Xcel Energy Net Worth
Xcel Energy Net Worth Breakdown | XEL |
Xcel Energy Net Worth Analysis
Xcel Energy's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Xcel Energy's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Xcel Energy's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Xcel Energy's net worth analysis. One common approach is to calculate Xcel Energy's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Xcel Energy's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Xcel Energy's net worth. This approach calculates the present value of Xcel Energy's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Xcel Energy's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Xcel Energy's net worth. This involves comparing Xcel Energy's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Xcel Energy's net worth relative to its peers.
Enterprise Value |
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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 net worth research are outlined below:
| Xcel Energy has a strong financial position based on the latest SEC filings | |
| Over 82.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Xcel Energys investors will be pleased with their 23 percent return over the last year |
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 |
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 | Legal & General Group Plc | 2024-06-30 | 6.3 M | Bank Of America Corp | 2024-06-30 | 5.8 M | Victory Capital Management Inc. | 2024-09-30 | 5.5 M | Barrow Hanley Mewhinney & Strauss Llc | 2024-09-30 | 5.5 M | Northern Trust Corp | 2024-09-30 | 5.1 M | Amvescap Plc. | 2024-06-30 | 5 M | Franklin Resources Inc | 2024-09-30 | 4.9 M | Millennium Management Llc | 2024-06-30 | 4.3 M | Bank Of New York Mellon Corp | 2024-06-30 | 3.8 M | Vanguard Group Inc | 2024-09-30 | 72.9 M | Blackrock Inc | 2024-06-30 | 45.9 M |
Follow Xcel Energy's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 41.87 B.Market Cap |
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Project Xcel Energy's profitablity
| Last Reported | Projected for Next Year | ||
| 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 |
When accessing Xcel Energy's net worth, it's important to look at multiple sources and consider different scenarios. 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 0.1026 %, implying that it generated $0.1026 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 Non Current Assets Total are quite stable compared to the past year. Non Currrent Assets Other is expected to rise to about 3.7 B this year, although the value of Other Current Assets will most likely fall to about 626.5 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 31.91 | 33.51 | |
| Tangible Book Value Per Share | 31.91 | 30.32 | |
| Enterprise Value Over EBITDA | 11.86 | 7.01 | |
| Price Book Value Ratio | 1.94 | 1.39 | |
| Enterprise Value Multiple | 11.86 | 7.01 | |
| Price Fair Value | 1.94 | 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.
Enterprise Value Revenue 5.0519 | Revenue 13.8 B | Quarterly Revenue Growth (0.01) | Revenue Per Share 24.665 | Return On Equity 0.1026 |
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.
Amanda Rome 3 days ago Acquisition by Amanda Rome of 4138 shares of Xcel Energy subject to Rule 16b-3 | ||
Burkhart Megan D over a month 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 Corporate Filings
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of November 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 4th of November 2024 Other Reports | ViewVerify | |
13A | 16th of October 2024 An amended filing to the original Schedule 13G | ViewVerify |
Xcel Energy Earnings per Share Projection vs Actual
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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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 0.018 | Dividend Share 2.163 | Earnings Share 3.37 | Revenue Per Share 24.665 | Quarterly Revenue Growth (0.01) |
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.