| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 6/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
OTTR Stock Overview
Otter Tail Corporation, together with its subsidiaries, engages in electric utility, manufacturing, and plastic pipe businesses in the United States.
Otter Tail Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$63.26 |
| 52 Week High | US$71.89 |
| 52 Week Low | US$46.88 |
| Beta | 0.51 |
| 1 Month Change | 1.35% |
| 3 Month Change | 4.70% |
| 1 Year Change | 32.87% |
| 3 Year Change | 23.72% |
| 5 Year Change | 59.35% |
| Change since IPO | 421.73% |
Recent News & Updates
Returns Are Gaining Momentum At Otter Tail (NASDAQ:OTTR)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Shareholder Returns
| OTTR | US Electric Utilities | US Market | |
|---|---|---|---|
| 7D | 1.1% | 1.0% | -2.7% |
| 1Y | 32.9% | 4.9% | -12.9% |
Return vs Industry: OTTR exceeded the US Electric Utilities industry which returned 4.9% over the past year.
Return vs Market: OTTR exceeded the US Market which returned -12.9% over the past year.
Price Volatility
| OTTR volatility | |
|---|---|
| OTTR Average Weekly Movement | 3.8% |
| Electric Utilities Industry Average Movement | 3.2% |
| Market Average Movement | 7.8% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: OTTR is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: OTTR's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1907 | 2,487 | Chuck MacFarlane | https://www.ottertail.com |
Otter Tail Corporation, together with its subsidiaries, engages in electric utility, manufacturing, and plastic pipe businesses in the United States. The company’s Electric segment produces, transmits, distributes, and sells electric energy in Minnesota, North Dakota, and South Dakota; and operates as a participant in the Midcontinent Independent System Operator, Inc. markets. This segment generates electricity through coal, wind and hydro, and natural gas.
Otter Tail Fundamentals Summary
| OTTR fundamental statistics | |
|---|---|
| Market Cap | US$2.63b |
| Earnings (TTM) | US$218.44m |
| Revenue (TTM) | US$1.31b |
12.1x
P/E Ratio2.0x
P/S RatioIs OTTR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| OTTR income statement (TTM) | |
|---|---|
| Revenue | US$1.31b |
| Cost of Revenue | US$826.82m |
| Gross Profit | US$483.22m |
| Other Expenses | US$264.77m |
| Earnings | US$218.44m |
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
n/a
| Earnings per share (EPS) | 5.25 |
| Gross Margin | 36.89% |
| Net Profit Margin | 16.67% |
| Debt/Equity Ratio | 82.3% |
How did OTTR perform over the long term?
See historical performance and comparisonDividends
2.6%
Current Dividend Yield30%
Payout RatioValuation
Is Otter Tail undervalued compared to its fair value and its price relative to the market?
Valuation Score
4/6Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PEG Ratio
PB vs Industry
44.3%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: OTTR ($63.26) is trading below our estimate of fair value ($113.67)
Significantly Below Fair Value: OTTR is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: OTTR is good value based on its PE Ratio (12.1x) compared to the US Electric Utilities industry average (21.6x).
PE vs Market: OTTR is good value based on its PE Ratio (12.1x) compared to the US market (15.2x).
Price to Earnings Growth Ratio
PEG Ratio: OTTR's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: OTTR is overvalued based on its PB Ratio (2.5x) compared to the US Electric Utilities industry average (2x).
Future Growth
How is Otter Tail forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Future Growth Score
0/6Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Future ROE
-6.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: OTTR's earnings are forecast to decline over the next 3 years (-6.4% per year).
Earnings vs Market: OTTR's earnings are forecast to decline over the next 3 years (-6.4% per year).
High Growth Earnings: OTTR's earnings are forecast to decline over the next 3 years.
Revenue vs Market: OTTR's revenue is expected to decline over the next 3 years (-0.4% per year).
High Growth Revenue: OTTR's revenue is forecast to decline over the next 3 years (-0.4% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: OTTR's Return on Equity is forecast to be low in 3 years time (11%).
Past Performance
How has Otter Tail performed over the past 5 years?
