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MGEE vs. OTTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MGEE and OTTR is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

MGEE vs. OTTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MGE Energy, Inc. (MGEE) and Otter Tail Corporation (OTTR). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%SeptemberOctoberNovemberDecember2025February
1,071.13%
2,842.31%
MGEE
OTTR

Key characteristics

Sharpe Ratio

MGEE:

1.50

OTTR:

-0.57

Sortino Ratio

MGEE:

2.69

OTTR:

-0.65

Omega Ratio

MGEE:

1.34

OTTR:

0.92

Calmar Ratio

MGEE:

1.91

OTTR:

-0.58

Martin Ratio

MGEE:

6.63

OTTR:

-0.94

Ulcer Index

MGEE:

6.88%

OTTR:

16.69%

Daily Std Dev

MGEE:

30.40%

OTTR:

27.70%

Max Drawdown

MGEE:

-38.18%

OTTR:

-65.96%

Current Drawdown

MGEE:

-16.24%

OTTR:

-21.81%

Fundamentals

Market Cap

MGEE:

$3.30B

OTTR:

$3.25B

EPS

MGEE:

$3.24

OTTR:

$7.12

PE Ratio

MGEE:

27.84

OTTR:

10.91

PEG Ratio

MGEE:

0.00

OTTR:

2.03

Total Revenue (TTM)

MGEE:

$505.53M

OTTR:

$1.03B

Gross Profit (TTM)

MGEE:

$167.44M

OTTR:

$371.00M

EBITDA (TTM)

MGEE:

$209.43M

OTTR:

$410.12M

Returns By Period

In the year-to-date period, MGEE achieves a -3.99% return, which is significantly lower than OTTR's 5.20% return. Over the past 10 years, MGEE has underperformed OTTR with an annualized return of 9.65%, while OTTR has yielded a comparatively higher 12.94% annualized return.


MGEE

YTD

-3.99%

1M

-1.09%

6M

7.33%

1Y

42.75%

5Y*

4.58%

10Y*

9.65%

OTTR

YTD

5.20%

1M

4.32%

6M

-13.27%

1Y

-16.90%

5Y*

10.53%

10Y*

12.94%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

MGEE vs. OTTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MGEE
The Risk-Adjusted Performance Rank of MGEE is 8787
Overall Rank
The Sharpe Ratio Rank of MGEE is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of MGEE is 8888
Sortino Ratio Rank
The Omega Ratio Rank of MGEE is 8686
Omega Ratio Rank
The Calmar Ratio Rank of MGEE is 8989
Calmar Ratio Rank
The Martin Ratio Rank of MGEE is 8585
Martin Ratio Rank

OTTR
The Risk-Adjusted Performance Rank of OTTR is 1818
Overall Rank
The Sharpe Ratio Rank of OTTR is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of OTTR is 1616
Sortino Ratio Rank
The Omega Ratio Rank of OTTR is 1818
Omega Ratio Rank
The Calmar Ratio Rank of OTTR is 1313
Calmar Ratio Rank
The Martin Ratio Rank of OTTR is 2424
Martin 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.

MGEE vs. OTTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MGE Energy, Inc. (MGEE) and Otter Tail Corporation (OTTR). 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.


Sharpe ratio
The chart of Sharpe ratio for MGEE, currently valued at 1.50, compared to the broader market-2.000.002.004.001.50-0.57
The chart of Sortino ratio for MGEE, currently valued at 2.69, compared to the broader market-4.00-2.000.002.004.002.69-0.65
The chart of Omega ratio for MGEE, currently valued at 1.34, compared to the broader market0.501.001.502.001.340.92
The chart of Calmar ratio for MGEE, currently valued at 1.91, compared to the broader market0.002.004.006.001.91-0.58
The chart of Martin ratio for MGEE, currently valued at 6.63, compared to the broader market-30.00-20.00-10.000.0010.0020.0030.006.63-0.94
MGEE
OTTR

The current MGEE Sharpe Ratio is 1.50, which is higher than the OTTR Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of MGEE and OTTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.50
-0.57
MGEE
OTTR

Dividends

MGEE vs. OTTR - Dividend Comparison

MGEE's dividend yield for the trailing twelve months is around 1.95%, less than OTTR's 2.41% yield.


TTM20242023202220212020201920182017201620152014
MGEE
MGE Energy, Inc.
1.95%1.87%2.32%2.27%1.85%2.06%1.75%2.20%2.00%1.85%2.49%2.43%
OTTR
Otter Tail Corporation
2.41%2.54%2.06%2.81%2.18%3.47%2.73%2.70%2.88%3.07%4.62%3.91%

Drawdowns

MGEE vs. OTTR - Drawdown Comparison

The maximum MGEE drawdown since its inception was -38.18%, smaller than the maximum OTTR drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for MGEE and OTTR. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-16.24%
-21.81%
MGEE
OTTR

Volatility

MGEE vs. OTTR - Volatility Comparison

MGE Energy, Inc. (MGEE) has a higher volatility of 10.20% compared to Otter Tail Corporation (OTTR) at 7.61%. This indicates that MGEE's price experiences larger fluctuations and is considered to be riskier than OTTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
10.20%
7.61%
MGEE
OTTR

Financials

MGEE vs. OTTR - Financials Comparison

This section allows you to compare key financial metrics between MGE Energy, Inc. and Otter Tail Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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