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Looking up the ticker with the regulator···
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Xcel Energy Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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2 of 5 met · composite below the peer average
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
3/4
Debt & liquidity
2/3
Efficiency
1/2
Revenue grew 1.2% year over year, trailing the sector median of 10.7% by -89% — a gap that sits at the bottom quartile of the Utilities sector and anchors much of the composite score of 30/100. Valuation multiples tell a similar story: the P/E of 28.5× runs +58% above the sector median of 18.0×, and EV/EBITDA of 17.7× exceeds the median of 11.0× by +61%, so the market prices in a quality premium that the growth numbers do not yet support. ROIC of 6.2% edges +5% above the sector median, and Debt/EBITDA of 5.1× sits -5% below the median of 5.3× — two steadying signals in an otherwise thin picture. The F-Score of 6/9 reflects that mixed read: the balance sheet holds, but efficiency lags. Consensus beat rate has been weak, and the forward-axis composite of 52/100 suggests the market expects a modest improvement that the recent track record does not firmly underwrite.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AEE | Ameren | 6/9 | 11% | +15% |
When XEL reports on 2026-10-28, track revenue growth year over year against the current 10.7% figure — already 89% below the sector median — and check whether FCF yield, now at 3.00%, shows any recovery. The F-Score profitability block (3/4) and ROIC of 5.86% are the steadier signals worth monitoring for continuity.
In the annual report, focus on management's discussion of capital expenditure plans and how they weigh on free cash flow, given XEL's FCF yield sits well below the sector median. Also review debt disclosures in the context of the 5.33× Debt/EBITDA ratio to gauge refinancing exposure.
Pick two or three companies from the same-sector table in section 06 and line up one metric — Debt/EBITDA or FCF yield are the most instructive given XEL's mixed signals. The table is alphabetical with no ranking, so the comparison is yours to frame without any implied ordering.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 2 of 8 recent quarters — a mixed record.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 23% |
| D | Dominion Energy | 6/9 | 11% | +14% | 27% |
| DTE | DTE Energy | 7/9 | 11% | +19% | 14% |
| DUK | Duke Energy | 6/9 | 10% | +6% | 27% |
| ED | Consolidated Edison | 6/9 | 9% | +11% | 17% |
| ES | Eversource Energy | 6/9 | 11% | +14% | 22% |
| EXC | Exelon | 5/9 | 10% | +5% | 21% |
| NEE | NextEra Energy | 4/9 | 13% | +10% | 32% |
| PEG | Public Service Enterprise | 7/9 | 14% | +18% | 24% |
| PPL | PPL Corporation | 5/9 | 8% | +7% | 24% |
| SO | Southern Company | 4/9 | 13% | +11% | 25% |
| SRE | Sempra | 5/9 | 6% | +4% | — |
| WEC | WEC Energy | 5/9 | 14% | +14% | 23% |
| XEL | Xcel Energy Inc. | 6/9 | 8% | +1% | 17% |
A sample of 14 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.