Xcel Energy, Inc. (XEL) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Consolidated Edison, Inc.

NextEra Energy, Inc.

PG&E Corp.

American Electric Power Co., Inc.

Duke Energy Corp.

Sempra

The Southern Co.

Exelon Corp.

Xcel Energy, Inc.

Constellation Energy Corp.

Dominion Energy, Inc.

Why is Xcel Energy, Inc. ?

Poor long term growth as Operating profit has grown by an annual rate 6.41% of over the last 5 years

The company declared negative results in Jun'26 after flat results in Mar'26

ROCE(HY) Lowest at 0%
INTEREST COVERAGE RATIO(Q) Lowest at 353.77
DIVIDEND PAYOUT RATIO(Y) Lowest at 63.4%

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 5.01%, its profits have risen by 17.6% ; the PEG ratio of the company is 1.5

Underperformed the market in the last 1 year

The stock has generated a return of 5.01% in the last 1 year, much lower than market (S&P 500) returns of 21.51%

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Power)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Xcel Energy, Inc. for you?

Low Risk, High Return

Absolute

Risk Adjusted

Volatility

Xcel Energy, Inc.

5.01%

1.97

19.96%

S&P 500

21.51%

1.63

13.19%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality 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

Institutional Holding

90.64%

ROCE (avg)

5.70%

ROE (avg)

10.47%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

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%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bullish

No Trend

OBV

Mildly Bullish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

8What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 5,368 MM

DIVIDEND PER SHARE(HY)

Highest at USD 6.8

INTEREST COVERAGE RATIO(Q)

The company hardly has any interest cost

RAW MATERIAL COST(Y)

Fallen by -28.08% (YoY

CASH AND EQV(HY)

Highest at USD 4,086 MM

-24What is not working for the Company

ROCE(HY)

Lowest at 0%

INTEREST COVERAGE RATIO(Q)

Lowest at 353.77

DIVIDEND PAYOUT RATIO(Y)

Lowest at 63.4%

DEBT-EQUITY RATIO (HY)

Highest at 163.87 %

INVENTORY TURNOVER RATIO(HY)

Lowest at 0 times

DEBTORS TURNOVER RATIO(HY)

Lowest at 0 times

NET SALES(Q)

Lowest at USD 3,119 MM

INTEREST(Q)

Highest at USD 398 MM

OPERATING PROFIT(Q)

Lowest at USD 662 MM

OPERATING PROFIT MARGIN(Q)

Lowest at 21.22 %

NET PROFIT(Q)

Lowest at USD 0 MM

EPS(Q)

Lowest at USD 0

Here's what is working for Xcel Energy, Inc.

Dividend per share

Highest at USD 6.8 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Operating Cash Flow

Highest at USD 5,368 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Cash and Eqv

Highest at USD 4,086 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Raw Material Cost

Fallen by -28.08% (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

Here's what is not working for Xcel Energy, Inc.

Net Profit

At USD 0 MM has Fallen at -100%

over average net sales of the previous four periods of USD 592.43 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Net Sales

At USD 3,119 MM has Fallen at -15.53%

over average net sales of the previous four periods of USD 3,692.5 MM

MOJO Watch

Near term sales trend is very negative

Net Sales (USD MM)

Interest

At USD 398 MM has Grown at 11.17%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Interest Coverage Ratio

Lowest at 353.77

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Net Sales

Lowest at USD 3,119 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (USD MM)

Interest

Highest at USD 398 MM

in the last five periods and Increased by 11.17% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Operating Profit

Lowest at USD 662 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is negative

Operating Profit (USD MM)

Operating Profit Margin

Lowest at 21.22 %

in the last five periods

MOJO Watch

Company's profit margin has deteriorated

Operating Profit to Sales

Net Profit

Lowest at USD 0 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

EPS

Lowest at USD 0

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (USD)

Debt-Equity Ratio

Highest at 163.87 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Inventory Turnover Ratio

Lowest at 0 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio

Debtors Turnover Ratio

Lowest at 0 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio

Dividend Payout Ratio

Lowest at 63.4%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)