XEL vs. ETR
XEL (Xcel Energy Inc.) and ETR (Entergy Corporation) are both stocks. Both are in the Utilities sector — XEL in Utilities - Regulated Electric, ETR in Utilities - Diversified. Over the past 10 years, XEL returned 9.29%/yr vs 14.69%/yr for ETR. Their 0.55 correlation means they have sometimes moved together and sometimes differently.
Performance
XEL vs. ETR - Performance Comparison
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Returns By Period
In the year-to-date period, XEL achieves a 7.46% return, which is significantly lower than ETR's 18.50% return. Over the past 10 years, XEL has underperformed ETR with an annualized return of 9.29%, while ETR has yielded a comparatively higher 14.69% annualized return.
XEL
- 1D
- -0.04%
- 1M
- -4.59%
- 6M
- 4.35%
- YTD
- 7.46%
- 1Y
- 9.72%
- 3Y*
- 11.28%
- 5Y*
- 6.09%
- 10Y*
- 9.29%
- ALL TIME*
- 9.52%
ETR
- 1D
- -0.38%
- 1M
- -6.51%
- 6M
- 14.23%
- YTD
- 18.50%
- 1Y
- 23.78%
- 3Y*
- 33.34%
- 5Y*
- 20.23%
- 10Y*
- 14.69%
- ALL TIME*
- 7.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $334.62M | $310.99M | $399.15M | |
| $387.09M | $394.63M | $451.51M |
XEL vs. ETR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XEL Xcel Energy Inc. | 7.46% | 13.89% | 12.32% | -8.67% | 6.44% | 4.40% | 7.77% | 32.37% | 5.88% | 21.91% |
ETR Entergy Corporation | 18.50% | 25.34% | 55.96% | -6.09% | 3.55% | 17.12% | -13.73% | 44.31% | 10.60% | 15.91% |
Correlation
The correlation between XEL and ETR is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 1985 | 0.55 |
The correlation between XEL and ETR shifts across timeframes, from 0.55 (all time) to 0.75 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
XEL:
$48.82B
ETR:
$50.22B
XEL:
$2.77
ETR:
$3.97
XEL:
28.23
ETR:
27.14
XEL:
7.28
ETR:
1.00
XEL:
3.25
ETR:
3.66
XEL:
2.04
ETR:
2.75
XEL:
$14.62B
ETR:
$13.48B
XEL:
$321.00M
ETR:
$5.25B
XEL:
$6.39B
ETR:
$5.85B
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Return for Risk
XEL vs. ETR — Risk / Return Rank
XEL
ETR
XEL vs. ETR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and Entergy Corporation (ETR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XEL | ETR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.16 | -1.31 |
| Martin ratioReturn relative to average drawdown | 2.12 | 6.81 | -4.69 |
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Drawdowns
XEL vs. ETR - Drawdown Comparison
The maximum XEL drawdown since its inception was -80.64%, which is greater than ETR's maximum drawdown of -71.72%. Use the drawdown chart below to compare losses from any high point for XEL and ETR.
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Drawdown Indicators
| XEL | ETR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.64% | -71.72% | -8.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -10.56% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -23.99% | -10.56% | -13.43% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -25.12% | -9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -41.99% | +7.58% |
Current DrawdownCurrent decline from peak | -5.41% | -7.78% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -25.20% | +13.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 3.35% | +1.27% |
Volatility
XEL vs. ETR - Volatility Comparison
The current volatility for Xcel Energy Inc. (XEL) is 5.77%, while Entergy Corporation (ETR) has a volatility of 6.54%. This indicates that XEL experiences smaller price fluctuations and is considered to be less risky than ETR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEL | ETR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 6.54% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 16.33% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.41% | 20.43% | -1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 22.57% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 24.17% | -2.42% |
Dividends
XEL vs. ETR - Dividend Comparison
XEL's dividend yield for the trailing twelve months is around 2.97%, which matches ETR's 2.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 2.95% | 2.64% | 3.03% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% |
XEL Xcel Energy Inc. | 2.97% | 3.83% | 2.43% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% |
Financials
XEL vs. ETR - Financials Comparison
This section allows you to compare key financial metrics between Xcel Energy Inc. and Entergy Corporation. 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
XEL vs. ETR - Profitability Comparison
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Xcel Energy Inc. reported a gross profit of -915.00M and revenue of 3.12B. Therefore, the gross margin over that period was -29.3%.
ETR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Entergy Corporation reported a gross profit of 1.05B and revenue of 3.52B. Therefore, the gross margin over that period was 29.8%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Xcel Energy Inc. reported an operating income of 706.00M and revenue of 3.12B, resulting in an operating margin of 22.6%.
ETR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Entergy Corporation reported an operating income of 834.73M and revenue of 3.52B, resulting in an operating margin of 23.7%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Xcel Energy Inc. reported a net income of 37.00M and revenue of 3.12B, resulting in a net margin of 1.2%.
ETR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Entergy Corporation reported a net income of 487.82M and revenue of 3.52B, resulting in a net margin of 13.8%.
Frequently Asked Questions
XEL and ETR have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETR has higher volatility (6.54%) compared to XEL (5.77%). In terms of maximum drawdown, XEL dropped -80.64% vs ETR's -71.72%.
ETR currently has the higher Sharpe Ratio (1.12 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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