Otter Tail Corporation (OTTR) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
SEC XBRL FY 2025 (10-K): 29.6% FCF Margin ($386.0M FCF) & 52% Gross Margin
Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)
Even with a 64/100 (C) score, OTTR faces multiple-compression risk if 13.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($89.41) or 200D SMA ($88.83) invalidates the momentum regime and cuts Target Base ($92.86) toward Bear Floor ($72.43).
Otter Tail Corporation (OTTR) advanced +0.87% to $90.42, trading at 78% of its 52-week range ($74.15 – $95.09). Solid steady margins (19% return on capital), mixed timing at 14x P/E—hold if owned, no rush to chase.
Edison International (EIX) delivered earnings and revenue surprises of +4.92% and -11.66%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Eversource (ES) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Otter Tail (OTTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -2.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on OTTR today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for OTTR. Explore sector supply chains on /butterfly.
Across 117 tracked Utilities securities in the Roarable RQD universe, Otter Tail Corporation (OTTR) ranks #22 by composite RQD confidence (64/100, grade C) and #65 by equity capitalization ($3.80B). Within this direct 5-issuer industry benchmark cohort, OTTR leads on earnings valuation at 13.8x trailing P/E, while OTTR leads on capital efficiency and profitability with 18.5% ROIC and — gross margin. OTTR currently leads its immediate peer cohort in composite quantitative strength at 64/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| OTTR
ACTIVE
Otter Tail Corporation | C | 64/100 | 13.8x | — | 18.5% | +0.87% | $3.80B | Benchmark Subject |
| ELC Entergy Louisiana Inc. Collateral Trust Mortgage Bonds 4.875 % Series due September 1 2066 | D+ | 58/100 | — | — | — | +0.72% | $3.87B | /elc-vs-ottr → |
| KEN Kenon Holdings Ltd. | D+ | 58/100 | — | — | — | +3.83% | $3.54B | /ken-vs-ottr → |
| PAM Pampa Energia S.A. | D | 51/100 | — | — | — | -0.46% | $4.10B | /pam-vs-ottr → |
| TAC TransAlta Corporation | D+ | 52/100 | — | — | — | +1.07% | $4.17B | /tac-vs-ottr → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Otter Tail Corporation (OTTR) reported GAAP revenue of $1.30B (-2.0% vs. FY2024 revenue of $1.33B , and -3.3% cumulative change since FY2023) , GAAP net income of $275.9M, operating cash flow of $386.0M, and free cash flow of $386.0M (-14.7% YoY). On the balance sheet, OTTR closed FY2025 with $3.96B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.30B | $275.9M | $386.0M | $386.0M | $3.96B | — |
| FY2024 (FY) | 2024-12-31 | $1.33B | $301.7M | $452.7M | $452.7M | $3.65B | — |
| FY2023 (FY) | 2023-12-31 | $1.35B | $294.2M | $404.5M | $404.5M | — | — |
As of 2026-11-01, Otter Tail Corporation (NASDAQ: OTTR) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $90.42 (+0.87% 1D, market cap $3.80B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 17/20. Across 117 tracked Utilities issuers, OTTR ranks #22 in composite RQD confidence.
Within the Utilities sector (Electric Utilities: Central), OTTR carries a Roarable C (64/100 RQD), trailing P/E of 13.8x, gross margin of —, and ROIC of 18.5%. By comparison, ELC (Entergy Louisiana Inc. Collateral Trust Mortgage Bonds 4.875 % Series due September 1 2066) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $3.87B) and KEN (Kenon Holdings Ltd.) posts a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $3.54B). Among the 5-stock peer group, OTTR leads on earnings multiple (13.8x) while OTTR leads on capital efficiency (18.5% ROIC).
Per OTTR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001466593), Otter Tail Corporation generated $1.30B in revenue (-2.0% YoY), $275.9M in net income, and $386.0M in free cash flow against $3.96B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
OTTR last traded at $90.42 (+0.87% on volume of 202,159 shares), positioning the stock +1.13% above its 50-day simple moving average ($89.41) and +1.79% above its 200-day simple moving average ($88.83). Across its 52-week range of $74.15 to $95.09, OTTR sits at the 77.7% percentile with a 14-day RSI of 54.4 (NEUTRAL RANGE) and an implied next-earnings move of ±3.2% ($87.53 to $93.31).
Why OTTR Stock advanced +0.87% Today — RQD Quant Desk Flash. Solid steady margins (19% return on capital), mixed timing at 14x P/E—hold if owned, no rush to chase.