MGEE:NGS-MGE Energy Inc. (USD)

EQUITY | Utilities - Regulated Electric | Nasdaq Global Select

Last Closing

USD 90.7

Change

-0.13 (-0.14)%

Market Cap

USD 2.16B

Volume

0.09M

Analyst Target

USD 63.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

MGE Energy Inc is a public utility holding company. The Company, through its subsidiaries, generates and distributes electricity and purchases and distributes natural gas.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
AEP American Electric Power Co Inc

N/A

USD 51.34B
LNT Alliant Energy Corp

N/A

USD 14.92B
EVRG Evergy, Inc.

N/A

USD 14.04B
VIASP Via Renewables Inc

N/A

N/A
EXC Exelon Corporation

N/A

N/A
NWE NorthWestern Corporation

N/A

N/A
XEL Xcel Energy Inc

N/A

N/A

ETFs Containing MGEE

PSCU Invesco S&P SmallCap Util.. 0.00 % 0.29 %

N/A

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.38% 100% F 83% B
Dividend Return 1.18% 13% F 32% F
Total Return 26.56% 88% B+ 82% B
Trailing 12 Months  
Capital Gain 23.25% 88% B+ 70% C-
Dividend Return 1.74% 13% F 27% F
Total Return 24.99% 75% C 70% C-
Trailing 5 Years  
Capital Gain 20.12% 100% F 61% D-
Dividend Return 9.84% 14% F 37% F
Total Return 29.95% 100% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 1.84% 100% F 48% F
Dividend Return 3.94% 83% B 51% F
Total Return 2.10% 17% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 11.54% 100% F 86% B+
Risk Adjusted Return 34.14% 100% F 66% D+
Market Capitalization 2.16B 25% F 84% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Electric) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 30.30 20% 33%
Price/Book Ratio 2.73 25% 37%
Price / Cash Flow Ratio 13.80 50% 21%
Price/Free Cash Flow Ratio 14.65 25% 24%
Management Effectiveness  
Return on Equity 10.14% 60% 78%
Return on Invested Capital 6.23% 80% 71%
Return on Assets 3.47% 80% 80%
Debt to Equity Ratio 63.05% 100% 35%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.