XEL stock: buy or sell?
Updated on:
October 18th, 2019
5
Xcel Energy Inc., through its subsidiaries, engages primarily in the generation, purchase, transmission, distribution, and sale of electricity in the United States.
Should I buy XEL stock?
Even if you are a experienced or a novel trader, best trading results come from using an investing strategy that never leaves to random or subjective opinions when is the best moment to buy or sell stocks. That's why is so important to define your own trading strategy that matches with your character as inversor. At Stocks2.com, we like to use very simple but trusted and powerful trend following trading strategies. Simple things usually work the best.Currently, Xcel Energy stock doesn't match any of these trading strategies, so our recommendation is not to buy.
| Buy setup | Elegible |
|---|---|
| New all-time high | No |
| New 52 week high | No |
| Price crossing up 200d MA | No |
| 100d MA crossing up 200d MA | No |
Is Xcel Energy stock a buy?
Everyday, hundreds of stock ratings are published by financial analysts to indicate a particular stock's attractiveness.
At Stocks2.com, we collected 7 ratings published for XEL stock in the last 30 days.| Date | Analyst / Broker | Previous rating | Current rating |
| 2019-9-6 | UBS Group | n/a | Neutral |
| 2019-9-6 | Morgan Stanley | n/a | Equal Weight |
| 2019-9-30 | Bank of America | Neutral | Underperform |
| 2019-8-16 | Morgan Stanley | n/a | Equal Weight |
| 2019-8-13 | Barclays | Overweight | Equal Weight |
| 2019-6-19 | Barclays | n/a | Buy |
| 2019-6-14 | Morgan Stanley | n/a | Equal Weight |
XEL stock analysis
Daily outlook
Xcel Energy closed on Oct 18th at $64.01 and gained a slightly fine 0.53%.
Xcel Energy gained a slightly fine 0.53% and closed at $64.01. On Wednesday XEL price bounced up over the SMA of 50 days demonstrating to be a significant support for this stock. On September 27th, XEL hit a new all time high, pushing higher than on September 26th tops. Check different trading setups that use ATHs as triggers.
Weekly outlook
Xcel Energy closed this week at $64.01 and raised a slightly good 1.07%.
Xcel Energy stock is trading in the range of its last top and last bottom. Loosing would mean breaking the current uptrend. Breakdowns under last bottom are selling point signals for some trading strategies. Not so far away is the last all-time high Xcel Energy marked late September. Since price and SMA20w lines crossed up by mid January, XEL climbed $15.72 (32.55%).
XEL stock price history
XEL stock historical price chart
XEL stock reached all-time highs on Sep 27th with a price of $65.84.
XEL stock price target is $62.70
Predicting the price evolution of a stock or any financial instrument in a reliable and repeatable way is probably impossible. However, many stock price predictions are published every day by banks, financial institutions and independent analysts. You should not follow the analysts' XEL stock price predictions in the hope that they will be met as they may be wrong and not met. We detected 7 price predictions for XEL stock posted in the last 30 days:| Date | Analyst / Broker | Action | Previous target | Current target | Diff |
| 2019-9-6 | UBS Group | Raises Target | $63.00 | $66.00 | 4.8% |
| 2019-9-6 | Morgan Stanley | Raises Target | $60.00 | $63.00 | 5% |
| 2019-9-30 | Bank of America | Downgrades | n/a | $62.00 | - |
| 2019-8-16 | Morgan Stanley | Lowers Target | $61.00 | $60.00 | -1.6% |
| 2019-8-13 | Barclays | Downgrades | n/a | $64.00 | - |
| 2019-6-19 | Barclays | Reiterates | n/a | $64.00 | - |
| 2019-6-14 | Morgan Stanley | Raises Target | $57.00 | $60.00 | 5.3% |
| (in average) | $60.30 | $62.70 | 4.0% |
Financials and fundamental analysis
Earnings date and Earnings per Share
After presenting its last earnings report on April, Xcel Energy . As soon as we get its actual EPS from the earnings report, we will extend this review.| Quarter | Reporting date | Estimated EPS | Actual EPS | Surprise |
|---|---|---|---|---|
| 2017-Q2 | - | n/a | 0.45 | n/a |
| 2017-Q3 | 2017-10-26 | 0.92 | 0.97 | 5.4% |
| 2017-Q4 | 2018-02-07 | 0.43 | 0.42 | -2.3% |
| 2018-Q1 | 2018-04-26 | 0.51 | 0.57 | 11.8% |
| 2018-Q2 | 2018-07-26 | 0.47 | 0.52 | 10.6% |
| 2018-Q3 | 2018-10-25 | 0.98 | 0.96 | -2.0% |
| 2018-Q4 | 2019-01-31 | 0.42 | 0.42 | 0.0% |
| 2019-Q1 | 2019-04-24 | 0.6 | n/a | n/a |
| 2019-Q2 | - | n/a | n/a | n/a |
| 2019-Q3 | - | n/a | n/a | n/a |
Annual financial results
