BHF vs OTTR

Comparison between Brighthouse Financial Inc (BHF, Company) and Otter Tail Corporation (OTTR, Company).

BHF is from the Financial Services sector, while OTTR is from the Industrials sector.

5-Year PerformanceOTTR has outperformed BHF, delivering a return of +15.2% compared to +8.5%

BHF vs OTTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHF(COMPANY)	OTTR(COMPANY)
Market Cap	$3.76B	$3.76B
Max Drawdown	76.93%	66.70%
Sharpe Ratio	0.70	0.68
5Y Beta	1.08	0.44
Industry	Insurance - Life	Conglomerates
P/E Ratio	-61.07	13.39
Forward P/E	3.55	14.97
PEG Ratio	0.00	1.90
Dividend Yield	N/A	2.42%
5Y Dividends CAGR	N/A	12.43%
5Y EPS CAGR	-56.98%	22.03%
Debt to Equity	56.70%	59.92%
Free Cash Flow Yield	-2.88%	11.10%
P/S Ratio	0.62	2.86
P/B Ratio	0.68	1.99

Market Cap

BHF

$3.76B

Winner

OTTR

$3.76B

Max Drawdown

BHF

76.93%

Winner

OTTR

66.70%

Sharpe Ratio

Winner

BHF

0.70

OTTR

0.68

5Y Beta

BHF

1.08

Winner

OTTR

0.44

Industry

BHF

Insurance - Life

OTTR

Conglomerates

P/E Ratio

Winner

BHF

-61.07

OTTR

13.39

Forward P/E

Winner

BHF

3.55

OTTR

14.97

PEG Ratio

Winner

BHF

0.00

OTTR

1.90

Dividend Yield

BHF

N/A

OTTR

2.42%

5Y Dividends CAGR

BHF

N/A

OTTR

12.43%

5Y EPS CAGR

BHF

-56.98%

Winner

OTTR

22.03%

Debt to Equity

Winner

BHF

56.70%

OTTR

59.92%

Free Cash Flow Yield

BHF

-2.88%

Winner

OTTR

11.10%

P/S Ratio

Winner

BHF

0.62

OTTR

2.86

P/B Ratio

Winner

BHF

0.68

OTTR

1.99

BHF vs OTTR - Historical Returns

Returns include dividend reinvestment.

Period	BHF	OTTR
1 month	+3.42%	+1.60%
3 months	+4.82%	+5.57%
6 months	+1.54%	+3.49%
1 year	+37.53%	+21.58%
5 years(CAGR)	+8.47%	+15.16%
10 years(CAGR)	-0.81%	+13.43%
Max(CAGR)	-0.81%	+7.01%

Winner

BHF

+3.42%

OTTR

+1.60%

BHF

+4.82%

Winner

OTTR

+5.57%

BHF

+1.54%

Winner

OTTR

+3.49%

Winner

BHF

+37.53%

OTTR

+21.58%

5Y(CAGR)

BHF

+8.47%

Winner

OTTR

+15.16%

10Y(CAGR)

BHF

-0.81%

Winner

OTTR

+13.43%

Max(CAGR)

BHF

-0.81%

Winner

OTTR

+7.01%

BHF vs OTTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BHF	OTTR
2026	+0.79%	+12.18%
2025	+35.01%	+14.52%
2024	-9.07%	-11.95%
2023	+3.68%	+47.30%
2022	-3.72%	-13.45%
2021	+47.08%	+76.46%
2020	-7.69%	-14.66%
2019	+23.68%	+10.31%
2018	-47.15%	+16.76%
2017	-16.23%	+15.54%
2016	N/A	+60.66%
2015	N/A	-10.26%
2014	N/A	+12.14%
2013	N/A	+18.47%
2012	N/A	+18.49%
2011	N/A	+2.47%
2010	N/A	-5.41%
2009	N/A	+7.94%
2008	N/A	-27.30%
2007	N/A	+13.42%
2006	N/A	+9.88%
2005	N/A	+19.30%
2004	N/A	-1.15%
2003	N/A	+2.80%
2002	N/A	-2.23%
2001	N/A	+14.75%
2000	N/A	-21.53%
1999	N/A	-7.45%

BHF vs OTTR Drawdown Comparison

The maximum drawdown for BHF was -76.93%, occurring on Mar 20, 2020. This drawdown has not yet recovered.

The maximum drawdown for OTTR was -65.93%, occurring on Nov 20, 2008. Recovery took 1653 trading sessions.

The current BHF drawdown is -7.03%. The current OTTR drawdown is -5.61%.

Rank	BHF	OTTR
#1	-76.93% Jul 17, 2017 - Mar 20, 2020	-65.93% Jul 30, 2008 - Feb 24, 2015
#2	N/A	-53.30% Feb 7, 2000 - Dec 5, 2006
#3	N/A	-41.50% Nov 1, 2019 - Aug 16, 2021
#4	N/A	-35.12% Aug 18, 2022 - Jul 12, 2023
#5	N/A	-27.11% Jul 26, 2024 - Jan 2, 2025
#6	N/A	-24.20% Aug 8, 2023 - Feb 1, 2024
#7	N/A	-23.00% Feb 24, 2015 - Jun 10, 2016
#8	N/A	-19.74% Apr 25, 2007 - Aug 16, 2007
#9	N/A	-18.32% Feb 12, 2024 - Jul 26, 2024
#10	N/A	-18.29% Dec 31, 2021 - Aug 1, 2022
#11	N/A	-17.52% Nov 29, 2017 - May 30, 2018
#12	N/A	-15.71% Aug 17, 2007 - Apr 25, 2008
#13	N/A	-14.14% Nov 10, 1999 - Feb 4, 2000
#14	N/A	-12.95% Dec 9, 2016 - Jun 9, 2017
#15	N/A	-9.77% Dec 12, 2018 - Mar 11, 2019