Company Analysis Xcel Energy
1. Summary
Advantages
- Dividends (3.62%) are higher than the sector average (2.55%).
- The stock's return over the last year (27.26%) is higher than the sector average (-27.5%).
Disadvantages
- Price (67.93 $) is higher than fair price (38.52 $)
- Current debt level 40.97% has increased over 5 years from 40.14%.
- The company's current efficiency (ROE=10.05%) is lower than the sector average (ROE=25.06%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Xcel Energy | Utilities | Index | |
|---|---|---|---|
| 7 days | -3.3% | -27.4% | -2% |
| 90 days | -0.4% | -28.3% | -12.1% |
| 1 year | 27.3% | -27.5% | 6.4% |
XEL vs Sector: Xcel Energy has outperformed the "Utilities" sector by 54.75% over the past year.
XEL vs Market: Xcel Energy has outperformed the market by 20.89% over the past year.
Stable price: XEL is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: XEL with weekly volatility of 0.5242% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (67.93 $) is higher than the fair price (38.52 $).
Price is higher than fair: The current price (67.93 $) is 43.3% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (19.34) is lower than that of the sector as a whole (20.03).
P/E vs Market: The company's P/E (19.34) is lower than that of the market as a whole (48.45).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.94) is lower than that of the sector as a whole (4.8).
P/BV vs Market: The company's P/BV (1.94) is lower than that of the market as a whole (3.38).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.41) is higher than that of the sector as a whole (2.37).
P/S vs Market: The company's P/S indicator (2.41) is lower than that of the market as a whole (10.23).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.99) is lower than that of the sector as a whole (13.17).
EV/Ebitda vs Market: The company's EV/Ebitda (11.99) is lower than that of the market as a whole (15.44).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 4.1% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (4.1%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-24.2%).
5.4. ROE
ROE vs Sector: The company's ROE (10.05%) is lower than that of the sector as a whole (25.06%).
ROE vs Market: The company's ROE (10.05%) is higher than that of the market as a whole (8.97%).
5.5. ROA
ROA vs Sector: The company's ROA (2.76%) is lower than that of the sector as a whole (6.08%).
ROA vs Market: The company's ROA (2.76%) is lower than that of the market as a whole (6.3%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (5.26%) is lower than that of the sector as a whole (9.42%).
ROIC vs Market: The company's ROIC (5.26%) is lower than that of the market as a whole (10.96%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.62% is higher than the average for the sector '2.55%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.62% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.62% has been growing over the last 5 years. Growth over 20 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (61.66%) are at a comfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
