Xcel Competitors
| XEL Stock | USD 78.98 1.06 1.36% |
Xcel Energy vs CMS Energy Correlation
Almost no diversification
The correlation between Xcel Energy and CMS is 0.93 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Xcel Energy and CMS in the same portfolio, assuming nothing else is changed.
Moving together with Xcel Stock
| 0.62 | EVRG | Evergy Earnings Call Next Week | PairCorr |
Moving against Xcel Stock
| 0.64 | TXNM | TXNM Energy Earnings Call This Week | PairCorr |
| 0.61 | EBR-B | Centrais Eltricas | PairCorr |
| 0.52 | AQNB | Algonquin Power Utilities | PairCorr |
| 0.48 | CUP-U | Caribbean Utilities | PairCorr |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Xcel Energy's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Xcel Energy Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Xcel Energy and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Xcel and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Xcel Energy does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between Xcel Stock performing well and Xcel Energy Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Xcel Energy's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ED | 0.84 | 0.23 | 0.10 | (0.54) | 0.90 | 1.91 | 4.62 | |||
| WEC | 0.62 | 0.04 | (0.07) | 10.91 | 0.78 | 1.33 | 4.32 | |||
| PEG | 0.80 | 0.02 | (0.05) | 0.23 | 1.01 | 1.61 | 4.66 | |||
| DTE | 0.74 | 0.06 | (0.02) | 0.45 | 1.03 | 1.74 | 4.73 | |||
| AEE | 0.72 | 0.05 | (0.03) | 0.34 | 0.95 | 1.46 | 5.74 | |||
| FE | 0.68 | 0.10 | 0.00 | (1.36) | 0.84 | 1.60 | 4.07 | |||
| ETR | 0.87 | 0.05 | (0.01) | 0.20 | 1.08 | 1.90 | 4.91 | |||
| PPL | 0.83 | (0.02) | 0.00 | (0.11) | 0.00 | 1.57 | 4.62 | |||
| CMS | 0.76 | 0.04 | (0.04) | 0.50 | 1.01 | 1.32 | 5.00 |
Cross Equities Net Income Analysis
Compare Xcel Energy and related stocks such as Consolidated Edison, WEC Energy Group, and Public Service Enterprise Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ED | 563.7 M | 1.1 B | 1.1 B | 1.1 B | 1.1 B | 1.2 B | 1.2 B | 1.5 B | 1.4 B | 1.3 B | 1.1 B | 1.3 B | 1.7 B | 2.5 B | 1.8 B | 2.1 B | 2.2 B |
| WEC | 167.5 M | 526.2 M | 546.3 M | 577.4 M | 588.3 M | 640.3 M | 940.2 M | 1.2 B | 1.1 B | 1.1 B | 1.2 B | 1.3 B | 1.4 B | 1.3 B | 1.5 B | 1.6 B | 1.6 B |
| PEG | 544.6 M | 1.5 B | 1.3 B | 1.2 B | 1.5 B | 1.7 B | 887 M | 1.6 B | 1.4 B | 1.7 B | 1.9 B | (648 M) | 1 B | 2.6 B | 1.8 B | 2 B | 1 B |
| DTE | 437.5 M | 711 M | 610 M | 661 M | 905 M | 727 M | 868 M | 1.1 B | 1.1 B | 1.2 B | 1.4 B | 907 M | 1.1 B | 1.4 B | 1.4 B | 1.6 B | 1.7 B |
| AEE | 334.7 M | 519 M | (974 M) | 289 M | 586 M | 630 M | 653 M | 523 M | 815 M | 828 M | 871 M | 990 M | 1.1 B | 1.2 B | 1.2 B | 1.4 B | 1.4 B |
| FE | 305.8 M | 885 M | 770 M | 392 M | 299 M | 578 M | (6.2 B) | (1.7 B) | 1.3 B | 912 M | 1.1 B | 1.3 B | 406 M | 1.1 B | 978 M | 880.2 M | 924.2 M |
| ETR | 401 M | 1.4 B | 868.4 M | 730.6 M | 960.3 M | (156.7 M) | (564.5 M) | 425.4 M | 862.6 M | 1.3 B | 1.4 B | 1.1 B | 1.1 B | 2.4 B | 1.1 B | 1.2 B | 818 M |
| PPL | 290.6 M | 1.5 B | 1.5 B | 1.1 B | 1.7 B | 682 M | 1.9 B | 1.1 B | 1.8 B | 1.7 B | 1.5 B | (1.5 B) | 756 M | 740 M | 888 M | 1 B | 750 M |
| CMS | (269.8 M) | 415 M | 382 M | 452 M | 477 M | 523 M | 551 M | 460 M | 657 M | 680 M | 755 M | 1.4 B | 837 M | 887 M | 1 B | 1.1 B | 1.1 B |
Xcel Energy and related stocks such as Consolidated Edison, WEC Energy Group, and Public Service Enterprise Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Xcel Energy financial statement analysis. It represents the amount of money remaining after all of Xcel Energy operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Xcel Energy Competitive Analysis
The better you understand Xcel Energy competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Xcel Energy's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Xcel Energy's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Xcel Energy Competition Performance Charts
Five steps to successful analysis of Xcel Energy Competition
Xcel Energy's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Xcel Energy in relation to its competition. Xcel Energy's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Xcel Energy in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Xcel Energy's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Xcel Energy, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Xcel Energy Correlation with its peers. For more information on how to buy Xcel Stock please use our How to buy in Xcel Stock guide.You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
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. Anticipated expansion of Xcel directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Xcel Energy assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 0.177 | Dividend Share 2.28 | Earnings Share 3.42 | Revenue Per Share | Quarterly Revenue Growth 0.141 |
Investors evaluate Xcel Energy using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Xcel Energy's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Xcel Energy's market price to deviate significantly 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. Conversely, Xcel Energy's market price signifies the transaction level at which participants voluntarily complete trades.