MGE Energy, Inc. (MGEE)

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MGE Energy, Inc. (MGEE) is down 4.0% since the beginning of the year. At $74 per share, MGEE is trading 18.7% below its 52-week high of $91. Investors who bought $1,000 worth of MGEE shares 5 years ago would now be looking at an investment worth $1,095.

MGE Energy, Inc. (MGEE) has returned -3.97% so far this year and -15.65% over the past 12 months. Over the last ten years, MGEE has returned 5.82% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Mar 26, 1990, MGEE's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Mar 2024 with a return of +24.6%, while the worst month was Sep 2022 at -14.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MGEE closed higher 47% of trading days. The best single day was Mar 17, 2020 with a return of +22.8%, while the worst single day was Mar 20, 2020 at -18.3%.

MGE Energy, Inc. has an annualized alpha of 7.15%, beta of 0.62, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.02%) than losses (27.66%) - typical of diversified or defensive assets.
• Beta of 0.62 may look defensive, but with R2 of 0.18 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MGEE ranks 9 for risk / return — in the bottom 9% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MGE Energy, Inc. (MGEE) and compare them to S&P 500 Index.

MGE Energy, Inc. provided a 2.55% dividend yield over the last twelve months, with an annual payout of $1.90 per share. The company has been increasing its dividends for 12 consecutive years.

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.

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.

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 33.91%, occurring on Mar 12, 2020. Recovery took 353 trading sessions.

The current MGE Energy, Inc. drawdown is 28.58%.

The chart below shows the rolling one-month volatility.

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.

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.