MGEE Stock Analysis: MGE Energy | NASDAQ

Utilities - Regulated Electric | NASDAQ, USA | Market Cap: 3.062m USD | 12M Return: -4.2% | Charts, Fundamentals & Technical Analysis

Electricity, Natural Gas, Solar Energy, Wind Energy
Total Rating 44
Safety 69
Buy Signal 0.09
Utilities - Regulated Electric
Industry Rotation: +6.1
Market Cap: 3.06B
Avg Turnover: 23.0M
Risk 3d forecast
Volatility22.2%
VaR 5th Pctl3.82%
VaR vs Median4.50%
Reward TTM
Sharpe Ratio-0.30
Rel. Str. IBD32.4
Rel. Str. Peer Group17.3
Character TTM
Beta0.120
Beta Downside0.179
Hurst Exponent0.460
Drawdowns 3y
Max DD30.88%
CAGR/Max DD0.14
CAGR/Mean DD0.31
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,
EPS CAGR: 7.35%
EPS Trend: 92.2%
Last SUE: 1.53
Qual. Beats: 1
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,
Rev. CAGR: 2.84%
Rev. Trend: 54.2%
Last SUE: 3.07
Qual. Beats: 1

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -4.1% 28
Feb -2.0% 12
Mar +5.2% 31
Apr -2.1% 17
May +0.3% 13
Jun -2.0% 15
Jul +1.6% 37
Aug -0.1% 8
Sep -2.3% 35
Oct +0.6% 8
Nov +3.5% 28
Dec -2.0% 24

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: 142.8m TTM > 0 and > 6% of Revenue
FCF/TA: -0.04 > 0.02 and ΔFCF/TA -5.86 > 1.0
NWC/Revenue: 3.64% < 20% (prev 16.30%; Δ -12.65% < -1%)
CFO/TA 0.08 > 3% & CFO 266.1m > Net Income 142.8m
Net Debt (950.1m) to EBITDA (313.9m): 3.03 < 3
Current Ratio: 1.15 > 1.5 & < 3
Outstanding Shares: last quarter (36.6m) vs 12m ago 0.22% < -2%
Gross Margin: 77.17% > 18% (prev 41.44%; Δ 35.73% > 0.5%)
Asset Turnover: 25.46% > 50% (prev 24.80%; Δ 0.67% > 0%)
Interest Coverage Ratio: 5.53 > 6 (EBIT TTM 199.1m / Interest Expense TTM 36.0m)
Altman Z'' 2.16
A: 0.01 (Total Current Assets 211.1m - Total Current Liabilities 183.2m) / Total Assets 3.19b
B: 0.27 (Retained Earnings 863.5m / Total Assets 3.19b)
C: 0.07 (EBIT TTM 199.1m / Avg Total Assets 3.01b)
D: 0.73 (Book Value of Equity 1.35b / Total Liabilities 1.84b)
Altman-Z'' = 2.16 = BBB
Beneish M -3.34
DSRI: 1.04 (Receivables 102.7m/90.6m, Revenue 767.4m/704.6m)
GMI: 0.54 (GM 41.44% / 77.17%)
AQI: 1.02 (AQ_t 0.11 / AQ_t-1 0.11)
SGI: 1.09 (Revenue 767.4m / 704.6m)
TATA: -0.04 (NI 142.8m - CFO 266.1m) / TA 3.19b)
Beneish M = -3.34 (Cap -4..+1) = AA
What is the price of MGEE shares?

As of July 09, 2026, the stock is trading at USD 82.20 with a total of 296,588 shares traded. Over the past week, the price has changed by +0.81%, over one month by +8.23%, over three months by +3.66% and over the past year by -4.24%.

