ETR vs. XEL
Compare and contrast key facts about Entergy Corporation (ETR) and Xcel Energy Inc. (XEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETR or XEL.
Key characteristics
| ETR | XEL | |
|---|---|---|
| YTD Return | 6.47% | -11.90% |
| 1Y Return | 3.88% | -20.36% |
| 3Y Return (Ann) | 4.01% | -5.46% |
| 5Y Return (Ann) | 6.22% | 2.22% |
| 10Y Return (Ann) | 8.27% | 8.82% |
| Sharpe Ratio | 0.32 | -0.89 |
| Daily Std Dev | 18.78% | 22.17% |
| Max Drawdown | -49.98% | -80.64% |
| Current Drawdown | -8.16% | -26.15% |
Fundamentals
| ETR | XEL | |
|---|---|---|
| Market Cap | $22.71B | $29.97B |
| EPS | $9.98 | $3.33 |
| PE Ratio | 10.67 | 16.20 |
| PEG Ratio | 1.68 | 2.35 |
| Revenue (TTM) | $11.96B | $13.77B |
| Gross Profit (TTM) | $5.28B | $5.77B |
| EBITDA (TTM) | $4.66B | $5.31B |
Correlation
The correlation between ETR and XEL is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ETR vs. XEL - Performance Comparison
In the year-to-date period, ETR achieves a 6.47% return, which is significantly higher than XEL's -11.90% return. Over the past 10 years, ETR has underperformed XEL with an annualized return of 8.27%, while XEL has yielded a comparatively higher 8.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ETR vs. XEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Entergy Corporation (ETR) and Xcel Energy Inc. (XEL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ETR vs. XEL - Dividend Comparison
ETR's dividend yield for the trailing twelve months is around 4.13%, more than XEL's 3.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 4.13% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% | 5.25% |
XEL Xcel Energy Inc. | 3.91% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% | 3.34% | 3.97% |
Drawdowns
ETR vs. XEL - Drawdown Comparison
The maximum ETR drawdown since its inception was -49.98%, smaller than the maximum XEL drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for ETR and XEL. For additional features, visit the drawdowns tool.
Volatility
ETR vs. XEL - Volatility Comparison
Entergy Corporation (ETR) has a higher volatility of 5.57% compared to Xcel Energy Inc. (XEL) at 4.48%. This indicates that ETR's price experiences larger fluctuations and is considered to be riskier than XEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ETR vs. XEL - Financials Comparison
This section allows you to compare key financial metrics between Entergy Corporation and Xcel Energy Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities