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XEL

XEL

Xcel Energy
$76.78
+0.13% Oct 21 close
UtilitiesS&P 500 Compare
1M3M6M1Y2Y
-12%-5%+3%+10%+17%Oct 2025Oct 2026Apr 2026
XELSPY
1W
+1.9%
1M
+6.9%
3M
-3.5%
6M
-0.2%
YTD
+6.4%
1Y
-1.8%

Live chart

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What they do

Xcel Energy Inc. 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.

Utilities · Utilities - Regulated Electric

For information only · Important disclosures

Grades vs sector

Momentum
20th percentile in sector
D
12-1 return: -10.5%
Percentile within its GICS sector across the S&P 1500.
Growth
8th percentile in sector
D-
Revenue growth (YoY): -5.1%
Percentile within its GICS sector across the S&P 1500.
Value
42nd percentile in sector
C
Forward E/P: 5.9% · EBITDA/EV: 7.0%
Percentile within its GICS sector across the S&P 1500.
Profitability
65th percentile in sector
B
Profit margin: +15.3% · Return on equity: +9.9%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Held by 1 of 5 live models: Coteau Long Book.

Coteau Long Book
4.1% of the book · Core sleeve
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 369 of 499 · 12-month momentum -4.0%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
Why it's in the Coteau Long Book

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

News

More news
Google Partners With Xcel Energy To Fuel New AI Data Center With Clean Power
TIKR · Oct 20

Key stats

52-week range$69.39 – $82.01
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Looks expensive
Model read-out from the numbers below, not advice. Score -3 (DCF counts double).
▼DCF (base case)below the price by 36%
•Piotroski F-score4/9
▼Net debt / EBITDA6.6x

Discounted cash flow

Bear
$10
-87%
growth -3% · disc. 10.2% · term. 2.0%
Base
$49
-36%
growth 2% · disc. 9.2% · term. 2.5%
Bull
$103
+35%
growth 5% · disc. 8.2% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Not enough data to run a reverse DCF.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2019-09-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Utilities

P/E (trailing)
sector median 20.8×
 –
Forward P/E
sector median 16.9×
 –
EV / EBITDA
sector median 12.8×
 –
Price / sales
sector median 3.0×
 –
Price / book
sector median 1.9×
 –
FCF yield
sector median 0.1%
 –

Quality & financial health

Gross margin
66.8%
Operating margin
24.0%
FCF margin
41.1%
Net margin
19.2%
Return on equity
9.3%
Return on invested capital
4.5%
Net debt / EBITDA
6.6×
Current ratio
0.7×
Interest cover
1.7×
Cash conversion (OCF/NI)
2.1×
Piotroski F-score 4/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✓ Current ratio improved✗ No share dilution✗ Gross margin improved✗ Asset turnover improved

Analysts

No analyst targets available.

Annual history

FYRevenueNet incomeFree cash flow
2018$11.5B––
2017$11.4B––
2016$11.1B––
2015$11.0B––
2014$11.7B––
2013$10.9B––

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +1.5%.

Earnings

Next report: 2026-10-29 · before open · EPS est 1.38
24-1025-0225-0425-0725-1026-0226-0426-070.001.32
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-300.790.93+18.4%
2026-04-300.910.91+0.2%
2026-02-050.960.96+0.1%
2025-10-301.321.24-5.9%
2025-07-310.640.75+16.3%
2025-04-240.920.84-8.6%
2025-02-060.880.81-7.5%
2024-10-311.261.25-0.9%
Insider trades
None
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Stats refreshed 2026-10-21 18:15:41 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

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Beta 0.9 · Oct 21, 2026