XEL:NYE-Xcel Energy Inc. (USD)

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 53.53

Change

+0.41 (+0.77)%

Market Cap

USD 19.86B

Volume

3.03M

Analyst Target

USD 68.17
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Xcel Energy Inc is a holding company engaged in the generation, purchase, transmission, distribution and sale of electricity and in the purchase, transportation, distribution and sale of natural gas.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-20 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
AEP American Electric Power Co Inc

-0.41 (-0.41%)

USD 53.61B
LNT Alliant Energy Corp

-0.05 (-0.08%)

USD 15.40B
EVRG Evergy, Inc. Common Stock

-0.22 (-0.36%)

USD 14.18B
MGEE MGE Energy Inc

-0.46 (-0.51%)

USD 3.31B
VIASP Via Renewables Inc

-0.67 (-3.02%)

N/A
EXC Exelon Corporation

-0.06 (-0.15%)

N/A
NWE NorthWestern Corporation

-0.11 (-0.19%)

N/A

ETFs Containing XEL

IUSU:XETRA iShares $ Treasury Bond 1.. 3.97 % 0.00 %

-0.34 (0.56%)

USD 4.09B
NREA:CA NBI Global Real Assets In.. 3.90 % 0.00 %

-0.11 (0.56%)

CAD 1.27B
ECLN First Trust EIP Carbon Im.. 3.64 % 0.00 %

-0.41 (0.56%)

USD 0.02B
RSPU Invesco S&P 500® Equal.. 3.34 % 0.00 %

-0.24 (0.56%)

USD 0.25B
CUD:CA iShares US Dividend Growe.. 1.83 % 0.66 %

+0.33 (+0.56%)

CAD 0.35B
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.82 % 0.00 %

+0.19 (+0.56%)

USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.82 % 0.00 %

-0.09 (0.56%)

USD 3.78B
SPYD:XETRA SPDR® S&P US Dividend Ar.. 1.82 % 0.00 %

+0.07 (+0.56%)

USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.82 % 0.00 %

+0.03 (+0.56%)

USD 0.13B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.82 % 0.00 %

+0.03 (+0.56%)

N/A
USDV:SW SPDR® S&P US Dividend Ar.. 1.82 % 0.00 %

+0.37 (+0.56%)

USD 3.84B
WEBA:XETRA Amundi US Tech 100 Equal .. 1.19 % 0.00 %

N/A

USD 0.61B
RBLD First Trust Exchange-Trad.. 1.10 % 0.00 %

-0.01 (0.56%)

USD 9.34M
JHMU John Hancock Exchange-Tra.. 0.00 % 0.46 %

-0.06 (0.56%)

USD 0.02B
LGLV SPDR® SSGA US Large Cap .. 0.00 % 0.12 %

+0.21 (+0.56%)

USD 0.82B
QQEW First Trust NASDAQ-100 Eq.. 0.00 % 0.60 %

+1.44 (+0.56%)

USD 1.94B
QQXT First Trust NASDAQ-100 Ex.. 0.00 % 0.60 %

+0.27 (+0.56%)

USD 0.13B
FCLH:CA 0.00 % 0.43 %

N/A

N/A
FCUL:CA 0.00 % 0.00 %

N/A

N/A
SDP ProShares UltraShort Util.. 0.00 % 0.95 %

+0.08 (+0.56%)

N/A
SDY SPDR® S&P Dividend ETF 0.00 % 0.35 %

+0.89 (+0.56%)

N/A
SPYD:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.17 (+0.56%)

N/A
FLYT 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -13.54% 11% F 37% F
Dividend Return 1.77% 25% F 60% D-
Total Return -11.77% 11% F 38% F
Trailing 12 Months  
Capital Gain -14.71% 22% F 40% F
Dividend Return 2.57% 38% F 40% F
Total Return -12.13% 22% F 41% F
Trailing 5 Years  
Capital Gain -13.02% 63% D 46% F
Dividend Return 14.57% 38% F 63% D
Total Return 1.55% 50% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain -1.32% 51% F 33% F
Dividend Return 1.32% 41% F 35% F
Total Return 2.64% 8% B- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 11.23% 85% B 75% C
Risk Adjusted Return 11.78% 44% F 37% F
Market Capitalization 19.86B 75% C 97% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Electric) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 18.10 56% 52%
Price/Book Ratio 1.68 50% 53%
Price / Cash Flow Ratio 5.74 88% 37%
Price/Free Cash Flow Ratio 10.95 63% 24%
Management Effectiveness  
Return on Equity 10.62% 56% 78%
Return on Invested Capital 6.41% 67% 71%
Return on Assets 2.69% 44% 77%
Debt to Equity Ratio 141.42% 33% 15%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.