ScoreWhy is Xcel Energy, Inc. ?
1
Poor long term growth as Operating profit has grown by an annual rate 6.41% of over the last 5 years
2
Positive results in Mar 26
- DIVIDEND PER SHARE(HY) Highest at USD 6.4
- RAW MATERIAL COST(Y) Fallen by -3.52% (YoY)
- CASH AND EQV(HY) Highest at USD 2,337 MM
3
With ROCE of 5.08%, it has a expensive valuation with a 1.44 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 16.79%, its profits have risen by 17.6% ; the PEG ratio of the company is 1.5
4
High Institutional Holdings at 90.64%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Xcel Energy, Inc. should be less than 10%
- Overall Portfolio exposure to Power should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Power)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Xcel Energy, Inc. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Xcel Energy, Inc.
16.79%
2.05
19.61%
S&P 500
25.41%
1.92
13.25%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
4.95%
EBIT Growth (5y)
6.41%
EBIT to Interest (avg)
2.51
Debt to EBITDA (avg)
5.16
Net Debt to Equity (avg)
1.52
Sales to Capital Employed (avg)
0.29
Tax Ratio
Tax Ratio is Negative%
Dividend Payout Ratio
66.55%
Pledged Shares
0
Institutional Holding
90.64%
ROCE (avg)
5.70%
ROE (avg)
10.47%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
21
Industry P/E
Price to Book Value
2.06
EV to EBIT
28.34
EV to EBITDA
13.75
EV to Capital Employed
1.44
EV to Sales
5.61
PEG Ratio
1.47
Dividend Yield
2.09%
ROCE (Latest)
5.08%
ROE (Latest)
9.89%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend5What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 6.4
RAW MATERIAL COST(Y)
Fallen by -3.52% (YoY
CASH AND EQV(HY)
Highest at USD 2,337 MM
NET SALES(Q)
Highest at USD 4,017 MM
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Xcel Energy, Inc.
Dividend per share
Highest at USD 6.4 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 4,017 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Cash and Eqv
Highest at USD 2,337 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Raw Material Cost
Fallen by -3.52% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at USD 794 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
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