Otter Tail Stock Buy Hold or Sell Recommendation
| OTTR Stock | USD 81.94 1.16 1.44% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Otter Tail is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Otter Tail given historical horizon and risk tolerance towards Otter Tail. When Macroaxis issues a 'buy' or 'sell' recommendation for Otter Tail, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Otter Tail Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Otter Stock, please use our How to Invest in Otter Tail guide. Note, we conduct extensive research on individual companies such as Otter and provide practical buy, sell, or hold advice based on investors' constraints. Otter Tail. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
Otter |
Execute Otter Tail Buy or Sell Advice
The Otter recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Otter Tail. Macroaxis does not own or have any residual interests in Otter Tail or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Otter Tail's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Otter Tail Trading Alerts and Improvement Suggestions
| Otter Tail generated a negative expected return over the last 90 days | |
| Otter Tail has a strong financial position based on the latest SEC filings | |
| About 71.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Foster Motley Inc. Trims Stock Holdings in Otter Tail Co. |
Otter Tail Returns Distribution Density
The distribution of Otter Tail's historical returns is an attempt to chart the uncertainty of Otter Tail's future price movements. The chart of the probability distribution of Otter Tail daily returns describes the distribution of returns around its average expected value. We use Otter Tail price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Otter Tail returns is essential to provide solid investment advice for Otter Tail.
| Mean Return | -0.09 | Value At Risk | -3.54 | Potential Upside | 2.99 | Standard Deviation | 1.87 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Otter Tail historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Otter Stock Institutional Investors
The Otter Tail's institutional investors refer to entities that pool money to purchase Otter Tail's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Nuveen Asset Management, Llc | 2024-06-30 | 320.6 K | Gamco Investors, Inc. Et Al | 2024-09-30 | 263.4 K | Amvescap Plc. | 2024-06-30 | 224.1 K | Principal Financial Group Inc | 2024-09-30 | 216.9 K | Fuller & Thaler Asset Management Inc | 2024-09-30 | 175.7 K | Royal Bank Of Canada | 2024-06-30 | 170.7 K | Federated Hermes Inc | 2024-09-30 | 156.1 K | Ameriprise Financial Inc | 2024-06-30 | 149.7 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 135.7 K | Blackrock Inc | 2024-06-30 | 6.5 M | Vanguard Group Inc | 2024-09-30 | 5.2 M |
Otter Tail Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 20.3M | (20.0M) | 374K | 117.5M | 111.4M | 116.9M | |
| Free Cash Flow | (22.3M) | (159.6M) | 59.4M | 218.2M | 117.4M | 123.2M | |
| Other Non Cash Items | (6.9M) | (7.4M) | (13.9M) | (18.2M) | (7.6M) | (7.3M) | |
| Dividends Paid | 55.7M | 60.3M | 64.9M | 68.8M | 73.1M | 44.2M | |
| Capital Expenditures | 207.4M | 371.6M | 171.8M | 171.1M | 287.1M | 301.5M | |
| Net Income | 86.8M | 95.9M | 176.8M | 284.2M | 294.2M | 308.9M | |
| End Period Cash Flow | 21.2M | 1.2M | 1.5M | 119.0M | 230.4M | 241.9M | |
| Change To Inventory | 8.4M | 5.7M | (54.3M) | 5.3M | (2.5M) | (2.6M) | |
| Depreciation | 78.1M | 82.0M | 91.4M | 92.6M | 98.0M | 82.5M | |
| Investments | (10.6M) | (9.1M) | (9.4M) | (175.1M) | (279.5M) | (265.6M) | |
| Change Receivables | (1.9M) | (6.3M) | (61.0M) | 30.6M | 35.1M | 36.9M | |
| Net Borrowings | 86.3M | 149.4M | 10.0M | (23.0M) | (26.4M) | (25.1M) | |
| Change To Netincome | (7.5M) | 5.8M | 23.9M | 14.2M | 12.8M | 9.9M |
Otter Tail Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Otter Tail or Electric Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Otter Tail's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Otter stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.26 | |
β | Beta against Dow Jones | 1.35 | |
σ | Overall volatility | 1.68 | |
Ir | Information ratio | -0.12 |
Otter Tail Volatility Alert
Otter Tail exhibits very low volatility with skewness of -0.12 and kurtosis of 1.32. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Otter Tail's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Otter Tail's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Otter Tail Fundamentals Vs Peers
Comparing Otter Tail's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Otter Tail's direct or indirect competition across all of the common fundamentals between Otter Tail and the related equities. This way, we can detect undervalued stocks with similar characteristics as Otter Tail or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Otter Tail's fundamental indicators could also be used in its relative valuation, which is a method of valuing Otter Tail by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Otter Tail to competition |
| Fundamentals | Otter Tail | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.073 | -0.14 |
| Profit Margin | 0.23 % | (1.27) % |
| Operating Margin | 0.33 % | (5.51) % |
| Current Valuation | 4.11 B | 16.62 B |
| Shares Outstanding | 41.83 M | 571.82 M |
| Shares Owned By Insiders | 2.27 % | 10.09 % |
| Shares Owned By Institutions | 71.42 % | 39.21 % |
| Number Of Shares Shorted | 3.97 M | 4.71 M |
| Price To Earning | 8.27 X | 28.72 X |
| Price To Book | 2.07 X | 9.51 X |
| Price To Sales | 2.52 X | 11.42 X |
| Revenue | 1.35 B | 9.43 B |
| Gross Profit | 570.5 M | 27.38 B |
| EBITDA | 499.12 M | 3.9 B |
| Net Income | 294.19 M | 570.98 M |
| Cash And Equivalents | 72.99 M | 2.7 B |
| Cash Per Share | 1.75 X | 5.01 X |
| Total Debt | 905.48 M | 5.32 B |
| Debt To Equity | 0.69 % | 48.70 % |
| Current Ratio | 1.90 X | 2.16 X |
| Book Value Per Share | 39.05 X | 1.93 K |
| Cash Flow From Operations | 404.5 M | 971.22 M |
| Short Ratio | 16.53 X | 4.00 X |
| Earnings Per Share | 7.24 X | 3.12 X |
| Price To Earnings To Growth | 2.11 X | 4.89 X |
| Target Price | 81.0 | |
| Number Of Employees | 2.65 K | 18.84 K |
| Beta | 0.52 | -0.15 |
| Market Capitalization | 3.38 B | 19.03 B |
| Total Asset | 3.24 B | 29.47 B |
| Retained Earnings | 806.34 M | 9.33 B |
| Working Capital | 260.41 M | 1.48 B |
Note: Disposition of 4000 shares by Jennifer Smestad of Otter Tail at 88.74 subject to Rule 16b-3 [view details]
Otter Tail Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Otter . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Otter Tail Buy or Sell Advice
When is the right time to buy or sell Otter Tail? Buying financial instruments such as Otter Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Otter Tail in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Financials Thematic Idea Now
Financials
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Additional Tools for Otter Stock Analysis
When running Otter Tail's price analysis, check to measure Otter Tail's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Otter Tail is operating at the current time. Most of Otter Tail's value examination focuses on studying past and present price action to predict the probability of Otter Tail's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Otter Tail's price. Additionally, you may evaluate how the addition of Otter Tail to your portfolios can decrease your overall portfolio volatility.