Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
OTTR 
Otter Tail Corporation (OTTR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: OTTR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 17.75% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.36B USD | Price to earnings Ratio 11.21 | 1Y Target Price 82 |
Price to earnings Ratio 11.21 | 1Y Target Price 82 | ||
Volume (30-day avg) 309062 | Beta 0.52 | 52 Weeks Range 71.19 - 99.06 | Updated Date 03/27/2025 |
52 Weeks Range 71.19 - 99.06 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 2.61% | Basic EPS (TTM) 7.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.67% | Operating Margin (TTM) 22.84% |
Management Effectiveness
Return on Assets (TTM) 7.07% | Return on Equity (TTM) 19.39% |
Valuation
Trailing PE 11.21 | Forward PE 12.63 | Enterprise Value 4082981024 | Price to Sales(TTM) 2.53 |
Enterprise Value 4082981024 | Price to Sales(TTM) 2.53 | ||
Enterprise Value to Revenue 3.07 | Enterprise Value to EBITDA 7.92 | Shares Outstanding 41870400 | Shares Floating 40870556 |
Shares Outstanding 41870400 | Shares Floating 40870556 | ||
Percent Insiders 1.9 | Percent Institutions 74.38 |
Analyst Ratings
Rating 3 | Target Price 81 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Otter Tail Corporation
Company Overview
History and Background
Otter Tail Corporation was founded in 1909 as the Otter Tail Power Company in Fergus Falls, Minnesota. Initially focused on providing electricity to rural communities, it has expanded into manufacturing and healthcare technology.
Core Business Areas
- Electric: Generates, transmits, and distributes electricity in Minnesota, North Dakota, and South Dakota.
- Manufacturing: Manufactures plastic thermoformed products, metal parts, and provides contract metal stamping services.
- Healthcare Technology: Manufactures and markets products and systems for the healthcare industry.
Leadership and Structure
The leadership team includes the CEO, CFO, and various VPs overseeing different business segments. The organizational structure is divided into the three core business areas, each with its own management team.
Top Products and Market Share
Key Offerings
- Electricity: Provides electricity to approximately 130,000 customers. Market share varies by region but is significant in its service territory. Competitors include other regional electric cooperatives and investor-owned utilities.
- Thermoformed Plastics: Manufactures thermoformed plastic parts for various industries, including agriculture, construction, and transportation. Market share is fragmented. Competitors include other thermoforming companies like TriEnda and Bemis Manufacturing.
- Metal Products: Metal parts production for industries like agriculture, and other. Competitors are other metal manufacturers of various sizes.
- Healthcare Products: Manufactures a variety of products related to the healthcare industry. Market share is fragmented. Competitors include companies like Hill-Rom Holdings and Stryker.
Market Dynamics
Industry Overview
The utility industry is undergoing a transition towards renewable energy sources. The manufacturing sector is influenced by economic cycles. Healthcare technology is driven by innovation and demand for improved patient care.
Positioning
Otter Tail Corporation is a diversified company operating in stable and growing markets. Its competitive advantage lies in its diversified business model and regional presence in the Midwest.
Total Addressable Market (TAM)
TAM estimates vary by segment. The electricity market is in the billions in its service territory, the thermoformed plastics market is also in the billions globally, as is the metal manufacturing market. Otter Tail is well-positioned to capture shares within these TAMs.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Strong regional presence
- Stable earnings from regulated utility operations
- Experienced management team
Weaknesses
- Exposure to commodity price fluctuations
- Dependence on regulatory approvals
- Geographic concentration
- Capital intensive nature of the utility business
Opportunities
- Expansion of renewable energy generation
- Growth in manufacturing demand
- Strategic acquisitions in related industries
- Increased adoption of healthcare technology
Threats
- Changes in environmental regulations
- Economic downturns affecting manufacturing demand
- Rising interest rates
- Competition from larger utilities and manufacturers
Competitors and Market Share
Key Competitors
- XCEL
- ALLETE
- MDU
Competitive Landscape
Otter Tail Corporation competes with larger utilities, regional manufacturers, and specialized healthcare technology companies. Its diversified business model provides a competitive advantage.
Major Acquisitions
Varistar
- Year: 2022
- Acquisition Price (USD millions): 128.5
- Strategic Rationale: Expanded its manufacturing segment.
Growth Trajectory and Initiatives
Historical Growth: Otter Tail Corporation's growth has been driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth in earnings and revenue, driven by investments in renewable energy and expansion in the manufacturing and healthcare technology segments.
Recent Initiatives: Recent initiatives include investments in wind energy projects and acquisitions in the manufacturing sector.
Summary
Otter Tail Corporation is a diversified company with stable utility operations and growing manufacturing and healthcare technology businesses. Its financial performance is consistent, and it has a history of dividend payments. While the regulatory environment and economic cycles pose risks, its diversified business model provides stability and opportunities for growth. The company should monitor industry trends and adapt to changing market conditions to maintain its competitive edge.
Similar Companies
- XCEL
- ALLETE
- MDU
Sources and Disclaimers
Data Sources:
- Otter Tail Corporation Investor Relations
- SEC Filings
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share estimates may vary. Investment decisions should be based on individual research and consultation with a financial advisor.
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 Otter Tail Corporation
Exchange NASDAQ | Headquaters Fergus Falls, MN, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Director Mr. Charles S. MacFarlane | ||
Sector Industrials | Industry Conglomerates | Full time employees 2133 | Website https://www.ottertail.com |
Full time employees 2133 | Website https://www.ottertail.com | ||
Otter Tail Corporation, together with its subsidiaries, engages in electric utility, manufacturing, and plastic pipe businesses in the United States. It operates through three segments: Electric, Manufacturing, and Plastics. The 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 markets. This segment generates electricity through coal, fuel oil, solar, wind, and natural gas. It serves approximately residential, commercial, and industrial customers. Its Manufacturing segment engages in the contract machining, metal parts stamping, fabrication and painting, production of plastic thermoformed horticultural containers, life science and industrial packaging, and material handling components and extruded raw material stock for the recreational vehicle, lawn and garden, agricultural, construction, and industrial and energy equipment end markets. The Plastics segment manufactures polyvinyl chloride pipes for municipal water, rural water, wastewater, storm drainage and water reclamation system, and other uses for customers in the horticulture, medical and life sciences, industrial, recreation, and electronics industries. This segment markets its products to wholesalers and distributors through independent sales representatives, company salespersons, and customer service representatives. The company was formerly known as Otter Tail Power Company and changed its name to Otter Tail Corporation in 2001. Otter Tail Corporation was incorporated in 1907 and is headquartered in Fergus Falls, Minnesota.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.