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

Correlation

The correlation between MGEE and OTTR is 0.37, 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.


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.

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Key characteristics

Sharpe Ratio

MGEE:

0.59

OTTR:

-0.51

Sortino Ratio

MGEE:

1.08

OTTR:

-0.55

Omega Ratio

MGEE:

1.13

OTTR:

0.93

Calmar Ratio

MGEE:

0.74

OTTR:

-0.50

Martin Ratio

MGEE:

1.49

OTTR:

-0.77

Ulcer Index

MGEE:

10.10%

OTTR:

17.80%

Daily Std Dev

MGEE:

23.09%

OTTR:

27.58%

Max Drawdown

MGEE:

-38.18%

OTTR:

-65.96%

Current Drawdown

MGEE:

-15.74%

OTTR:

-20.69%

Fundamentals

Market Cap

MGEE:

$3.30B

OTTR:

$3.28B

EPS

MGEE:

$3.54

OTTR:

$7.02

PE Ratio

MGEE:

25.51

OTTR:

11.15

PEG Ratio

MGEE:

0.00

OTTR:

1.46

PS Ratio

MGEE:

5.00

OTTR:

2.48

PB Ratio

MGEE:

2.74

OTTR:

1.88

Total Revenue (TTM)

MGEE:

$704.58M

OTTR:

$1.32B

Gross Profit (TTM)

MGEE:

$178.80M

OTTR:

$533.06M

EBITDA (TTM)

MGEE:

$200.16M

OTTR:

$483.94M

Returns By Period

In the year-to-date period, MGEE achieves a -3.42% return, which is significantly lower than OTTR's 6.71% return. Over the past 10 years, MGEE has underperformed OTTR with an annualized return of 11.00%, while OTTR has yielded a comparatively higher 14.60% annualized return.


MGEE

YTD

-3.42%

1M

1.09%

6M

-14.18%

1Y

13.48%

5Y*

11.04%

10Y*

11.00%

OTTR

YTD

6.71%

1M

-0.48%

6M

-2.67%

1Y

-13.83%

5Y*

17.96%

10Y*

14.60%

*Annualized

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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 7070
Overall Rank
The Sharpe Ratio Rank of MGEE is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MGEE is 6767
Sortino Ratio Rank
The Omega Ratio Rank of MGEE is 6565
Omega Ratio Rank
The Calmar Ratio Rank of MGEE is 7878
Calmar Ratio Rank
The Martin Ratio Rank of MGEE is 6868
Martin Ratio Rank

OTTR
The Risk-Adjusted Performance Rank of OTTR is 2323
Overall Rank
The Sharpe Ratio Rank of OTTR is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of OTTR is 2020
Sortino Ratio Rank
The Omega Ratio Rank of OTTR is 2222
Omega Ratio Rank
The Calmar Ratio Rank of OTTR is 1818
Calmar Ratio Rank
The Martin Ratio Rank of OTTR is 3232
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.


The current MGEE Sharpe Ratio is 0.59, which is higher than the OTTR Sharpe Ratio of -0.51. 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.


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Dividends

MGEE vs. OTTR - Dividend Comparison

MGEE's dividend yield for the trailing twelve months is around 1.97%, less than OTTR's 2.46% yield.


TTM20242023202220212020201920182017201620152014
MGEE
MGE Energy, Inc.
1.97%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
2.46%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.


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Volatility

MGEE vs. OTTR - Volatility Comparison

The current volatility for MGE Energy, Inc. (MGEE) is 4.89%, while Otter Tail Corporation (OTTR) has a volatility of 8.97%. 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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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


100.00M150.00M200.00M250.00M300.00M350.00M400.00M450.00M20212022202320242025
218.97M
337.35M
(MGEE) Total Revenue
(OTTR) Total Revenue
Values in USD except per share items