Xcel Energy Stock Performance
| XEL Stock | USD 80.39 0.02 0.02% |
On a scale of 0 to 100, Xcel Energy holds a performance score of 14. The firm maintains a market beta of -0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Xcel Energy are expected to decrease at a much lower rate. During the bear market, Xcel Energy is likely to outperform the market. Please check Xcel Energy's downside variance, and the relationship between the sortino ratio and accumulation distribution , to make a quick decision on whether Xcel Energy's historical returns will revert.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Xcel Energy are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite quite unsteady technical and fundamental indicators, Xcel Energy disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Xcel Energy dividend paid on 20th of October 2025 | 10/20/2025 |
| Begin Period Cash Flow | 129 M | |
| Total Cashflows From Investing Activities | -7.4 B |
Xcel Energy Relative Risk vs. Return Landscape
If you would invest 7,059 in Xcel Energy on July 28, 2025 and sell it today you would earn a total of 980.00 from holding Xcel Energy or generate 13.88% return on investment over 90 days. Xcel Energy is generating 0.2065% of daily returns assuming volatility of 1.1466% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Xcel, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Xcel Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Xcel Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Xcel Energy, and traders can use it to determine the average amount a Xcel Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1801
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Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Xcel Energy is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Xcel Energy by adding it to a well-diversified portfolio.
Xcel Energy Fundamentals Growth
Xcel Stock prices reflect investors' perceptions of the future prospects and financial health of Xcel Energy, and Xcel Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Xcel Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0221 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 78.95 B | ||||
| Shares Outstanding | 591.43 M | ||||
| Price To Earning | 22.75 X | ||||
| Price To Book | 2.25 X | ||||
| Price To Sales | 3.41 X | ||||
| Revenue | 13.44 B | ||||
| EBITDA | 5.59 B | ||||
| Cash And Equivalents | 190 M | ||||
| Cash Per Share | 0.35 X | ||||
| Total Debt | 30.21 B | ||||
| Debt To Equity | 1.55 % | ||||
| Book Value Per Share | 35.45 X | ||||
| Cash Flow From Operations | 4.64 B | ||||
| Earnings Per Share | 3.61 X | ||||
| Total Asset | 70.03 B | ||||
| Retained Earnings | 8.55 B | ||||
| Current Asset | 2.91 B | ||||
| Current Liabilities | 4.06 B | ||||
About Xcel Energy Performance
By examining Xcel Energy's fundamental ratios, stakeholders can obtain critical insights into Xcel Energy's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Xcel Energy is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. Xcel Energy Inc. was incorporated in 1909 and is headquartered in Minneapolis, Minnesota. XCEL Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on NASDAQ Exchange. It employs 11321 people.Things to note about Xcel Energy performance evaluation
Checking the ongoing alerts about Xcel Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Xcel Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 90.0% of the company outstanding shares are owned by institutional investors | |
| On 20th of October 2025 Xcel Energy paid $ 0.57 per share dividend to its current shareholders |
- Analyzing Xcel Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Xcel Energy's stock is overvalued or undervalued compared to its peers.
- Examining Xcel Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Xcel Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Xcel Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Xcel Energy's stock. These opinions can provide insight into Xcel Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Xcel Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. For more information on how to buy Xcel Stock please use our How to buy in Xcel Stock guide.You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Xcel Energy. If investors know Xcel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Xcel Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Xcel Energy is measured differently than its book value, which is the value of Xcel that is recorded on the company's balance sheet. Investors also form their own opinion of Xcel Energy's value that differs from its market value or its book value, called intrinsic value, which is Xcel Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Xcel Energy's market value can be influenced by many factors that don't directly affect Xcel Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Xcel Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Xcel Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Xcel Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.