OTTR
Industrials · Conglomerates
Performance
OTTR (OTTR) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
OTTR (OTTR) operates in the Conglomerates space within the Industrials sector. With a market cap of $3.8B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Low P/E of 13.5× suggests the stock may be undervalued relative to earnings
- Exceptional profit margin of 21.3% — the business retains a large share of each dollar earned
- ROE of 15.5% shows management efficiently converts equity into profit
- Current ratio of 2.0× — ample short-term liquidity
- Dividend yield of 2.48% provides consistent income on top of price appreciation
- Low beta of 0.45 — less volatile than the market, suitable for conservative portfolios
- High debt-to-equity of 63.48× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.48%
5Y Avg Annual
$1.7064
Last Payment
$0.5780
Ex-Date
05/15/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/15/2026 | 06/10/2026 | $0.5780 | 2.57% |
02/13/2026 | 03/11/2026 | $0.5780 | 2.57% |
11/14/2025 | 12/10/2025 | $0.5250 | 2.33% |
08/15/2025 | 09/10/2025 | $0.5250 | 2.33% |
05/15/2025 | 06/10/2025 | $0.5250 | 2.33% |
02/14/2025 | 03/12/2025 | $0.5250 | 2.33% |
11/15/2024 | 12/11/2024 | $0.4680 | 2.08% |
08/15/2024 | 09/10/2024 | $0.4680 | 2.08% |
Magic Number
Shares needed to self-fund your next purchase
$90.00
Price
$0.5780
Last div. (quarterly)
156
shares
Own 156 OTTR shares ($14,040.00) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$14,040.00
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 3, 2026
48
days
EPS (TTM)
$6.66
P/E (TTM)
13.5
Fwd P/E
16.9
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $90.00
Graham Number
√(22.5 × EPS × Book Value)
$81.59
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$29.79
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
15.5%Return on equity — measures how efficiently capital is used
Positive profit margin
21.3%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+2.9%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+6.8%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
63.48×Low financial leverage reduces risk of distress
Current ratio above 1
2.04×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$24M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.48%Stock must distribute income to shareholders
Related Assets
Industrials
About OTTR
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 generates, purchases, transmissions, 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 for residential, commercial, and industrial customers. Its Manufacturing segment engages in metal fabrication services for custom machine parts and metal components and manufacturing thermoformed plastic products for use in the agriculture, construction, horticulture, industrial, lawn and garden, recreational vehicle, and other end markets. These businesses have manufacturing facilities in Georgia, Illinois, and Minnesota and sell products primarily in the United States. 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 through independent sales representatives, company salespersons, and customer service representatives. Otter Tail Corporation was incorporated in 1907 and is headquartered in Fergus Falls, Minnesota.
Sector
Industrials
Industry
Conglomerates
Location
Fergus Falls, United States
Employees
2,198