COMP <GO>
OTTR vs DUK // EV/EBITDA & P/E VALUATION
Otter Tail Corporation (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: OTTR 5
— DUK 6
▲ EV/EBITDA & P/E VALUATION LEADER: DUK
LAST: $90.42 (+0.87%) • MKT CAP: $3.80B
valuation
9.9x
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTTR VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTTR | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.50% | 5.20% | +13.30 | OTTR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.9x | 8.7x | +1.20 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 10.17% | -1.73% | +11.90 | OTTR | /fcf-yield <GO> |
| Operating Margin | 26.50% | 31.40% | -4.90 | DUK | /operating-margins <GO> |
| Net Profit Margin | 21.20% | 18.10% | +3.10 | OTTR | /net-margins <GO> |
| Revenue Growth (YoY) | -2.00% | 3.30% | -5.30 | DUK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.32% | 3.40% | -1.08 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | OTTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 63.8 | -9.41 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 18.4x | -5.60 | OTTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.80B | $98.16B | -$94.37B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTTR REV | DUK REV | OTTR GROSS % | DUK GROSS % | OTTR FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.30B | $0 | — | — | $386.0M | -$1.69B |
| FY 2024 | $1.33B | $0 | — | — | $452.7M | $48.0M |
| FY 2023 | $1.35B | $0 | — | — | $404.5M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTTR // BETA —
DUK // BETA 0.76