Xcel Energy
Market Cap
US$32.1b
Last Updated
2020/04/07 06:15 UTC
Data Sources
Company Financials +
Executive Summary
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity.
Rewards
Risk Analysis
Snowflake Analysis
Established dividend payer with solid track record.
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 has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
1.1%
XEL
-0.01%
US Electric Utilities
2.4%
US Market
1 Year Return
9.7%
XEL
-3.1%
US Electric Utilities
-10.0%
US Market
Return vs Industry: XEL exceeded the US Electric Utilities industry which returned -7.7% over the past year.
Return vs Market: XEL exceeded the US Market which returned -13.3% over the past year.
Shareholder returns
| XEL | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.1% | -0.01% | 2.4% |
| 30 Day | -12.8% | -17.0% | -11.0% |
| 90 Day | -2.0% | -12.7% | -19.4% |
| 1 Year | 12.6%9.7% | -0.03%-3.1% | -8.1%-10.0% |
| 3 Year | 50.0%37.2% | 19.8%8.3% | 17.3%9.6% |
| 5 Year | 108.0%77.4% | 50.5%25.5% | 36.1%21.1% |
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 days ago | Simply Wall St
Xcel Energy Inc. (NASDAQ:XEL) Is Yielding 3.0% - But Is It A Buy?2 weeks ago | Simply Wall St
Should We Worry About Xcel Energy Inc.'s (NASDAQ:XEL) P/E Ratio?3 weeks ago | Simply Wall St
What We Think Of Xcel Energy Inc.’s (NASDAQ:XEL) Investment PotentialValuation
Is Xcel Energy undervalued compared to its fair value and its price relative to the market?
23.13x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: XEL ($61.15) is trading above our estimate of fair value ($42.01)
Significantly Below Fair Value: XEL is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: XEL is poor value based on its PE Ratio (23.1x) compared to the Electric Utilities industry average (19x).
PE vs Market: XEL is poor value based on its PE Ratio (23.1x) compared to the US market (12.5x).
Price to Earnings Growth Ratio
PEG Ratio: XEL is poor value based on its PEG Ratio (3.7x)
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 (1.8x).
Next Steps
Future Growth
How is Xcel Energy forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
6.2%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: XEL's forecast earnings growth (6.2% per year) is above the savings rate (1.7%).
Earnings vs Market: XEL's earnings (6.2% per year) are forecast to grow slower than the US market (13.4% per year).
High Growth Earnings: XEL's earnings are forecast to grow, but not significantly.
Revenue vs Market: XEL's revenue (4% per year) is forecast to grow slower than the US market (7% per year).
High Growth Revenue: XEL's revenue (4% 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 (10.7%).
Next Steps
Past Performance
How has Xcel Energy performed over the past 5 years?
7.0%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: XEL has high quality earnings.
Growing Profit Margin: XEL's current net profit margins (11.9%) are higher than last year (10.9%).
Past Earnings Growth Analysis
Earnings Trend: XEL's earnings have grown by 7% per year over the past 5 years.
Accelerating Growth: XEL's earnings growth over the past year (8.8%) exceeds its 5-year average (7% per year).
Earnings vs Industry: XEL earnings growth over the past year (8.8%) exceeded the Electric Utilities industry 6%.
Return on Equity
High ROE: XEL's Return on Equity (10.4%) is considered low.
Next Steps
Financial Health
How is Xcel Energy's financial position?
Financial Position Analysis
Short Term Liabilities: XEL's short term assets ($3.1B) do not cover its short term liabilities ($4.6B).
Long Term Liabilities: XEL's short term assets ($3.1B) do not cover its long term liabilities ($32.6B).
Debt to Equity History and Analysis
Debt Level: XEL's debt to equity ratio (141.3%) is considered high.
Reducing Debt: XEL's debt to equity ratio has increased from 125.1% to 141.3% over the past 5 years.
Debt Coverage: XEL's debt is not well covered by operating cash flow (17.4%).
Interest Coverage: XEL's interest payments on its debt are not well covered by EBIT (2.7x coverage).
