Xcel Energy (XEL) is a multi-utilities company in the Utilities sector. Listed on the NASDAQ, Xcel Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $78.10.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $78.10 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.69% |
| Risk / Std Dev (Annualized) | 20.81% |
| Sharpe Ratio (rf=4.5%) | 0.15 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Multi-Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.69% with an annualized volatility of 20.81%. The Sharpe ratio of 0.15 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 48.76B |
| Enterprise Value | 86.23B |
| Trailing P/E | 22.51 |
| Forward P/E | 17.23 |
| Price to Book | 2.06 |
| Price to Sales | 3.3 |
| EV/Revenue | 5.83 |
| EV/EBITDA | 14.23 |
| Profitability | | | Profit Margin | 14.14% | | Operating Margin | 18.16% | | ROE | 9.59% | | ROA | 2.34% |
| Growth | | | Revenue Growth | 2.9% | | Earnings Growth | 6.0% |
| Dividend | | | Dividend Yield | 303.0% | | Payout Ratio | 66.35% | | 5Y Avg Yield | 306.0% |
| Financial Health | | | Total Revenue | 14.78B | | Total Debt | 39.24B | | Total Cash | 1.77B | | Free Cash Flow | -7.47B | | Operating Cash Flow | 4.75B |
| Price & Technical | | | 52W High | $84.23$ | | 52W Low | $65.21$ | | 50-Day Avg | $79.84$ | | 200-Day Avg | $78.28$ | | Beta | 0.41 | | Shares Outstanding | 0.62B | | Float Shares | 0.62B | | Insider Holdings | 0.2% | | Institutional Holdings | 94.24% | | Short Ratio | 6.49 | | Short % of Float | 6.71% |
| Analyst Targets | | | Target High | $99.0$ | | Target Low | $74.0$ | | Target Mean | $91.39$ | | Target Median | $92.0$ | | # of Analysts | 18 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.