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XEL

Xcel EnergyNasdaqGS:XEL Stock Report

Market Cap

US$35.5b

7D

4.3%

1Y

-9.8%

Updated

16 Oct, 2021

Data

Company Financials +
XEL fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance4/6
Financial Health0/6
Dividends5/6

XEL Overview

Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity.

Xcel Energy Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Xcel Energy
Historical stock prices
Current Share PriceUS$65.93
52 Week HighUS$57.23
52 Week LowUS$76.44
Beta0.35
1 Month Change1.43%
3 Month Change-4.63%
1 Year Change-9.84%
3 Year Change34.20%
5 Year Change65.03%
Change since IPO225.58%

Recent News & Updates

Oct 04
Returns On Capital Signal Tricky Times Ahead For Xcel Energy (NASDAQ:XEL)

Returns On Capital Signal Tricky Times Ahead For Xcel Energy (NASDAQ:XEL)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...

Jul 19
Is Now The Time To Put Xcel Energy (NASDAQ:XEL) On Your Watchlist?

Is Now The Time To Put Xcel Energy (NASDAQ:XEL) On Your Watchlist?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...

Shareholder Returns

XELUS Electric UtilitiesUS Market
7D4.3%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

Is XEL's price volatile compared to industry and market?
XEL volatility
XEL Beta0.35
Industry Beta0.40
Market Beta1

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

FoundedEmployeesCEOWebsite
190911,367Bob Frenzelhttps://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

How do Xcel Energy's earnings and revenue compare to its market cap?
XEL fundamental statistics
Market CapUS$35.50b
Earnings (TTM)US$1.56b
Revenue (TTM)US$12.74b

22.7x

P/E Ratio

2.8x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
XEL income statement (TTM)
RevenueUS$12.74b
Cost of RevenueUS$7.59b
Gross ProfitUS$5.15b
ExpensesUS$3.58b
EarningsUS$1.56b

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

Oct 28, 2021

Earnings per share (EPS)2.90
Gross Margin40.39%
Net Profit Margin12.28%
Debt/Equity Ratio157.1%

How did XEL perform over the long term?

See historical performance and comparison

Dividends

2.8%

Current Dividend Yield

61%

Payout Ratio

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 ($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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/10/16 22:33
End of Day Share Price2021/10/15 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


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.