MGEE vs. IMO
Compare and contrast key facts about MGE Energy, Inc. (MGEE) and Imperial Oil Limited (IMO).
Performance
MGEE vs. IMO - Performance Comparison
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MGEE vs. IMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGEE MGE Energy, Inc. | -0.33% | -14.75% | 32.80% | 5.10% | -12.57% | 19.90% | -9.30% | 34.04% | -2.90% | -1.48% |
IMO Imperial Oil Limited | 50.22% | 43.85% | 10.47% | 20.89% | 38.00% | 95.29% | -25.37% | 7.16% | -17.21% | -8.36% |
Fundamentals
MGEE:
$3.68
IMO:
$6.51
MGEE:
21.11
IMO:
19.82
MGEE:
3.35
IMO:
0.45
MGEE:
3.92
IMO:
1.42
MGEE:
$725.52M
IMO:
$45.60B
MGEE:
$407.22M
IMO:
$6.60B
MGEE:
$300.05M
IMO:
$6.84B
Returns By Period
In the year-to-date period, MGEE achieves a -0.33% return, which is significantly lower than IMO's 50.22% return. Over the past 10 years, MGEE has underperformed IMO with an annualized return of 6.40%, while IMO has yielded a comparatively higher 17.69% annualized return.
MGEE
- 1D
- 0.54%
- 1M
- -5.06%
- YTD
- -0.33%
- 6M
- -5.36%
- 1Y
- -14.50%
- 3Y*
- 2.24%
- 5Y*
- 3.95%
- 10Y*
- 6.40%
IMO
- 1D
- -1.42%
- 1M
- 9.12%
- YTD
- 50.22%
- 6M
- 44.84%
- 1Y
- 81.22%
- 3Y*
- 40.11%
- 5Y*
- 42.26%
- 10Y*
- 17.69%
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Return for Risk
MGEE vs. IMO — Risk / Return Rank
MGEE
IMO
MGEE vs. IMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MGE Energy, Inc. (MGEE) and Imperial Oil Limited (IMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MGEE | IMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.77 | 2.78 | -3.54 |
Sortino ratioReturn per unit of downside risk | -1.00 | 3.25 | -4.25 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.44 | -0.55 |
Calmar ratioReturn relative to maximum drawdown | -0.70 | 4.57 | -5.27 |
Martin ratioReturn relative to average drawdown | -1.43 | 13.70 | -15.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MGEE | IMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.77 | 2.78 | -3.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 1.30 | -1.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.50 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.44 | -0.05 |
Correlation
The correlation between MGEE and IMO is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MGEE vs. IMO - Dividend Comparison
MGEE's dividend yield for the trailing twelve months is around 2.41%, more than IMO's 1.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGEE MGE Energy, Inc. | 2.41% | 2.36% | 1.87% | 2.31% | 2.26% | 1.84% | 2.06% | 1.75% | 2.20% | 2.00% | 1.85% | 2.49% |
IMO Imperial Oil Limited | 1.71% | 2.40% | 2.84% | 2.73% | 2.30% | 2.28% | 3.50% | 2.41% | 2.36% | 2.02% | 1.70% | 1.66% |
Drawdowns
MGEE vs. IMO - Drawdown Comparison
The maximum MGEE drawdown since its inception was -33.91%, smaller than the maximum IMO drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for MGEE and IMO.
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Drawdown Indicators
| MGEE | IMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.91% | -84.82% | +50.91% |
Max Drawdown (1Y)Largest decline over 1 year | -20.77% | -18.10% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -30.88% | -29.72% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -76.96% | +43.05% |
Current DrawdownCurrent decline from peak | -25.87% | -1.42% | -24.45% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -21.27% | +13.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.20% | 6.03% | +4.17% |
Volatility
MGEE vs. IMO - Volatility Comparison
MGE Energy, Inc. (MGEE) has a higher volatility of 7.75% compared to Imperial Oil Limited (IMO) at 5.77%. This indicates that MGEE's price experiences larger fluctuations and is considered to be riskier than IMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGEE | IMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 5.77% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 20.15% | -6.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 29.42% | -10.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.96% | 32.63% | -9.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.31% | 35.47% | -8.16% |
Financials
MGEE vs. IMO - Financials Comparison
This section allows you to compare key financial metrics between MGE Energy, Inc. and Imperial Oil Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MGEE vs. IMO - Profitability Comparison
MGEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MGE Energy, Inc. reported a gross profit of 58.20M and revenue of 175.68M. Therefore, the gross margin over that period was 33.1%.
IMO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Imperial Oil Limited reported a gross profit of 1.92B and revenue of 11.27B. Therefore, the gross margin over that period was 17.0%.
MGEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MGE Energy, Inc. reported an operating income of 52.08M and revenue of 175.68M, resulting in an operating margin of 29.7%.
IMO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Imperial Oil Limited reported an operating income of 624.49M and revenue of 11.27B, resulting in an operating margin of 5.5%.
MGEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MGE Energy, Inc. reported a net income of 44.50M and revenue of 175.68M, resulting in a net margin of 25.3%.
IMO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Imperial Oil Limited reported a net income of 491.60M and revenue of 11.27B, resulting in a net margin of 4.4%.