ducovest

XEL:NYE-Xcel Energy Inc. (USD)

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 55.27

Change

+0.31 (+0.56)%

Market Cap

USD 19.86B

Volume

4.43M

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.

Company Website : http://www.xcelenergy.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-23 )

Largest Industry Peers for Utilities - Regulated Electric

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

N/A

 USD 46.70B
EXC Exelon Corporation

N/A

 USD 37.33B
LNT Alliant Energy Corp

N/A

 USD 12.52B
EVRG Evergy Inc. Common Stock

N/A

 USD 11.88B
MGEE MGE Energy Inc

N/A

 USD 2.81B
VIA Via Renewables Inc

N/A

 USD 0.08B
VIASP Via Renewables Inc

N/A

 N/A

ETFs Containing XEL

RSPU Invesco S&P 500® Equal.. 3.41 % 0.00 %

N/A

 USD 0.25B
QQXT First Trust NASDAQ-100 Ex.. 1.80 % 0.60 %

N/A

 USD 0.13B
QQEW First Trust NASDAQ-100 Eq.. 1.09 % 0.60 %

N/A

 USD 2.08B
FXU First Trust Utilities Alp.. 0.00 % 0.63 %

N/A

 USD 0.23B
JHMU John Hancock Multifactor .. 0.00 % 0.46 %

N/A

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

N/A

 USD 0.70B
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 %

N/A

 USD 0.86M
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

N/A

 USD 4.09B
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

N/A

 USD 0.03B
FLYT 0.00 % 0.00 %

N/A

 N/A
SIXL 6 Meridian Low Beta Equit.. 0.00 % 0.00 %

N/A

 USD 0.15B

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 -10.73% 13% F 36% F
Dividend Return 0.88% 29% F 51% F
Total Return -9.84% 13% F 37% F
Trailing 12 Months  
Capital Gain -22.35% 13% F 32% F
Dividend Return 2.23% 29% F 34% F
Total Return -20.12% 13% F 33% F
Trailing 5 Years  
Capital Gain -1.29% 57% F 55% F
Dividend Return 15.76% 57% F 69% C-
Total Return 14.47% 57% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain -0.31% 75% C 45% F
Dividend Return 2.35% 75% C 49% F
Total Return 2.66% 25% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.92% 100% F 86% B+
Risk Adjusted Return 21.51% 88% B+ 58% F
Market Capitalization 19.86B 71% 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 50% 52%
Price/Book Ratio 1.69 57% 53%
Price / Cash Flow Ratio 5.58 86% 37%
Price/Free Cash Flow Ratio 10.99 57% 24%
Management Effectiveness  
Return on Equity 10.33% 50% 77%
Return on Invested Capital 6.41% 63% 72%
Return on Assets 2.61% 50% 77%
Debt to Equity Ratio 141.42% 38% 16%

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

What to not like:
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.

Poor return on equity

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

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.