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XEL vs. LNT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

XEL vs. LNT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xcel Energy Inc. (XEL) and Alliant Energy Corporation (LNT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XEL achieves a 6.21% return, which is significantly lower than LNT's 10.86% return. Both investments have delivered pretty close results over the past 10 years, with XEL having a 9.64% annualized return and LNT not far ahead at 9.75%.


XEL

1D
1.91%
1M
-5.70%
YTD
6.21%
6M
0.01%
1Y
15.21%
3Y*
10.98%
5Y*
5.30%
10Y*
9.64%

LNT

1D
2.00%
1M
-4.19%
YTD
10.86%
6M
8.33%
1Y
17.91%
3Y*
14.75%
5Y*
7.50%
10Y*
9.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XEL vs. LNT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XEL
Xcel Energy Inc.
6.21%13.89%12.32%-8.67%6.44%4.40%7.77%32.37%5.88%21.91%
LNT
Alliant Energy Corporation
10.86%13.52%19.54%-3.84%-7.44%22.86%-3.16%33.43%2.37%16.05%

Correlation

The correlation between XEL and LNT is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.79

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (10Y)
Calculated over the trailing 10-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Jan 6, 1988

0.58

The correlation between XEL and LNT shifts across timeframes, from 0.58 (all time) to 0.84 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

XEL:

$48.75B

LNT:

$18.36B

EPS

XEL:

$3.50

LNT:

$2.94

PE Ratio

XEL:

22.22

LNT:

24.11

PEG Ratio

XEL:

5.73

LNT:

4.95

PS Ratio

XEL:

3.14

LNT:

4.15

Total Revenue (TTM)

XEL:

$14.78B

LNT:

$4.42B

Gross Profit (TTM)

XEL:

$1.88B

LNT:

$2.26B

EBITDA (TTM)

XEL:

$6.26B

LNT:

$2.00B

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Return for Risk

XEL vs. LNT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XEL
XEL Risk / Return Rank: 6363
Overall Rank
XEL Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
XEL Sortino Ratio Rank: 6060
Sortino Ratio Rank
XEL Omega Ratio Rank: 5858
Omega Ratio Rank
XEL Calmar Ratio Rank: 6565
Calmar Ratio Rank
XEL Martin Ratio Rank: 6868
Martin Ratio Rank

LNT
LNT Risk / Return Rank: 7373
Overall Rank
LNT Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LNT Sortino Ratio Rank: 6868
Sortino Ratio Rank
LNT Omega Ratio Rank: 6666
Omega Ratio Rank
LNT Calmar Ratio Rank: 7878
Calmar Ratio Rank
LNT Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XEL vs. LNT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and Alliant Energy Corporation (LNT). 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.


XELLNTDifference

Sharpe ratio

Return per unit of total volatility

0.80

1.16

-0.36

Sortino ratio

Return per unit of downside risk

1.31

1.66

-0.34

Omega ratio

Gain probability vs. loss probability

1.16

1.20

-0.05

Calmar ratio

Return relative to maximum drawdown

1.27

2.51

-1.24

Martin ratio

Return relative to average drawdown

3.36

5.95

-2.59

XEL vs. LNT - Sharpe Ratio Comparison

The current XEL Sharpe Ratio is 0.80, which is lower than the LNT Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of XEL and LNT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XELLNTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

1.16

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.38

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.46

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.49

-0.09

Drawdowns

XEL vs. LNT - Drawdown Comparison

The maximum XEL drawdown since its inception was -80.64%, which is greater than LNT's maximum drawdown of -51.66%. Use the drawdown chart below to compare losses from any high point for XEL and LNT.


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Drawdown Indicators


XELLNTDifference

Max Drawdown

Largest peak-to-trough decline

-80.64%

-51.66%

-28.98%

Max Drawdown (1Y)

Largest decline over 1 year

-11.50%

-7.01%

-4.49%

Max Drawdown (3Y)

Largest decline over 3 years

-24.42%

-16.35%

-8.07%

Max Drawdown (5Y)

Largest decline over 5 years

-34.41%

-25.60%

-8.81%

Max Drawdown (10Y)

Largest decline over 10 years

-34.41%

-33.54%

-0.87%

Current Drawdown

Current decline from peak

-6.51%

-4.19%

-2.32%

Average Drawdown

Average peak-to-trough decline

-11.32%

-8.75%

-2.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.34%

2.96%

+1.38%

Volatility

XEL vs. LNT - Volatility Comparison

Xcel Energy Inc. (XEL) has a higher volatility of 6.85% compared to Alliant Energy Corporation (LNT) at 5.82%. This indicates that XEL's price experiences larger fluctuations and is considered to be riskier than LNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XELLNTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.85%

5.82%

+1.03%

Volatility (6M)

Calculated over the trailing 6-month period

14.70%

11.99%

+2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

19.03%

15.49%

+3.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.80%

19.72%

+1.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.69%

21.18%

+0.51%

Dividends

XEL vs. LNT - Dividend Comparison

XEL's dividend yield for the trailing twelve months is around 2.96%, which matches LNT's 2.94% yield.


PositionTTM20252024202320222021202020192018201720162015
LNT
Alliant Energy Corporation
2.94%3.12%3.25%3.53%3.10%2.62%2.95%2.60%3.17%2.96%3.10%3.52%
XEL
Xcel Energy Inc.
2.96%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. LNT - Financials Comparison

This section allows you to compare key financial metrics between Xcel Energy Inc. and Alliant Energy 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B20222023202420252026
4.02B
1.18B
(XEL) Total Revenue
(LNT) Total Revenue
Values in USD except per share items

XEL vs. LNT - Profitability Comparison

The chart below illustrates the profitability comparison between Xcel Energy Inc. and Alliant Energy Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%202220232024202520260
84.8%
Portfolio components
XEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported a gross profit of 0.00 and revenue of 4.02B. Therefore, the gross margin over that period was 0.0%.

LNT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alliant Energy Corporation reported a gross profit of 1.00B and revenue of 1.18B. Therefore, the gross margin over that period was 84.8%.

XEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported an operating income of 754.00M and revenue of 4.02B, resulting in an operating margin of 18.8%.

LNT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alliant Energy Corporation reported an operating income of 249.00M and revenue of 1.18B, resulting in an operating margin of 21.0%.

XEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported a net income of 556.00M and revenue of 4.02B, resulting in a net margin of 13.8%.

LNT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alliant Energy Corporation reported a net income of 163.00M and revenue of 1.18B, resulting in a net margin of 13.8%.


Frequently Asked Questions


XEL and LNT have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XEL has higher volatility (6.85%) compared to LNT (5.82%). In terms of maximum drawdown, XEL dropped -80.64% vs LNT's -51.66%.

LNT currently has the higher Sharpe Ratio (1.16 vs 0.80), 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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