Past Performance Score
6/6Past Performance Score 6/6
Quality Earnings
Growing Profit Margin
Earnings Trend
Accelerating Growth
Earnings vs Industry
High ROE
19.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: OTTR has high quality earnings.
Growing Profit Margin: OTTR's current net profit margins (16.7%) are higher than last year (11.1%).
Past Earnings Growth Analysis
Earnings Trend: OTTR's earnings have grown by 19.7% per year over the past 5 years.
Accelerating Growth: OTTR's earnings growth over the past year (114.3%) exceeds its 5-year average (19.7% per year).
Earnings vs Industry: OTTR earnings growth over the past year (114.3%) exceeded the Electric Utilities industry 9.5%.
Return on Equity
High ROE: OTTR's Return on Equity (20.9%) is considered high.
Financial Health
How is Otter Tail's financial position?
Financial Health Score
4/6Financial Health Score 4/6
Short Term Liabilities
Long Term Liabilities
Debt Level
Reducing Debt
Debt Coverage
Interest Coverage
Financial Position Analysis
Short Term Liabilities: OTTR's short term assets ($402.4M) exceed its short term liabilities ($373.2M).
Long Term Liabilities: OTTR's short term assets ($402.4M) do not cover its long term liabilities ($1.4B).
Debt to Equity History and Analysis
Debt Level: OTTR's net debt to equity ratio (82.2%) is considered high.
Reducing Debt: OTTR's debt to equity ratio has reduced from 87.6% to 82.3% over the past 5 years.
Debt Coverage: OTTR's debt is well covered by operating cash flow (30.3%).
Interest Coverage: OTTR's interest payments on its debt are well covered by EBIT (8.1x coverage).
Balance Sheet
Dividend
What is Otter Tail current dividend yield, its reliability and sustainability?
Dividend Score
5/6Dividend Score 5/6
Notable Dividend
High Dividend
Stable Dividend
Growing Dividend
Earnings Coverage
Future Dividend Coverage
2.61%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: OTTR's dividend (2.61%) is higher than the bottom 25% of dividend payers in the US market (1.58%).
High Dividend: OTTR's dividend (2.61%) is low compared to the top 25% of dividend payers in the US market (4.11%).
Stability and Growth of Payments
Stable Dividend: OTTR's dividends per share have been stable in the past 10 years.
Growing Dividend: OTTR's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its reasonably low payout ratio (30.1%), OTTR's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonable cash payout ratio (61.9%), OTTR's dividend payments are covered by cash flows.
Discover strong dividend paying companies
Management
How experienced are the management team and are they aligned to shareholders interests?
8.1yrs
Average management tenure
CEO
Chuck MacFarlane (56 yo)
8.08yrs
Tenure
US$4,732,251
Compensation
Mr. Charles S. MacFarlane, also known as Chuck, has been the Chief Executive Officer and Director of Otter Tail Corporation since April 13, 2015 and its President since April 14, 2014. Mr. MacFarlane serve...
CEO Compensation Analysis
Compensation vs Market: Chuck's total compensation ($USD4.73M) is below average for companies of similar size in the US market ($USD6.86M).
Compensation vs Earnings: Chuck's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: OTTR's management team is seasoned and experienced (8.1 years average tenure).
Board Members
Experienced Board: OTTR's board of directors are considered experienced (9.1 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Otter Tail Corporation's employee growth, exchange listings and data sources
Key Information
- Name: Otter Tail Corporation
- Ticker: OTTR
- Exchange: NasdaqGS
- Founded: 1907
- Industry: Electric Utilities
- Sector: Utilities
- Implied Market Cap: US$2.634b
- Shares outstanding: 41.63m
- Website: https://www.ottertail.com
Number of Employees
Location
- Otter Tail Corporation
- 215 South Cascade Street
- P.O. Box 496
- Fergus Falls
- Minnesota
- 56538-0496
- United States
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/05/22 00:00 |
| End of Day Share Price | 2022/05/20 00:00 |
| Earnings | 2022/03/31 |
| Annual Earnings | 2021/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.