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Otter Tail Corporation (OTTR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Otter Tail Corporation

OTTRMarket cap $3.71BPrice $88.3

Country🇺🇸United States

SectorUtilities

IndustryElectric Utilities

Generates and distributes electricity to homes and businesses across Minnesota, North Dakota, and South Dakota, but also runs a surprising side hustle: manufacturing plastics and metal parts that quietly fuel a big chunk of its profits.

In Bastion Portfolios?

52W Return+17%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-4%2

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+2%2

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1-19%2

EPS Growth Y+2-4%3

EPS Growth Y+3-17%2

Quality

Margins

EBIT Margin25%8

Net Income Margin15%7

Free Cash Flow Margin-6%2

Debt

Net Debt/EBITDA2.04

Efficiency

ROE11%5

ROA5%6

Earnings Stability88

GEAR+WEAK31

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)193

P/BV2.07

EV Multiples

EV/EBITDA Fwd144

EV/EBIT Fwd175

Yield

Free Cash Flow Yield-2.1%2

Dividend Yield2.6%6

Momentum

Short term

1 month return-1%7

3 month return+1%7

YTD return+11%7

Mid term

Price vs 52wHigh93%9

1 year return+19%7

Long term

3 year return+26%4

5 year return+71%7

Risk Shield

Price Risk

Beta0.48

Volatility21%9

Free Cash Flow

Free Cash Flow Margin-6%2

Free Cash Flow Yield-2.1%2

Quality

ROCE9%5

Earnings Stability88

Net Debt/EBITDA2.04

02Growth

Is it actually growing, and how fast?

OTTROtter Tail

Revenue FY25$1.3B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-4%2

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-19%2

EPS growth, FY27E-4%3

EPS growth, FY28E-17%2

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to grow 2%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue fell 4%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

Earnings are set to fall even as revenue grows (EPS about -17%/yr vs revenue 2%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return+1%7

YTD return+11%7

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+19%7

3-year return+26%4

5-year return+71%7

MOMENTUM ASSESSMENT

STRENGTHS

It's up 19% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%), over three months (+1%) and so far this year (+11%).

WATCH

Average long-term results. Multi-year returns are middling (+26% over three years and +71% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Otter Tail Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

OTTROtter Tail

Revenue FY25$1.3B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-4%2

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-19%2

EPS growth, FY27E-4%3

EPS growth, FY28E-17%2

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to grow 2%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue fell 4%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

Earnings are set to fall even as revenue grows (EPS about -17%/yr vs revenue 2%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return+1%7

YTD return+11%7

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+19%7

3-year return+26%4

5-year return+71%7

MOMENTUM ASSESSMENT

STRENGTHS

It's up 19% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%), over three months (+1%) and so far this year (+11%).

WATCH

Average long-term results. Multi-year returns are middling (+26% over three years and +71% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Otter Tail Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community