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Upturn AI SWOT - About
MGEE 
MGE Energy Inc (MGEE)
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Upturn Advisory Summary
04/01/2025: MGEE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -20.39% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.25B USD | Price to earnings Ratio 26.73 | 1Y Target Price 79.67 |
Price to earnings Ratio 26.73 | 1Y Target Price 79.67 | ||
Volume (30-day avg) 137985 | Beta 0.7 | 52 Weeks Range 71.23 - 108.21 | Updated Date 04/4/2025 |
52 Weeks Range 71.23 - 108.21 | Updated Date 04/4/2025 | ||
Dividends yield (FY) 2.02% | Basic EPS (TTM) 3.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 18.27% | Operating Margin (TTM) 19.67% |
Management Effectiveness
Return on Assets (TTM) 3.54% | Return on Equity (TTM) 10.17% |
Valuation
Trailing PE 26.73 | Forward PE - | Enterprise Value 4121900692 | Price to Sales(TTM) 4.92 |
Enterprise Value 4121900692 | Price to Sales(TTM) 4.92 | ||
Enterprise Value to Revenue 6.09 | Enterprise Value to EBITDA 15.12 | Shares Outstanding 36507300 | Shares Floating 36420818 |
Shares Outstanding 36507300 | Shares Floating 36420818 | ||
Percent Insiders 0.3 | Percent Institutions 63.78 |
Analyst Ratings
Rating 1 | Target Price 75.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
MGE Energy Inc
Company Overview
History and Background
MGE Energy, Inc. was founded in 1909 as Madison Gas and Electric Company. It has evolved from providing gas and electric services to the Madison, Wisconsin area to becoming a holding company with investments in energy infrastructure projects. Significant milestones include expansions of its service area and increased investments in renewable energy sources.
Core Business Areas
- Regulated Electric Utility: Generates and distributes electricity to residential, commercial, and industrial customers in south-central Wisconsin. This includes the operation of power plants and distribution networks.
- Regulated Gas Utility: Purchases and distributes natural gas to residential, commercial, and industrial customers in south-central Wisconsin through its distribution network.
- Non-regulated Energy Investments: Invests in energy infrastructure projects such as wind farms and solar energy facilities, generating revenue through power purchase agreements and other contracts.
Leadership and Structure
The leadership team consists of the Chairman, President and CEO, along with various vice presidents responsible for different areas such as finance, operations, and customer service. The company is organized into various departments responsible for specific functions such as electric and gas operations, customer service, and corporate services.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Provides electricity distribution services to over 160,000 customers in its service territory. Competitors are other utilities providing similar services in different regions, such as Alliant Energy (LNT) and WEC Energy Group (WEC). Market share is approximately 50% in its service area. Revenue data not publicly broken down.
- Natural Gas Distribution: Distributes natural gas to over 150,000 customers. Competitors are other utilities providing similar services in different regions, such as Alliant Energy (LNT) and WEC Energy Group (WEC). Market share is approximately 50% in its service area. Revenue data not publicly broken down.
- Renewable Energy Generation: Generates electricity from renewable sources like wind and solar. Competitors are independent power producers and other utilities investing in renewables. Revenue data not publicly broken down. MGE actively develops and owns renewable generation facilities.
Market Dynamics
Industry Overview
The utility industry is undergoing significant changes driven by decarbonization efforts, increasing adoption of renewable energy, and evolving regulatory landscapes. The industry is also influenced by technological advancements such as smart grids and distributed energy resources.
Positioning
MGE Energy Inc. is positioned as a regional utility focused on providing reliable and sustainable energy services to its customers. Its competitive advantages include its strong local presence, focus on customer service, and investments in renewable energy. MGE distinguishes itself as an early mover in the transition to a more sustainable energy future.
Total Addressable Market (TAM)
The expected total market value is in the billions, encompassing the entire electricity and gas market within its service territory. MGE is well-positioned to capture a significant portion of this TAM due to its established infrastructure and customer base.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in its service territory
- Reliable infrastructure and operations
- Growing investments in renewable energy
- Stable regulatory environment
Weaknesses
- Limited geographic diversification
- Dependence on regulatory approvals
- Vulnerability to fluctuations in commodity prices
- Limited in scope since it only serves one region
Opportunities
- Expansion of renewable energy portfolio
- Investments in smart grid technologies
- Development of new energy storage solutions
- Growth in electric vehicle adoption
Threats
- Increasing competition from alternative energy providers
- Changes in regulatory policies
- Economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- WEC
- LNT
- CMS
Competitive Landscape
MGE Energy Inc. competes with other utilities in the region based on price, reliability, and customer service. Its competitive advantage lies in its strong local presence and investments in renewable energy.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: MGE Energy Inc. has experienced steady growth in revenue and earnings driven by increased demand for energy and investments in renewable energy projects.
Future Projections: Analysts project continued growth in revenue and earnings driven by increasing demand for electricity and investments in renewable energy. Continued rate increases are expected to support growth.
Recent Initiatives: Recent initiatives include investments in new wind and solar energy facilities, upgrades to the electric grid, and programs to promote energy efficiency.
Summary
MGE Energy demonstrates stability with consistent dividend payouts and shareholder returns. A strength of MGE Energy is investing in renewable energy, showing long-term growth trends. A point of concern is the limited scope of MGE serving only one region and being limited in geographic diversification, leaving it vulnerable to local markets and regulation. Therefore, this makes MGE a relatively reliable regional player with room to diversify further into more renewable assets.
Similar Companies
CMS
CMS Energy Corporation
CMS
CMS Energy Corporation
LNT
Alliant Energy Corp
LNT
Alliant Energy Corp
PNW
Pinnacle West Capital Corp
PNW
Pinnacle West Capital Corp
WEC
WEC Energy Group Inc
WEC
WEC Energy Group Inc
Sources and Disclaimers
Data Sources:
- MGE Energy Inc. Investor Relations
- SEC Filings
- Company Website
- Yahoo Finance
- MarketWatch
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MGE Energy Inc
Exchange NASDAQ | Headquaters Madison, WI, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Chairman of the Board Mr. Jeffrey M. Keebler | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 717 | Website https://www.mgeenergy.com |
Full time employees 717 | Website https://www.mgeenergy.com | ||
MGE Energy, Inc., through its subsidiaries, operates as a public utility holding company in the United States. It operates through Regulated Electric Utility Operations; Regulated Gas Utility Operations; Nonregulated Energy Operations; Transmission Investments; and All Other segments. The company generates, purchases, and distributes electricity; purchases and distributes natural gas; owns and leases electric generating capacity; and plans, constructs, operates, maintains, and expands transmission facilities to provide transmission power services. It also generates electricity from coal-fired, gas-fired, and renewable energy sources; and provides solar and wind generation, and battery storage services. As of December 31, 2024, the company owned and operated 825 miles of overhead electric distribution lines; 1,359 miles of underground electric distribution cables; 48 substations with an installed capacity of 1.2 million kVA; and gas facilities, including 3,092 miles of distribution mains, as well as supplied electric service to approximately 167,000 customers. MGE Energy, Inc. was incorporated in 2001 and is headquartered in Madison, Wisconsin.
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