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

Company Info

ISINUS55277P1049
CUSIP55277P104
SectorUtilities
IndustryUtilities—Diversified

Highlights

Market Cap$2.85B
EPS$3.25
PE Ratio24.22
Revenue (TTM)$673.93M
Gross Profit (TTM)$244.47M
EBITDA (TTM)$241.98M
Year Range$61.94 - $82.38
Target Price$62.00
Short %3.37%
Short Ratio1.40

Share Price Chart


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Compare to other instruments

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MGE Energy, Inc.

Popular comparisons: MGEE vs. OTTR, MGEE vs. ALE, MGEE vs. SRE

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.


-10.00%0.00%10.00%20.00%NovemberDecember2024FebruaryMarchApril
14.29%
17.40%
MGEE (MGE Energy, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

MGE Energy, Inc. had a return of 3.98% year-to-date (YTD) and 0.56% in the last 12 months. Over the past 10 years, MGE Energy, Inc. had an annualized return of 9.24%, while the S&P 500 had an annualized return of 10.43%, indicating that MGE Energy, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.98%5.29%
1 month1.13%-2.47%
6 months5.55%16.40%
1 year0.56%20.88%
5 years (annualized)4.58%11.60%
10 years (annualized)9.24%10.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-10.81%-2.02%24.58%
2023-5.41%4.55%3.56%-1.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MGEE is 48, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of MGEE is 4848
MGE Energy, Inc.(MGEE)
The Sharpe Ratio Rank of MGEE is 5050Sharpe Ratio Rank
The Sortino Ratio Rank of MGEE is 4545Sortino Ratio Rank
The Omega Ratio Rank of MGEE is 4444Omega Ratio Rank
The Calmar Ratio Rank of MGEE is 5151Calmar Ratio Rank
The Martin Ratio Rank of MGEE is 5050Martin 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.


MGEE
Sharpe ratio
The chart of Sharpe ratio for MGEE, currently valued at -0.01, compared to the broader market-2.00-1.000.001.002.003.00-0.01
Sortino ratio
The chart of Sortino ratio for MGEE, currently valued at 0.23, compared to the broader market-4.00-2.000.002.004.000.23
Omega ratio
The chart of Omega ratio for MGEE, currently valued at 1.03, compared to the broader market0.501.001.501.03
Calmar ratio
The chart of Calmar ratio for MGEE, currently valued at -0.00, compared to the broader market0.001.002.003.004.005.00-0.00
Martin ratio
The chart of Martin ratio for MGEE, currently valued at -0.04, compared to the broader market0.0010.0020.0030.00-0.04
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current MGE Energy, Inc. Sharpe ratio is -0.01. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.01
1.79
MGEE (MGE Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

MGE Energy, Inc. granted a 2.25% dividend yield in the last twelve months. The annual payout for that period amounted to $1.69 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.69$1.67$1.59$1.52$1.45$1.38$1.32$1.26$1.21$1.16$1.11$1.07

Dividend yield

2.25%2.31%2.26%1.84%2.06%1.75%2.20%2.00%1.85%2.49%2.43%2.78%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.43$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.26$0.00$0.00$0.26$0.00$0.00$0.27$0.00$0.00$0.27$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.3%
MGE Energy, Inc. has a dividend yield of 2.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%52.0%
MGE Energy, Inc. has a payout ratio of 52.00%, 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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2024FebruaryMarchApril
-99.92%
-4.42%
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 100.00%, occurring on Mar 27, 1980. The portfolio has not yet recovered.

The current MGE Energy, Inc. drawdown is 99.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-100%Mar 18, 19808Mar 27, 1980

Volatility

Volatility Chart

The current MGE Energy, Inc. volatility is 6.14%, 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.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
6.14%
3.35%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items