COMP <GO>
XEL vs DUK // EV/EBITDA & P/E VALUATION
Xcel Energy Inc. (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: XEL 4
— DUK 9
▲ EV/EBITDA & P/E VALUATION LEADER: DUK
LAST: $79.04 (+2.41%) • MKT CAP: $49.37B
valuation
21.0x
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XEL VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XEL | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | 5.20% | -0.10 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 8.7x | +12.30 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 7.01% | -1.73% | +8.74 | XEL | /fcf-yield <GO> |
| Operating Margin | 18.70% | 31.40% | -12.70 | DUK | /operating-margins <GO> |
| Net Profit Margin | 14.60% | 18.10% | -3.50 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 3.30% | +1.10 | XEL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.60% | 3.40% | -0.80 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.16 | 0.89 | +0.27 | XEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | XEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.6 | 63.8 | -0.20 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.55 | 0.76 | -0.21 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.8x | 18.4x | +4.40 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $49.37B | $98.16B | -$48.79B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XEL REV | DUK REV | XEL GROSS % | DUK GROSS % | XEL FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $4.08B | -$1.69B |
| FY 2024 | $0 | $0 | — | — | $4.64B | $48.0M |
| FY 2023 | $0 | $0 | — | — | $5.33B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XEL // BETA 0.55
DUK // BETA 0.76