Xcel Energy Inc. (XEL)

NASDAQ: XEL · USD

$77.1

-1.08 (-1.4%)· Recorded snapshot

英語版にフォールバックJA

翻訳中のため英語版を表示しています

このレポートはまだ翻訳されていません。翻訳キューが追いついたら数分後に更新してください。

StockMarketAgent Research · Analyzed 2026-05-20

Our latest published analysis: XEL rated Hold

Xcel Energy Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$85.0 / share

Potential value

$105 / share

Upside to FV

+6.7%

from $77.1

Moat

6.5/10

Narrow

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$49.8B
Revenue (ttm)	14.6B
Net income (ttm)	2.2B
EPS (ttm)	$3.65
Shares out	624.6M
P/E (trailing)	21.1x
P/E (forward)	17.6x
Dividend	$2.37 (3.07%)
Volume	3,557,989
Beta	0.37

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 14.6B
Net income (ttm): 2.2B
EPS (ttm): $3.65
P/E (trailing): 21.1x
P/E (forward): 17.6x
Market cap: $49.8B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$13.43B	$15.31B	$14.21B	$13.44B	$14.67B	+2.2%
Gross profit	$5.26B	$5.86B	$5.98B	$6.15B	$6.92B	+7.1%
Operating income	$2.34B	$2.53B	$2.63B	$2.72B	$3.12B	+7.4%
Net income	$1.60B	$1.74B	$1.77B	$1.94B	$2.02B	+6.0%
EPS (diluted)	—	$3.17	$3.21	$3.44	$3.42	+2.6%
EBITDA	$4.60B	$5.08B	$5.20B	$5.59B	$6.20B	+7.7%
R&D	—	—	—	—	—	—
SG&A	—	—	—	—	—	—

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ABBV	AbbVie Inc.	505.6B	80.8x	7.9x	17.7%	+3.7%	+29.1%	売り
ABT	Abbott Laboratories	177.6B	38.2x	3.7x	7.2%	+2.7%	-17.2%	縮小
ACN	Accenture plc	144.3B	18.0x	2.0x	27.9%	+8.0%	+0.4%	ホールド
AEE	Ameren Corporation	29.9B	19.1x	3.6x	4.4%	+8.0%	+6.0%	ホールド
AEP	American Electric Power Company Inc.	69.8B	20.9x	3.0x	4.3%	+7.6%	+13.5%	ホールド
CEG	Constellation Energy Corporation	91.4B	25.0x	2.9x	7.4%	+10.8%	-33.6%	売り

Base and Bull scenarios

Bull20%

Price target

$105.01

+31.7% from spot

Aggressive renewable transition and liability mitigation lead to significant multiple expansion.

Full judicial protection for wildfire cost recovery.
EPS growth accelerates to 7% via federal green credits.
Interest rate spreads compress, driving multiple expansion.

Base60%

Price target

$85.03

+6.6% from spot

Standard regulatory recovery and mid-single-digit rate base growth drive the valuation toward the midpoint.

Wildfire payout remains within $1B reserve levels.
EPS growth of 6.4% per forward estimate reference.
Regulatory recovery remains constructive in MN/CO.

Sensitivity: Ke × terminal growth

The highlighted base cell is anchored to composite fair-value midpoint ($85.03). It is the reference value for this grid, not a separate standalone fair-value claim.

Ke ↓ / g →	1.5%	2.0%	2.5%	3.0%	3.5%
4.0%	$119	$149	$149	$149	$149
5.0%	$85.0	$99.3	$119	$149	$149
6.0%	$66.1	$74.4	$85.0	$99.3	$119
7.0%	$54.1	$59.5	$66.1	$74.4	$85.0
8.0%	$46.8	$49.5	$54.1	$59.5	$66.1

