MGEE vs. OTTR
MGEE (MGE Energy, Inc.) and OTTR (Otter Tail Corporation) are both stocks. Both operate in the Utilities - Diversified industry within the Utilities sector. Over the past 10 years, MGEE returned 5.68%/yr vs 12.95%/yr for OTTR. Their 0.45 correlation means their historical movements had little consistent relationship.
Performance
MGEE vs. OTTR - Performance Comparison
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Returns By Period
In the year-to-date period, MGEE achieves a 2.65% return, which is significantly lower than OTTR's 10.86% return. Over the past 10 years, MGEE has underperformed OTTR with an annualized return of 5.68%, while OTTR has yielded a comparatively higher 12.95% annualized return.
MGEE
- 1D
- 0.04%
- 1M
- -5.58%
- 6M
- 0.77%
- YTD
- 2.65%
- 1Y
- -3.04%
- 3Y*
- 2.30%
- 5Y*
- 2.57%
- 10Y*
- 5.68%
- ALL TIME*
- 10.27%
OTTR
- 1D
- -1.10%
- 1M
- -3.25%
- 6M
- 0.48%
- YTD
- 10.86%
- 1Y
- 20.50%
- 3Y*
- 2.26%
- 5Y*
- 14.51%
- 10Y*
- 12.95%
- ALL TIME*
- 8.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MGEE MGE Energy, Inc. | $16.16M | $16.12M | $24.64M |
| $15.83M | $19.91M | $22.85M |
MGEE vs. OTTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGEE MGE Energy, Inc. | 2.65% | -14.75% | 32.80% | 5.10% | -12.57% | 19.90% | -9.30% | 34.04% | -2.90% | -1.48% |
OTTR Otter Tail Corporation | 10.86% | 12.32% | -11.20% | 48.09% | -15.61% | 72.84% | -14.06% | 6.24% | 15.04% | 12.44% |
Correlation
The correlation between MGEE and OTTR is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.45 |
The correlation between MGEE and OTTR shifts across timeframes, from 0.45 (all time) to 0.62 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
MGEE:
$3.00B
OTTR:
$3.71B
MGEE:
$3.90
OTTR:
$6.66
MGEE:
20.38
OTTR:
13.28
MGEE:
3.24
OTTR:
0.93
MGEE:
3.79
OTTR:
2.83
MGEE:
2.33
OTTR:
1.95
MGEE:
$767.39M
OTTR:
$1.31B
MGEE:
$744.92M
OTTR:
$458.32M
MGEE:
$282.54M
OTTR:
$477.57M
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Return for Risk
MGEE vs. OTTR — Risk / Return Rank
MGEE
OTTR
MGEE vs. OTTR - Risk-Adjusted Trends 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.
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.
| MGEE | OTTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.15 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.39 | -1.65 |
| Martin ratioReturn relative to average drawdown | -0.53 | 4.10 | -4.64 |
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Drawdowns
MGEE vs. OTTR - Drawdown Comparison
The maximum MGEE drawdown since its inception was -33.91%, 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.
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Drawdown Indicators
| MGEE | OTTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.91% | -65.96% | +32.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.00% | -12.70% | -3.30% |
Max Drawdown (3Y)Largest decline over 3 years | -30.88% | -27.09% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -30.88% | -35.12% | +4.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -41.50% | +7.59% |
Current DrawdownCurrent decline from peak | -23.65% | -7.46% | -16.19% |
Average DrawdownAverage peak-to-trough decline | -7.70% | -17.89% | +10.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.81% | 4.29% | +3.52% |
Volatility
MGEE vs. OTTR - Volatility Comparison
The current volatility for MGE Energy, Inc. (MGEE) is 6.45%, while Otter Tail Corporation (OTTR) has a volatility of 7.25%. This indicates that MGEE experiences smaller price fluctuations and is considered to be less risky than OTTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGEE | OTTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 7.25% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 15.68% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 22.29% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 27.71% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.49% | 29.66% | -2.17% |
Dividends
MGEE vs. OTTR - Dividend Comparison
MGEE's dividend yield for the trailing twelve months is around 2.39%, less than OTTR's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGEE MGE Energy, Inc. | 2.39% | 2.36% | 1.87% | 2.31% | 2.26% | 1.84% | 2.06% | 1.75% | 2.20% | 2.00% | 1.85% | 2.49% |
OTTR Otter Tail Corporation | 2.49% | 2.60% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% |
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.
Total Revenue: Total amount of money received from sales and other business activities
MGEE vs. OTTR - Profitability Comparison
MGEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, MGE Energy, Inc. reported a gross profit of 240.24M and revenue of 242.70M. Therefore, the gross margin over that period was 99.0%.
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Otter Tail Corporation reported a gross profit of 89.70M and revenue of 347.03M. Therefore, the gross margin over that period was 25.9%.
MGEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, MGE Energy, Inc. reported an operating income of 53.15M and revenue of 242.70M, resulting in an operating margin of 21.9%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Otter Tail Corporation reported an operating income of 85.24M and revenue of 347.03M, resulting in an operating margin of 24.6%.
MGEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, MGE Energy, Inc. reported a net income of 48.48M and revenue of 242.70M, resulting in a net margin of 20.0%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Otter Tail Corporation reported a net income of 72.61M and revenue of 347.03M, resulting in a net margin of 20.9%.
Frequently Asked Questions
MGEE and OTTR have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTTR has higher volatility (7.25%) compared to MGEE (6.45%). In terms of maximum drawdown, MGEE dropped -33.91% vs OTTR's -65.96%.
OTTR currently has the higher Sharpe Ratio (0.79 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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