Assessing Potential US Nuclear Plant-Data Center Partnerships
We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
Xcel has raised its dividend every year since 2003, including a 5% increase in 2024 to $2.19 per share. We expect similar dividend growth going forward.
Like all utilities, rising interest rates will raise Xcel's borrowing costs and make its dividend less attractive to income investors.
Metric
|
XEL
|
WEC
|
LNT
|
---|---|---|---|
Price/Earnings (Normalized) | 18.31 | 20.14 | 22.21 |
Price/Book Value | 1.98 | 2.50 | 2.27 |
Price/Sales | 2.56 | 3.50 | 3.89 |
Price/Cash Flow | 7.14 | 9.78 | 11.44 |
Metric
|
XEL
|
WEC
|
LNT
|
---|---|---|---|
Quick Ratio | 0.61 | 0.42 | 0.27 |
Current Ratio | 0.97 | 0.74 | 0.65 |
Interest Coverage | 2.58 | 3.05 | 2.32 |
Metric
|
XEL
|
WEC
|
LNT
|
---|---|---|---|
Return on Assets (Normalized) | 2.89% | 3.36% | 3.29% |
Return on Equity (Normalized) | 10.62% | 12.39% | 10.34% |
Return on Invested Capital (Normalized) | 5.98% | 6.96% | 6.46% |
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
NextEra Energy Inc
NEE
| Tktwxbqqxt | Tnxyh | $172.3 Bil | |||
Southern Co
SO
| Gtdcfsgtzx | Cvzcht | $98.9 Bil | |||
Duke Energy Corp
DUK
| Gghmtrjq | Grnpdzy | $88.1 Bil | |||
National Grid PLC ADR
NGG
| Cwpwnbgn | Lsr | $64.0 Bil | |||
American Electric Power Co Inc
AEP
| Mlqxsfvhv | Brplz | $53.4 Bil | |||
PG&E Corp
PCG
| Vddhqnssx | Gzmd | $51.5 Bil | |||
Dominion Energy Inc
D
| Nlxgzqth | Ztqkv | $48.9 Bil | |||
Public Service Enterprise Group Inc
PEG
| Qqgvtjrk | Kmvck | $45.8 Bil | |||
Exelon Corp
EXC
| Dgtsgylc | Bpkxq | $40.2 Bil | |||
Consolidated Edison Inc
ED
| Qlytgnqz | Qymz | $35.7 Bil |