- ISIN
- US6896481032
- CUSIP
- 689648103
- Sector
- Utilities
- Industry
- Utilities - Diversified
- IPO Date
- Mar 26, 1990
Highlights
- Market Cap
- $3.71B
- Enterprise Value
- $4.72B
- EPS (TTM)
- $6.66
- PE Ratio
- 13.25
- PEG Ratio
- 0.93
- Total Revenue (TTM)
- $1.31B
- Gross Profit (TTM)
- $458.32M
- EBITDA (TTM)
- $477.57M
- Year Range
- $74.15 - $92.24
- Target Price
- $81.00
- ROA (TTM)
- 6.75%
- ROE (TTM)
- 14.70%
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
OTTR Performance Chart
Otter Tail Corporation (OTTR) is up 10.6% since the beginning of the year. At $88 per share, OTTR is trading 4.4% below its 52-week high of $92. Investors who bought $1,000 worth of OTTR shares 5 years ago would now be looking at an investment worth $2,083.
Loading charts...
Returns By Period
Otter Tail Corporation (OTTR) has returned 10.60% so far this year and 18.25% over the past 12 months. Over the last ten years, OTTR has had an annualized return of 13.73%, just under the S&P 500 Index benchmark’s 13.88%.
Otter Tail Corporation
- 1D
- 0.81%
- 1M
- 0.98%
- YTD
- 10.60%
- 6M
- 8.05%
- 1Y
- 18.25%
- 3Y*
- 8.62%
- 5Y*
- 15.81%
- 10Y*
- 13.73%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
OTTR Monthly Returns History
Based on dividend-adjusted daily data since Mar 26, 1990, OTTR's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2000 with a return of +30.4%, while the worst month was Mar 2000 at -46.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, OTTR closed higher 48% of trading days. The best single day was Mar 17, 2020 with a return of +24.9%, while the worst single day was Mar 16, 2000 at -43.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.33% | -3.92% | 3.14% | 1.67% | -2.27% | 1.79% | 10.60% | ||||||
| 2025 | 4.33% | 4.17% | 0.80% | -1.23% | -2.11% | -0.12% | 0.12% | 9.52% | -2.41% | -5.79% | 7.11% | -1.69% | 12.32% |
| 2024 | 6.41% | 0.57% | -4.49% | -1.20% | 6.53% | -3.18% | 10.65% | -12.30% | -7.56% | 0.46% | 3.31% | -8.43% | -11.20% |
| 2023 | 9.27% | 11.27% | 1.95% | -0.44% | 3.72% | 6.40% | 2.60% | 2.17% | -7.83% | 1.34% | -0.25% | 11.35% | 48.09% |
| 2022 | -11.23% | -1.76% | 1.03% | -7.26% | 13.57% | 2.66% | 4.68% | 8.06% | -18.56% | 9.59% | -10.88% | -1.54% | -15.61% |
| 2021 | -6.85% | 3.03% | 13.94% | 2.30% | 2.42% | 1.75% | 4.06% | 8.82% | 2.00% | 10.79% | 6.07% | 9.22% | 72.84% |
Benchmark Metrics
Otter Tail Corporation has an annualized alpha of 5.37%, beta of 0.73, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since March 26, 1990.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (51.55%) than losses (43.13%) - typical of diversified or defensive assets.
- 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.
- Alpha
- 5.37%
- Beta
- 0.73
- R²
- 0.18
- Upside Capture
- 51.55%
- Downside Capture
- 43.13%
Return for Risk
Risk / Return Rank
OTTR ranks 67 for risk / return — better than 67% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTTR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.37 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.78 | -1.34 |
| Martin ratioReturn relative to average drawdown | 4.23 | 12.44 | -8.21 |
Dividends
Dividend History
Otter Tail Corporation provided a 2.50% dividend yield over the last twelve months, with an annual payout of $2.21 per share. The company has been increasing its dividends for 24 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.21 | $2.10 | $1.87 | $1.75 | $1.65 | $1.56 | $1.48 | $1.40 | $1.34 | $1.28 | $1.25 | $1.23 |
Dividend yield | 2.50% | 2.60% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% |
Monthly Dividends
The table displays the monthly dividend distributions for Otter Tail Corporation. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $1.16 | ||||||
| 2025 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $2.10 |
| 2024 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $1.87 |
| 2023 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $1.75 |
| 2022 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $1.65 |
| 2021 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.56 |
Dividend Yield & Payout
Dividend Yield
Otter Tail Corporation has a dividend yield of 2.50%, which is quite average when compared to the overall market.
Payout Ratio
Otter Tail Corporation has a payout ratio of 32.21%, which is quite average when compared to the overall market. This suggests that Otter Tail Corporation 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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Otter Tail Corporation. 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 Otter Tail Corporation was 65.96%, occurring on Nov 20, 2008. Recovery took 1573 trading sessions.
The current Otter Tail Corporation drawdown is 7.68%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -65.96%Nov 2008 | 3mo 22d | 6y 3mo | 6y 6moJul 2008 - Feb 2015 |
Dot-com crash2000–2002 | -56.38%Apr 2000 | 6mo 23d | 6y 10mo | 7y 5moSep 1999 - Feb 2007 |
COVID crash2020 | -41.50%Mar 2020 | 4mo 13d | 1y 5mo | 1y 9moNov 2019 - Aug 2021 |
Bear market2022 | -35.12%Nov 2022 | 2mo 21d | 8mo 6d | 10mo 27dAug 2022 - Jul 2023 |
2025 bear market2025 | -27.09%Jan 2025 | 5mo 7d | — | 1y 10moJul 2024 - now |
Drawdown Indicators
| OTTR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.96% | -56.78% | -9.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -9.10% | -3.60% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -18.90% | -8.19% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -25.43% | -9.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -33.92% | -7.58% |
Current DrawdownCurrent decline from peak | -7.68% | -1.80% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -17.92% | -10.71% | -7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 2.03% | +2.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Otter Tail Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Otter Tail Corporation 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
The chart displays the Price-to-Earnings (P/E) ratio for OTTR, comparing it with other companies in the Utilities - Diversified industry. Currently, OTTR has a P/E ratio of 13.2. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for OTTR compared to other companies in the Utilities - Diversified industry. OTTR currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OTTR relative to other companies in the Utilities - Diversified industry. Currently, OTTR has a P/S ratio of 2.8. 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
The chart illustrates the Price-to-Book (P/B) ratio for OTTR in comparison with other companies in the Utilities - Diversified industry. Currently, OTTR has a P/B value of 1.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |
Build a portfolio with OTTR
Add Otter Tail Corporation to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with OTTR