XEL vs. DTE
Compare and contrast key facts about Xcel Energy Inc. (XEL) and DTE Energy Company (DTE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XEL or DTE.
Key characteristics
| XEL | DTE | |
|---|---|---|
| YTD Return | -12.20% | 1.92% |
| 1Y Return | -19.29% | 3.41% |
| 3Y Return (Ann) | -6.14% | 0.95% |
| 5Y Return (Ann) | 1.91% | 4.30% |
| 10Y Return (Ann) | 9.00% | 9.04% |
| Sharpe Ratio | -0.92 | 0.11 |
| Daily Std Dev | 22.20% | 19.15% |
| Max Drawdown | -80.64% | -67.91% |
| Current Drawdown | -26.40% | -14.43% |
Fundamentals
| XEL | DTE | |
|---|---|---|
| Market Cap | $29.97B | $22.66B |
| EPS | $3.33 | $6.11 |
| PE Ratio | 16.20 | 17.92 |
| PEG Ratio | 2.35 | 1.80 |
| Revenue (TTM) | $13.77B | $12.21B |
| Gross Profit (TTM) | $5.77B | $3.67B |
| EBITDA (TTM) | $5.31B | $3.28B |
Correlation
The correlation between XEL and DTE is 0.59, 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
XEL vs. DTE - Performance Comparison
In the year-to-date period, XEL achieves a -12.20% return, which is significantly lower than DTE's 1.92% return. Both investments have delivered pretty close results over the past 10 years, with XEL having a 9.00% annualized return and DTE not far ahead at 9.04%. 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
XEL vs. DTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and DTE Energy Company (DTE). 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
XEL vs. DTE - Dividend Comparison
XEL's dividend yield for the trailing twelve months is around 3.92%, more than DTE's 3.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEL Xcel Energy Inc. | 3.92% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% | 3.34% | 3.97% |
DTE DTE Energy Company | 3.54% | 3.52% | 3.07% | 2.98% | 3.39% | 2.96% | 3.26% | 3.07% | 3.10% | 3.54% | 3.11% | 3.89% |
Drawdowns
XEL vs. DTE - Drawdown Comparison
The maximum XEL drawdown since its inception was -80.64%, which is greater than DTE's maximum drawdown of -67.91%. Use the drawdown chart below to compare losses from any high point for XEL and DTE. For additional features, visit the drawdowns tool.
Volatility
XEL vs. DTE - Volatility Comparison
The current volatility for Xcel Energy Inc. (XEL) is 4.41%, while DTE Energy Company (DTE) has a volatility of 5.92%. This indicates that XEL experiences smaller price fluctuations and is considered to be less risky than DTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
XEL vs. DTE - Financials Comparison
This section allows you to compare key financial metrics between Xcel Energy Inc. and DTE Energy Company. 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