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Otter TailOTTR +3.42%83 ROC (Joel Greenblatt) % is 11.68% as of Mar. 2026, which is 16% above its 10-year median of 10.07. GuruFocus rates OTTR with a GF Score™ of 83/100 and a GF Value™ of $79.82 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 563 Conglomerates companies, Otter Tail ranks worse than 56.66% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Otter Tail's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 11.68%.
The historical rank and industry rank for Otter Tail's ROC (Joel Greenblatt) % or its related term are showing as below:
OTTR'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 7.77 Med: 10.07 Max: 17.58
Current: 12.44
During the past 13 years, Otter Tail's highest ROC (Joel Greenblatt) % was 17.58%. The lowest was 7.77%. And the median was 10.07%.
OTTR's ROC (Joel Greenblatt) % is ranked worse than 56.66% of 563
companies
in the Conglomerates industry
Industry Median: 14.68
vs OTTR: 12.44
Otter Tail's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 9.70% per year.
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Otter Tail ROC (Joel Greenblatt) % Historical Data
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The historical data trend for Otter Tail's ROC (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
OTTR vs SEB, TTI, DLX: ROC (Joel Greenblatt) % Comparison
For the Conglomerates subindustry, Otter Tail's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Otter Tail ROC (Joel Greenblatt) % vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Otter Tail's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Otter Tail's ROC (Joel Greenblatt) % falls into.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a ROC (Joel Greenblatt) % of 11.68% mean?
Otter Tail (OTTR) has a ROC (Joel Greenblatt) % of 11.68% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Otter Tail and its competitors. This is 16% above median its historical median of 10.07. Over the past decade, Otter Tail's ROC (Joel Greenblatt) % has ranged from 7.77 to 17.58. According to the industry distribution chart, Otter Tail ranks #319 out of 563 companies in the Conglomerates industry, placing it in the top 56.7%.
Is Otter Tail's ROC (Joel Greenblatt) % too high?
Otter Tail's current ROC (Joel Greenblatt) % of 11.68% is 16% above median its 10-year median of 10.07. Over the past 10 years, this metric has ranged from a low of 7.77 to a high of 17.58. The Conglomerates industry median ROC (Joel Greenblatt) % is 14.68. Otter Tail's value of 11.68% is 20.4% below this industry median. Based on the distribution chart, Otter Tail ranks #319 out of 563 companies in the Conglomerates industry, which is below the industry midpoint. Overall, Otter Tail has a GF Score™ of 83/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Otter Tail's ROC (Joel Greenblatt) % compare to SEB and TTI?
According to the Conglomerates industry distribution chart, Otter Tail ranks #319 out of 563 companies for ROC (Joel Greenblatt) %. This places Otter Tail in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 14.68. Otter Tail's value of 11.68% is 20.4% below this benchmark. Historically, Otter Tail's own ROC (Joel Greenblatt) % has ranged from 7.77 to 17.58 over the past decade. While the company's 10-year median is 10.07 vs. the industry median of 14.68, Otter Tail has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Conglomerates company?
The median ROC (Joel Greenblatt) % among Conglomerates companies is 14.68, based on 563 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Otter Tail's current ROC (Joel Greenblatt) % of 11.68% is 20.4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Otter Tail and its competitors. For the Conglomerates industry, the median ROC (Joel Greenblatt) % is 14.68 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Otter Tail's current ROC (Joel Greenblatt) % is 11.68%, which is 16% above median its own 10-year median of 10.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Otter Tail stock overvalued right now?
Based on GuruFocus' analysis, Otter Tail (OTTR) is currently considered Modestly Overvalued. The stock's GF Value™ is $79.82, compared to a current price of $93.26 — trading 16.8% above its estimated fair value. The current ROC (Joel Greenblatt) % is 11.68%, which is 16% above median its 10-year median of 10.07 and 20.4% below the Conglomerates industry median of 14.68. Otter Tail's overall GF Score™ is 83/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Otter Tail (OTTR), the current ROC (Joel Greenblatt) % is 11.68% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Otter Tail (OTTR) Overvalued in 2026?
Based on GuruFocus' analysis, Otter Tail stock appears to be overvalued.
The current stock price of $93.26 is trading 16.8% above its estimated GF Value™ of $79.82.
GuruFocus considers Otter Tail to be Modestly Overvalued.
Key valuation signals for OTTR:
ROC (Joel Greenblatt) %: 11.68% (16% above median its 10-year median of 10.07)
GF Value™: $79.82 vs. price of $93.26 (16.8% above fair value)
Industry Position: 20.4% below the Conglomerates median (#319 of 563)
No single metric tells the full story. See the OTTR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Otter Tail Corp is a U.S. energy company that operates in the electric (produces and sells electricity), manufacturing (fabricates metal components), and plastics segments (pipes for water uses). The company conducts its operations and acquires the majority of its revenue in the U.S. in the states of Minnesota, South Dakota, and North Dakota. The majority of the company's revenue is derived from the Electric segment and commercial customers, although it generates revenue from residential and industrial customers, as well.
83GF Score
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