Regulated Electric
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5 / 10Stock Comparison
PNW vs IDA vs POR vs WEC vs EVRG
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
PNW vs IDA vs POR vs WEC vs EVRG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $12.06B | $7.94B | $5.63B | $36.74B | $19.05B |
| Revenue (TTM) | $5.46B | $1.78B | $3.48B | $10.08B | $5.99B |
| Net Income (TTM) | $654M | $332M | $251M | $1.64B | $882M |
| Gross Margin | 40.7% | 36.3% | 48.0% | 55.7% | 41.5% |
| Operating Margin | 27.5% | 21.6% | 15.2% | 24.0% | 25.4% |
| Forward P/E | 21.1x | 22.5x | 14.3x | 20.2x | 19.5x |
| Total Debt | $17.85B | $3.66B | $5.53B | $22.31B | $15.44B |
| Cash & Equiv. | $7M | $216M | $76M | $28M | $25M |
PNW vs IDA vs POR vs WEC vs EVRG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Pinnacle West Capit… (PNW) | 100 | 127.8 | +27.8% |
| IDACORP, Inc. (IDA) | 100 | 153.6 | +53.6% |
| Portland General El… (POR) | 100 | 103.2 | +3.2% |
| WEC Energy Group, I… (WEC) | 100 | 122.9 | +22.9% |
| Evergy, Inc. (EVRG) | 100 | 134.1 | +34.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PNW vs IDA vs POR vs WEC vs EVRG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, PNW doesn't own a clear edge in any measured category.
IDA carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 132.6% 10Y total return vs WEC's 133.1%
- 18.6% margin vs POR's 7.2%
- +26.1% vs WEC's +6.2%
- 4.3% ROA vs POR's 1.9%, ROIC 4.6% vs 4.5%
POR is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 11 yrs, beta 0.09, yield 4.2%
- Lower volatility, beta 0.09, current ratio 1.08x
- PEG 1.44 vs PNW's 28.97
- Beta 0.09, yield 4.2%, current ratio 1.08x
WEC ranks third and is worth considering specifically for growth exposure.
- Rev growth 14.0%, EPS growth 0.0%, 3Y rev CAGR 0.7%
- 14.0% revenue growth vs POR's -1.9%
EVRG is the clearest fit if your priority is stability.
- Beta 0.06 vs IDA's 0.15
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.0% revenue growth vs POR's -1.9% | |
| Value | Lower P/E (14.3x vs 19.5x), PEG 1.44 vs 3.19 | |
| Quality / Margins | 18.6% margin vs POR's 7.2% | |
| Stability / Safety | Beta 0.06 vs IDA's 0.15 | |
| Dividends | 4.2% yield, 11-year raise streak, vs WEC's 3.1% | |
| Momentum (1Y) | +26.1% vs WEC's +6.2% | |
| Efficiency (ROA) | 4.3% ROA vs POR's 1.9%, ROIC 4.6% vs 4.5% |
PNW vs IDA vs POR vs WEC vs EVRG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PNW vs IDA vs POR vs WEC vs EVRG — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PNW leads in 1 of 6 categories
POR leads 1 • WEC leads 1 • IDA leads 0 • EVRG leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
PNW leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WEC is the larger business by revenue, generating $10.1B annually — 5.7x IDA's $1.8B. IDA is the more profitable business, keeping 18.6% of every revenue dollar as net income compared to POR's 7.2%. On growth, PNW holds the edge at +11.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $5.5B | $1.8B | $3.5B | $10.1B | $6.0B |
| EBITDAEarnings before interest/tax | $2.5B | $649M | $1.1B | $3.9B | $2.7B |
| Net IncomeAfter-tax profit | $654M | $332M | $251M | $1.6B | $882M |
| Free Cash FlowCash after capex | -$992M | -$796M | $66M | -$1.1B | -$1.1B |
| Gross MarginGross profit ÷ Revenue | +40.7% | +36.3% | +48.0% | +55.7% | +41.5% |
| Operating MarginEBIT ÷ Revenue | +27.5% | +21.6% | +15.2% | +24.0% | +25.4% |
