OTTR
NEUTRAL
$85.98
Live
Otter Tail Corporation · NASDAQ
Target $86.5
(+0.6%)
$73.74
52W Range
$92.24
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 16, 2026
Market cap
$3.61B
P/E
13.13
ROE
15.6%
Profit margin
21.2%
Debt/Equity
0.61
Dividend yield
2.5%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
OTTR presents a stable but stagnating profile, characterized by a Piotroski F-Score of 4/9 (Stable) and a current price of $85.98 that exceeds both its Graham Number ($80.92) and growth-based intrinsic value ($45.85). While the company maintains strong profitability margins and a healthy balance sheet, recent financial performance shows a concerning trend of negative earnings growth (-5.4% YoY) and a breakdown in its historical pattern of earnings beats. The stock is currently priced for stability rather than growth, trading near its analyst target price with limited immediate upside catalysts.
Key Strengths
Strong profitability with a 21.16% profit margin and 15.63% ROE
Healthy liquidity position with a current ratio of 2.28
Conservative leverage with a Debt/Equity ratio of 0.61
Highly sustainable dividend payout ratio of 32.06%
Impressive long-term price appreciation (+105.2% over 5 years)
Key Risks
Negative earnings growth (-5.4% YoY) and recent Q/Q EPS decline of -33.9%
Stagnant revenue growth (1.60% YoY) suggesting a lack of expansion
Significant premium over growth-based intrinsic value ($45.85)
High PEG ratio (1.80) indicating overvaluation relative to growth
Recent deterioration in earnings quality, beating estimates in only 1 of the last 4 quarters
AI Fair Value Estimate
Based on comprehensive analysis
$78.5
-8.7% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
59
Moderate
50
30
80
60
75
AI Verdict
Stable Value Trap Risk
Key drivers: Strong balance sheet, Negative earnings growth, Price exceeding Graham Number, Sustainable dividends
Confidence
90%
Value
50/100
Ref P/E, PEG, Graham Number
Positives
- Low P/E ratio of 13.13
Watchpoints
- Price $85.98 is above Graham Number $80.92
- High PEG ratio of 1.80
Future
30/100
Ref Growth rates
Positives
- Positive (though minimal) revenue growth
Watchpoints
- Negative YoY earnings growth
- Recent trend of missing earnings estimates
Past
80/100
Ref Historical trends
Positives
- Strong 5-year price performance
- Long history of significant earnings surprises
Watchpoints
- Recent 4-quarter performance decline
Health
60/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Low Debt/Equity
- Strong Current/Quick ratios
Watchpoints
- Piotroski F-Score of 4/9 indicates only stability, not strength
Dividend
75/100
Ref Yield, Payout
Positives
- Low payout ratio (32.06%)
- Consistent dividend rate
Watchpoints
- Modest yield of 2.50%
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$85.98
Analyst Target
$86.5
Upside/Downside
+0.6%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for OTTR and closest competitors.
Updated 2026-04-15
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
OTTR
Otter Tail Corporation
Primary
|
+105.2% | +26.2% | +10.6% | +11.2% | -1.3% | -5.2% |
|
BETA
BETA Technologies, Inc.
Peer
|
-57.3% | -57.3% | -57.3% | -57.3% | -15.4% | +3.2% |
|
AZZ
AZZ Inc.
Peer
|
+172.2% | +204.5% | +41.4% | +12.9% | +11.0% | +0.2% |
|
EXPO
Exponent, Inc.
Peer
|
-29.9% | -29.6% | -10.4% | +1.1% | -7.1% | +2.6% |
|
LUNR
Intuitive Machines, Inc.
Peer
|
+152.9% | +141.0% | +215.8% | +99.3% | +38.7% | +6.5% |
OTT
Otter Tail Corporation
Primary
5Y
+105.2%
3Y
+26.2%
1Y
+10.6%
6M
+11.2%
1M
-1.3%
1W
-5.2%
BET
BETA Technologies, Inc.
Peer
5Y
-57.3%
3Y
-57.3%
1Y
-57.3%
6M
-57.3%
1M
-15.4%
1W
+3.2%
AZZ
AZZ Inc.
Peer
5Y
+172.2%
3Y
+204.5%
1Y
+41.4%
6M
+12.9%
1M
+11.0%
1W
+0.2%
EXP
Exponent, Inc.
Peer
5Y
-29.9%
3Y
-29.6%
1Y
-10.4%
6M
+1.1%
1M
-7.1%
1W
+2.6%
LUN
Intuitive Machines, Inc.
