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Upturn AI SWOT - About
XEL 
Xcel Energy Inc (XEL)
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Upturn Advisory Summary
03/10/2025: XEL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -1.05% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 40.63B USD | Price to earnings Ratio 20.56 | 1Y Target Price 73.44 |
Price to earnings Ratio 20.56 | 1Y Target Price 73.44 | ||
Volume (30-day avg) 3775421 | Beta 0.39 | 52 Weeks Range 50.36 - 72.17 | Updated Date 04/1/2025 |
52 Weeks Range 50.36 - 72.17 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.22% | Basic EPS (TTM) 3.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.4% | Operating Margin (TTM) 11.25% |
Management Effectiveness
Return on Assets (TTM) 2.24% | Return on Equity (TTM) 10.43% |
Valuation
Trailing PE 20.56 | Forward PE 18.52 | Enterprise Value 70661366519 | Price to Sales(TTM) 3.02 |
Enterprise Value 70661366519 | Price to Sales(TTM) 3.02 | ||
Enterprise Value to Revenue 5.26 | Enterprise Value to EBITDA 12.64 | Shares Outstanding 574553024 | Shares Floating 573415080 |
Shares Outstanding 574553024 | Shares Floating 573415080 | ||
Percent Insiders 0.2 | Percent Institutions 88.52 |
Analyst Ratings
Rating 4 | Target Price 72.39 | Buy 3 | Strong Buy 8 |
Buy 3 | Strong Buy 8 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Xcel Energy Inc
Company Overview
History and Background
Xcel Energy Inc. was formed in 2000 through the merger of Northern States Power Company (NSP) and New Century Energies (NCE). NSP was founded in 1909, and NCE was formed in 1995 through the merger of Public Service Company of Colorado and Southwestern Public Service Company. Over the years, Xcel Energy has expanded its operations and focused on renewable energy sources.
Core Business Areas
- Regulated Electric: Generates, transmits, and distributes electricity to residential, commercial, and industrial customers. This segment relies on a mix of sources, including coal, nuclear, natural gas, and renewables.
- Regulated Natural Gas: Transports, stores, and distributes natural gas to residential, commercial, and industrial customers.
Leadership and Structure
Bob Frenzel is the Chairman, President, and CEO. Xcel Energy operates through a hierarchical organizational structure with various departments responsible for different aspects of its business. It is governed by a board of directors.
Top Products and Market Share
Key Offerings
- Electricity: Xcel Energy provides electricity to millions of customers across its service territories. While specific market share data is proprietary, they are a major provider in states like Colorado, Minnesota, Wisconsin, and New Mexico. Competitors vary by region but include other investor-owned utilities like NextEra Energy (NEE) and Duke Energy (DUK).
- Natural Gas: Xcel Energy distributes natural gas to customers in its service areas. Similar to electricity, specific market share figures are not publicly available, but they are a significant player in the natural gas distribution market in their operating regions. Competitors are regional gas utilities and sometimes other diversified energy providers.
- Renewable Energy Certificates (RECs): Xcel Energy generates and sells RECs related to renewable energy produced in its jurisdiction. Market share not readily available but is a focus of investment and expansion. Competitors are other utilities and independent power producers.
Market Dynamics
Industry Overview
The utility industry is undergoing a transformation with a growing emphasis on renewable energy, grid modernization, and energy efficiency. The industry is highly regulated and capital-intensive.
Positioning
Xcel Energy is positioned as a leading utility company committed to reducing carbon emissions and transitioning to cleaner energy sources. They are investing heavily in renewable energy projects and grid modernization initiatives. Competitive advantages include their established infrastructure and regulatory relationships.
Total Addressable Market (TAM)
The TAM for utilities in Xcel Energy's service territories is estimated to be in the tens of billions of dollars annually. Xcel is positioned to capture a significant portion of this TAM through its existing infrastructure and investments in renewable energy.
Upturn SWOT Analysis
Strengths
- Strong regulatory relationships
- Diversified generation portfolio
- Commitment to renewable energy
- Extensive infrastructure network
- Consistent dividend payouts
Weaknesses
- Reliance on regulatory approvals
- Exposure to commodity price volatility
- Aging infrastructure in some areas
- High capital expenditure requirements
Opportunities
- Expansion of renewable energy projects
- Grid modernization investments
- Growth in electric vehicle adoption
- Development of new energy storage technologies
- Geographic expansion
Threats
- Changes in government regulations
- Increased competition from alternative energy providers
- Rising interest rates
- Cybersecurity risks
- Extreme weather events
Competitors and Market Share
Key Competitors
- NEE
- DUK
- SO
Competitive Landscape
Xcel Energy competes with other large utility companies in its service territories. Its competitive advantages include its commitment to renewable energy and its strong regulatory relationships. A disadavantage is they are geographically tied to the mid-west.
Major Acquisitions
eSource Companies
- Year: 2005
- Acquisition Price (USD millions): 105
- Strategic Rationale: Xcel Energy acquired eSource, an energy consulting firm, in order to expand their energy efficiency services.
Growth Trajectory and Initiatives
Historical Growth: Xcel Energy has experienced moderate growth in revenue and earnings over the past several years, driven by rate increases and increased demand for electricity.
Future Projections: Analysts project continued growth in revenue and earnings, driven by investments in renewable energy and grid modernization. Specific growth rates vary but are generally in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in wind and solar energy projects, upgrades to the transmission grid, and expansion of energy efficiency programs.
Summary
Xcel Energy is a relatively strong company with a clear focus on renewable energy and grid modernization. Its commitment to clean energy sources positions it well for future growth amid evolving regulations and customer preferences. However, the company needs to be aware of regulatory risks and cybersecurity threats. While the company has some good growth prospects, they do have debt that needs to be managed and the midwest is a relatively weak part of the US economy compared to the coasts.
Similar Companies
DUK
Duke Energy Corporation
DUK
Duke Energy Corporation
ES
Eversource Energy
ES
Eversource Energy
NEE
Nextera Energy Inc
NEE
Nextera Energy Inc
SO
Southern Company
SO
Southern Company
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Xcel Energy Investor Relations Website
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on available information and may not be precise. Financial data requires updating from current sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Xcel Energy Inc
Exchange NASDAQ | Headquaters Minneapolis, MN, United States | ||
IPO Launch date 1985-09-24 | President, CEO & Chairman Mr. Robert C. Frenzel | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 11380 | Website https://mn.my.xcelenergy.com/s/ |
Full time employees 11380 | Website https://mn.my.xcelenergy.com/s/ | ||
Xcel Energy Inc., through its subsidiaries, engages in the generation, purchasing, transmission, distribution, and sale of electricity in the United States. It operates through Regulated Electric Utility and Regulated Natural Gas Utility segments. The company generates electricity through wind, nuclear, hydroelectric, biomass, and solar energy sources, as well as coal, natural gas, oil, wood, and refuse-derived fuels. It also purchases, transports, distributes, and sells natural gas to retail customers, as well as transports customer-owned natural gas. In addition, the company develops and leases natural gas pipelines, and storage and compression facilities; and invests in rental housing projects and nonregulated assets, as well as procures equipment for the construction of renewable generation facilities. It serves residential, commercial, and industrial customers in the portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. Xcel Energy Inc. was formerly known as Northern States Power company. The company was incorporated in 1909 and is headquartered in Minneapolis, Minnesota.
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