PortfoliosLab logo
MGE Energy, Inc. (MGEE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US55277P1049

CUSIP

55277P104

Sector

Utilities

IPO Date

Mar 26, 1990

Highlights

Market Cap

$3.28B

EPS (TTM)

$3.33

PE Ratio

26.98

Total Revenue (TTM)

$485.61M

Gross Profit (TTM)

$178.80M

EBITDA (TTM)

$200.16M

Year Range

$71.23 - $108.21

Target Price

$75.33

Short %

4.13%

Short Ratio

7.59

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MGE Energy, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,200.00%1,300.00%1,400.00%1,500.00%1,600.00%1,700.00%NovemberDecember2025FebruaryMarchApril
1,246.19%
1,536.47%
MGEE (MGE Energy, Inc.)
Benchmark (^GSPC)

Returns By Period

MGE Energy, Inc. had a return of -3.90% year-to-date (YTD) and 18.12% in the last 12 months. Over the past 10 years, MGE Energy, Inc. had an annualized return of 10.02%, which was very close to the S&P 500 benchmark's annualized return of 10.15%.


MGEE

YTD

-3.90%

1M

-2.85%

6M

0.01%

1Y

18.12%

5Y*

8.16%

10Y*

10.02%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of MGEE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-4.37%2.66%1.29%-3.35%-3.90%
2024-10.81%-1.35%24.58%-0.51%2.87%-6.75%17.56%-0.78%5.47%-1.05%15.74%-9.90%32.80%
20233.85%-2.63%9.73%-1.36%-5.80%10.24%1.43%-9.21%-5.41%4.55%3.56%-1.95%5.10%
2022-5.86%-6.49%10.79%-2.41%2.43%-1.94%4.56%-4.86%-14.79%3.75%6.38%-2.24%-12.57%
2021-9.07%0.60%12.07%4.79%0.78%-0.77%4.94%3.59%-8.74%3.25%-3.85%13.31%19.90%
20201.41%-10.34%-8.23%-1.24%5.55%-4.98%2.82%-1.46%-3.59%3.77%6.17%1.98%-9.30%
20197.25%-0.08%6.34%-0.26%-1.79%10.33%1.46%2.77%5.30%-3.54%1.07%1.68%34.04%
2018-5.23%-11.68%6.86%3.48%3.31%5.70%1.51%2.80%-2.44%-2.15%6.33%-9.28%-2.90%
2017-2.53%0.95%1.64%-1.08%1.73%-1.15%3.42%-3.95%1.57%2.24%0.41%-4.39%-1.48%
20164.42%0.75%7.64%-4.59%2.32%11.45%-0.65%-1.61%2.86%3.43%1.79%10.30%43.86%
20150.64%-5.52%2.85%-6.41%-5.95%0.00%2.45%-2.33%7.10%0.19%6.06%6.74%4.65%
2014-1.34%2.35%1.68%-2.57%-1.07%5.25%-4.78%7.70%-7.38%19.35%-0.40%3.64%21.87%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MGEE is 75, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MGEE is 7575
Overall Rank
The Sharpe Ratio Rank of MGEE is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of MGEE is 7272
Sortino Ratio Rank
The Omega Ratio Rank of MGEE is 6969
Omega Ratio Rank
The Calmar Ratio Rank of MGEE is 8282
Calmar Ratio Rank
The Martin Ratio Rank of MGEE is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MGE Energy, Inc. (MGEE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for MGEE, currently valued at 0.75, compared to the broader market-2.00-1.000.001.002.003.00
MGEE: 0.75
^GSPC: 0.46
The chart of Sortino ratio for MGEE, currently valued at 1.20, compared to the broader market-6.00-4.00-2.000.002.004.00
MGEE: 1.20
^GSPC: 0.77
The chart of Omega ratio for MGEE, currently valued at 1.15, compared to the broader market0.501.001.502.00
MGEE: 1.15
^GSPC: 1.11
The chart of Calmar ratio for MGEE, currently valued at 0.84, compared to the broader market0.001.002.003.004.005.00
MGEE: 0.84
^GSPC: 0.47
The chart of Martin ratio for MGEE, currently valued at 1.79, compared to the broader market-5.000.005.0010.0015.0020.00
MGEE: 1.79
^GSPC: 1.94

The current MGE Energy, Inc. Sharpe ratio is 0.75. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of MGE Energy, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.75
0.46
MGEE (MGE Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

MGE Energy, Inc. provided a 1.98% dividend yield over the last twelve months, with an annual payout of $1.78 per share. The company has been increasing its dividends for 28 consecutive years, earning it the status of a dividend aristocrat.


1.80%2.00%2.20%2.40%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.78$1.76$1.68$1.60$1.52$1.44$1.38$1.32$1.26$1.21$1.16$1.11

Dividend yield

1.98%1.87%2.32%2.27%1.85%2.06%1.75%2.20%2.00%1.85%2.49%2.43%

Monthly Dividends

The table displays the monthly dividend distributions for MGE Energy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.45$0.00$0.00$0.45
2024$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.76
2023$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.43$0.00$0.00$0.43$0.00$1.68
2022$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.41$0.00$0.00$0.41$0.00$1.60
2021$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.52
2020$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.44
2019$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.35$0.00$0.00$0.35$0.00$1.38
2018$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.34$0.00$0.00$0.34$0.00$1.32
2017$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.32$0.00$1.26
2016$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.21
2015$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.16
2014$0.27$0.00$0.00$0.27$0.00$0.00$0.28$0.00$0.00$0.28$0.00$1.11

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
MGEE: 2.0%
MGE Energy, Inc. has a dividend yield of 1.98%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
MGEE: 53.5%
MGE Energy, Inc. has a payout ratio of 53.45%, which is quite average when compared to the overall market. This suggests that MGE Energy, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.16%
-10.07%
MGEE (MGE Energy, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MGE Energy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MGE Energy, Inc. was 38.18%, occurring on Mar 15, 2000. Recovery took 326 trading sessions.

The current MGE Energy, Inc. drawdown is 16.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.18%Mar 13, 19961012Mar 15, 2000326Jun 29, 20011338
-33.91%Feb 19, 202017Mar 12, 2020353Aug 5, 2021370
-28.58%Jul 12, 2005919Mar 5, 2009384Sep 13, 20101303
-27.23%Aug 22, 202237Oct 12, 2022440Jul 16, 2024477
-22.14%Jun 16, 2017177Feb 28, 2018132Sep 6, 2018309

Volatility

Volatility Chart

The current MGE Energy, Inc. volatility is 6.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
6.57%
14.23%
MGEE (MGE Energy, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of MGE Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how MGE Energy, Inc. is priced in the market compared to other companies in the Utilities - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
MGEE: 27.0
The chart displays the Price-to-Earnings (P/E) ratio for MGEE, comparing it with other companies in the Utilities - Diversified industry. Currently, MGEE has a P/E ratio of 27.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
MGEE: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for MGEE compared to other companies in the Utilities - Diversified industry. MGEE currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
MGEE: 5.0
This chart shows the Price-to-Sales (P/S) ratio for MGEE relative to other companies in the Utilities - Diversified industry. Currently, MGEE has a P/S ratio of 5.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
1.02.03.04.05.0
MGEE: 2.7
The chart illustrates the Price-to-Book (P/B) ratio for MGEE in comparison with other companies in the Utilities - Diversified industry. Currently, MGEE has a P/B value of 2.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items