Xcel Energy Inc. XEL
Utilities · Utilities - Regulated Electric · United States · S&P 500
Based on the available data, Xcel Energy Inc. gets an algorithmic score of 28/100. It trades at 70.69 $, with a bearish technical trend (RSI 36.0) and 18.8% annual volatility.
Updated: 2026-09-30
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Strengths
- Low beta (-0.01): defensive profile.
- Meaningful dividend (3.35%).
Weaknesses
- Shrinking revenue (-1.4% per year).
- Negative free cash flow.
Fundamentals
| P/E | 19.37 |
| Forward P/E | 15.57 |
| PEG | 1.78 |
| P/B | 1.83 |
| EV/EBITDA | 13.68 |
| P/S | 3.02 |
| ROE % | 9.92 |
| ROA % | 2.37 |
| Gross margin % | 46.83 |
| Operating margin % | 22.70 |
| Net margin % | 15.28 |
| Revenue growth % (y/y) | -5.10 |
| Earnings growth % (y/y) | 24.00 |
| Revenue CAGR % | -1.42 |
| Earnings CAGR % | 5.15 |
| Debt/Equity % | 173.13 |
| Current ratio | 0.70 |
| FCF yield % | -15.46 |
| Dividend yield % | 3.35 |
| Payout % | 63.70 |
Returns
| 1 month | -6.8 % |
| 3 months | -11.3 % |
| 6 months | -9.3 % |
| YTD | -3.1 % |
| 1 year | -8.1 % |
| 3 years | +30.9 % |
| 5 years | +31.2 % |
Risk
| 1-year volatility | 18.8 % |
| Beta | -0.01 |
| 5-year max drawdown | -34.4 % |
| Sharpe 1A | -0.57 |
Macroeconomic context
Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.