| Net MarginNet income ÷ Revenue | +12.0% | +18.6% | +7.2% | +16.2% | +14.7% |
| FCF MarginFCF ÷ Revenue | -18.2% | -44.6% | +1.9% | -11.0% | -18.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.4% | -6.7% | -5.3% | +9.0% | +5.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +7.8% | +10.0% | -54.9% | +7.9% | +18.5% |
Valuation Metrics
POR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 17.6x trailing earnings, POR trades at a 27% valuation discount to IDA's 24.3x P/E. Adjusting for growth (PEG ratio), POR offers better value at 1.78x vs PNW's 28.97x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $12.1B | $7.9B | $5.6B | $36.7B | $19.1B |
| Enterprise ValueMkt cap + debt − cash | $29.9B | $11.4B | $11.1B | $59.0B | $34.5B |
| Trailing P/EPrice ÷ TTM EPS | 19.71x | 24.27x | 17.62x | 23.35x | 22.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.11x | 22.48x | 14.25x | 20.15x | 19.52x |
| PEG RatioP/E ÷ EPS growth rate | 28.97x | 5.17x | 1.78x | 4.70x | 3.70x |
| EV / EBITDAEnterprise value multiple | 14.32x | 17.38x | 9.80x | 15.32x | 12.72x |
| Price / SalesMarket cap ÷ Revenue | 2.26x | 4.38x | 1.67x | 3.75x | 3.22x |
| Price / BookPrice ÷ Book value/share | 1.71x | 2.19x | 1.30x | 2.63x | 1.88x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
WEC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
WEC delivers a 11.6% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $6 for POR. IDA carries lower financial leverage with a 1.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to PNW's 2.52x. On the Piotroski fundamental quality scale (0–9), POR scores 5/9 vs PNW's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +9.3% | +9.4% | +6.3% | +11.6% | +8.6% |
| ROA (TTM)Return on assets | +2.2% | +4.3% | +1.9% | +3.3% | +2.6% |
| ROICReturn on invested capital | +3.9% | +4.6% | +4.5% | +5.1% | +4.5% |
| ROCEReturn on capital employed | +4.3% | +4.3% | +4.6% | +5.4% | +4.9% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 | 5 | 5 | 4 |
| Debt / EquityFinancial leverage | 2.52x | 1.02x | 1.34x | 1.59x | 1.50x |
| Net DebtTotal debt minus cash | $17.8B | $3.4B | $5.5B | $22.3B | $15.4B |
| Cash & Equiv.Liquid assets | $7M | $216M | $76M | $28M | $25M |
| Total DebtShort + long-term debt | $17.8B | $3.7B | $5.5B | $22.3B | $15.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.75x | 2.85x | 2.38x | 2.87x | 2.46x |
Total Returns (Dividends Reinvested)
Evenly matched — IDA and EVRG each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IDA five years ago would be worth $15,444 today (with dividends reinvested), compared to $11,577 for POR. Over the past 12 months, IDA leads with a +26.1% total return vs WEC's +6.2%. The 3-year compound annual growth rate (CAGR) favors EVRG at 13.4% vs POR's 2.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +15.0% | +13.9% | +1.4% | +6.8% | +14.2% |
| 1-Year ReturnPast 12 months | +10.0% | +26.1% | +19.1% | +6.2% | +22.7% |
| 3-Year ReturnCumulative with dividends | +38.1% | +39.8% | +6.7% | +29.4% | +46.0% |
| 5-Year ReturnCumulative with dividends | +35.9% | +54.4% | +15.8% | +31.8% | +49.1% |
| 10-Year ReturnCumulative with dividends | +78.9% | +132.6% | +57.6% | +133.1% | +100.7% |
| CAGR (3Y)Annualised 3-year return | +11.4% | +11.8% | +2.2% | +9.0% | +13.4% |
Risk & Volatility
Evenly matched — WEC and EVRG each lead in 1 of 2 comparable metrics.
