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

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

American Electric Power Co., Inc.

Duke Energy Corp.

PG&E Corp.

Constellation Energy Corp.

Consolidated Edison, Inc.

The Southern Co.

Exelon Corp.

NextEra Energy, Inc.

Xcel Energy, Inc.

Dominion Energy, Inc.

Sempra

Why is Xcel Energy, Inc. ?

Weak Long Term Fundamental Strength with an average Return on Capital Employed (ROCE) of 5.70%

Poor long term growth as Operating profit has grown by an annual rate 4.04% of over the last 5 years
Low ability to service debt as the company has a high Debt to EBITDA ratio of 5.16 times

Flat results in Jun 25

DIVIDEND PAYOUT RATIO(Y) Lowest at 75.49%
INTEREST(Q) Highest at USD 331 MM

With ROCE of 4.88%, it has a expensive valuation with a 1.39 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 12.28%, its profits have risen by 0.1%

High Institutional Holdings at 89.8%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Their stake has increased by 0.95% over the previous quarter.

Real-Time Research Report

Verdict Report

How 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.

9.54%

2.26

20.17%

S&P 500

13.22%

0.61

20.17%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

4.49%

EBIT Growth (5y)

4.04%

EBIT to Interest (avg)

2.51

Debt to EBITDA (avg)

5.16

Net Debt to Equity (avg)

1.52

Sales to Capital Employed (avg)

0.31

Tax Ratio

Tax Ratio is Negative%

Dividend Payout Ratio

63.69%

Pledged Shares

Institutional Holding

89.80%

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

2.00

EV to EBIT

28.58

EV to EBITDA

12.92

EV to Capital Employed

1.39

EV to Sales

5.07

PEG Ratio

Dividend Yield

2.47%

ROCE (Latest)

4.88%

ROE (Latest)

10.02%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bearish

Bollinger Bands

Bullish

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bearish

No Trend

OBV

No Trend

Bullish

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

7What is working for the Company

ROCE(HY)

Highest at 10.65%

DIVIDEND PER SHARE(HY)

Highest at USD 6.71

RAW MATERIAL COST(Y)

Fallen by -12.29% (YoY

CASH AND EQV(HY)

Highest at USD 2,945 MM

DEBT-EQUITY RATIO (HY)

Lowest at 150.84 %

-2What is not working for the Company

DIVIDEND PAYOUT RATIO(Y)

Lowest at 75.49%

INTEREST(Q)

Highest at USD 331 MM

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

Dividend per share

Highest at USD 6.71 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Cash and Eqv

Highest at USD 2,945 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio

Lowest at 150.84 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Raw Material Cost

Fallen by -12.29% (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.

Interest

Highest at USD 331 MM

in the last five periods and Increased by 5.41% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Dividend Payout Ratio

Lowest at 75.49%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)