Is Xcel Energy Stock a Good Investment?
Xcel Energy Investment Advice | XEL |
- Examine Xcel Energy's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Xcel Energy's leadership team and their track record. Good management can help Xcel Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electric Utilities space and any emerging trends that could impact Xcel Energy's business and its evolving consumer preferences.
- Compare Xcel Energy's performance and market position to its competitors. Analyze how Xcel Energy is positioned in terms of product offerings, innovation, and market share.
- Check if Xcel Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Xcel Energy's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Xcel Energy stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Xcel Energy is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Xcel Energy Stock
Researching Xcel Energy's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 89.0% of the company outstanding shares are owned by institutional investors. The book value of Xcel Energy was at this time reported as 33.71. The company has Price/Earnings To Growth (PEG) ratio of 2.29. Xcel Energy last dividend was issued on the 6th of January 2025. The entity had 2:1 split on the 2nd of June 1998.
To determine if Xcel Energy is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Xcel Energy's research are outlined below:
| Xcel Energy generated a negative expected return over the last 90 days | |
| Over 89.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Xcel Energys 27 percent return outpaced the companys earnings growth over the same one-year period |
Xcel Energy Quarterly Cost Of Revenue |
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Xcel Energy uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Xcel Energy. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Xcel Energy's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 25th of April 2024 Upcoming Quarterly Report | View | |
| 25th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Xcel Energy's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Xcel Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2007-07-25 | 2007-06-30 | 0.26 | 0.29 | 0.03 | 11 | ||
2006-08-01 | 2006-06-30 | 0.21 | 0.24 | 0.03 | 14 | ||
2004-07-28 | 2004-06-30 | 0.17 | 0.2 | 0.03 | 17 | ||
2008-05-01 | 2008-03-31 | 0.31 | 0.35 | 0.04 | 12 | ||
2005-04-27 | 2005-03-31 | 0.34 | 0.3 | -0.04 | 11 | ||
2004-04-28 | 2004-03-31 | 0.31 | 0.35 | 0.04 | 12 | ||
2003-10-23 | 2003-09-30 | 0.4 | 0.44 | 0.04 | 10 | ||
2003-04-29 | 2003-03-31 | 0.29 | 0.33 | 0.04 | 13 |
Know Xcel Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Xcel Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Xcel Energy backward and forwards among themselves. Xcel Energy's institutional investor refers to the entity that pools money to purchase Xcel Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fmr Inc | 2024-12-31 | 6.6 M | Barrow Hanley Mewhinney & Strauss Llc | 2024-12-31 | 6.6 M | Amvescap Plc. | 2024-12-31 | 5.7 M | Northern Trust Corp | 2024-12-31 | 5.6 M | Franklin Resources Inc | 2024-12-31 | 5.4 M | Victory Capital Management Inc. | 2024-12-31 | 5.1 M | Legal & General Group Plc | 2024-12-31 | 5 M | Newport Trust Co. | 2024-12-31 | 4.1 M | Hhg Plc | 2024-12-31 | 4 M | Vanguard Group Inc | 2024-12-31 | 73.8 M | Blackrock Inc | 2024-12-31 | 47.8 M |
Xcel Energy's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 40.46 B.Market Cap |
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Xcel Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.09 | 0.07 |
Determining Xcel Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if Xcel Energy is a good buy. For example, gross profit margin measures Xcel Energy's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Xcel Energy's profitability and make more informed investment decisions.
Evaluate Xcel Energy's management efficiency
Xcel Energy has Return on Asset of 0.0256 % which means that on every $100 spent on assets, it made $0.0256 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1047 %, implying that it generated $0.1047 on every 100 dollars invested. Xcel Energy's management efficiency ratios could be used to measure how well Xcel Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is expected to rise to 0.06 this year, although the value of Return On Tangible Assets will most likely fall to 0.02. At this time, Xcel Energy's Total Assets are quite stable compared to the past year. Non Current Assets Total is expected to rise to about 72.5 B this year, although the value of Total Current Assets will most likely fall to about 3 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 28.72 | 15.04 | |
| Tangible Book Value Per Share | 36.70 | 34.86 | |
| Enterprise Value Over EBITDA | 10.66 | 7.01 | |
| Price Book Value Ratio | 1.75 | 1.39 | |
| Enterprise Value Multiple | 10.66 | 7.01 | |
| Price Fair Value | 1.75 | 1.39 | |
| Enterprise Value | 5.7 B | 4.6 B |
Xcel Energy benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Basic technical analysis of Xcel Stock
As of the 26th of February, Xcel Energy maintains the Market Risk Adjusted Performance of 0.0485, downside deviation of 1.36, and Mean Deviation of 0.8665. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Xcel Energy, as well as the relationship between them. Please check out Xcel Energy downside deviation, jensen alpha, as well as the relationship between the Jensen Alpha and downside variance to decide if Xcel Energy is priced fairly, providing market reflects its latest price of 70.45 per share. Given that Xcel Energy has jensen alpha of 0.0174, we strongly advise you to confirm Xcel Energy's prevalent market performance to make sure the company can sustain itself at a future point.Xcel Energy's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Xcel Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Xcel Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Xcel Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Stockfish Devin W over a month ago Insider Trading | ||
Burkhart Megan D over a month ago Acquisition by Burkhart Megan D of 594 shares of Xcel Energy subject to Rule 16b-3 | ||
Amanda Rome over three months ago Acquisition by Amanda Rome of 4138 shares of Xcel Energy subject to Rule 16b-3 | ||
