Loading…
Xcel Energy Inc.
S&P 500 Nasdaq 100
🏹 Trader: 🎯 Near 52W High View all →
$44.8B
Market Cap
21.6
P/E
2.05
PEG
5.4%
ROCE
9.4%
ROE
1.50
D/E
17.6%
OPM
-6.6%
% from 52W High
45
α RS
🔍 XEL is showing a near-52W-high setup because it's within 6.6% of its 52-week high, Sector RRG has Utilities in the Improving quadrant with the trail still rolling over, and an ECS of 57 last quarter. Net: Broad signal stack, not a recommendation. ? 52W High RRG ECS
Sources
6.6% from 52W high · Utilities in Improving quadrant · ECS 57
⚖️ Compare 🔒 Generate Report 🔒 Research Packet 📚 Guides
🌏 Global Investor Returns
Currency-adjusted total returns for XEL including FX impact
🌏
Click 🌏 Returns tab to load data
📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Xcel Energy Inc., through its subsidiaries, operates as an electric and natural gas delivery company in the United States.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
Loading…
⭐ Superinvestors Holding XEL
View All Superinvestors →
Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 1.02M $81.2M 0.10% Mar 2026
Jim Simons Renaissance Technologies LLC 543.6K $43.2M 0.07% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔒
Premium Feature
AI-generated 10-section company profile — business model, financials, strengths, risks & management quality
Upgrade to Premium
Already a member? Log in
📐
3-Statement Financial Model
Bear / Base / Bull projections · DCF fair value · Reverse-DCF
Open Model →
🎙 Management Tone Confident Specific → Stable 5 quarters Full tone analysis in Intelligence →
Good quarter Investor Presentation One-Pager? Q2 2026
Net Income
$589M
+32.7% YoY
EPS (ongoing)
$0.93
+24% YoY
What Went Right
  • EPS $0.93 vs $0.75 prior year, driven by higher electric revenues and AFUDC
  • Six regulatory settlements/decisions advanced across Colorado, Minnesota, New Mexico, South Dakota
  • SPS RFP selected 2,600 MW company-owned generation (~$6B) and $10B+ incremental opportunity line of sight
What to Watch
  • Higher interest expense cut EPS by $0.12 and common equity financing by $0.06
  • Increased wildfire risk in Colorado – more PSPS/EPSS events year-over-year
  • Data center load growth requires disciplined large load tariffs; some pushback seen in other regions
Management Guidance
  • Reaffirmed 2026 ongoing EPS guidance of $4.04-$4.16
  • Long-term EPS growth of 6%-8%+; expects 9%+ average growth through 2030
  • ~85% of $7B equity need already addressed via forwards, ATM, and junior notes
Investor Lens
The thesis is stronger after this call. Execution is solid: regulatory wins, capital pipeline visibility expanded to over $10B beyond the base plan, and data center momentum is building with 1 GW operational/under construction and 4 GW targeted by 2027. Financing costs and wild​fire risks are watch items, but the 9%+ EPS growth target through 2030 now has more supporting investment visibility.
From investor presentation · AI-generated analysis · Not investment advice
🔒
Premium Feature
Investor Presentation One-Pager — quarterly highlights, what went right/wrong & management guidance
Upgrade to Premium
Already a member? Log in
📈 STRONG Strong Q2 with EPS up 24% and reaffirmed guidance
Revenue
Not discussed.
Profitability
Net income (ongoing) was $589M, up from $444M in Q2 2025; EPS rose to $0.93 from $0.75. Higher electric revenues, AFUDC, and lower depreciation offset higher interest and equity issuance costs.
Margins
Not discussed.
Balance Sheet
Financing plan remains on track: ~85% of the $7B equity need pre-funded through forwards, ATM, and junior subordinated notes. Equity issuance diluted EPS by $0.06 in the quarter.
Key Risks
Wildfire conditions in Colorado drove more PSPS/EPSS events; interest expense rose $0.12 per share; potential pushback on large load tariff provisions from hyperscalers.
Outlook
Reaffirmed 2026 EPS of $4.04-$4.16. Management expects 9%+ average EPS growth through 2030, supported by $10B+ incremental investment opportunities.
Generated by AI · Q2 2026 results · Not investment advice
🔒
Free Account Required

Create a free Finmagine account to access Finmagine™ Scorecard.

See how this company scores across 5 dimensions — Financial Health, Growth Prospects, Competitive Position, Management Quality, and Valuation — powered by 30+ computed ratios.

Create Free AccountLog In
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Ask AI.

Get 25 expert AI analysis templates — Business KPIs, Comprehensive, Forensic Governance, Peer Comparison, Risk-Reward, Full Research Report, IPO Decoder, Red Flag Detector, and more — ready to paste into ChatGPT, Claude, Gemini, or Perplexity.

Upgrade to PremiumCreate Free Account
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Peer Comparison.

Compare this company side-by-side against its sector peers with financial metrics, ratio benchmarking, and relative performance across all key dimensions.

Upgrade to PremiumCreate Free Account
✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
🔍
🔎 See cross-company document search → ?
📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-30
Q2 2026 EPS rose to $0.93, driven by higher electric revenues and infrastructure investment. Regulatory settlements, expanded customer programs, and strong capital execution support reaffirmed 2026 EPS guidance and 9%+ long-term growth outlook.
Q1 2026 Q1 2026 2026-04-30
Ongoing Q1 2026 EPS rose to $0.91, driven by higher electric revenues and infrastructure investment. Major agreements, including a 15-year Google data center contract, support $7+ billion in incremental investment, with 2026 EPS guidance reaffirmed at $4.04–$4.16.
Q4 2025 Q4 2025 2026-02-05
Ongoing 2025 EPS rose to $3.80, with strong sales growth, major grid and renewable investments, and expanded data center capacity targets. Long-term EPS growth of 6–8%+ is expected, with significant capital opportunities and strategic partnerships supporting future growth.
Q3 2025 Q3 2025 2025-10-30
Q3 2025 ongoing EPS was $1.24, with strong sales growth and a $60B five-year capital plan supporting 11% rate base growth. Guidance for 2025 and 2026 was reaffirmed, with a 9% average EPS growth target through 2030 and continued focus on affordability and risk mitigation.
Q2 2025 Q2 2025 2025-07-31
Q2 2025 EPS rose to $0.75, driven by higher revenues and infrastructure investment, with a five-year capital plan now exceeding $60 billion due to robust demand. Guidance for 2025 EPS and long-term growth was reaffirmed, and wildfire mitigation and regulatory support remain strong.
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Catalyst Timeline.

Every result, order win, insider trade, ECS update, earnings-call, and SEC announcement for this company — in one chronological lane.

Upgrade to PremiumCreate Free Account
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Full Report.

Read the complete Finmagine™ investment research report — comprehensive fundamental analysis, business model assessment, competitive positioning, and investment recommendation.

Upgrade to PremiumCreate Free Account

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯
Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.
📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.