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29

XELLL

๐Ÿฆ Financial Services

Xcel Energy Inc. 6.25% Junior Subordinated Notes, Series due 2085

Conservative #1098Aggressive #1020Moderate RiskFโ†‘ 23pt
$24.95-0.56%
Day High$25.13
Day Low$24.95
Volume0.5M
Mkt Cap$14.6B
52W Low $2552W High $26
Market Cap
$14.7B
P/E Ratio
24.0
Sector avg: 26.8
Rev Growth
N/A
Sector avg: 13.4%
Earnings Growth
N/A
Profit Margin
13.8%
Sector avg: -2.8%
Debt/Equity
1.44

Why This Score

XELLL scores 29.3 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Above-average volatility (20.0%) may not suit conservative risk tolerance.
  • Elevated leverage (D/E 1.44) increases financial risk in a rising-rate environment.

Moderate penalties (-6.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score29.3
Fundamental Score35.6
ML Score14.0

Score by Horizon

3 Month
1.6
6 Month
1.8
Primary
1 Year
1.9

Quality Assessment

C
Quality Grade
Average quality โ€” moderate profitability or leverage

Position Sizing

Suggested Allocation
4%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
39
Negative
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
41
Grade Clow volume, low dollar volume
Base
26.3
SHAP
+4.0
Divergence
-1.0
Final
29.3
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

45AVG
Value70
Quality42
Growth50
Stability50
Investment14

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)48.0
Technical (Momentum, Weinstein, Volatility)52.0
External (Sentiment, Analyst, Macro)60.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage71%

Growth Estimates

Short-term
-12.2% to -4.7%
Medium-term
-16.0% to -5.5%
Long-term
-19.7% to -6.3%

ML Model Core Features100 trained inputs โ†’ ML Score: 14

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score38.8/100
News Volume1 articles
Technical Stage
Weinstein Stage1 โ€” Basing
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+0.0%
Momentum ConsistencyDivergent (0.00)
Relative Strength vs Sector-8.9%
Trend Strength (ADX Proxy)Weak (0.0)
Momentum Quality+0.000
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P40
Revenue growth vs Financial Services peers
Sector PE Rank
P22
Valuation vs Financial Services peers
Sector FCF Rank
P8
Free cash flow vs Financial Services peers
Growth Deviation
-0.1ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 36 relative to sector peers36/100
Machine learning ensemble ranks this stock at the 14th percentileP14
Blended score: 80% fundamental (36) + 20% ML (14) = 31.331.3
Risk assessment: low. Low vol 0.2%Low
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by 0 pointsGrade C
SHAP feature alignment: +4.0pt (features align with model priorities)SHAP
Divergence penalty: -1.0pt (ML 22pt lower)Divergence
Risk Factors
Liquidity penalty: -5.0pt (grade C)Liquidity

Sector Peer Comparison(Financial Services โ€” Rank #278 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
XELLL29.324.0N/A13.8%$14.7B
CME86.427.29.9%57.5%$114.0B
FHB84.911.83.2%24.2%$3.1B
ACT84.58.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.4B
SEIC82.214.010.7%27.3%$9.9B
TROW79.910.13.1%28.5%$20.5B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.2B
HWC77.812.2-1.5%24.1%$5.6B
FFIN77.518.811.7%30.7%$4.7B
TRMK77.111.934.8%19.3%$2.6B
NMIH77.17.78.4%55.1%$3.0B
EWBC76.712.74.6%28.3%$15.3B
WSFS76.312.8-3.1%21.1%$3.5B
MCHB76.1N/A123.7%23.2%$3.1B
Sector Average47.526.813.4%-2.8%โ€”

Company Overviewvia FMP

Xcel Energy Inc., through its subsidiaries, engages in the generation, purchasing, transmission, distribution, and sale of electricity in the United States. It operates through Regulated Electric Utility and Regulated Natural Gas Utility segments. The company generates electricity through wind, nuclear, hydroelectric, biomass, and solar energy sources, as well as coal, natural gas, oil, wood, and refuse-derived fuels. It also purchases, transports, distributes, and sells natural gas to retail customers, as well as transports customer-owned natural gas. In addition, the company develops and leases natural gas pipelines, and storage and compression facilities; and invests in rental housing projects and nonregulated assets, as well as procures equipment for the construction of renewable generation facilities. It serves residential, commercial, and industrial customers in the portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. Xcel Energy Inc. was formerly known as Northern States Power company. The company was incorporated in 1909 and is headquartered in Minneapolis, Minnesota.

CEO
Robert C. Frenzel
Employees
11,380
Beta
0.48
Industry
Asset Management
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
56.5
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-2.5%
High: $25.59
From 52W Low
+1.1%
Low: $24.69
Moving Averages
10-Day
$25.00
Below
20-Day
$24.90
Above
50-Day
$25.00
Below
200-Day
N/A
60-Day Support
$24.69
60-Day Resistance
$25.22

Entry & Exit Zones

Avoid
No Entry
โ€”
Insufficient technical data
Exit Target
โ€”
โ€”
Stop Level
โ€”
โ€”

Not enough price history to compute reliable entry and exit zones for this stock.

Technical zones only โ€” derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ3 2025Q2 2025Q1 2025
Revenue$7.1B$3.3B$3.9B
Gross Profit$3.9B$1.6B$1.7B
Operating Income$749M$577M$677M
Net Income$524M$444M$483M
EPS (Diluted)$0.90$0.76$0.84
Gross Margin55.3%47.4%43.1%
Operating Margin10.6%17.6%17.3%
Net Margin7.4%13.5%12.4%

Why This Stock

Financial ServicesP/E ratio of 24.0Profit margin 13.8%

Tradability FilterGrade C โ€” 41/100Score impact: -8.8pt

Volume
15
96K avg/day
Dollar Vol
17
$2M/day
Float
100
590M shares
Mkt Cap
82
$14.7B
Range
0
4% spread
Composite Liquidity Score41/100
FDCBA
low volumelow dollar volumesideways trading

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
100.5%
Outstanding Shares
587M
Bid-Ask Spread
4.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.