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Upturn AI SWOT - About
OTTR 
Otter Tail Corporation (OTTR)
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Upturn Advisory Summary
10/15/2025: OTTR (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.
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 -19.14% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.28B USD | Price to earnings Ratio 11.21 | 1Y Target Price 83 |
Price to earnings Ratio 11.21 | 1Y Target Price 83 | ||
Volume (30-day avg) 3 | Beta 0.53 | 52 Weeks Range 70.26 - 86.22 | Updated Date 10/15/2025 |
52 Weeks Range 70.26 - 86.22 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 2.61% | Basic EPS (TTM) 6.97 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.82% | Operating Margin (TTM) 29.52% |
Management Effectiveness
Return on Assets (TTM) 6.28% | Return on Equity (TTM) 17.14% |
Valuation
Trailing PE 11.21 | Forward PE 13.32 | Enterprise Value 4074326723 | Price to Sales(TTM) 2.5 |
Enterprise Value 4074326723 | Price to Sales(TTM) 2.5 | ||
Enterprise Value to Revenue 3.11 | Enterprise Value to EBITDA 8.23 | Shares Outstanding 41905520 | Shares Floating 41106801 |
Shares Outstanding 41905520 | Shares Floating 41106801 | ||
Percent Insiders 1.9 | Percent Institutions 74.39 |
Upturn AI SWOT
Otter Tail Corporation
Company Overview
History and Background
Otter Tail Corporation was founded in 1909 as the Otter Tail Power Company to provide electricity to communities in western Minnesota. Over time, it expanded into manufacturing and healthcare technology businesses.
Core Business Areas
- Electric: Generates, transmits, and distributes electricity in Minnesota, North Dakota, and South Dakota.
- Manufacturing: Includes manufacturing of plastics, metal parts, and contract metal stamping.
- Plastics: Manufactures PVC pipe, custom plastic products, and polyethylene drainage systems
Leadership and Structure
The leadership team includes the CEO, CFO, and various VPs overseeing different business segments. The organizational structure is hierarchical, with clearly defined departments for each business area.
Top Products and Market Share
Key Offerings
- Electricity Sales: Provides electricity to residential, commercial, and industrial customers. Market share varies by region, competing with other regional power companies. Competitors include Xcel Energy and Basin Electric Power Cooperative.
- PVC Pipe: Manufactures and sells PVC pipe for various applications. Market share data unavailable. Competitors include Westlake Chemical and Formosa Plastics.
Market Dynamics
Industry Overview
The utility industry is evolving with increased focus on renewable energy and grid modernization. The manufacturing sector faces challenges from global competition and fluctuating raw material costs. The plastics sector must meet rising demand and comply with sustainability regulations.
Positioning
Otter Tail Corporation is a diversified company with a stable utility business and growth opportunities in manufacturing. Its competitive advantage lies in its regional focus and diversified business model.
Total Addressable Market (TAM)
TAM for the electric utility segment is estimated at $450B. The plastics market is around $600B. Otter Tail Corporation is well positioned for growth by expanding its geographic reach and its plastics product line.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Stable utility operations
- Strong regional presence
- Solid financial performance
Weaknesses
- Exposure to commodity price fluctuations
- Regulatory risks in the utility sector
- Competition in the manufacturing sector
Opportunities
- Expansion into renewable energy sources
- Growth in the manufacturing sector through acquisitions
- Increased demand for electricity due to economic growth
- Infrastructure development projects creating more demand for plastics.
Threats
- Rising interest rates
- Economic downturn
- Changes in environmental regulations
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- Xcel Energy (XEL)
- ALLETE (ALE)
- Black Hills Corporation (BKH)
Competitive Landscape
Otter Tail Corporation's advantages include its diversified business model and strong regional presence. Disadvantages include its smaller scale compared to larger competitors like Xcel Energy and regulatory constraints.
Major Acquisitions
Moore Holding Company
- Year: 2021
- Acquisition Price (USD millions): 280
- Strategic Rationale: The acquisition of Moore Holding Company strengthened Otter Tail Corporation's manufacturing segment and expanded its product offerings.
Growth Trajectory and Initiatives
Historical Growth: Otter Tail Corporation has experienced steady growth in revenue and earnings over the past several years, driven by expansion in both its utility and manufacturing businesses.
Future Projections: Analysts project continued growth for Otter Tail Corporation, driven by infrastructure investments and growing demand for its products and services. Estimated revenue growth is projected in the 6-8% range for the next 3 years.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, acquisitions of manufacturing companies, and expansions of existing manufacturing facilities.
Summary
Otter Tail Corporation is a stable, diversified company with a strong utility business and growth potential in manufacturing. The company's diversified model provides a cushion against economic downturns. Otter Tail needs to manage commodity price fluctuations and regulatory risks. Future growth relies on strategic investments and acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Analyst reports, Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice.
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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