Balance Sheet
Next Steps
Dividend
What is Xcel Energy's current dividend yield, its reliability and sustainability?
2.81%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: XEL's dividend (2.81%) is higher than the bottom 25% of dividend payers in the US market (2.01%).
High Dividend: XEL's dividend (2.81%) is low compared to the top 25% of dividend payers in the US market (5.66%).
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 (61.3%), 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 (61% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.9yrs
Average management tenure
CEO
Ben Fowke (61yo)
8.67s
Tenure
US$12,147,768
Compensation
Mr. Benjamin Gwynn Stonestreet Fowke III, also known as Ben, has been a Vice Chairman of the Board of Edison Electric Institute since June 2018. He has been the Chief Executive Officer of Xcel Energy Inc. ...
CEO Compensation Analysis
Compensation vs Market: Ben's total compensation ($USD12.15M) is about average for companies of similar size in the US market ($USD11.96M).
Compensation vs Earnings: Ben's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 8.67yrs | US$12.15m | 0.11% $34.8m | |
| President & COO | 0.083yr | US$3.12m | 0.012% $3.8m | |
| Executive VP & General Counsel | 8.58yrs | US$2.24m | 0.016% $5.0m | |
| Executive Officer | 0.083yr | US$2.72m | 0.010% $3.3m | |
| Chief Customer & Innovation Officer and Executive VP | 1.92yrs | US$4.19m | 0.0041% $1.3m | |
| Executive VP & CFO | 0.083yr | no data | 0.0033% $1.1m | |
| VP & Investor Relations | no data | no data | no data | |
| Senior VP and Chief Risk | 0.17yr | no data | no data | |
| Senior VP of Human Resources & Employee Services and Chief Human Resources Officer | 1.92yrs | no data | 0.010% $3.3m | |
| Executive Officer | 2.25yrs | no data | 0.0086% $2.8m |
1.9yrs
Average Tenure
59yo
Average Age
Experienced Management: XEL's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 8.67yrs | US$12.15m | 0.11% $34.8m | |
| President of Xcel Energy-Minnesota | 5.25yrs | no data | 0.0041% $1.3m | |
| Independent Director | 13.25yrs | US$269.98k | 0.0015% $474.8k | |
| Independent Director | 13.25yrs | US$238.32k | 0.00025% $80.2k | |
| Independent Director | 13.92yrs | US$258.32k | 0.0026% $824.5k | |
| Independent Director | 7.67yrs | US$287.98k | 0.00088% $282.3k | |
| Independent Director | 35.25yrs | US$248.32k | 0.0016% $516.5k | |
| Lead Independent Director | 3.92yrs | US$293.98k | 0.00038% $121.9k | |
| Independent Director | 10.33yrs | US$285.97k | 0.00066% $211.8k | |
| Independent Director | 9.08yrs | US$253.32k | 0.00019% $61.0k |
9.7yrs
Average Tenure
64yo
Average Age
Experienced Board: XEL's board of directors are considered experienced (9.7 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: XEL insiders have sold more shares than they have bought in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
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$32.084b
- Shares outstanding: 524.67m
- Website: https://www.xcelenergy.com
Number of Employees
Location
- Xcel Energy Inc.
- 414 Nicollet Mall
- Minneapolis
- Minnesota
- 55401
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| XEL | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Jan 1968 |
| NRN | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1968 |
| 0M1R | LSE (London Stock Exchange) | Yes | Common Stock | GB | USD | Jan 1968 |
| NRN | BRSE (Berne Stock Exchange) | Yes | Common Stock | CH | CHF | Jan 1968 |
| XEL * | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Jan 1968 |
| NRN | ETLX (Eurotlx) | Yes | Common Stock | IT | EUR | Jan 1968 |
| XCEL | WBAG (Wiener Boerse AG) | Yes | Common Stock | AT | EUR | Jan 1968 |
| X1EL34 | BOVESPA (Bolsa de Valores de Sao Paulo) | BDR EACH REPR 2 COM | BR | BRL | Dec 2019 |
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 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.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/04/07 06:15 |
| End of Day Share Price | 2020/04/06 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/12/31 |
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.