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OTTR vs AVA vs POR vs NWE vs IDA

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
OTTR
Otter Tail Corporation

Diversified Utilities

UtilitiesNASDAQ • US
Market Cap$3.69B
5Y Perf.+104.7%
AVA
Avista Corporation

Diversified Utilities

UtilitiesNYSE • US
Market Cap$3.39B
5Y Perf.+4.6%
POR
Portland General Electric Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$5.63B
5Y Perf.+3.2%
NWE
Northwestern Energy Group Inc

Diversified Utilities

UtilitiesNASDAQ • US
Market Cap$4.45B
5Y Perf.+20.4%
IDA
IDACORP, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$7.94B
5Y Perf.+53.6%

OTTR vs AVA vs POR vs NWE vs IDA — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
OTTR logoOTTR
AVA logoAVA
POR logoPOR
NWE logoNWE
IDA logoIDA
IndustryDiversified UtilitiesDiversified UtilitiesRegulated ElectricDiversified UtilitiesRegulated Electric
Market Cap$3.69B$3.39B$5.63B$4.45B$7.94B
Revenue (TTM)$1.31B$1.92B$3.48B$1.64B$1.78B
Net Income (TTM)$280M$206M$251M$168M$332M
Gross Margin34.9%45.9%48.0%61.9%36.3%
Operating Margin26.4%18.9%15.2%19.2%21.6%
Forward P/E15.9x16.0x14.3x19.3x22.5x
Total Debt$1.10B$3.38B$5.53B$3.29B$3.66B
Cash & Equiv.$386M$19M$76M$9M$216M

OTTR vs AVA vs POR vs NWE vs IDALong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

OTTR
AVA
POR
NWE
IDA
StockMay 20May 26Return
Otter Tail Corporat… (OTTR)100204.7+104.7%
Avista Corporation (AVA)100104.6+4.6%
Portland General El… (POR)100103.2+3.2%
Northwestern Energy… (NWE)100120.4+20.4%
IDACORP, Inc. (IDA)100153.6+53.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: OTTR vs AVA vs POR vs NWE vs IDA

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: OTTR leads in 3 of 7 categories (5-stock set), making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Northwestern Energy Group Inc is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. AVA and POR also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
OTTR
Otter Tail Corporation
The Long-Run Compounder

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 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
  • 21.3% margin vs POR's 7.2%
Best for: long-term compounding and valuation efficiency
AVA
Avista Corporation
The Income Pick

AVA ranks third and is worth considering specifically for 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%
Best for: income & stability and growth exposure
POR
Portland General Electric Company
The Defensive Pick

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
Best for: sleep-well-at-night and defensive
NWE
Northwestern Energy Group Inc
The Growth Leader

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%
Best for: growth and momentum
IDA
IDACORP, Inc.
The Income Angle

Among these 5 stocks, IDA doesn't own a clear edge in any measured category.

Best for: utilities exposure
See the full category breakdown
CategoryWinnerWhy
GrowthNWE logoNWE6.4% revenue growth vs OTTR's -2.0%
ValueOTTR logoOTTRLower P/E (15.9x vs 22.5x), PEG 0.69 vs 4.79
Quality / MarginsOTTR logoOTTR21.3% margin vs POR's 7.2%
Stability / SafetyPOR logoPORBeta 0.09 vs OTTR's 0.42
DividendsAVA logoAVA4.8% yield, 22-year raise streak, vs OTTR's 2.4%
Momentum (1Y)NWE logoNWE+30.2% vs AVA's +4.7%
Efficiency (ROA)OTTR logoOTTR7.1% ROA vs POR's 1.9%, ROIC 10.4% vs 4.5%

OTTR vs AVA vs POR vs NWE vs IDA — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

OTTROtter Tail Corporation
FY 2025
Electric
43.5%$567M
Plastics
32.4%$423M
Manufacturing
24.1%$315M
AVAAvista Corporation
FY 2025
Avista Utilities
97.6%$1.9B
Alaska Electric Light Power
2.4%$47M
PORPortland General Electric Company
FY 2025
Residential
49.0%$1.5B
Commercial
32.0%$969M
Industrial
17.7%$536M
Direct Access customers
1.4%$41M
NWENorthwestern Energy Group Inc
FY 2025
Electricity, US Regulated
78.9%$1.3B
Natural Gas, US Regulated
21.1%$341M
IDAIDACORP, Inc.
FY 2025
Retail revenues
88.7%$1.6B
Transmission services (wheeling)
4.1%$72M
Wholesale energy sales
3.2%$56M
Other revenues
2.0%$36M
Energy efficiency program revenues
1.7%$30M
Idaho Fixed Cost Adjustment
0.2%$4M

OTTR vs AVA vs POR vs NWE vs IDA — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLOTTRLAGGINGNWE

Income & Cash Flow (Last 12 Months)

Evenly matched — OTTR and AVA and NWE each lead in 2 of 6 comparable metrics.

