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MGEE Stock Analysis 2026 - MGE ENERGY INC AI Rating

MGEE Nasdaq Electric, Gas & Sanitary Services WI CIK: 0001161728
Recently Updated • Analysis: Apr 1, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 MGEE Key Takeaways

Revenue: $-33.8M
Net Margin: -402.1%
Free Cash Flow: $-80.0M
Current Ratio: 0.77x
Debt/Equity: 0.61x
EPS: $3.72
AI Rating: SELL with 75% confidence

Is MGEE a Good Investment? Thesis Analysis

Claude

MGE Energy exhibits severe accounting anomalies with negative revenue (-2.6% YoY) yet positive operating and net income, indicating potential data quality issues or non-standard business classification. The company's negative free cash flow (-$80M) despite $263M operating cash flow signals unsustainable capital expenditure ($343M), raising concerns about investment returns and financial sustainability.

Why Buy MGEE? Key Strengths

Claude
  • + Strong interest coverage ratio of 12.2x indicates ability to service debt obligations
  • + Positive operating cash flow of $263.2M demonstrates underlying business cash generation
  • + Moderate debt-to-equity ratio of 0.61x suggests acceptable leverage levels

MGEE Investment Risks to Consider

Claude
  • ! Fundamental data contradiction: negative revenue growth cannot logically produce positive net income without extraordinary items, suggesting unreliable financial reporting or data integrity issues
  • ! Negative free cash flow (-$80M) with capex exceeding operating cash flow indicates unsustainable business model or value-destructive capital allocation
  • ! Critically low current ratio of 0.77x indicates insufficient liquid assets to cover short-term obligations, presenting immediate liquidity risk

Key Metrics to Watch

Claude
  • * Resolution of revenue decline vs. income growth contradiction in next filing
  • * Free cash flow trend and sustainability of high capital expenditure program
  • * Current ratio improvement and working capital management

MGEE Financial Metrics

Revenue
$-33.8M
Net Income
$135.9M
EPS (Diluted)
$3.72
Free Cash Flow
$-80.0M
Total Assets
$3.2B
Cash Position
$5.7M

💡 AI Analyst Insight

The 236.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

MGEE Profitability Ratios

Gross Margin N/A
Operating Margin -504.9%
Net Margin -402.1%
ROE 10.4%
ROA 4.3%
FCF Margin 236.7%

MGEE vs Energy Sector

How MGE ENERGY INC compares to Energy sector averages

Net Margin
MGEE -402.1%
vs
Sector Avg 12.0%
MGEE Sector
ROE
MGEE 10.4%
vs
Sector Avg 14.0%
MGEE Sector
Current Ratio
MGEE 0.8x
vs
Sector Avg 1.3x
MGEE Sector
Debt/Equity
MGEE 0.6x
vs
Sector Avg 0.6x
MGEE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is MGEE Overvalued or Undervalued?

Based on fundamental analysis, MGE ENERGY INC has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
10.4%
Sector avg: 14%
Net Profit Margin
-402.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.61x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

MGEE Balance Sheet & Liquidity

Current Ratio
0.77x
Quick Ratio
0.77x
Debt/Equity
0.61x
Debt/Assets
0.0%
Interest Coverage
12.24x
Long-term Debt
$792.2M

MGEE 5-Year Financial Trend & Growth Analysis

MGEE 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: MGE ENERGY INC's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $3.25 reflects profitable operations.

MGEE Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
236.7%
Free cash flow / Revenue

MGEE Capital Allocation

Operating Cash Flow
$263.2M
Cash generated from operations
Capital Expenditures
$343.2M
Investment in assets
Dividends Paid
$67.6M
Returned to shareholders

MGEE SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for MGE ENERGY INC (CIK: 0001161728)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about MGEE

What is the AI rating for MGEE?

MGE ENERGY INC (MGEE) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are MGEE's key strengths?

Claude: Strong interest coverage ratio of 12.2x indicates ability to service debt obligations. Positive operating cash flow of $263.2M demonstrates underlying business cash generation.

What are the risks of investing in MGEE?

Claude: Fundamental data contradiction: negative revenue growth cannot logically produce positive net income without extraordinary items, suggesting unreliable financial reporting or data integrity issues. Negative free cash flow (-$80M) with capex exceeding operating cash flow indicates unsustainable business model or value-destructive capital allocation.

What is MGEE's revenue and growth?

MGE ENERGY INC reported revenue of $-33.8M.

Does MGEE pay dividends?

MGE ENERGY INC pays dividends, with $67.6M distributed to shareholders in the trailing twelve months.

Where can I find MGEE SEC filings?

Official SEC filings for MGE ENERGY INC (CIK: 0001161728) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MGEE's EPS?

MGE ENERGY INC has a diluted EPS of $3.72.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MGEE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, MGE ENERGY INC has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MGEE stock overvalued or undervalued?

Valuation metrics for MGEE: ROE of 10.4% (sector avg: 14%), net margin of -402.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MGEE stock in 2026?

Our dual AI analysis gives MGE ENERGY INC a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MGEE's free cash flow?

MGE ENERGY INC's operating cash flow is $263.2M, with capital expenditures of $343.2M. FCF margin is 236.7%.

How does MGEE compare to other Energy stocks?

Vs Energy sector averages: Net margin -402.1% (avg: 12%), ROE 10.4% (avg: 14%), current ratio 0.77 (avg: 1.3).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 1, 2026 | Data as of: 2025-12-31 | Powered by Claude AI