MGEE Stock Analysis: MGE Energy | NASDAQ

Utilities - Regulated Electric | NASDAQ, USA | Market Cap: 3.041m USD | 12M Return: -5.2% | US55277P1049 | Charts, Fundamentals & Technical Analysis

Electricity, Natural Gas, Solar Energy, Wind Energy
Total Rating 39
Safety 55
Buy Signal -0.56
Utilities - Regulated Electric
Industry Rotation: -12.5
Market Cap: 3.04B
Avg Turnover: 12.9M
Risk 3d forecast
Volatility22.1%
VaR 5th Pctl3.81%
VaR vs Median4.64%
Reward TTM
Sharpe Ratio-0.36
Rel. Str. IBD20.1
Rel. Str. Peer Group36.5
Character TTM
Beta0.090
Beta Downside0.188
Hurst Exponent0.449
Drawdowns 3y
Max DD30.88%
CAGR/Max DD0.14
CAGR/Mean DD0.32
EPS (Earnings per Share) EPS (Earnings per Share) of MGEE over the last years for every Quarter: "2021-06": 0.63, "2021-09": 0.97, "2021-10": null, "2021-12": 0.36, "2022-03": 0.95, "2022-06": 0.6, "2022-09": 0.93, "2022-10": null, "2022-12": 0.58, "2023-03": 0.86, "2023-06": 0.79, "2023-09": 1.05, "2023-10": null, "2023-12": 0.55, "2024-03": 0.93, "2024-06": 0.66, "2024-09": 1.13, "2024-12": 0.61, "2025-03": 1.14, "2025-06": 0.72, "2025-09": 1.22, "2025-12": 0.64, "2026-03": 1.32, "2026-06": 0.89,
EPS CAGR: 8.58%
EPS Trend: 93.0%
Last SUE: 0.82
Qual. Beats: 0
Revenue Revenue of MGEE over the last years for every Quarter: 2021-06: 130.73, 2021-09: 145.873, 2021-10: 606.584, 2021-12: 162.066, 2022-03: 208.938, 2022-06: 152.348, 2022-09: 163.4, 2022-10: 714.519, 2022-12: 189.833, 2023-03: 217.253, 2023-06: 147.998, 2023-09: 160.528, 2023-10: 690.431, 2023-12: 164.652, 2024-03: 191.336, 2024-06: 145.713, 2024-09: 168.48, 2024-12: 171.415, 2025-03: 218.97, 2025-06: 159.452, 2025-09: 175.679, 2025-12: 189.553, 2026-03: 242.703, 2026-06: 161.195,
Rev. CAGR: 4.63%
Rev. Trend: 77.1%
Last SUE: 1.88
Qual. Beats: 2

Warnings

Choppy
Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -3.8% 20
Feb -1.1% 16
Mar +6.0% 36
Apr -2.4% 23
May +0.0% 7
Jun -1.9% 8
Jul +1.4% 20
Aug -0.8% 14
Sep -1.2% 27
Oct +0.5% 14
Nov +2.4% 19
Dec -1.1% 17

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MGEE MGE Energy

MGE Energy, Inc. is a public utility holding company headquartered in Madison, Wisconsin, operating through subsidiaries primarily in regulated electric and gas utility services. Its business is organized into five segments: Regulated Electric Utility Operations, Regulated Gas Utility Operations, Nonregulated Energy Operations, Transmission Investments, and All Other. The company generates, purchases, and distributes electricity and natural gas, owns and leases electric generating capacity, and plans, constructs, and maintains transmission facilities.

MGE Energy generates electricity from a diversified mix of coal-fired, gas-fired, and renewable sources, and offers solar, wind generation, and battery storage services. As of December 31, 2025, the company owned and operated an extensive distribution network, including overhead and underground electric lines, substations, and thousands of miles of gas distribution mains, serving approximately 170,000 electric customers.

As a regulated utility, MGE Energy operates under state regulatory oversight, which typically allows for cost recovery and a regulated rate of return on infrastructure investments. Its vertically integrated model-spanning generation, transmission, and distribution-provides stable, predictable cash flows characteristic of the electric utilities sub-industry within the GICS Utilities sector. The company has been publicly traded since its 1990 IPO and is listed on NASDAQ under the ticker MGEE.

Headlines to Watch Out For
  • Wisconsin rate case rulings set allowed return on equity
  • Renewable energy capex expansion accelerates rate base growth
  • Transmission investment segment earnings rise on ATC ownership returns
Piotroski VR-10 (Strict) 5.0
Net Income: 149.6m TTM > 0 and > 6% of Revenue
FCF/TA: -0.05 > 0.02 and ΔFCF/TA -6.52 > 1.0
NWC/Revenue: 3.32% < 20% (prev 12.31%; Δ -8.99% < -1%)
CFO/TA 0.08 > 3% & CFO 278.1m > Net Income 149.6m
Net Debt (907.3m) to EBITDA (294.9m): 3.08 < 3
Current Ratio: 1.14 > 1.5 & < 3
Outstanding Shares: last quarter (37.5m) vs 12m ago 2.43% < -2%
Gross Margin: 85.41% > 18% (prev 41.47%; Δ 43.94% > 0.5%)
Asset Turnover: 24.97% > 50% (prev 25.11%; Δ -0.14% > 0%)
Interest Coverage Ratio: 4.87 > 6 (EBIT TTM 179.5m / Interest Expense TTM 36.9m)
Altman Z'' 2.12
A: 0.01 (Total Current Assets 210.9m - Total Current Liabilities 185.4m) / Total Assets 3.30b
B: 0.27 (Retained Earnings 879.0m / Total Assets 3.30b)
C: 0.06 (EBIT TTM 179.5m / Avg Total Assets 3.08b)
D: 0.77 (Book Value of Equity 1.44b / Total Liabilities 1.86b)
Altman-Z'' = 2.12 = BBB
Beneish M -2.86
DSRI: 0.97 (Receivables 86.7m/83.4m, Revenue 769.1m/718.3m)
GMI: 0.49 (GM 41.47% / 85.41%)
AQI: 2.03 (AQ_t 0.23 / AQ_t-1 0.11)
SGI: 1.07 (Revenue 769.1m / 718.3m)
TATA: -0.04 (NI 149.6m - CFO 278.1m) / TA 3.30b)
Beneish M = -2.86 (Cap -4..+1) = A
What is the price of MGEE shares?

