| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 0/6 |
| Dividends | 5/6 |
XEL Overview
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity.
Rewards
Risk Analysis
Xcel Energy Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$65.93 |
| 52 Week High | US$57.23 |
| 52 Week Low | US$76.44 |
| Beta | 0.35 |
| 1 Month Change | 1.43% |
| 3 Month Change | -4.63% |
| 1 Year Change | -9.84% |
| 3 Year Change | 34.20% |
| 5 Year Change | 65.03% |
| Change since IPO | 225.58% |
Recent News & Updates
Returns On Capital Signal Tricky Times Ahead For Xcel Energy (NASDAQ:XEL)
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Is Now The Time To Put Xcel Energy (NASDAQ:XEL) On Your Watchlist?
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Shareholder Returns
| XEL | US Electric Utilities | US Market | |
|---|---|---|---|
| 7D | 4.3% | 1.4% | 2.0% |
| 1Y | -9.8% | 4.5% | 27.6% |
Return vs Industry: XEL underperformed the US Electric Utilities industry which returned 4.5% over the past year.
Return vs Market: XEL underperformed the US Market which returned 27.6% over the past year.
Price Volatility
| XEL volatility | |
|---|---|
| XEL Beta | 0.35 |
| Industry Beta | 0.40 |
| Market Beta | 1 |
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.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1909 | 11,367 | Bob Frenzel | https://www.xcelenergy.com |
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.
Xcel Energy Fundamentals Summary
| XEL fundamental statistics | |
|---|---|
| Market Cap | US$35.50b |
| Earnings (TTM) | US$1.56b |
| Revenue (TTM) | US$12.74b |
22.7x
P/E Ratio2.8x
P/S RatioIs XEL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| XEL income statement (TTM) | |
|---|---|
| Revenue | US$12.74b |
| Cost of Revenue | US$7.59b |
| Gross Profit | US$5.15b |
| Expenses | US$3.58b |
| Earnings | US$1.56b |
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
Oct 28, 2021
| Earnings per share (EPS) | 2.90 |
| Gross Margin | 40.39% |
| Net Profit Margin | 12.28% |
| Debt/Equity Ratio | 157.1% |
How did XEL perform over the long term?
See historical performance and comparisonDividends
2.8%
Current Dividend Yield61%
Payout RatioValuation
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 ($65.93) is trading below our estimate of fair value ($354.87)
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 (22.7x) compared to the US Electric Utilities industry average (21.4x).
PE vs Market: XEL is poor value based on its PE Ratio (22.7x) compared to the US market (18.2x).
Price to Earnings Growth Ratio
PEG Ratio: XEL is poor value based on its PEG Ratio (3.6x)
Price to Book Ratio
PB vs Industry: XEL is overvalued based on its PB Ratio (2.4x) 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 11 analysts?
6.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: XEL's forecast earnings growth (6.4% per year) is above the savings rate (2%).
Earnings vs Market: XEL's earnings (6.4% per year) are forecast to grow slower than the US market (15.1% 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 (9.9% 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 (10.9%).
Past Performance
How has Xcel Energy performed over the past 5 years?
7.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: XEL has high quality earnings.
Growing Profit Margin: XEL's current net profit margins (12.3%) are lower than last year (12.5%).
Past Earnings Growth Analysis
Earnings Trend: XEL's earnings have grown by 7.2% per year over the past 5 years.
Accelerating Growth: XEL's earnings growth over the past year (11.6%) exceeds its 5-year average (7.2% per year).
Earnings vs Industry: XEL earnings growth over the past year (11.6%) exceeded the Electric Utilities industry 1.6%.
Return on Equity
High ROE: XEL's Return on Equity (10.6%) is considered low.
Financial Health
How is Xcel Energy's financial position?
Financial Position Analysis
Short Term Liabilities: XEL's short term assets ($4.1B) do not cover its short term liabilities ($5.0B).
Long Term Liabilities: XEL's short term assets ($4.1B) do not cover its long term liabilities ($37.0B).
Debt to Equity History and Analysis
Debt Level: XEL's debt to equity ratio (157.1%) is considered high.
Reducing Debt: XEL's debt to equity ratio has increased from 133.2% to 157.1% over the past 5 years.
Debt Coverage: XEL's debt is not well covered by operating cash flow (9.4%).
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?
2.78%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: XEL's dividend (2.78%) is higher than the bottom 25% of dividend payers in the US market (1.29%).
High Dividend: XEL's dividend (2.78%) is low compared to the top 25% of dividend payers in the US market (3.49%).
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 (60.5%), 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 (60.7% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.6yrs
Average management tenure
CEO
Bob Frenzel (50 yo)
0.17
Tenure
US$4,052,934
Compensation
Mr. Robert C. Frenzel, also known as Bob, serves as Chief Executive Officer at Xcel Energy Inc. since August 18, 2021. He serves as President at Xcel Energy Inc. since March 31, 2020 and has been its Direc...
CEO Compensation Analysis
Compensation vs Market: Bob's total compensation ($USD4.05M) is below average for companies of similar size in the US market ($USD11.20M).
Compensation vs Earnings: Bob's compensation has increased by more than 20% in the past year.
Leadership Team
Experienced Management: XEL's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
Board Members
Experienced Board: XEL's board of directors are considered experienced (6.5 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 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$35.499b
- Shares outstanding: 538.44m
- Website: https://www.xcelenergy.com
Number of Employees
Location
- Xcel Energy Inc.
- 414 Nicollet Mall
- Minneapolis
- Minnesota
- 55401
- United States
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/10/16 22:33 |
| End of Day Share Price | 2021/10/15 00:00 |
| Earnings | 2021/06/30 |
| 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.