XEL
Xcel Energy
Utilities · Multi-Utilities · US
$79.04
Data: 2025-12-31
✗ ETHICAL FAIL

NARROW MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$49.6B
Total market value of the company
22.90
Premium valuation
17.50
Based on estimated future earnings — lower means cheaper
Rev Growth
+2.9%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
9.6%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$91.83
+16% from current price — median analyst estimate
Recommendation
STRONG_BUY
Consensus view from 18 analysts covering this stock
About Xcel Energy

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.

https://www.my.xcelenergy.com/s

Country: United States Employees: 11,534 Industry: Utilities - Regulated Electric
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
42.7% FAIL
Debt must be below 33% of total assets
Cash Ratio
5.4% PASS
Interest-bearing cash below 33% of assets
Receivables
2.0% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$91.00
What our model estimates this business is worth per share
13.1%
Slight discount to fair value
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
40.6th
Ranks in the top 59% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
67.0
Quality Score
33.0
Combined
36.6

Trading at $79 against a fair value of $91, a 13% discount. Fails ethical screen (Debt ratio). Ranks better than 5% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
1.321
Excellent risk-adjusted returns
0.1083
Suggested allocation is meaningful — the edge justifies a position
2.181
Returns exceed worst-case losses — strong risk profile
Annual Return
27.0%
Historical annualised return based on price data
-12.4%
Largest peak-to-trough decline — the worst it has been
BEAR
Statistical model detects bearish conditions
Days in State
17
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

0.42
Very low correlation to market moves
52W High
$84.23
6% below the year high
52W Low
$65.21
21% above the year low
Avg Volume
4,731,474
Average daily shares traded — higher means easier to buy and sell
6.3
Days it would take all short sellers to cover — higher means more crowded
Short % Float
5.2%
Moderate short interest
299.0%
Annual dividend as a percentage of the share price
$3.47
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

1.65
Meaningful debt load — monitor closely
0.77
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.53
Like current ratio but excludes inventory — stricter test
Gross Margin
45.9%
Revenue left after cost of goods — higher means pricing power
Operating Margin
18.2%
Profit from core operations before interest and tax
$-7,471,625,216
Negative — the business is spending more than it generates
Revenue (TTM)
$14.8B
Total revenue over the last 12 months
Net Income
$2.1B
Profitable — the bottom line is positive
Analyst Coverage
Analysts
18
Target High
$99.00
Target Median
$91.83
Target Low
$74.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-03-27 BURKHART MEGAN D Director 614
2026-03-27 PARDEE CHARLES G Director 580
2026-03-27 KAMPLING PATRICIA L Director 614
2026-03-27 CASEY LYNN Director 518
2026-03-27 WELSH TIMOTHY A Director 480
2026-03-04 LONG RYAN J Officer 800 $66,328
2026-03-02 ROME AMANDA J Officer 15,969 $1,335,168
2026-03-02 LONG RYAN J Officer 5,370
2026-03-02 FRENZEL ROBERT C Chief Executive Officer 42,065
2026-03-02 VAN ABEL BRIAN J Chief Financial Officer 9,129
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2025-12-31

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