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Upturn AI Summary - About
Otter Tail Corporation(OTTR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OTTR
11/06/2026: OTTR (1-star) is a SELL. SELL for 3 days. Simulated Profits (-7.23%). Updated daily EoD!
Otter Tail Corporation is a diversified holding company that operates a stable, regulated electric utility business alongside a cyclical manufacturing segment. The company's primary strength lies in the consistent cash flow from its utility operations, which is complemented by growth opportunities in its infrastructure-focused manufacturing units. The main investment story centers on grid modernization and the ongoing transition to renewable energy within its service area. Key risks include regulatory sensitivity in the energy market, potential cyclical downturns in industrial manufacturing, and the execution risk associated with managing diverse business lines. The stock is a suitable candidate for income-oriented and value-focused investors monitoring regulated rate changes and infrastructure spending trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential, but lacks the high-octane expansion typical of growth-focused portfolios. |
| Momentum investor | Weak fit | Utility stocks generally exhibit low beta and low momentum, making them less suitable for pure momentum strategies. |
| Value investor | Strong fit | The stock often trades at valuations that appeal to value-oriented investors looking for fundamental stability. |
| Dividend investor | Strong fit | A consistent history of dividend payments and increases makes this an attractive option for income-focused portfolios. |
| Low-risk investor | Strong fit | The regulated nature of the utility business provides a defensive buffer, appealing to risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The regulated utility component provides stability that limits equity price swings. |
| Valuation risk | Medium | Market pricing can sometimes fluctuate based on interest rate expectations rather than just company fundamentals. |
| Competition risk (utility and manufacturing) | Medium | While the utility is a monopoly in its area, the manufacturing business faces intense pricing competition. |
| Business quality | Strong | The company has a long history of operational stability and disciplined capital management. |
| Dividend income | Strong | The reliability of dividend payments is a central component of the investment thesis. |
| Execution risk | Medium | Successfully integrating and managing diverse manufacturing units requires ongoing operational discipline. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -38.9% | Avg. Invested days 35 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.29B USD | Price to earnings Ratio 18.77 | 1Y Target Price 90.5 |
Price to earnings Ratio 18.77 | 1Y Target Price 90.5 | ||
Volume (30-day avg) 225.7K shares | Beta 0.42 | 52 Weeks Range 77.79 - 94.50 | Updated Date 11/08/2026 |
52 Weeks Range 77.79 - 94.50 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 2.82% | Basic EPS (TTM) 4.18 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Electric Utility | Generation, transmission, and distribution of electricity. | Steady, predictable income derived from regulated utility services. |
| Manufacturing | Production of PVC pipe and custom metal fabrication. | Cyclical income tied to construction and infrastructure investment cycles. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When After Market | Estimate 1.57 | Actual 1.41 |
Profitability
Profit Margin 13.45% | Operating Margin (TTM) 21.7% |
Management Effectiveness
Return on Assets (TTM) 4.63% | Return on Equity (TTM) 9.41% |
Valuation
Trailing PE 18.77 | Forward PE 14.97 | Enterprise Value 4.33B | Price to Sales(TTM) 2.51 |
Enterprise Value 4.33B | Price to Sales(TTM) 2.51 | ||
Enterprise Value to Revenue 3.3 | Enterprise Value to EBITDA 12.5 | Shares Outstanding 41.99M | Shares Floating 41.13M |
Shares Outstanding 41.99M | Shares Floating 41.13M | ||
Percent Insiders 2.08 | Percent Institutions 78.61 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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