tickrz reports
Xcel Energy Inc (XEL)
Utilities | Utilities
45.13  -0.81%
XEL vs UTILITIES SECTOR & S&P 500
VALUATION
XELSECTORS&P 500
P/E RATIO19.3822.521.12
EV/EBITDA RATIO9.3910.812.66
P/S RATIO2.029.22.25
P/B RATIO2.012.33.45
QUALITY
RETURN ON EQUITY10.58%10.58%13.64%
RETURN ON CAPITAL6.41%5.74%10.09%
NET MARGIN10.12%10.32%9.73%
DIVIDEND ANALYSIS
DIVIDEND YIELD
3.15%
PAYOUT RATIO59.92%
3 YR DIVIDEND GROWTH7.01%
FINANCIAL STRENGTH
PIOTROSKI F SCORE
7 OUT OF 9
DEBT-TO-EQUITY135%
INTEREST COVERAGE3.4x
CURRENT RATIO0.87
GROWTH
5 YR EPS GROWTH5.14%
5 YR SPS GROWTH0.84%
5 YR BPS GROWTH4.5%
About tickrz
Key Concepts
Great Investors
Xcel Energy Inc ranks well on valuation
TICKRZBOT SUMMARY
Xcel Energy Inc receives an A ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here. Here's a summary of Xcel Energy Inc's factor rankings that are combined together to calculate the tickrz MFM ranking:

FACTOR RANKINGSFACTOR SCREENER 
TICKRZ MFM RANK A / 48PURE VALUE RANKA / 72
DIVIDEND RANKA / 51MOAT RANKB / 159
FINANCIAL STRENGTH RANKC / 249GROWTH RANKC / 303
MOMENTUM RANKB / 158
GURU ANALYSIS
Buffett Rank A / 5Peter Lynch Rank C / 225
Xcel Energy Inc ranks 5 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a strong score, meaning it ranks highly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Xcel Energy Inc warrants further investigation.Our Peter Lynch mutli-factor model ranks stocks on their PEG ratio, Financial Strength, margin profile, and their P/Es relative to their respective industry groups. Xcel Energy Inc ranks 225, a relatively weak ranking.
Alex Roepers Rank A / 44Joel Greenblatt Rank B / 184
Alex Roepers, founder of Atlantic Investment Management, looks for stocks trading at low EV/EBITDA multiples with strong and consistent free cash flow. Xcel Energy Inc ranks 44 out of the S&P 500 constituents on our Roepers-inspired multi-factor model.In his best-selling The Little Book that Beats the Market, Greenblatt introduced the Magic Formula, a straightforward approach that ranks stocks on earnings yield and return on invested capital. Xcel Energy Inc places 184 out the S&P 500 consitituents on this ranking methodology.
FACTOR RANKINGS
Value
Pure Value Ranking A / 72
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Xcel Energy Inc's valuation score is comprised of a P/E ratio of 19.4x, a P/B ratio of 2x, a P/S ratio of 2x, and an EV/EBITDA ratio of 9.4x. Xcel Energy Inc ranks 72 out of the S&P 500 constituents on valuation--a relatively strong score.

Quality
Moat B / 159Financial Strength C / 249
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.Xcel Energy Inc has a Piotroski F Score of 7 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 3.4x, a debt/equity ratio of 135% and a Moat Rank of 159 translate to a weak Financial Strength score.


Momentum B / 158
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 23.72% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 158. Based on its 12 month stock performance, Xcel Energy Inc will not appeal to momentum investors.

Yield A / 51
Value + Yield
Shares currently yield 3.15%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Xcel Energy Inc ranks 51 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate Xcel Energy Inc.

Growth C / 303
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 5.1% 5 year annualized EPS growth, 0.8% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 4.5% speak to its relatively poor ranking.

Xcel Energy Inc (XEL)
Utilities | Utilities
45.13  -0.81%


tickrz rank
A
VALUATION RATIOS
P/E Ratio19.38x
P/B Ratio2.01x
P/S Ratio2.02x
EV/EBITDA Ratio9.39x
DIVIDEND ANALYSIS
DIVIDEND YIELD
3.15%
PAYOUT RATIO59.92%
3 YR DIVIDEND GROWTH7.01%
FINANCIAL STRENGTH
PIOTROSKI F SCORE
7 OUT OF 9
DEBT-TO-EQUITY135%
INTEREST COVERAGE3.4x
CURRENT RATIO0.87
MOAT
ROE10.58%
ROIC6.41%
Net Margin10.12%
GROWTH
5 YR EPS GROWTH5.14%
5 YR SPS GROWTH0.84%
5 YR BPS GROWTH4.5%

TICKRZ RANK
Xcel Energy Inc receives an A ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Xcel Energy Inc's valuation score is comprised of a P/E ratio of 19.4x, a P/B ratio of 2x, a P/S ratio of 2x, and an EV/EBITDA ratio of 9.4x. Xcel Energy Inc ranks 72 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
Xcel Energy Inc ranks 5 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a strong score, meaning it ranks highly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Xcel Energy Inc warrants further investigation.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.

FINANCIAL STRENGTH
Xcel Energy Inc has a Piotroski F Score of 7 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 3.4x, a debt/equity ratio of 135% and a Moat Rank of 159 translate to a weak Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 23.72% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 158. Based on its 12 month stock performance, Xcel Energy Inc will not appeal to momentum investors.

VALUE + YIELD
Shares currently yield 3.15%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Xcel Energy Inc ranks 51 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate Xcel Energy Inc.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 5.1% 5 year annualized EPS growth, 0.8% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 4.5% speak to its relatively poor ranking.