As of August 23, 2026, the stock is trading at USD 78.66 with a total of 111,996 shares traded. Over the past week, the price has changed by -3.76%, over one month by -2.65%, over three months by +4.17% and over the past year by -5.18%.

Current recommended Stop Loss: 74.40 (which is 5.4% or 2.7 ATR below the current price).

Is MGEE a buy, sell or hold?

MGE Energy has received a consensus analysts rating of 2.00. Therefore, it is recommended to sell MGEE.

  • StrongBuy: 0
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the MGEE price?
Analysts Target Price 78.3 -0.5%
MGE Energy (MGEE) - Fundamental Data Overview as of 22 August 2026
Market Cap USD = 3.04b (3.04b USD * 1.0 USD.USD)
P/E Trailing = 19.9702
P/E Forward = 25.2525
P/S = 4.039
P/B = 2.1317
P/EG = 4.1202
Revenue TTM = 769.1m USD
EBIT TTM = 179.5m USD
EBITDA TTM = 294.9m USD
Long Term Debt = 879.1m USD (from longTermDebt, last quarter)
Short Term Debt = 20.5m USD (from shortTermDebt, last quarter)
Debt = 918.1m USD (from shortLongTermDebtTotal, last quarter) + Leases 18.5m
Net Debt = 907.3m USD (calculated: Debt 918.1m - CCE 10.7m)
Enterprise Value = 3.95b USD (3.04b + Debt 918.1m - CCE 10.7m)
Interest Coverage Ratio = 4.87 (Ebit TTM 179.5m / Interest Expense TTM 36.9m)
EV/FCF = -24.04x (Enterprise Value 3.95b / FCF TTM -164.3m)
FCF Yield = -4.16% (FCF TTM -164.3m / Enterprise Value 3.95b)
FCF Margin = -21.36% (FCF TTM -164.3m / Revenue TTM 769.1m)
Net Margin = 19.45% (Net Income TTM 149.6m / Revenue TTM 769.1m)
Gross Margin = 85.41% ((Revenue TTM 769.1m - Cost of Revenue TTM 112.2m) / Revenue TTM)
Gross Margin QoQ = 82.63% (prev 36.07%)
Tobins Q-Ratio = 1.20 (Enterprise Value 3.95b / Total Assets 3.30b)
Interest Expense / Debt = 4.01% (Interest Expense 36.9m / Debt 918.1m)
Taxrate = 12.63% (21.6m / 171.3m)
NOPAT = 156.9m (EBIT 179.5m * (1 - 12.63%))
Current Ratio = 1.14 (Total Current Assets 210.9m / Total Current Liabilities 185.4m)
Debt / Equity = 0.64 (Debt 918.1m / totalStockholderEquity, last quarter 1.44b)
Debt / EBITDA = 3.08 (Net Debt 907.3m / EBITDA 294.9m)
 Debt / FCF = -5.52 (negative FCF - burning cash) (Net Debt 907.3m / FCF TTM -164.3m)
 Total Stockholder Equity = 1.35b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.86% (Net Income 149.6m / Total Assets 3.30b)
RoE = 11.10% (Net Income TTM 149.6m / Total Stockholder Equity 1.35b)
RoCE = 8.06% (EBIT 179.5m / Capital Employed (Equity 1.35b + L.T.Debt 879.1m))
RoIC = 5.02% (NOPAT 156.9m / Invested Capital 3.12b)
WACC = 5.65% (E(3.04b)/V(3.96b) * Re(6.30%) + D(918.1m)/V(3.96b) * Rd(4.01%) * (1-Tc(0.13)))
Discount Rate = 6.30% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 83.68 | Cagr: 1.54%
 [DCF] Fair Price = unknown (Cash Flow -164.3m)
 EPS Correlation: 93.00 | EPS CAGR: 8.58% | SUE: 0.82 | # QB: 0
Revenue Correlation: 77.05 | Revenue CAGR: 4.63% | SUE: 1.88 | # QB: 2
EPS current Quarter (2026-09-30): EPS=1.25 | Chg30d=+3.31% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=3.93 | Chg30d=+0.00% | Revisions=+0% | GrowthEPS=+5.7% | GrowthRev=+6.2%
EPS next Year (2027-12-31): EPS=4.24 | Chg30d=+2.42% | Revisions=+0% | GrowthEPS=+7.9% | GrowthRev=+4.6%
[Analyst] Revisions Ratio: +12% (up=3, down=2)