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Upturn AI SWOT - About
OTTR 
Otter Tail Corporation (OTTR)
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Upturn Advisory Summary
07/16/2025: 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.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $83
1 Year Target Price $83
| 1 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.59% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.19B USD | Price to earnings Ratio 10.84 | 1Y Target Price 83 |
Price to earnings Ratio 10.84 | 1Y Target Price 83 | ||
Volume (30-day avg) 3 | Beta 0.54 | 52 Weeks Range 70.71 - 98.39 | Updated Date 07/16/2025 |
52 Weeks Range 70.71 - 98.39 | Updated Date 07/16/2025 | ||
Dividends yield (FY) 2.72% | Basic EPS (TTM) 7.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.37% | Operating Margin (TTM) 25.28% |
Management Effectiveness
Return on Assets (TTM) 6.72% | Return on Equity (TTM) 18.38% |
Valuation
Trailing PE 10.84 | Forward PE 12.27 | Enterprise Value 4067521137 | Price to Sales(TTM) 2.41 |
Enterprise Value 4067521137 | Price to Sales(TTM) 2.41 | ||
Enterprise Value to Revenue 3.08 | Enterprise Value to EBITDA 8.02 | Shares Outstanding 41904400 | Shares Floating 40932608 |
Shares Outstanding 41904400 | Shares Floating 40932608 | ||
Percent Insiders 1.9 | Percent Institutions 73.79 |
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 areas, it has evolved into a diversified corporation with interests in electric utilities, manufacturing, and plastics.
Core Business Areas
- Electric: Generates, transmits, and distributes electricity to retail and wholesale customers in Minnesota, North Dakota, and South Dakota.
- Manufacturing: Engages in contract metal stamping, fabrication, and coating services.
- Plastics: Produces PVC pipe and other plastic products for various applications.
Leadership and Structure
The current CEO of Otter Tail Corporation is Chuck MacFarlane. The company operates with a decentralized structure, with each business segment having its own management team reporting to the corporate leadership.
Top Products and Market Share
Key Offerings
- Electricity: Provides electric power to over 130,000 customers in the Upper Midwest. Market share varies by region within its service territory. Competitors include Xcel Energy (XEL) and Basin Electric Power Cooperative.
- Metal Fabrication: Offers custom metal fabrication and stamping services for diverse industries. Revenue is difficult to isolate as the market is highly fragmented. Competitors are multiple metal fabrication companies such as Maysteel Industries LLC and General Sheet Metal Works, Inc.
- PVC Pipe: Manufactures and sells PVC pipe and related products under various brands. Market share data varies depending on specific product lines and geographic areas. Competitors include Westlake Chemical (WLK) and Formosa Plastics (FPG).
Market Dynamics
Industry Overview
The electric utility industry is undergoing a transition towards renewable energy sources. The manufacturing sector is influenced by economic cycles and technological advancements. The plastics industry faces environmental concerns and regulatory pressures.
Positioning
Otter Tail Corporation benefits from its diversified business model, which provides stability and growth opportunities. Its vertically integrated structure allows for cost efficiencies and competitive advantages.
Total Addressable Market (TAM)
The combined TAM for electricity generation, metal fabrication, and PVC pipe manufacturing is several hundred billion dollars. Otter Tail Corporation captures a small but significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Vertically integrated structure
- Strong financial performance
- Experienced management team
- Renewable energy focus
Weaknesses
- Geographic concentration in the Upper Midwest
- Exposure to commodity price volatility
- Regulatory risks
- Cyclical nature of manufacturing and plastics businesses
Opportunities
- Expansion into new geographic markets
- Investments in renewable energy infrastructure
- Acquisitions of complementary businesses
- Growth in demand for electricity and plastic products
Threats
- Increasing competition in the electric utility industry
- Rising interest rates
- Economic downturn
- Environmental regulations
Competitors and Market Share
Key Competitors
- XEL
- ALLETE
- NorthWestern Corp (NWE)
Competitive Landscape
Otter Tail Corporation competes with larger utility companies in its service territory. Its diversified business model and renewable energy focus provide competitive advantages.
Major Acquisitions
Varicore Technologies, Inc.
- Year: 2021
- Acquisition Price (USD millions): 36.5
- Strategic Rationale: Expanded manufacturing capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: Otter Tail Corporation has grown steadily over the past decade, driven by organic growth and acquisitions.
Future Projections: Analysts project continued growth for Otter Tail Corporation, driven by investments in renewable energy and expansion into new markets.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, acquisitions of companies in the manufacturing sector, and expansion of its plastics business.
Summary
Otter Tail Corporation is a well-diversified company with a strong history of financial performance. Its diversified business model and renewable energy focus provide stability and growth opportunities. Key risks include geographic concentration and exposure to commodity price volatility. While it has some exposure to commodity price volatility its diversification allows the company to sustain that risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Otter Tail Corporation Investor Relations, SEC filings (10-K, 10-Q), Analyst reports (FactSet, S&P Capital IQ)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly.
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.
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