COMP <GO>
OTTR vs MGEE // 10Y YIELD & FRED MACRO BETA
Otter Tail Corporation (NASDAQ) VS. MGE Energy Inc (NASDAQ) • 15-METRIC TALLY: OTTR 5
— MGEE 3
■ METRIC PARITY
LAST: $90.42 (+0.87%) • MKT CAP: $3.80B
macro-sensitivity
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LAST: $73.77 (+0.44%) • MKT CAP: $2.79B
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTTR VS. MGEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTTR | MGEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.50% | 6.40% | +12.10 | OTTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.9x | 7.7x | +2.20 | MGEE | /valuation <GO> |
| Free Cash Flow Yield | 10.17% | -2.87% | +13.04 | OTTR | /fcf-yield <GO> |
| Operating Margin | 26.50% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 21.20% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -2.00% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.32% | 2.42% | -0.10 | MGEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | OTTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 55.8 | -1.39 | MGEE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 19.1x | -6.30 | OTTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.80B | $2.79B | $1.01B | OTTR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTTR REV | MGEE REV | OTTR GROSS % | MGEE GROSS % | OTTR FCF | MGEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.30B | $0 | — | — | $386.0M | -$80.0M |
| FY 2024 | $1.33B | $0 | — | — | $452.7M | $40.9M |
| FY 2023 | $1.35B | $0 | — | — | $404.5M | $237.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTTR // BETA —
MGEE // BETA —