OTTR:NGS-Otter Tail Corporation (USD)

EQUITY | Utilities - Diversified | Nasdaq Global Select

Last Closing

USD 79.86

Change

-1.57 (-1.93)%

Market Cap

USD 1.51B

Volume

0.18M

Analyst Target

USD 46.33
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Otter Tail Corp through its utility business units, provides electricity and energy services. It operates in segments namely, Electric, Manufacturing, and Plastics.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Utilities - Diversified

Symbol Name Price(Change) Market Cap
MNTK Montauk Renewables Inc

-1.08 (-20.81%)

USD 0.79B

ETFs Containing OTTR

CIF:CA iShares Global Infrastruc.. 4.07 % 0.72 %

-0.07 (-1.00%)

CAD 0.55B
PSCU Invesco S&P SmallCap Util.. 0.00 % 0.29 %

-0.65 (-1.00%)

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Diversified) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.01% 100% F 39% F
Dividend Return 1.65% 100% F 34% F
Total Return -4.36% 100% F 40% F
Trailing 12 Months  
Capital Gain 0.35% 100% F 38% F
Dividend Return 1.76% 100% F 26% F
Total Return 2.12% 100% F 39% F
Trailing 5 Years  
Capital Gain 63.45% 100% F 75% C
Dividend Return 16.06% 100% F 64% D
Total Return 79.51% 100% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.30% 100% F 72% C
Dividend Return 21.19% 100% F 74% C
Total Return 2.89% 100% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 25.28% 100% F 69% C-
Risk Adjusted Return 83.79% 100% F 92% A
Market Capitalization 1.51B 100% F 85% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Diversified) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 24.20 100% 72%
Price/Book Ratio 2.10 100% 47%
Price / Cash Flow Ratio 8.18 100% 33%
Price/Free Cash Flow Ratio 7.62 100% 39%
Management Effectiveness  
Return on Equity 21.50% 100% 90%
Return on Invested Capital 14.04% 100% 82%
Return on Assets 7.77% 100% 92%
Debt to Equity Ratio 57.11% 50% 39%

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.

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.

Superior return on equity

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

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

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

Superior Dividend Growth

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

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.