XEL:NYE-Xcel Energy Inc. (USD)

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 68.65

Change

+1.28 (+1.90)%

Market Cap

USD 19.86B

Volume

5.56M

Analyst Target

USD 68.17
Analyst Rating

N/A

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: 2024-11-11 )

Largest Industry Peers for Utilities - Regulated Electric

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

-1.55 (-1.64%)

USD 49.51B
LNT Alliant Energy Corp

+0.01 (+0.02%)

USD 14.92B
EVRG Evergy, Inc.

+0.40 (+0.63%)

USD 14.04B
MGEE MGE Energy Inc

+0.67 (+0.63%)

USD 3.27B
VIASP Via Renewables Inc

-0.10 (-0.47%)

N/A
EXC Exelon Corporation

-0.24 (-0.63%)

N/A
NWE NorthWestern Corporation

+0.20 (+0.36%)

N/A

ETFs Containing XEL

JHMU John Hancock Exchange-Tra.. 4.99 % 0.46 %

-0.02 (-0.43%)

USD 0.02B
IUSU:XETRA iShares $ Treasury Bond 1.. 3.97 % 0.00 %

+0.41 (+-0.43%)

USD 4.09B
NREA:CA NBI Global Real Assets In.. 3.42 % 0.00 %

-0.20 (-0.43%)

CAD 1.29B
CUD:CA iShares US Dividend Growe.. 1.92 % 0.66 %

-0.12 (-0.43%)

CAD 0.35B
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

-0.56 (-0.43%)

USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.91 % 0.00 %

+0.73 (+-0.43%)

USD 3.85B
SPYD:XETRA SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

-0.25 (-0.43%)

USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

-0.07 (-0.43%)

USD 0.13B
USDV:SW SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

-0.22 (-0.43%)

USD 3.90B
WEBA:XETRA Amundi US Tech 100 Equal .. 1.24 % 0.00 %

+0.01 (+-0.43%)

USD 0.60B
LGLV SPDR® SSGA US Large Cap .. 1.16 % 0.12 %

-0.56 (-0.43%)

USD 0.82B
PAPI Morgan Stanley ETF Trust 0.56 % 0.00 %

-0.12 (-0.43%)

USD 0.09B
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 %

+0.34 (+-0.43%)

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

-1.05 (-0.43%)

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

-0.25 (-0.43%)

N/A
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

-0.22 (-0.43%)

USD 0.01B
FLYT 0.00 % 0.00 %

N/A

N/A
SPPD:F SSGA SPDR ETFs Europe I p.. 0.00 % 0.00 %

-0.06 (-0.43%)

USD 0.07B

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 10.89% 50% F 63% D
Dividend Return 2.66% 25% F 51% F
Total Return 13.54% 50% F 64% D
Trailing 12 Months  
Capital Gain 17.81% 50% F 57% F
Dividend Return 3.71% 25% F 51% F
Total Return 21.53% 38% F 58% F
Trailing 5 Years  
Capital Gain 11.37% 57% F 55% F
Dividend Return 15.63% 29% F 62% D
Total Return 27.00% 57% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain -2.32% 50% F 33% F
Dividend Return 0.25% 33% F 35% F
Total Return 2.57% 33% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.97% 100% F 87% B+
Risk Adjusted Return 2.25% 33% F 36% F
Market Capitalization 19.86B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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:
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.

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.

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.

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.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.