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

Correlation

The correlation between OTTR and MGEE is 0.45, 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

OTTR vs. MGEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Otter Tail Corporation (OTTR) and MGE Energy, Inc. (MGEE). 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%3,500.00%AugustSeptemberOctoberNovemberDecember2025
2,867.57%
1,117.74%
OTTR
MGEE

Key characteristics

Sharpe Ratio

OTTR:

-0.11

MGEE:

1.21

Sortino Ratio

OTTR:

0.03

MGEE:

2.34

Omega Ratio

OTTR:

1.00

MGEE:

1.28

Calmar Ratio

OTTR:

-0.12

MGEE:

1.43

Martin Ratio

OTTR:

-0.20

MGEE:

5.98

Ulcer Index

OTTR:

15.89%

MGEE:

6.01%

Daily Std Dev

OTTR:

27.97%

MGEE:

29.81%

Max Drawdown

OTTR:

-65.96%

MGEE:

-38.18%

Current Drawdown

OTTR:

-20.05%

MGEE:

-12.90%

Fundamentals

Market Cap

OTTR:

$3.32B

MGEE:

$3.40B

EPS

OTTR:

$7.24

MGEE:

$3.26

PE Ratio

OTTR:

10.97

MGEE:

28.77

PEG Ratio

OTTR:

2.08

MGEE:

0.00

Total Revenue (TTM)

OTTR:

$1.03B

MGEE:

$505.53M

Gross Profit (TTM)

OTTR:

$371.00M

MGEE:

$167.44M

EBITDA (TTM)

OTTR:

$410.12M

MGEE:

$209.43M

Returns By Period

In the year-to-date period, OTTR achieves a 7.57% return, which is significantly higher than MGEE's -0.17% return. Over the past 10 years, OTTR has outperformed MGEE with an annualized return of 13.06%, while MGEE has yielded a comparatively lower 9.67% annualized return.


OTTR

YTD

7.57%

1M

7.94%

6M

-13.39%

1Y

-3.66%

5Y*

11.16%

10Y*

13.06%

MGEE

YTD

-0.17%

1M

0.98%

6M

12.79%

1Y

37.68%

5Y*

5.67%

10Y*

9.67%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

OTTR vs. MGEE — Risk-Adjusted Performance Rank

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

OTTR
The Risk-Adjusted Performance Rank of OTTR is 3737
Overall Rank
The Sharpe Ratio Rank of OTTR is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of OTTR is 3333
Sortino Ratio Rank
The Omega Ratio Rank of OTTR is 3333
Omega Ratio Rank
The Calmar Ratio Rank of OTTR is 3939
Calmar Ratio Rank
The Martin Ratio Rank of OTTR is 4242
Martin Ratio Rank

MGEE
The Risk-Adjusted Performance Rank of MGEE is 8484
Overall Rank
The Sharpe Ratio Rank of MGEE is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of MGEE is 8585
Sortino Ratio Rank
The Omega Ratio Rank of MGEE is 8181
Omega Ratio Rank
The Calmar Ratio Rank of MGEE is 8585
Calmar Ratio Rank
The Martin Ratio Rank of MGEE is 8484
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.

OTTR vs. MGEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and MGE Energy, Inc. (MGEE). 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 OTTR, currently valued at -0.11, compared to the broader market-2.000.002.004.00-0.111.21
The chart of Sortino ratio for OTTR, currently valued at 0.03, compared to the broader market-4.00-2.000.002.004.000.032.34
The chart of Omega ratio for OTTR, currently valued at 1.00, compared to the broader market0.501.001.502.001.001.28
The chart of Calmar ratio for OTTR, currently valued at -0.12, compared to the broader market0.002.004.006.00-0.121.43
The chart of Martin ratio for OTTR, currently valued at -0.20, compared to the broader market-10.000.0010.0020.00-0.205.98
OTTR
MGEE

The current OTTR Sharpe Ratio is -0.11, which is lower than the MGEE Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of OTTR and MGEE, 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-0.500.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
-0.11
1.21
OTTR
MGEE

Dividends

OTTR vs. MGEE - Dividend Comparison

OTTR's dividend yield for the trailing twelve months is around 2.36%, more than MGEE's 1.88% yield.


TTM20242023202220212020201920182017201620152014
OTTR
Otter Tail Corporation
2.36%2.54%2.06%2.81%2.18%3.47%2.73%2.70%2.88%3.07%4.62%3.91%
MGEE
MGE Energy, Inc.
1.88%1.87%2.32%2.27%1.85%2.06%1.75%2.20%2.00%1.85%2.49%2.43%

Drawdowns

OTTR vs. MGEE - Drawdown Comparison

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-20.05%
-12.90%
OTTR
MGEE

Volatility

OTTR vs. MGEE - Volatility Comparison

Otter Tail Corporation (OTTR) has a higher volatility of 8.14% compared to MGE Energy, Inc. (MGEE) at 7.09%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than MGEE 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%AugustSeptemberOctoberNovemberDecember2025
8.14%
7.09%
OTTR
MGEE

Financials

OTTR vs. MGEE - Financials Comparison

This section allows you to compare key financial metrics between Otter Tail Corporation and MGE Energy, Inc.. 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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