Company Analysis Xcel Energy
1. Summary
Advantages
- Dividends (3.24%) are higher than the sector average (2.38%).
- The stock's return over the last year (8.84%) is higher than the sector average (-49.94%).
Disadvantages
- Price (69.07 $) is higher than fair price (41.4 $)
- Current debt level 42.14% has increased over 5 years from 40.14%.
- The company's current efficiency (ROE=10.43%) is lower than the sector average (ROE=25.09%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Xcel Energy | Utilities | Index | |
|---|---|---|---|
| 7 days | -3.5% | -49.9% | -0.3% |
| 90 days | -4.2% | -45.6% | 10% |
| 1 year | 8.8% | -49.9% | 9.7% |
XEL vs Sector: Xcel Energy has outperformed the "Utilities" sector by 58.77% over the past year.
XEL vs Market: Xcel Energy has underperformed the market marginally by -0.8929% 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 0.1699% 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 (69.07 $) is higher than the fair price (41.4 $).
Price is higher than fair: The current price (69.07 $) is 40.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (19.66) is lower than that of the sector as a whole (20.12).
P/E vs Market: The company's P/E (19.66) is lower than that of the market as a whole (89.86).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.95) is lower than that of the sector as a whole (5.27).
P/BV vs Market: The company's P/BV (1.95) is lower than that of the market as a whole (9.35).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.83) is higher than that of the sector as a whole (2.54).
P/S vs Market: The company's P/S indicator (2.83) is lower than that of the market as a whole (10.1).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (12.18) is lower than that of the sector as a whole (12.55).
EV/Ebitda vs Market: The company's EV/Ebitda (12.18) is lower than that of the market as a whole (50.71).
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 6.34% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (6.34%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).
5.4. ROE
ROE vs Sector: The company's ROE (10.43%) is lower than that of the sector as a whole (25.09%).
ROE vs Market: The company's ROE (10.43%) is lower than that of the market as a whole (11.64%).
5.5. ROA
ROA vs Sector: The company's ROA (2.89%) is lower than that of the sector as a whole (6.11%).
ROA vs Market: The company's ROA (2.89%) is lower than that of the market as a whole (6.88%).
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 (11%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.24% is higher than the average for the sector '2.38%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.24% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.24% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (60.69%) are at a comfortable level.
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