XEL
US EQUITY
Utilities
Multi-Utilities
CIK: 72903
Xcel Energy (XEL) Quant Factor Diagnostic & Fair Value Model
Xcel Energy (Ticker: XEL) is listed in the Utilities sector (Multi-Utilities). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$78.05
-1.08%
Latest Close (2026-10-23)
Market Cap: $47.07B
P/E Ratio: 21.0
Momentum Strength
3M / 12M
-3.30%
1M: +12.21%
12M: -3.27%
Quality (ROE)
Point-in-Time
+2.99%
Trailing Return on Equity
Technical Trend
RSI 14
78.0
SMA50: $74.75
SMA200: $78.15
Valuation Multiplier
Trailing
21.0
Moderate Valuation Corridor (15x - 30x P/E)
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Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
XEL trades within a typical sector multiple band (21.0x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线整理 (MA20/50)
Piotroski F-Score: 4/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 72903 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-07-30 | - | $586.00M | $2.80B | $0.93 |
| 10-Q | 2025-12-31 | 2026-07-30 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-07-30 | - | $444.00M | $2.11B | $0.75 |
| 10-Q | 2026-03-31 | 2026-04-30 | - | $556.00M | $1.70B | $0.89 |
| 10-Q | 2025-03-31 | 2026-04-30 | - | $483.00M | $1.03B | $0.84 |
| 10-K | 2025-12-31 | 2026-02-25 | - | $2.02B | $4.08B | $3.42 |
| 10-K | 2024-12-31 | 2026-02-25 | - | $1.94B | $4.64B | $3.44 |
| 10-K | 2023-12-31 | 2026-02-25 | - | $1.77B | $5.33B | $3.21 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding Xcel Energy (XEL) valuation multiples, momentum factors, and point-in-time filing conventions.
How should XEL's current valuation multiple be interpreted? ↓
XEL trades at a trailing P/E of 21.0x within the Utilities sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are XEL's key momentum and technical factor indicators? ↓
As of the latest close, XEL shows a 1-month return of +12.21%, 3-month return of -3.30%, and 12-month return of -3.27%, with a 14-day RSI of 78.0. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for XEL? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can XEL be incorporated into systematic factor models? ↓
XEL can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.