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E17.6

P25 n/aP50 n/aP75 n/a

Trailing P/E23

P25 n/aP50 n/aP75 n/a

ROE9.9

P25 n/aP50 n/aP75 n/a

ROIC3.2

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All XEL indicators

Market & fundamental data

Available fields

267

Groups with data

Currency

USD

Showing 267 of 267 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000072903
Company name	Xcel Energy Inc.
Country	United States
Country code	US
CUSIP number	98389B100
Earnings date	2026-10-29
Earnings time	bmo
Employees	11,534
Employees change	154
Employees growth	1.35%
Enterprise value	$87.8B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1909
In index	SP500, NASDAQ100
Industry	Utilities - Regulated Electric
Is primary listing	Yes
Is SPAC	No
ISIN number	US98389B1008
Last 10-K release date	2026-02-25
Last earnings date	2026-07-30
Last refreshed	2026-10-28
Last stock split date	1998-06-02
Last stock split type	Forward
Market cap	$48.1B
Market cap category	Large-Cap
Next earnings date	2026-10-29
Options	Yes
Price	$77.06
Price currency	USD
Sector	Utilities
SIC code	4931
Stock price date	2026-10-28
Symbol	XEL
U.S. state	Minnesota
Website	https://my.xcelenergy.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	19.07x
Average P/E ratio (10Y)	21.33x
Average P/E ratio (3Y)	20.14x
Average P/E ratio (5Y)	20.88x
Earnings yield	4.73%
EV/Earnings	39.56x
EV/EBIT	28.74x
EV/EBITDA	14.43x
EV/Sales	6.04x
FCF / EV yield	-8.71%
FCF yield	-15.79%
Forward EV/Sales	5.27x
Forward P/E	18.11x
Forward P/S	2.91x
Graham number	56.22719
Graham upside	-27.89%
Industry forward P/E	16.43x
Industry P/E	17.35x
Lynch fair value	$26.92
Lynch upside	-65.47%
P/(OCF - SBC) ratio	10.31x
P/B ratio	2.03x
P/E ratio	21.13x
P/OCF ratio	10.21x
P/S ratio	3.33x
PEG ratio	1.88x
Price / tangible book value	2.02x
Price/EBITDA ratio	7.95x
Sector forward P/E	17.06x
Sector P/E	19.83x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	21.03%
EBITDA margin	41.89%
Gross margin	46.83%
Operating margin	21.03%
Pretax margin	13.7%
Profit margin	15.28%
Profit per employee	$193,602
Profitable quarters	92
Profitable years	23
Revenue per employee	$1.3M
ROA	2.36%
ROA (5Y)	2.46%
ROCE	3.92%
ROE	9.92%
ROE (5Y)	10.29%
ROIC	3.2%
SBC / revenue	0.33%
Tax / revenue	-1.58%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	1.36%
EPS growth (Q)	24%
EPS growth (QoQ)	4.49%
EPS growth 10Y	5.63%
EPS growth 3Y	5.07%
EPS growth 5Y	4.46%
EPS growth quarters	3
EPS growth years	0
Net income growth	7.72%
Net income growth (Q)	31.98%
Net income growth (QoQ)	5.4%
Net income growth 3Y	8.8%
Net income growth 5Y	7.38%
Net income growth quarters	3
Net income growth years	10
OCF growth	5.79%
OCF growth (Q)	1.76%
OCF growth (QoQ)	-35.18%
OCF growth 10Y	4.91%
OCF growth 3Y	2.74%
OCF growth 5Y	16.86%
Revenue growth	4.72%
Revenue growth (Q)	-5.11%
Revenue growth (QoQ)	-22.43%
Revenue growth 10Y	3.05%
Revenue growth 3Y	-1.38%
Revenue growth 5Y	2.79%
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-12.5B
Depreciation and amortization	$2.9B
EBIT	$3.1B
EBITDA	$6.1B
EPS	$3.65
FCF per share	$-12.31
Financing cash flow	$8.3B
Free cash flow	$-7.7B
Free cash flow minus SBC	$-7.7B
Gross profit	$6.8B
Income taxes	$-231M
Investing cash flow	$-12.5B
Net borrowing	$7.4B
Net cash flow	$556M
Net income	$2.2B
Operating cash flow minus SBC	$4.7B
Operating income	$3.1B
Revenue	$14.6B
Stock-based compensation	$48M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$38.53
Debt / EBITDA	6.61
Debt / equity	1.73
Interest coverage	1.87
Long-term assets	$81.1B
Long-term liabilities	$54.4B
Net cash (debt)	$-39.6B
Net cash / market cap	-81.38%
Net debt / EBITDA	6.47
Net debt / equity	1.65
Piotroski F-Score	4
Property, plant and equipment	$71.3B
Shareholders' equity	$24.1B
Tangible book value	$24.1B
Tangible book value per share	$38.53
Total assets	$87.2B
Total cash	$2B
Total debt	$41.7B
Total liabilities	$63.1B
WACC	4.83%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.18
Current assets	$6.1B
Current liabilities	$8.7B
Current ratio	0.7
Inventory turnover	11
Net working capital	$-952M
Quick ratio	0.48
Working capital	$-2.6B
Working capital turnover	-10.41