Peer
5Y
+152.9%
3Y
+141.0%
1Y
+215.8%
6M
+99.3%
1M
+38.7%
1W
+6.5%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
13.13
Forward P/E
16.06
PEG Ratio
1.8
P/B Ratio
1.94
P/S Ratio
2.77
EV/Revenue
3.29
EV/EBITDA
9.29
Market Cap
$3.61B
Profitability
Profit margins and return metrics
Profit Margin
21.16%
Operating Margin
22.24%
Gross Margin
43.2%
ROE
15.63%
ROA
5.73%
Growth
Revenue and earnings growth rates
Revenue Growth
+1.6%
Earnings Growth
-5.4%
Q/Q Revenue Growth
+1.65%
Q/Q Earnings Growth
-5.6%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.61
Moderate
Current Ratio
2.28
Strong
Quick Ratio
1.67
Excellent
Cash/Share
$10.5
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.3B
Gross Margin
41.5%
Op. Margin
21.9%
Net Margin
16.8%
Total Assets
$4.0B
Liabilities
$2.1B
Equity
$1.9B
Debt/Equity
1.13x
Operating CF
$0.1B
CapEx
$-0.1B
Free Cash Flow
$0.0B
FCF Yield
23%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-04
$N/A
2026-02-16
$1.23
-3.7% surprise
2025-11-03
$1.86
-0.4% surprise
2025-08-04
$1.85
+7.3% surprise
Industrials Sector Comparison
Comparing OTTR against 294 companies in the Industrials sector
(21 bullish, 101 neutral, 172 bearish)
P/E Ratio
13.13
This Stock
vs
80.8
Sector Avg
-83.8%
(Discount)
Return on Equity (ROE)
15.63%
This Stock
vs
-20.62%
Sector Avg
-175.8%
(Below Avg)
Profit Margin
21.16%
This Stock
vs
10.86%
Sector Avg
+94.7%
(Superior)
Debt to Equity
0.61
This Stock
vs
2.99
Sector Avg
-79.7%
(Less Debt)
Revenue Growth
1.6%
This Stock
vs
105.56%
Sector Avg
-98.5%
(Slower)
Current Ratio
2.28
This Stock
vs
3.12
Sector Avg
-27.0%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
OTTR
Otter Tail Corporation
|
NEUTRAL | $3.61B | 13.13 | 15.6% | 21.2% | $85.98 | |
|
BETA
BETA Technologies, Inc.
|
BEARISH | $3.66B | - | -66.2% | -% | $15.36 | Compare |
|
AZZ
AZZ Inc.
|
NEUTRAL | $3.72B | 11.84 | 27.4% | 19.9% | $123.6 | Compare |
|
EXPO
Exponent, Inc.
|
NEUTRAL | $3.33B | 32.25 | 26.1% | 19.8% | $66.75 | Compare |
|
LUNR
Intuitive Machines, Inc.
|
BEARISH | $3.89B | - | -102.9% | -39.7% | $24.41 | Compare |
OTTR
Otter Tail Corporation
NEUTRAL
Mkt Cap
$3.6B
P/E
13.1
ROE
15.6%
Price
$85.98
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-13 | JOHNSON KATHRYN O | Director | Stock Award | 1,500 | - |
| 2026-04-13 | CLARK CHRISTOPHER B. | Director | Stock Award | 1,900 | - |
| 2026-04-13 | LEBEAU MICHAEL E. | Director | Stock Award | 1,500 | - |
| 2026-04-13 | CRAIN JEANNE H | Director | Stock Award | 1,500 | - |
| 2026-04-13 | LUDFORD MARY E | Director | Stock Award | 1,500 | - |
| 2026-04-08 | WAHLUND TODD R. | Chief Financial Officer | Stock Award | 460 | - |
| 2026-02-11 | KNUTSON PAUL L | Officer | Stock Award | 3,600 | $311,148 |
| 2026-02-11 | ROGELSTAD TIMOTHY J | Officer | Stock Award | 8,400 | $726,012 |
| 2026-02-11 | SMESTAD JENNIFER OSGOOD | General Counsel | Stock Award | 6,000 | $518,580 |
| 2026-02-11 | MACFARLANE CHARLES SCOT | Chief Executive Officer | Stock Award | 47,700 | $4,122,711 |
| 2026-02-11 | ABBOTT JOHN S. | Officer | Stock Award | 8,400 | $726,012 |
| 2026-02-06 | KNUTSON PAUL L | Officer | Stock Award | 700 | - |
| 2026-02-06 | ROGELSTAD TIMOTHY J | Officer | Stock Award | 1,625 | - |
| 2026-02-06 | SMESTAD JENNIFER OSGOOD | General Counsel | Stock Award | 1,150 | - |
| 2026-02-06 | WAHLUND TODD R. | Chief Financial Officer | Stock Award | 675 | - |
JOHNSON KATHRYN O
Director
2026-04-13
1,500 shares
CLARK CHRISTOPHER B.
Director
2026-04-13
1,900 shares
LEBEAU MICHAEL E.
Director
2026-04-13
1,500 shares
CRAIN JEANNE H
Director
2026-04-13
1,500 shares
LUDFORD MARY E
Director
2026-04-13
1,500 shares
WAHLUND TODD R.
Chief Financial Officer
2026-04-08
460 shares
KNUTSON PAUL L
Officer
2026-02-11
3,600 shares
·
$311,148
ROGELSTAD TIMOTHY J
Officer
2026-02-11
8,400 shares
·
$726,012
SMESTAD JENNIFER OSGOOD
General Counsel
2026-02-11
6,000 shares
·
$518,580
MACFARLANE CHARLES SCOT
Chief Executive Officer
2026-02-11
47,700 shares
·
$4,122,711
ABBOTT JOHN S.
Officer
2026-02-11
8,400 shares
·
$726,012
KNUTSON PAUL L
Officer
2026-02-06
700 shares
ROGELSTAD TIMOTHY J
Officer
2026-02-06
1,625 shares
SMESTAD JENNIFER OSGOOD
General Counsel
2026-02-06
1,150 shares
WAHLUND TODD R.
Chief Financial Officer
2026-02-06
675 shares
Insider transactions can signal confidence or concerns about company prospects
Past News Coverage
Recent headlines mentioning OTTR from our newsroom.
Newest → oldest
No matching news yet.