Risk & Volatility
WEC is the less volatile stock with a -0.03 beta — it tends to amplify market swings less than IDA's 0.15 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVRG currently trades 97.0% 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 | -0.03x | 0.15x | 0.09x | -0.03x | 0.06x |
| 52-Week HighHighest price in past year | $104.92 | $149.73 | $54.62 | $119.62 | $85.27 |
| 52-Week LowLowest price in past year | $85.32 | $108.15 | $39.55 | $100.61 | $63.29 |
| % of 52W HighCurrent price vs 52-week peak | +94.9% | +95.6% | +89.0% | +94.3% | +97.0% |
| RSI (14)Momentum oscillator 0–100 | 43.1 | 47.5 | 33.5 | 44.5 | 45.8 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 422K | 1.2M | 1.8M | 1.8M |
Analyst Outlook
Evenly matched — POR and WEC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PNW as "Hold", IDA as "Buy", POR as "Hold", WEC as "Hold", EVRG as "Hold". Consensus price targets imply 8.9% upside for WEC (target: $123) vs 3.1% for IDA (target: $148). For income investors, POR offers the higher dividend yield at 4.18% vs IDA's 2.40%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $103.11 | $147.71 | $52.33 | $122.78 | $89.00 |
| # AnalystsCovering analysts | 24 | 13 | 23 | 34 | 18 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +2.4% | +4.2% | +3.1% | +3.2% |
| Dividend StreakConsecutive years of raises | 1 | 15 | 11 | 23 | 6 |
| Dividend / ShareAnnual DPS | $3.47 | $3.44 | $2.03 | $3.50 | $2.62 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | 0.0% | +0.0% | 0.0% |
PNW leads in 1 of 6 categories (Income & Cash Flow). POR leads in 1 (Valuation Metrics). 3 tied.
PNW vs IDA vs POR vs WEC vs EVRG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PNW or IDA or POR or WEC or EVRG a better buy right now?
For growth investors, WEC Energy Group, Inc.
(WEC) is the stronger pick with 14. 0% revenue growth year-over-year, versus -1. 9% for Portland General Electric Company (POR). Portland General Electric Company (POR) offers the better valuation at 17. 6x trailing P/E (14. 3x 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 — PNW or IDA or POR or WEC or EVRG?
On trailing P/E, Portland General Electric Company (POR) is the cheapest at 17.
6x versus IDACORP, Inc. at 24. 3x. On forward P/E, Portland General Electric Company is actually cheaper at 14. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Portland General Electric Company wins at 1. 44x versus Pinnacle West Capital Corporation's 28. 97x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — PNW or IDA or POR or WEC or EVRG?
Over the past 5 years, IDACORP, Inc.
(IDA) delivered a total return of +54. 4%, compared to +15. 8% for Portland General Electric Company (POR). Over 10 years, the gap is even starker: WEC returned +133. 1% versus POR's +57. 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 — PNW or IDA or POR or WEC or EVRG?
By beta (market sensitivity over 5 years), WEC Energy Group, Inc.
(WEC) is the lower-risk stock at -0. 03β versus IDACORP, Inc. 's 0. 15β — meaning IDA is approximately -626% more volatile than WEC relative to the S&P 500. On balance sheet safety, IDACORP, Inc. (IDA) carries a lower debt/equity ratio of 102% versus 3% for Pinnacle West Capital Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — PNW or IDA or POR or WEC or EVRG?
By revenue growth (latest reported year), WEC Energy Group, Inc.
(WEC) is pulling ahead at 14. 0% versus -1. 9% for Portland General Electric Company (POR). On earnings-per-share growth, the picture is similar: IDACORP, Inc. grew EPS 7. 3% year-over-year, compared to -8. 3% for Portland General Electric Company. 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 — PNW or IDA or POR or WEC or EVRG?
IDACORP, Inc.
(IDA) is the more profitable company, earning 17. 8% net margin versus 9. 1% for Portland General Electric Company — meaning it keeps 17. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVRG leads at 25. 2% versus 16. 4% for POR. At the gross margin level — before operating expenses — WEC leads at 50. 5%, 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 PNW or IDA or POR or WEC or EVRG 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, Portland General Electric Company (POR) is the more undervalued stock at a PEG of 1. 44x versus Pinnacle West Capital Corporation's 28. 97x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. 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 WEC: 8. 9% to $122. 78.
08Which pays a better dividend — PNW or IDA or POR or WEC or EVRG?
All stocks in this comparison pay dividends.
Portland General Electric Company (POR) offers the highest yield at 4. 2%, versus 2. 4% for IDACORP, Inc. (IDA).
09Is PNW or IDA or POR or WEC or EVRG better for a retirement portfolio?
For long-horizon retirement investors, WEC Energy Group, Inc.
(WEC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 03), 3. 1% yield, +133. 1% 10Y return). Both have compounded well over 10 years (WEC: +133. 1%, POR: +57. 6%), 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 PNW and IDA and POR and WEC and EVRG?
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: PNW is a mid-cap income-oriented stock; IDA is a small-cap quality compounder stock; POR is a small-cap deep-value stock; WEC is a mid-cap income-oriented stock; EVRG is a mid-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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