Xcel Energy Inc

α : -1.72

Ticker: XEL.US

Fundamental α

i
Weighted: -5.1
Layer / Ratio / Statistic TTM PY1 PY2
Overall Composite Score -6.6 -4.5 -2.1
Income Statement Composite -2.0 -0.9 -0.8
↳ 3-Year Revenue CAGR
↳ Capped Z-Score -0.64
↳ Sector Median Analytics
↳ Gross Margin
↳ Capped Z-Score -0.91 0.37 0.49
↳ Sector Median Analytics
↳ Operating Margin
↳ Capped Z-Score -0.10 -0.27 -0.18
↳ Sector Median Analytics
↳ Net Profit Margin
↳ Capped Z-Score 0.45 0.45 0.35
↳ Sector Median Analytics
Cash Flow Composite -5.2 -3.7 -2.3
↳ 3-Year OCF CAGR
↳ Capped Z-Score -0.52
↳ Sector Median Analytics
↳ Operating Cash Flow Margin
↳ Capped Z-Score 0.33 0.47 0.76
↳ Sector Median Analytics
↳ Free Cash Flow Margin
↳ Capped Z-Score -3.01 -1.68 -0.59
↳ Sector Median Analytics
Balance Sheet Composite 0.6 0.1 1.0
↳ Return on Assets
↳ Capped Z-Score -0.26 0.03 0.12
↳ Sector Median Analytics
↳ Capital Intensity Ratio
↳ Capped Z-Score -1.79 -1.01 -0.80
↳ Sector Median Analytics
↳ Asset Turnover
↳ Capped Z-Score -0.42 -0.29 0.00
↳ Sector Median Analytics
↳ Equity Multiplier
↳ Capped Z-Score 0.13 -0.04 0.07
↳ Sector Median Analytics
↳ Return on Equity
↳ Capped Z-Score -0.17 -0.02 0.12
↳ Sector Median Analytics
↳ Return on Invested Capital (ROIC)
↳ Capped Z-Score -0.74 -0.87 -0.35
↳ Sector Median Analytics

Market α

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Weighted: 2.3
Certain Market alpha components limited due to negative cash flows.
Metric/Statistic Ticker Value
Market Valuation Composite -0.8
↳ Trailing P/E
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↳ Sector Median
↳ Forward P/E
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↳ Sector Median
↳ PEG Ratio
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↳ Sector Median
↳ EV/EBITDA
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↳ Sector Median
↳ EV/Revenue
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↳ Sector Median
↳ Potential Upside/(Downside) - Street Estimate
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↳ Sector Median
Relative (Discount)/ Premium - Operations
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↳ Actual Enterprise Value/Invested Capital:
↳ Predicted EV/Invested Capital:
↳ Fundamental Surplus:
Implied FCFF Growth Rate CURRENT
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↳ Sector Median FCFF Growth:
↳ FCFF Growth Surplus:
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↳ FCFF Growth Surplus z-score:
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Implied FCFE Growth Rate CURRENT
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↳ Weighted Historic FCFE Growth:
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↳ FCFE Growth Surplus:
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↳ FCFE Growth Surplus z-score:
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WACC
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↳ Cost/Weight of Equity:
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Company Profile & Operations

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Xcel Energy Inc., through its subsidiaries, operates as an electric and natural gas delivery company in the United States. It operates through Regulated Electric Utility and Regulated Natural Gas Utility segments. The company generates, purchases, transmits, distributes, and sells electricity through its energy portfolio, including wind, nuclear, hydroelectric, biomass, and solar power from both owned generation facilities and PPAs, as well as its fossil fuel energy portfolio, such as coal and natural gas; sale and resale of wholesale transmission service; and engages in wholesale commodity and trading operations. It also purchases, transports, stores, distributes, and sells natural gas; develops and leases natural gas pipelines and storage facilities; operates interstate natural gas pipeline; and invests in rental housing projects, energy technology companies, and community solar garden nonregulated assets. It serves electric and natural gas customers in portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. The company was formerly known as Northern States Power company. Xcel Energy Inc. was incorporated in 1909 and is headquartered in Minneapolis, Minnesota.