Xcel Energy
Market Cap
US$38.1b
Last Updated
2021/05/05 23:23 UTC
Data Sources
Company Financials +
Executive Summary
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. More Details
Rewards
Risk Analysis
Snowflake Analysis
Solid track record established dividend payer.
Similar Companies
Share Price & News
How has Xcel Energy's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: XEL is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: XEL's weekly volatility (3%) has been stable over the past year.
Market Performance
7 Day Return
1.3%
XEL
-0.7%
US Electric Utilities
-1.6%
US Market
1 Year Return
15.6%
XEL
19.2%
US Electric Utilities
52.8%
US Market
Return vs Industry: XEL underperformed the US Electric Utilities industry which returned 16.8% over the past year.
Return vs Market: XEL underperformed the US Market which returned 52.4% over the past year.
Shareholder returns
| XEL | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.3% | -0.7% | -1.6% |
| 30 Day | 3.9% | -0.002% | 1.3% |
| 90 Day | 11.3% | 1.0% | 3.5% |
| 1 Year | 18.7%15.6% | 23.3%19.2% | 55.4%52.8% |
| 3 Year | 71.9%57.9% | 28.8%18.0% | 63.5%53.2% |
| 5 Year | 98.4%71.0% | 33.4%14.6% | 125.8%100.7% |
Long-Term Price Volatility Vs. Market
How volatile is Xcel Energy's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 weeks ago | Simply Wall St
What Is The Ownership Structure Like For Xcel Energy Inc. (NASDAQ:XEL)?1 month ago | Simply Wall St
Here's What's Concerning About Xcel Energy's (NASDAQ:XEL) Returns On Capital1 month ago | Simply Wall St
Is Now The Time To Put Xcel Energy (NASDAQ:XEL) On Your Watchlist?Valuation
Is Xcel Energy undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: XEL ($70.75) is trading below our estimate of fair value ($334.82)
Significantly Below Fair Value: XEL is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: XEL is poor value based on its PE Ratio (24.3x) compared to the US Electric Utilities industry average (21.7x).
PE vs Market: XEL is poor value based on its PE Ratio (24.3x) compared to the US market (20.6x).
Price to Earnings Growth Ratio
PEG Ratio: XEL is poor value based on its PEG Ratio (4.1x)
Price to Book Ratio
PB vs Industry: XEL is overvalued based on its PB Ratio (2.6x) compared to the US Electric Utilities industry average (2x).
Future Growth
How is Xcel Energy forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?
5.9%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: XEL's forecast earnings growth (5.9% per year) is above the savings rate (2%).
Earnings vs Market: XEL's earnings (5.9% per year) are forecast to grow slower than the US market (16% per year).
High Growth Earnings: XEL's earnings are forecast to grow, but not significantly.
Revenue vs Market: XEL's revenue (2.6% per year) is forecast to grow slower than the US market (9.3% per year).
High Growth Revenue: XEL's revenue (2.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: XEL's Return on Equity is forecast to be low in 3 years time (10.8%).
Past Performance
How has Xcel Energy performed over the past 5 years?
6.9%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: XEL has high quality earnings.
Growing Profit Margin: XEL's current net profit margins (12.6%) are higher than last year (12.1%).
Past Earnings Growth Analysis
Earnings Trend: XEL's earnings have grown by 6.9% per year over the past 5 years.
Accelerating Growth: XEL's earnings growth over the past year (13.9%) exceeds its 5-year average (6.9% per year).
Earnings vs Industry: XEL earnings growth over the past year (13.9%) exceeded the Electric Utilities industry 4.3%.
Return on Equity
High ROE: XEL's Return on Equity (10.5%) is considered low.
Financial Health
How is Xcel Energy's financial position?
Financial Position Analysis
Short Term Liabilities: XEL's short term assets ($4.3B) do not cover its short term liabilities ($4.9B).
Long Term Liabilities: XEL's short term assets ($4.3B) do not cover its long term liabilities ($36.9B).
Debt to Equity History and Analysis
Debt Level: XEL's debt to equity ratio (156.2%) is considered high.
Reducing Debt: XEL's debt to equity ratio has increased from 131.1% to 156.2% over the past 5 years.
Debt Coverage: XEL's debt is not well covered by operating cash flow (8.9%).
Interest Coverage: XEL's interest payments on its debt are not well covered by EBIT (2.6x coverage).
Balance Sheet
Dividend
What is Xcel Energy current dividend yield, its reliability and sustainability?
2.59%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: XEL's dividend (2.59%) is higher than the bottom 25% of dividend payers in the US market (1.24%).
High Dividend: XEL's dividend (2.59%) is low compared to the top 25% of dividend payers in the US market (3.42%).
Stability and Growth of Payments
Stable Dividend: XEL's dividends per share have been stable in the past 10 years.
Growing Dividend: XEL's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (60.1%), XEL's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: XEL's dividends in 3 years are forecast to be covered by earnings (60.6% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.1yrs
Average management tenure
CEO
Ben Fowke (62 yo)
9.75yrs
Tenure
US$16,805,589
Compensation
Mr. Benjamin Gwynn Stonestreet Fowke III, also known as Ben, has been a Vice Chairman of the Board of Edison Electric Institute since June 2018. He has been the Chief Executive Officer of Xcel Energy Inc. ...
CEO Compensation Analysis
Compensation vs Market: Ben's total compensation ($USD16.81M) is above average for companies of similar size in the US market ($USD11.13M).
Compensation vs Earnings: Ben's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: XEL's management team is considered experienced (2.1 years average tenure).
Board Members
Experienced Board: XEL's board of directors are considered experienced (7.5 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: XEL insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.5%.
Top Shareholders
Company Information
Xcel Energy Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Xcel Energy Inc.
- Ticker: XEL
- Exchange: NasdaqGS
- Founded: 1909
- Industry: Electric Utilities
- Sector: Utilities
- Market Cap: US$38.078b
- Shares outstanding: 538.21m
- Website: https://www.xcelenergy.com
Number of Employees
Location
- Xcel Energy Inc.
- 414 Nicollet Mall
- Minneapolis
- Minnesota
- 55401
- United States
Listings
Biography
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...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/05/05 23:23 |
| End of Day Share Price | 2021/05/05 00:00 |
| Earnings | 2021/03/31 |
| Annual Earnings | 2020/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.