Current recommended Stop Loss: 79.50 (which is 3.3% or 1.4 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 77.3 -6%
MGE Energy (MGEE) - Fundamental Data Overview as of 03 July 2026
Market Cap USD = 3.06b (3.06b USD * 1.0 USD.USD)
P/E Trailing = 20.7974
P/E Forward = 25.2525
P/S = 4.0801
P/B = 2.2809
P/EG = 4.1202
Revenue TTM = 767.4m USD
EBIT TTM = 199.1m USD
EBITDA TTM = 313.9m USD
Long Term Debt = 880.3m USD (from longTermDebt, last quarter)
Short Term Debt = 60.7m USD (from shortTermDebt, last quarter)
Debt = 959.5m USD (from shortLongTermDebtTotal, last quarter) + Leases 18.5m
Net Debt = 950.1m USD (calculated: Debt 959.5m - CCE 9.47m)
Enterprise Value = 4.01b USD (3.06b + Debt 959.5m - CCE 9.47m)
Interest Coverage Ratio = 5.53 (Ebit TTM 199.1m / Interest Expense TTM 36.0m)
EV/FCF = -30.71x (Enterprise Value 4.01b / FCF TTM -130.6m)
FCF Yield = -3.26% (FCF TTM -130.6m / Enterprise Value 4.01b)
FCF Margin = -17.02% (FCF TTM -130.6m / Revenue TTM 767.4m)
Net Margin = 18.61% (Net Income TTM 142.8m / Revenue TTM 767.4m)
Gross Margin = 77.17% ((Revenue TTM 767.4m - Cost of Revenue TTM 175.2m) / Revenue TTM)
Gross Margin QoQ = 36.07% (prev none%)
Tobins Q-Ratio = 1.26 (Enterprise Value 4.01b / Total Assets 3.19b)
Interest Expense / Debt = 3.75% (Interest Expense 36.0m / Debt 959.5m)
Taxrate = 12.46% (20.3m / 163.1m)
NOPAT = 174.3m (EBIT 199.1m * (1 - 12.46%))
Current Ratio = 1.15 (Total Current Assets 211.1m / Total Current Liabilities 183.2m)
Debt / Equity = 0.71 (Debt 959.5m / totalStockholderEquity, last quarter 1.35b)
Debt / EBITDA = 3.03 (Net Debt 950.1m / EBITDA 313.9m)
 Debt / FCF = -7.27 (negative FCF - burning cash) (Net Debt 950.1m / FCF TTM -130.6m)
 Total Stockholder Equity = 1.31b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.74% (Net Income 142.8m / Total Assets 3.19b)
RoE = 10.94% (Net Income TTM 142.8m / Total Stockholder Equity 1.31b)
RoCE = 9.11% (EBIT 199.1m / Capital Employed (Equity 1.31b + L.T.Debt 880.3m))
RoIC = 5.71% (NOPAT 174.3m / Invested Capital 3.05b)
WACC = 5.66% (E(3.06b)/V(4.02b) * Re(6.40%) + D(959.5m)/V(4.02b) * Rd(3.75%) * (1-Tc(0.12)))
Discount Rate = 6.40% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 91.11 | Cagr: 0.52%
 [DCF] Fair Price = unknown (Cash Flow -130.6m)
 EPS Correlation: 92.23 | EPS CAGR: 7.35% | SUE: 1.53 | # QB: 1
Revenue Correlation: 54.23 | Revenue CAGR: 2.84% | SUE: 3.07 | # QB: 1
EPS current Quarter (2026-06-30): EPS=0.76 | Chg30d=-6.17% | Revisions=+25% | Analysts=1
EPS next Quarter (2026-09-30): EPS=1.15 | Chg30d=-4.96% | Revisions=-25% | Analysts=1
EPS current Year (2026-12-31): EPS=3.94 | Chg30d=-0.32% | Revisions=-25% | GrowthEPS=+5.9% | GrowthRev=+4.8%
EPS next Year (2027-12-31): EPS=4.17 | Chg30d=-1.71% | Revisions=+25% | GrowthEPS=+6.0% | GrowthRev=+5.5%
[Analyst] Revisions Ratio: +0% (up=2, down=2)