Stock comparison
Otter Tail
Xcel Energy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
OTTR
Otter Tail
Market cap
$3.67B
Sector
Utilities
XEL
Xcel Energy
Market cap
$50.62B
Sector
Utilities
Overall winner
Xcel Energy XEL
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | OTTR | XEL | Winner |
|---|---|---|---|
| Warren Buffett | 49D | 56D | XEL |
| Benjamin Graham | 57C | 54C | OTTR |
| Philip Fisher | 46D | 35D | OTTR |
| Peter Lynch | 42D | 53C | XEL |
| Joel Greenblatt | 34F | 45D | XEL |
| Charlie Munger | 51D | 41D | OTTR |
| Terry Smith | 38D | 36D | OTTR |
Side-by-side metrics
| Metric | OTTR | XEL |
|---|---|---|
| Market cap | $3.67B | $50.62B |
| P/E (TTM) | 13.2x | 23.6x |
| EV/EBIT | 13.2x | 29.6x |
| ROIC (TTM) | 7.74% | 3.75% |
| Gross margin | 34.89% | 18.91% |
| Net margin | 21.34% | 14.14% |
| Revenue CAGR 5y | 2.17% | 2.23% |
| EPS CAGR 5y | 11.52% | 3.83% |
| Debt / Equity | 0.6x | 1.6x |
| Dividend yield | 2.5% | 2.92% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
OTTR leads on
- EPS CAGR 5y11.52%vs 3.83%+67%
- Debt / Equity0.6xvs 1.6x+60%
- EV/EBIT13.2xvs 29.6x+55%
- ROIC (TTM)7.74%vs 3.75%+52%
XEL leads on
- Market cap$50.62Bvs $3.67B+93%
- Dividend yield2.92%vs 2.5%+14%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.