Burkhart Megan D over three months ago Acquisition by Burkhart Megan D of 658 shares of Xcel Energy subject to Rule 16b-3 | ||
Kehl George J over six months ago Acquisition by Kehl George J of 3061 shares of Xcel Energy subject to Rule 16b-3 | ||
Amanda Rome over six months ago Disposition of 678 shares by Amanda Rome of Xcel Energy at 52.69 subject to Rule 16b-3 | ||
Kim Williams over a year ago Acquisition by Kim Williams of 997 shares of Xcel Energy subject to Rule 16b-3 | ||
Kim Williams over a year ago Acquisition by Kim Williams of 2610 shares of Xcel Energy subject to Rule 16b-3 | ||
Daniel Yohannes over a year ago Acquisition by Daniel Yohannes of 2484 shares of Xcel Energy subject to Rule 16b-3 |
Xcel Energy's Outstanding Corporate Bonds
Xcel Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Xcel Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Xcel bonds can be classified according to their maturity, which is the date when Xcel Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| XEL 46 01 JUN 32 Corp BondUS98388MAD92 | View | |
| XEL 235 15 NOV 31 Corp BondUS98388MAC10 | View | |
| XEL 175 15 MAR 27 Corp BondUS98388MAB37 | View | |
| XCEL ENERGY INC Corp BondUS98389BAU44 | View | |
| XCEL ENERGY INC Corp BondUS98389BAV27 | View | |
| XCEL ENERGY INC Corp BondUS98389BAR15 | View | |
| XCEL ENERGY INC Corp BondUS98389BAN01 | View | |
| XCEL ENERGY INC Corp BondUS98389BAH33 | View |
Understand Xcel Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Xcel Energy's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0228 | |||
| Market Risk Adjusted Performance | 0.0485 | |||
| Mean Deviation | 0.8665 | |||
| Semi Deviation | 1.32 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 3831.43 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Information Ratio | 0.0131 | |||
| Jensen Alpha | 0.0174 | |||
| Total Risk Alpha | 0.0122 | |||
| Sortino Ratio | 0.011 | |||
| Treynor Ratio | 0.0385 | |||
| Maximum Drawdown | 6.45 | |||
| Value At Risk | (1.88) | |||
| Potential Upside | 1.48 | |||
| Downside Variance | 1.85 | |||
| Semi Variance | 1.75 | |||
| Expected Short fall | (0.82) | |||
| Skewness | (1.12) | |||
| Kurtosis | 2.85 |
| Risk Adjusted Performance | 0.0228 | |||
| Market Risk Adjusted Performance | 0.0485 | |||
| Mean Deviation | 0.8665 | |||
| Semi Deviation | 1.32 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 3831.43 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Information Ratio | 0.0131 | |||
| Jensen Alpha | 0.0174 | |||
| Total Risk Alpha | 0.0122 | |||
| Sortino Ratio | 0.011 | |||
| Treynor Ratio | 0.0385 | |||
| Maximum Drawdown | 6.45 | |||
| Value At Risk | (1.88) | |||
| Potential Upside | 1.48 | |||
| Downside Variance | 1.85 | |||
| Semi Variance | 1.75 | |||
| Expected Short fall | (0.82) | |||
| Skewness | (1.12) | |||
| Kurtosis | 2.85 |
Consider Xcel Energy's intraday indicators
Xcel Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Xcel Energy stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 45556.38 | |||
| Daily Balance Of Power | (0.36) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 70.6 | |||
| Day Typical Price | 70.55 | |||
| Price Action Indicator | (0.31) | |||
| Period Momentum Indicator | (0.33) | |||
| Relative Strength Index | 49.36 |
Xcel Energy Corporate Filings
8K | 21st of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 27th of January 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F4 | 6th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 5th of November 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Xcel Stock media impact
Far too much social signal, news, headlines, and media speculation about Xcel Energy that are available to investors today. That information is available publicly through Xcel media outlets and privately through word of mouth or via Xcel internal channels. However, regardless of the origin, that massive amount of Xcel data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Xcel Energy news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Xcel Energy relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Xcel Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Xcel Energy alpha.
Xcel Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Xcel Energy can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Xcel Energy Historical Investor Sentiment
Investor biases related to Xcel Energy's public news can be used to forecast risks associated with an investment in Xcel. The trend in average sentiment can be used to explain how an investor holding Xcel can time the market purely based on public headlines and social activities around Xcel Energy. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Xcel Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Xcel Energy and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Xcel Energy news discussions. The higher the estimate score, the more favorable the investor's outlook on Xcel Energy.
Xcel Energy Maximum Pain Price Across April 17th 2025 Option Contracts
Xcel Energy's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Xcel Energy close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Xcel Energy's options.
Xcel Energy Corporate Management
| Jeffrey Savage | Principal Accounting Officer, VP and Controller | Profile | |
| Paul Johnson | VP of Investor Relations | Profile | |
| Peter Gardner | Chief Officer | Profile | |
| Robert Berntsen | Executive Officer | Profile | |
| Justin Tomljanovic | Vice Development | Profile |
Already Invested in Xcel Energy?
The danger of trading Xcel Energy is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Xcel Energy is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Xcel Energy. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Xcel Energy is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Xcel Energy is a strong investment it is important to analyze Xcel Energy's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Xcel Energy's future performance. For an informed investment choice regarding Xcel Stock, refer to the following important reports: 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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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.
In summary, please note that there is a difference between Xcel Energy's value and its price, as these two are different measures arrived at by various 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.