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Upturn AI SWOT - About
OTTR 
Otter Tail Corporation (OTTR)
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Upturn Advisory Summary
08/28/2025: 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 -12.18% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.53B USD | Price to earnings Ratio 12.39 | 1Y Target Price 83 |
Price to earnings Ratio 12.39 | 1Y Target Price 83 | ||
Volume (30-day avg) 3 | Beta 0.54 | 52 Weeks Range 70.26 - 86.22 | Updated Date 08/28/2025 |
52 Weeks Range 70.26 - 86.22 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 2.34% | Basic EPS (TTM) 6.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-04 | When After Market | Estimate 1.72 | Actual 1.85 |
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 12.39 | Forward PE 13.11 | Enterprise Value 4262482508 | Price to Sales(TTM) 2.69 |
Enterprise Value 4262482508 | Price to Sales(TTM) 2.69 | ||
Enterprise Value to Revenue 3.25 | Enterprise Value to EBITDA 8.61 | Shares Outstanding 41905500 | Shares Floating 40941274 |
Shares Outstanding 41905500 | Shares Floating 40941274 | ||
Percent Insiders 1.9 | Percent Institutions 74.14 |
Upturn AI SWOT
Otter Tail Corporation
Company Overview
History and Background
Otter Tail Corporation was founded in 1907 in Fergus Falls, Minnesota. Initially focused on electric utilities, it has diversified into manufacturing and plastics.
Core Business Areas
- Electric: Generates, transmits, and distributes electricity in Minnesota, North Dakota, and South Dakota.
- Manufacturing: Manufactures custom metal parts, including stamped, machined, and fabricated components.
- Plastics: Produces polyvinyl chloride (PVC) pipe, custom extrusion profiles, and thermoformed products.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is divisional, aligned with its core business segments.
Top Products and Market Share
Key Offerings
- Electricity Generation and Distribution: Provides electricity to approximately 130,000 customers. Market share is regionally significant in its service territories. Competitors include Xcel Energy and Montana-Dakota Utilities.
- Metal Fabrication: Produces metal parts for various industries, with focus on precision and quality. Revenue from this product is not publicly available. Competitors include Mayville Engineering Company and General Dynamics.
- PVC Pipe and Extrusion: Manufactures PVC pipe for water, sewer, and irrigation systems. Revenue from this product is not publicly available. Competitors include Westlake Chemical and Formosa Plastics.
Market Dynamics
Industry Overview
The utility industry is undergoing a transition towards renewable energy sources. The manufacturing sector faces global competition and fluctuating raw material prices. The plastics industry is affected by environmental concerns and regulatory changes.
Positioning
Otter Tail Corporation holds a strong regional position in the electric utility market. Its manufacturing and plastics segments offer diversification and growth potential.
Total Addressable Market (TAM)
The TAM for electric utilities is substantial and growing. The TAM for manufacturing and plastics are large, but Otter Tail's share is smaller, representing opportunities for growth.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Strong regional presence in electric utilities
- Consistent dividend payments
- Stable financial performance
Weaknesses
- Exposure to commodity price fluctuations
- Reliance on regulatory approvals
- Limited geographic reach outside of its core service territory
- Manufacturing and plastics are cyclical businesses
Opportunities
- Investments in renewable energy projects
- Expansion into new geographic markets
- Acquisitions of complementary businesses
- Increased demand for electricity from data centers and electrification
Threats
- Changes in environmental regulations
- Increased competition from renewable energy providers
- Economic downturns
- Rising interest rates
Competitors and Market Share
Key Competitors
- XCEL
- MDU
- ALJ
Competitive Landscape
Otter Tail Corporation competes effectively with larger utilities in its service territory. Its diversified business model provides a competitive advantage.
Major Acquisitions
Northern Plains Nitrogen
- Year: 2022
- Acquisition Price (USD millions): 351
- Strategic Rationale: To expand the manufacturing portfolio and offer a new line of products.
Growth Trajectory and Initiatives
Historical Growth: Otter Tail Corporation has grown steadily through organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by investments in renewable energy and increased demand for electricity.
Recent Initiatives: Recent initiatives include the development of new wind and solar energy projects and acquisitions in the manufacturing and plastics segments.
Summary
Otter Tail Corporation is a well-diversified company with a strong presence in the electric utility market. Its consistent dividend payouts and stable financial performance make it an attractive investment. The company's investments in renewable energy and strategic acquisitions position it for continued growth, but exposure to commodity prices and regulatory changes remain key risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Otter Tail Corporation Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
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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