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-6.16%
Dividend growth	3.99%
Dividend growth (10Y)	5.77%
Dividend growth (3Y)	4.66%
Dividend growth (5Y)	5.43%
Dividend growth years	1
Dividend payment date	2026-10-20
Dividend payment years	55
Dividend payout frequency	Quarterly
Dividend per share	$2.37
Dividend yield	3.07%
Ex-dividend date	2026-09-15
Last dividend	$0.59
Payout ratio	64.98%
Shareholder yield	-3.12%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	90.55%
10Y return CAGR	9.99%
10Y total return	158.98%
150-day SMA	$77.94
15Y price change	194.12%
15Y return CAGR	11.06%
15Y total return	382.41%
1D price change	-1.38%
1M price change	10.4%
1M total return	10.4%
1W price change	0.36%
1W total return	0.36%
1Y price change	-4.5%
1Y return CAGR	-1.53%
1Y total return	-1.53%
20-day SMA	$75.00
200-day SMA	$78.21
20Y price change	252.19%
20Y return CAGR	10.4%
20Y total return	623.28%
3M price change	-4.52%
3M total return	-3.75%
3Y price change	32.16%
3Y return CAGR	13.5%
3Y total return	46.21%
50-day SMA	$74.66
50-day SMA vs 200-day SMA	50under200
52-week high	$84.23
52-week high date	2026-02-26
52-week low	$68.72
52-week low date	2026-09-25
5Y price change	21.57%
5Y return CAGR	7.38%
5Y total return	42.74%
6M price change	-2.96%
6M total return	-1.44%
All-time high	$84.23
All-time high date	2026-02-26
All-time low	$3.81
All-time low date	1974-10-02
Average true range (ATR)	$1.32
Average volume	5.1M
Beta (1Y)	-0.01
Beta (2Y)	0.2
Beta (5Y)	0.37
Change from 52-week high	-8.51%
Change from 52-week low	12.14%
Change from all-time high	-8.51%
Change from all-time low	1,920.98%
Change from open	-1.52%
Day's gap	0.14%
Dollar volume	$274.2M
High price	$78.25
Low price	$76.99
Monthly RSI	53.46
Open price	$78.25
Position in 52-week range	5.56%
Premarket change	-0.01%
Premarket close	$78.14
Premarket price	$78.13
Premarket volume	345
Previous close	$78.14
Price vs 150-day SMA	-1.12%
Price vs 20-day SMA	2.75%
Price vs 200-day SMA	-1.47%
Price vs 50-day SMA	3.21%
Relative volume	0.7
RSI	58.69
Sharpe ratio	-0.19
Sharpe ratio (3Y)	0.53
Sharpe ratio (5Y)	0.22
Sortino ratio	0.02
Sortino ratio (3Y)	1.03
Sortino ratio (5Y)	0.58
Volume	3.6M
Weekly RSI	50.63
YTD price change	4.33%
YTD total return	6.75%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	623.3M
Float percentage	99.79%
Shares change (QoQ)	0.16%
Shares change (YoY)	6.16%
Shares held by insiders	0.09%
Shares held by institutions	96.96%
Shares outstanding	624.6M
Short % of float	7.9%
Short % of shares	7.88%
Short ratio	8.1 days

Deeper analysis on XEL

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this XEL report

What is the latest published XEL stock rating?

Xcel Energy Inc. is shown with Hold in the latest published report, analyzed 2026-05-20. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full XEL analysis?

The full latest published report, analyzed 2026-05-20, lives at /stocks/XEL/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for XEL?

The latest published report analyzed 2026-05-20 gives XEL a fair value of USD 85 and a potential value of USD 105. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the XEL page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-05-20). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

HoldXEL · Fair value $85.0+6.7%

Read full analysis →

Xcel Energy Inc. (XEL)

Our latest published analysis: XEL rated Hold

Price

Financial snapshot

Fair-value bridge

Latest news · XEL

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All XEL indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on XEL

Frequently asked questions

レーティング履歴

Category	Score	Reading
Valuation	6.0
Management	6.4
Balance Sheet	1.5
Profitability	5.5
Revenue Growth	4.5
Risk Assessment	5.5
Competitive Moat	6.5
Earnings Quality	8.0
Capital Efficiency	2.5