Xcel Energy Stock Alpha and Beta Analysis
| XEL Stock | USD 69.72 0.40 0.58% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Xcel Energy. It also helps investors analyze the systematic and unsystematic risks associated with investing in Xcel Energy over a specified time horizon. Remember, high Xcel Energy's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Xcel Energy's market risk premium analysis include:
Beta 0.4 | Alpha 0.0956 | Risk 1.26 | Sharpe Ratio 0.068 | Expected Return 0.0859 |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Xcel |
Xcel Energy Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Xcel Energy market risk premium is the additional return an investor will receive from holding Xcel Energy long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Xcel Energy. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Xcel Energy's performance over market.| α | 0.1 | β | 0.40 |
Xcel Energy expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Xcel Energy's Buy-and-hold return. Our buy-and-hold chart shows how Xcel Energy performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Xcel Energy Market Price Analysis
Market price analysis indicators help investors to evaluate how Xcel Energy stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Xcel Energy shares will generate the highest return on investment. By understating and applying Xcel Energy stock market price indicators, traders can identify Xcel Energy position entry and exit signals to maximize returns.
Xcel Energy Return and Market Media
The median price of Xcel Energy for the period between Sun, Dec 29, 2024 and Sat, Mar 29, 2025 is 67.19 with a coefficient of variation of 2.84. The daily time series for the period is distributed with a sample standard deviation of 1.92, arithmetic mean of 67.46, and mean deviation of 1.56. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Insider Trading | 01/23/2025 |
2 | Duke Energy Q4 Earnings Surpass Estimates, Revenues Rise YY | 02/13/2025 |
3 | Xcel Energy Inc. Board Increases 2025 Common Dividend 4.1, Declares Dividend on Common Stock | 02/26/2025 |
4 | Xcel Energys Solid Earnings May Rest On Weak Foundations | 03/06/2025 |
5 | Disposition of 11012 shares by Van Abel Brian J of Xcel Energy at 70.78 subject to Rule 16b-3 | 03/07/2025 |
6 | Do Xcel Energys Earnings Warrant Your Attention | 03/18/2025 |
7 | With EPS Growth And More, Xcel Energy Makes An Interesting Case | 03/19/2025 |
8 | Xcel Energy Announces Issuance of Senior Notes Worth 1.1 Billion | 03/21/2025 |
9 | Xcel Energy named one of the Worlds Most Ethical Companies for sixth consecutive year | 03/24/2025 |
10 | CoreFirst Bank Trust Buys New Shares in Xcel Energy Inc. | 03/25/2025 |
11 | EMC Recognized by Xcel Energy as a 2024 Energy Efficiency Partner | 03/26/2025 |
About Xcel Energy Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Xcel or other stocks. Alpha measures the amount that position in Xcel Energy has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | |
| Dividend Yield | 0.0264 | 0.032 | 0.0309 | 0.0458 |
| Price To Sales Ratio | 2.5 | 2.41 | 2.83 | 2.97 |
Xcel Energy Upcoming Company Events
As portrayed in its financial statements, the presentation of Xcel Energy's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Xcel Energy's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Xcel Energy's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Xcel Energy. Please utilize our Beneish M Score to check the likelihood of Xcel Energy's management manipulating its earnings.
| 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 |
Build Portfolio with Xcel Energy
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Xcel Energy Backtesting, Xcel Energy Valuation, Xcel Energy Correlation, Xcel Energy Hype Analysis, Xcel Energy Volatility, Xcel Energy History and analyze Xcel Energy Performance. For more information on how to buy Xcel Stock please use our How to buy in Xcel Stock guide.You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Xcel Energy technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.