | +4.0% |
| ROCEReturn on capital employed | +9.9% | +4.7% | +4.6% | +4.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.59x | 1.25x | 1.34x | 1.14x |
| Net DebtTotal debt minus cash | $718M | $3.4B | $5.5B | $3.3B |
| Cash & Equiv.Liquid assets | $386M | $19M | $76M | $9M |
| Total DebtShort + long-term debt | $1.1B | $3.4B | $5.5B | $3.3B |
| Interest CoverageEBIT ÷ Interest expense | 7.32x | 2.47x | 2.38x | 2.25x |
Total Returns (Dividends Reinvested)
NWE 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 $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 NWE at 10.4% vs AVA's 1.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +8.6% | +7.1% | +1.4% | +12.9% |
| 1-Year ReturnPast 12 months | +17.9% | +4.7% | +19.1% | +30.2% |
| 3-Year ReturnCumulative with dividends | +19.4% | +5.2% | +6.7% | +34.7% |
| 5-Year ReturnCumulative with dividends | +98.1% | +6.9% | +15.8% | +25.9% |
| 10-Year ReturnCumulative with dividends | +241.8% | +40.1% | +57.6% | +65.7% |
| CAGR (3Y)Annualised 3-year return | +6.1% | +1.7% | +2.2% | +10.4% |
Risk & Volatility
Evenly matched — AVA and NWE 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. NWE currently trades 96.3% from its 52-week high vs POR's 89.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.42x | -0.00x | 0.09x | 0.24x |
| 52-Week HighHighest price in past year | $92.24 | $43.49 | $54.62 | $75.18 |
| 52-Week LowLowest price in past year | $74.15 | $35.50 | $39.55 | $50.46 |
| % of 52W HighCurrent price vs 52-week peak | +95.2% | +94.2% | +89.0% | +96.3% |
| RSI (14)Momentum oscillator 0–100 | 51.4 | 47.4 | 33.5 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 277K | 546K | 1.2M | 462K |
Analyst Outlook
AVA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: OTTR as "Hold", AVA as "Hold", POR as "Hold", NWE as "Hold". Consensus price targets imply 7.6% upside for POR (target: $52) 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 |
| Price TargetConsensus 12-month target | $81.00 | $40.67 | $52.33 | $66.33 |
| # AnalystsCovering analysts | 7 | 15 | 23 | 18 |
| Dividend YieldAnnual dividend ÷ price | +2.4% | +4.8% | +4.2% | +3.6% |
| Dividend StreakConsecutive years of raises | 11 | 22 | 11 | 20 |
| Dividend / ShareAnnual DPS | $2.09 | $1.96 | $2.03 | $2.63 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
OTTR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). NWE leads in 1 (Total Returns). 2 tied.
OTTR vs AVA vs POR vs NWE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is OTTR or AVA or POR or NWE 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 -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 Otter Tail Corporation (OTTR) a "Hold" — based on 7 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 — OTTR or AVA or POR or NWE?
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, Portland General Electric Company is actually cheaper at 14. 3x — notably different from the trailing picture, reflecting expected earnings growth. 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 Avista Corporation's 3. 47x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — OTTR or AVA or POR or NWE?
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 +241. 8% versus AVA's +40. 1%. 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 — OTTR or AVA or POR or NWE?
By beta (market sensitivity over 5 years), Avista Corporation (AVA) is the lower-risk stock at -0.
00β versus Otter Tail Corporation's 0. 42β — meaning OTTR is approximately -14203% 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 134% for Portland General Electric Company — giving it more financial flexibility in a downturn.
05Which is growing faster — OTTR or AVA or POR or NWE?
By revenue growth (latest reported year), Northwestern Energy Group Inc (NWE) is pulling ahead at 6.
4% 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, POR leads at 8. 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 — OTTR or AVA or POR or NWE?
Otter Tail Corporation (OTTR) is the more profitable company, earning 21.
2% net margin versus 9. 1% for Portland General Electric Company — 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 16. 4% for POR. 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 OTTR or AVA or POR or NWE 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 Avista Corporation's 3. 47x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Portland General Electric Company (POR) trades at 14. 3x forward P/E versus 19. 3x for Northwestern Energy Group Inc — 5. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for POR: 7. 6% to $52. 33.
08Which pays a better dividend — OTTR or AVA or POR or NWE?
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 OTTR or AVA or POR or NWE 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.
00), 4. 8% yield). Both have compounded well over 10 years (AVA: +40. 1%, 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 OTTR and AVA and POR and NWE?
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: OTTR is a small-cap deep-value stock; AVA is a small-cap deep-value stock; POR is a small-cap deep-value stock; NWE is a small-cap income-oriented 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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