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.

MetricOTTR logoOTTROtter Tail Corpor…AVA logoAVAAvista CorporationPOR logoPORPortland General …NWE logoNWENorthwestern Ener…IDA logoIDAIDACORP, Inc.
RevenueTrailing 12 months$1.3B$1.9B$3.5B$1.6B$1.8B
EBITDAEarnings before interest/tax$466M$648M$1.1B$569M$649M
Net IncomeAfter-tax profit$280M$206M$251M$168M$332M
Free Cash FlowCash after capex$2M$417M$66M-$148M-$796M
Gross MarginGross profit ÷ Revenue+34.9%+45.9%+48.0%+61.9%+36.3%
Operating MarginEBIT ÷ Revenue+26.4%+18.9%+15.2%+19.2%+21.6%
Net MarginNet income ÷ Revenue+21.3%+10.7%+7.2%+10.2%+18.6%
FCF MarginFCF ÷ Revenue+0.1%+21.8%+1.9%-9.0%-44.6%
Rev. Growth (YoY)Latest quarter vs prior year+2.9%-7.6%-5.3%+6.6%-6.7%
EPS Growth (YoY)Latest quarter vs prior year+6.8%+14.3%-54.9%-17.6%+10.0%
Evenly matched — OTTR and AVA and NWE each lead in 2 of 6 comparable metrics.

Valuation Metrics

OTTR leads this category, winning 3 of 6 comparable 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 IDA's 5.17x — a lower PEG means you pay less per unit of expected earnings growth.

MetricOTTR logoOTTROtter Tail Corpor…AVA logoAVAAvista CorporationPOR logoPORPortland General …NWE logoNWENorthwestern Ener…IDA logoIDAIDACORP, Inc.
Market CapShares × price$3.7B$3.4B$5.6B$4.5B$7.9B
Enterprise ValueMkt cap + debt − cash$4.4B$6.7B$11.1B$7.7B$11.4B
Trailing P/EPrice ÷ TTM EPS13.41x17.22x17.62x24.63x24.27x
Forward P/EPrice ÷ next-FY EPS est.15.88x15.99x14.25x19.30x22.48x
PEG RatioP/E ÷ EPS growth rate0.59x3.74x1.78x5.17x
EV / EBITDAEnterprise value multiple9.49x10.49x9.80x13.44x17.38x
Price / SalesMarket cap ÷ Revenue2.83x1.72x1.67x2.77x4.38x
Price / BookPrice ÷ Book value/share1.99x1.23x1.30x1.54x2.19x
Price / FCFMarket cap ÷ FCF37.64x
OTTR leads this category, winning 3 of 6 comparable metrics.

Profitability & Efficiency

OTTR leads this category, winning 8 of 9 comparable metrics.

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 IDA's 4/9, reflecting solid financial health.

MetricOTTR logoOTTROtter Tail Corpor…AVA logoAVAAvista CorporationPOR logoPORPortland General …NWE logoNWENorthwestern Ener…IDA logoIDAIDACORP, Inc.
ROE (TTM)Return on equity+15.2%+7.6%+6.3%+5.8%+9.4%
ROA (TTM)Return on assets+7.1%+2.5%+1.9%+2.0%+4.3%
ROICReturn on invested capital+10.4%+4.5%+4.5%+4.0%+4.6%
ROCEReturn on capital employed+9.9%+4.7%+4.6%+4.4%+4.3%
Piotroski ScoreFundamental quality 0–945554
Debt / EquityFinancial leverage0.59x1.25x1.34x1.14x1.02x
Net DebtTotal debt minus cash$718M$3.4B$5.5B$3.3B$3.4B
Cash & Equiv.Liquid assets$386M$19M$76M$9M$216M
Total DebtShort + long-term debt$1.1B$3.4B$5.5B$3.3B$3.7B
Interest CoverageEBIT ÷ Interest expense7.32x2.47x2.38x2.25x2.85x
OTTR leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

IDA leads this category, winning 3 of 6 comparable metrics.

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 IDA at 11.8% vs AVA's 1.7% — a key indicator of consistent wealth creation.