In 2018, Xcel Energy annual turnover gained a tiny 1.17% to $11,537.00 M USD from $11,404.00 marked in 2017. When comparing 2018 vs 2017, similarly, profit margin (that is, the net income divided by revenues) remained steady a 0.86% to 10.93%. Xcel Energy presents anual results in December, and to compare its evolution since then, we estimate annual sales and income figures by adding results from the last 4 quarters. This is called TTM (or Twelve Trailing Months). So, Xcel Energy TTM sales up to March 2019 were $11,727.00 and income $1,285.00 million dollars. When comparing this TTM figures with the last reported annuality, we can review Xcel Energy business evolution since December 2018: Annual sales up to March, compared to lastest yearly report, inched a slightly fine 1.65%. On the other hand, profit margin (net income/sales) stayed steady at 10.93%.| Year | Sales | YoY | Income/(margin) | YoY |
|---|---|---|---|---|
| 2013 | $10,900 M | - | $948 M8.7% | - |
| 2014 | $11,686 M | 7.21% | $1,021 M8.7% | 7.71% |
| 2015 | $11,025 M | -5.66% | $984 M8.9% | -3.61% |
| 2016 | $11,107 M | 0.75% | $1,123 M10.1% | 14.11% |
| 2017 | $11,404 M | 2.67% | $1,148 M10.1% | 2.19% |
| 2018 | $11,537 M | 1.17% | $1,261 M10.9% | 9.84% |
| TTM | $11,727 M | 1.65% | $1,285 M11.0% | 1.90% |
Quarterly financial results
Xcel Energy reported $3,141.00 M in revenues for 2019-Q1, a 9.06% improvement compared to previous quarter. Reported quarter income marked $315.00 M with a profit margin of 10.03%. Profit margin stepped up a 2.60% compared to previous quarter when profit margin was 7.43%. When comparing sales to same quarter last year, Xcel Energy sales marked a pretty good increase and escalated a 6.44%.| Quarter | Sales1 | QoQ2 | Income1/(margin) | QoQ2 |
|---|---|---|---|---|
| 2017-Q2 | $2,640 M | - | $227 M8.6% | - |
| 2017-Q3 | $3,020 M | 14.39% | $492 M16.3% | 116.55% |
| 2017-Q4 | $2,795 M | -7.45% | $189 M6.8% | -61.60% |
| 2018-Q1 | $2,951 M | 5.58% | $291 M9.9% | 53.97% |
| 2018-Q2 | $2,658 M | -9.93% | $265 M10.0% | -8.93% |
| 2018-Q3 | $3,048 M | 14.67% | $491 M16.1% | 85.28% |
| 2018-Q4 | $2,880 M | -5.51% | $214 M7.4% | -56.42% |
| 2019-Q1 | $3,141 M | 9.06% | $315 M10.0% | 47.20% |
Xcel Energy ownership
When you are planning to buy shares of a stock, it's always worth to have a look its ownership structure.Management staff in all public traded companies that hold equity is required to report every transaction to the SEC. For Xcel Energy, 0.22% of all outstanding shares are owned by its staff.
In case of Xcel Energy stock, 77.68% of its shares are held by institutions (mutual funds, pension funds, big banks and other large financial institutions). Bearish positions for XEL stock account 0.00%, no big difference from last month.
The following table compares ownership indicators for other stocks related to Xcel Energy:
| XEL | AVA | CMS | DTE | DUK | |
|---|---|---|---|---|---|
| Market cap | $33.6 B | $3.2 B | $18.2 B | $23.3 B | $69.5 B |
| Total shares | 524.4 M | 66.1 M | 283.8 M | 183.3 M | 728.6 M |
| Float shares | 513.5 M | 65.5 M | 281.9 M | 182.0 M | 727.6 M |
| - Institutional holdings (%) | 77.7% | 78.1% | 94.5% | 74.2% | 61.7% |
| - Insider holdings (%) | 0.2% | 1.0% | 0.6% | 0.6% | 0.1% |
| Shares in short selling | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
XEL summary
| Friday, October 18th, 2019 | |
|---|---|
| Open | $63.80 |
| Close | $64.01 |
| Day range | $63.33 - $64.14 |
| Previous close | $63.67 |
| Session gain | 0.53% |
| Average true range | $0.89 |
| 50d mov avg | $63.46 |
| 100d mov avg | $61.59 |
| 200d mov avg | $57.65 |
| Daily pattern | |
| Weekly pattern | lt06a |
Xcel Energy performance
Performance as an absolute value is never valid if it's not benchmarked against competitors or related stocks in the industry. For Xcel Energy, the comparison is made against Avista, CMS Energy, DTE Energy, Duke Energy, IDACORP, Alliant Energy, Pacific Gas & Electric, , PPL and WEC Energy.| Stock | 3m | 6m | 12m |
|---|---|---|---|
| XELXcel Energy | 6.01% | 18.62% | 34.00% |
| AVAAvista | 5.61% | 16.87% | -4.19% |
| CMSCMS Energy | 10.59% | 20.59% | 29.94% |
| DTEDTE Energy | -0.40% | 4.88% | 16.21% |
| DUKDuke Energy | 8.96% | 9.28% | 20.25% |
| IDAIDACORP | 7.57% | 14.30% | 14.47% |
| LNTAlliant Energy | 6.86% | 16.93% | 24.02% |
| PCGPacific Gas & Ele... | -56.38% | -63.05% | -84.11% |
| PNM | 5.47% | 17.96% | 32.53% |
| PPL | 7.66% | 6.27% | 8.25% |
| WECWEC Energy | 8.42% | 23.57% | 35.71% |