MGE Energy, Inc. (MGEE)
Company Info
| ISIN | US55277P1049 |
|---|---|
| CUSIP | 55277P104 |
| Sector | Utilities |
| Industry | Utilities - Diversified |
| IPO Date | Mar 26, 1990 |
Highlights
| Market Cap | $3.85B |
|---|---|
| EPS (TTM) | $3.27 |
| PE Ratio | 32.48 |
| Total Revenue (TTM) | $1.03B |
| Gross Profit (TTM) | $389.25M |
| EBITDA (TTM) | $371.00M |
| Year Range | $61.02 - $107.17 |
| Target Price | $75.00 |
| Short % | 4.62% |
| Short Ratio | 13.92 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: MGEE vs. OTTR, MGEE vs. ALE, MGEE vs. SRE, MGEE vs. IMO, MGEE vs. WEC
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.
Returns By Period
MGE Energy, Inc. had a return of 49.45% year-to-date (YTD) and 51.83% in the last 12 months. Over the past 10 years, MGE Energy, Inc. had an annualized return of 11.65%, while the S&P 500 benchmark had an annualized return of 11.43%, indicating that MGE Energy, Inc. performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 49.45% | 25.82% |
| 1 month | 17.32% | 3.20% |
| 6 months | 31.61% | 14.94% |
| 1 year | 51.83% | 35.92% |
| 5 years (annualized) | 9.69% | 14.22% |
| 10 years (annualized) | 11.65% | 11.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -10.81% | -1.35% | 24.58% | -0.51% | 2.87% | -6.75% | 17.56% | -0.78% | 5.47% | -1.05% | 49.45% | ||
| 2023 | 3.85% | -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% |
| 2020 | 1.41% | -10.34% | -8.23% | -1.24% | 5.55% | -4.98% | 2.82% | -1.46% | -3.59% | 3.77% | 6.17% | 1.98% | -9.30% |
| 2019 | 7.25% | -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% |
| 2016 | 4.42% | 0.75% | 7.64% | -4.59% | 2.32% | 11.45% | -0.65% | -1.61% | 2.86% | 3.43% | 1.79% | 10.30% | 43.86% |
| 2015 | 0.64% | -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% |
| 2013 | 2.83% | 2.46% | 3.28% | 0.74% | -4.44% | 2.60% | 7.21% | -11.24% | 4.68% | 3.23% | -0.64% | 3.15% | 13.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MGEE is 87, placing it in the top 13% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
MGE Energy, Inc. provided a 1.64% dividend yield over the last twelve months, with an annual payout of $1.74 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.74 | $1.68 | $1.60 | $1.52 | $1.44 | $1.38 | $1.32 | $1.26 | $1.21 | $1.16 | $1.11 | $0.00 |
Dividend yield | 1.64% | 2.32% | 2.27% | 1.85% | 2.06% | 1.75% | 2.20% | 2.00% | 1.85% | 2.49% | 2.43% | 0.00% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $1.31 | |
| 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 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.11 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.18% | Mar 13, 1996 | 1012 | Mar 15, 2000 | 326 | Jun 29, 2001 | 1338 |
| -33.91% | Feb 19, 2020 | 17 | Mar 12, 2020 | 353 | Aug 5, 2021 | 370 |
| -28.58% | Jul 12, 2005 | 919 | Mar 5, 2009 | 384 | Sep 13, 2010 | 1303 |
| -27.23% | Aug 22, 2022 | 37 | Oct 12, 2022 | 439 | Jul 16, 2024 | 476 |
| -22.14% | Jun 16, 2017 | 177 | Feb 28, 2018 | 132 | Sep 6, 2018 | 309 |
Volatility
Volatility Chart
The current MGE Energy, Inc. volatility is 10.56%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of MGE Energy, Inc. compared to its peers in the Utilities - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for MGEE in comparison to other companies of the Utilities - Diversified industry. Currently, MGEE has a PE value of 32.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for MGEE in comparison to other companies of the Utilities - Diversified industry. Currently, MGEE has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for MGE Energy, Inc..
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Income Statement
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