XEL:NSD-Xcel Energy Inc (USD)

COMMON STOCK | Utilities—Regulated Electric | NSD

Last Closing Price

USD 67.62

Change

0.00 (0.00)%

Market Cap

USD 35.53B

Volume

1.95M

Average Target Price

USD 70.00 (+3.52%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind energy sources. It also purchases, transports, distributes, and sells natural gas to retail customers, as well as transports customer-owned natural gas. In addition, the company develops and leases natural gas pipelines, and storage and compression facilities; and invests in rental housing projects, as well as procures equipment for construction of renewable generation facilities. It serves residential, commercial, and industrial customers in the portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. The company sells electricity to approximately 3.7 million customers; and natural gas to approximately 2.1 million customers. Xcel Energy Inc. was founded in 1909 and is headquartered in Minneapolis, Minnesota.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-11-28 )

Largest Industry Peers for Utilities—Regulated Electric

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
AEP American Electric Power Compan..

N/A

USD42.15B 21.99 13.18
LNT Alliant Energy Corporation

N/A

USD13.17B 19.64 13.30
SPKEP Spark Energy, Inc

N/A

USD0.39B 21.92 N/A
SPKE Spark Energy, Inc

N/A

USD0.36B 8.77 4.03
IPLDP Interstate Power and Light Com..

N/A

USD0.35B 1.05 N/A

ETFs Containing XEL

Symbol Name Weight Mer Price(Change) Market Cap
FUTY Fidelity MSCI Utilities I.. 0.00 % 0.08 %

N/A

USD1.09B
VETS Pacer Military Times Best.. 0.00 % 0.60 %

N/A

USD1.45M
XRSM:XETRA Xtrackers Russell Midcap .. 0.00 % 0.35 %

N/A

USD0.10B
IUSU:XETRA iShares S&P 500 Utilities.. 0.00 % 0.15 %

N/A

USD0.03B
2B7A:XETRA iShares S&P 500 Utilities.. 0.00 % 0.15 %

N/A

USD0.03B
ZPDU:F SPDR S&P U.S. Utilities S.. 0.00 % 0.15 %

N/A

USD0.04B
XRSM:F Xtrackers Russell Midcap .. 0.00 % 0.35 %

N/A

USD0.10B
XRSS:LSE Xtrackers Russell Midcap .. 0.00 % 0.35 %

N/A

USD0.10B
XRMU:LSE Xtrackers Russell Midcap .. 0.00 % 0.35 %

N/A

USD0.10B
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.15 %

N/A

USD0.04B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.15 %

N/A

USD0.03B
IUSU:LSE iShares S&P 500 Utilities.. 0.00 % 0.15 %

N/A

USD0.03B
FCUL:CA Fidelity U.S. Low Volatil.. 0.00 % 0.40 %

N/A

USD0.05B
FCLH:CA Fidelity U.S. Low Volatil.. 0.00 % 0.43 %

N/A

USD0.02B
VSDA VictoryShares Dividend Ac.. 0.00 % 0.35 %

N/A

USD0.27B
FVD First Trust Value Line Di.. 0.00 % 0.70 %

N/A

USD8.81B
UTSL Direxion Daily Utilities .. 0.00 % 0.99 %

N/A

USD0.01B
XLU Utilities Select Sector S.. 0.00 % 0.13 %

N/A

USD11.67B
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

N/A

USD5.67B
UTES Virtus Reaves Utilities E.. 0.00 % 0.49 %

N/A

USD0.03B
UPW ProShares Ultra Utilities 0.00 % 0.95 %

N/A

USD0.02B
SDP ProShares UltraShort Util.. 0.00 % 0.95 %

N/A

USD4.09M
RYU Invesco S&P 500 Equal Wei.. 0.00 % 0.40 %

N/A

USD0.24B
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

N/A

USD0.06B
IWS iShares Russell Mid-Cap V.. 0.00 % 0.24 %

N/A

USD9.76B
IWR iShares Russell Mid-Cap E.. 0.00 % 0.19 %

N/A

USD20.57B
IDU iShares U.S. Utilities ET.. 0.00 % 0.42 %

N/A

USD0.83B
HUSV First Trust Horizon Manag.. 0.00 % 0.70 %

N/A

USD0.17B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.15 %

N/A

USD0.04B

Market Performance

  Market Performance vs.
Industry/Classification (Utilities—Regulated Electric)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.50% 83% B 58% F
Dividend Return 2.03% 17% F 58% F
Total Return 8.54% 83% B 59% F
Trailing 12 Months  
Capital Gain 9.97% 100% A+ 59% F
Dividend Return 2.76% 17% F 65% D
Total Return 12.73% 100% A+ 60% D-
Trailing 5 Years  
Capital Gain 89.62% 100% A+ 76% C
Dividend Return 21.17% 25% F 80% B-
Total Return 110.80% 100% A+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.77% N/A N/A 71% C-
Dividend Return 3.27% N/A N/A 76% C
Total Return 17.04% N/A N/A 74% C
Risk Return Profile  
Volatility (Standard Deviation) 11.84% N/A N/A 86% B
Risk Adjusted Return 143.90% N/A N/A 98% A+
Market Capitalization 35.53B 83% B 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Utilities—Regulated Electric)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 24.07 17% F 41% F
Price/Book Ratio 2.64 50% F 47% F
Price / Cash Flow Ratio 10.89 33% F 32% F
EV/EBITDA 13.49 25% F 56% F
Management Effectiveness  
Return on Equity 10.97% 50% F 80% B-
Return on Invested Capital 6.44% 67% D+ 66% D
Return on Assets 2.56% 33% F 72% C-
Debt to Equity Ratio 131.48% 50% F 16% F
Technical Ratios  
Short Ratio 2.15 75% C 63% D
Short Percent 0.93% 100% A+ 79% C+
Beta 0.31 67% D+ 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
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 Dividend Growth

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

What to not like:
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.

Overpriced compared to book value

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

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

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

Poor return on assets

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

Higly 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.

Low Earnings Growth

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

Low Revenue Growth

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