MetricOTTR logoOTTROtter Tail Corpor…AVA logoAVAAvista CorporationPOR logoPORPortland General …NWE logoNWENorthwestern Ener…IDA logoIDAIDACORP, Inc.
YTD ReturnYear-to-date+8.6%+7.1%+1.4%+12.9%+13.9%
1-Year ReturnPast 12 months+17.9%+4.7%+19.1%+30.2%+26.1%
3-Year ReturnCumulative with dividends+19.4%+5.2%+6.7%+34.7%+39.8%
5-Year ReturnCumulative with dividends+98.1%+6.9%+15.8%+25.9%+54.4%
10-Year ReturnCumulative with dividends+241.8%+40.1%+57.6%+65.7%+132.6%
CAGR (3Y)Annualised 3-year return+6.1%+1.7%+2.2%+10.4%+11.8%
IDA leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

Evenly matched — AVA and NWE each lead in 1 of 2 comparable metrics.

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.

MetricOTTR logoOTTROtter Tail Corpor…AVA logoAVAAvista CorporationPOR logoPORPortland General …NWE logoNWENorthwestern Ener…IDA logoIDAIDACORP, Inc.
Beta (5Y)Sensitivity to S&P 5000.42x-0.00x0.09x0.24x0.15x
52-Week HighHighest price in past year$92.24$43.49$54.62$75.18$149.73
52-Week LowLowest price in past year$74.15$35.50$39.55$50.46$108.15
% of 52W HighCurrent price vs 52-week peak+95.2%+94.2%+89.0%+96.3%+95.6%
RSI (14)Momentum oscillator 0–10051.447.433.551.847.5
Avg Volume (50D)Average daily shares traded277K546K1.2M462K422K
Evenly matched — AVA and NWE each lead in 1 of 2 comparable metrics.

Analyst Outlook

AVA leads this category, winning 2 of 2 comparable metrics.

Analyst consensus: OTTR as "Hold", AVA as "Hold", POR as "Hold", NWE as "Hold", IDA as "Buy". 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%.

MetricOTTR logoOTTROtter Tail Corpor…AVA logoAVAAvista CorporationPOR logoPORPortland General …NWE logoNWENorthwestern Ener…IDA logoIDAIDACORP, Inc.
Analyst RatingConsensus buy/hold/sellHoldHoldHoldHoldBuy
Price TargetConsensus 12-month target$81.00$40.67$52.33$66.33$147.71
# AnalystsCovering analysts715231813
Dividend YieldAnnual dividend ÷ price+2.4%+4.8%+4.2%+3.6%+2.4%
Dividend StreakConsecutive years of raises1122112015
Dividend / ShareAnnual DPS$2.09$1.96$2.03$2.63$3.44
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%0.0%0.0%+0.0%
AVA leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

OTTR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). IDA leads in 1 (Total Returns). 2 tied.

Best OverallOtter Tail Corporation (OTTR)Leads 2 of 6 categories
Loading custom metrics...

OTTR vs AVA vs POR vs NWE vs IDA: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is OTTR or AVA or POR or NWE or IDA 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 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.

02

Which has the better valuation — OTTR or AVA or POR or NWE 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, 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 IDACORP, Inc. 's 4. 79x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — OTTR or AVA or POR or NWE or IDA?

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.

04

Which is safer — OTTR or AVA or POR or NWE or IDA?

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.

05

Which is growing faster — OTTR or AVA or POR or NWE or IDA?

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: IDACORP, Inc. grew EPS 7. 3% 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.

06

Which has better profit margins — OTTR or AVA or POR or NWE or IDA?

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.

07

Is OTTR or AVA or POR or NWE 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. 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, Portland General Electric Company (POR) trades at 14. 3x forward P/E versus 22. 5x for IDACORP, Inc. — 8. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for POR: 7. 6% to $52. 33.

08

Which pays a better dividend — OTTR or AVA or POR or NWE 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).

09

Is OTTR or AVA or POR or NWE 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.

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.

10

What are the main differences between OTTR and AVA and POR and NWE 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: 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; 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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OTTR

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Custom Screen

Beat Both

Find stocks that outperform OTTR and AVA and POR and NWE and IDA on the metrics below

Revenue Growth>
%
(OTTR: 2.9% · AVA: -7.6%)
Net Margin>
%
(OTTR: 21.3% · AVA: 10.7%)
P/E Ratio<
x
(OTTR: 13.4x · AVA: 17.2x)

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