Xcel Energy Stock Performance
| XEL Stock | USD 70.27 0.00 0.00% |
Xcel Energy has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of 0.45, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Xcel Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Xcel Energy is expected to be smaller as well. Xcel Energy right now maintains a risk of 1.28%. Please check out Xcel Energy downside variance, and the relationship between the sortino ratio and accumulation distribution , to decide if Xcel Energy will be following its historical returns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Xcel Energy are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent technical and fundamental indicators, Xcel Energy is not utilizing all of its potentials. The newest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return 2.43 | Five Day Return 2.5 | Year To Date Return 4.32 | Ten Year Return 103.83 | All Time Return 854.17 |
Forward Dividend Yield 0.0327 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 2.28 | Dividend Date 2025-04-20 |
1 | Acquisition by Burkhart Megan D of 594 shares of Xcel Energy subject to Rule 16b-3 | 12/27/2024 |
2 | Insider Trading | 01/23/2025 |
3 | Xcel Energy misses quarterly profit estimates on higher maintenance expenses | 02/06/2025 |
4 | Clean air suit targets largest Minn. power plant | 02/12/2025 |
5 | New York State Common Retirement Fund Sells 10,000 Shares of Xcel Energy Inc. | 02/24/2025 |
6 | Disposition of 312 shares by Amanda Rome of Xcel Energy at 72.1 subject to Rule 16b-3 | 03/03/2025 |
7 | Alley Investment Management Company LLC Sells 155 Shares of Xcel Energy Inc. | 03/04/2025 |
8 | Xcel Energys Solid Earnings May Rest On Weak Foundations | 03/06/2025 |
9 | Xcel Energy Inc. Shares Sold by MT Bank Corp | 03/07/2025 |
10 | Acquisition by Stockfish Devin W of 2170 shares of Xcel Energy at 68.93 subject to Rule 16b-3 | 03/11/2025 |
11 | Vestcor Inc Decreases Position in Xcel Energy Inc. | 03/14/2025 |
| Begin Period Cash Flow | 129 M |
Xcel |
Xcel Energy Relative Risk vs. Return Landscape
If you would invest 6,696 in Xcel Energy on December 17, 2024 and sell it today you would earn a total of 279.00 from holding Xcel Energy or generate 4.17% return on investment over 90 days. Xcel Energy is generating 0.075% of daily returns assuming volatility of 1.2759% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Xcel, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Xcel Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Xcel Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Xcel Energy, and traders can use it to determine the average amount a Xcel Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0588
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Xcel Energy is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Xcel Energy by adding it to a well-diversified portfolio.
Xcel Energy Fundamentals Growth
Xcel Stock prices reflect investors' perceptions of the future prospects and financial health of Xcel Energy, and Xcel Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Xcel Stock performance.
| Return On Equity | 0.1 | ||||
| Return On Asset | 0.0224 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 70.1 B | ||||
| Shares Outstanding | 574.55 M | ||||
| Price To Earning | 22.75 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 2.98 X | ||||
| Revenue | 13.44 B | ||||
| Gross Profit | 5.98 B | ||||
| EBITDA | 5.53 B | ||||
| Net Income | 1.94 B | ||||
| Cash And Equivalents | 190 M | ||||
| Cash Per Share | 0.35 X | ||||
| Total Debt | 29.51 B | ||||
| Debt To Equity | 1.55 % | ||||
| Current Ratio | 1.04 X | ||||
| Book Value Per Share | 33.99 X | ||||
| Cash Flow From Operations | 4.64 B | ||||
| Earnings Per Share | 3.44 X | ||||
| Market Capitalization | 40.08 B | ||||
| Total Asset | 70.03 B | ||||
| Retained Earnings | 8.55 B | ||||
| Working Capital | (2.13 B) | ||||
| Current Asset | 2.91 B | ||||
| Current Liabilities | 4.06 B | ||||
About Xcel Energy Performance
By examining Xcel Energy's fundamental ratios, stakeholders can obtain critical insights into Xcel Energy's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Xcel Energy is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 33.33 | 45.99 | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.04 | 0.06 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.10 | 0.07 |
Things to note about Xcel Energy performance evaluation
Checking the ongoing alerts about Xcel Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Xcel Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 89.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Vestcor Inc Decreases Position in Xcel Energy Inc. |
- Analyzing Xcel Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Xcel Energy's stock is overvalued or undervalued compared to its peers.
- Examining Xcel Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Xcel Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Xcel Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Xcel Energy's stock. These opinions can provide insight into Xcel Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Xcel Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. For more information on how to buy Xcel Stock please use our How to buy in Xcel Stock guide.You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Xcel Energy. If investors know Xcel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Xcel Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.094 | Dividend Share 2.19 | Earnings Share 3.44 | Revenue Per Share | Quarterly Revenue Growth (0.09) |
The market value of Xcel Energy is measured differently than its book value, which is the value of Xcel that is recorded on the company's balance sheet. Investors also form their own opinion of Xcel Energy's value that differs from its market value or its book value, called intrinsic value, which is Xcel Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Xcel Energy's market value can be influenced by many factors that don't directly affect Xcel Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Xcel Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Xcel Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Xcel Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.