XEL vs JPM-P-K

Comparison between Xcel Energy Inc (XEL, Company) and JPMorgan Chase & Company (JPM-P-K, Company).

5-Year PerformanceXEL has outperformed JPM-P-K, delivering a return of +7.4% compared to -1.5%

XEL vs JPM-P-K - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XEL(COMPANY)	JPM-P-K(COMPANY)
Market Cap	$51B	$50B
Max Drawdown	82.11%	33.00%
Sharpe Ratio	1.00	-0.27
5Y Beta	0.13	0.19
Industry	Utilities - Regulated Electric	N/A
P/E Ratio	23.70	0.85
Forward P/E	19.88	N/A
PEG Ratio	12.98	0.09
Dividend Yield	2.87%	N/A
5Y Dividends CAGR	5.55%	37.22%
5Y EPS CAGR	3.44%	15.42%
Debt to Equity	155.56%	18.69%
Free Cash Flow Yield	9.35%	N/A
P/S Ratio	3.44	N/A
P/B Ratio	2.14	N/A

Market Cap

Winner

XEL

$51B

JPM-P-K

$50B

Max Drawdown

XEL

82.11%

Winner

JPM-P-K

33.00%

Sharpe Ratio

Winner

XEL

1.00

JPM-P-K

-0.27

5Y Beta

Winner

XEL

0.13

JPM-P-K

0.19

Industry

XEL

Utilities - Regulated Electric

JPM-P-K

N/A

P/E Ratio

XEL

23.70

Winner

JPM-P-K

0.85

Forward P/E

XEL

19.88

JPM-P-K

N/A

PEG Ratio

XEL

12.98

Winner

JPM-P-K

0.09

Dividend Yield

XEL

2.87%

JPM-P-K

N/A

5Y Dividends CAGR

XEL

5.55%

Winner

JPM-P-K

37.22%

5Y EPS CAGR

XEL

3.44%

Winner

JPM-P-K

15.42%

Debt to Equity

XEL

155.56%

Winner

JPM-P-K

18.69%

Free Cash Flow Yield

XEL

9.35%

JPM-P-K

N/A

P/S Ratio

XEL

3.44

JPM-P-K

N/A

P/B Ratio

XEL

2.14

JPM-P-K

N/A

XEL vs JPM-P-K - Historical Returns

Returns include dividend reinvestment.

Period	XEL	JPM-P-K
1 month	+1.96%	-0.87%
3 months	+6.00%	-2.13%
6 months	+12.83%	-2.71%
1 year	+25.14%	+1.77%
5 years(CAGR)	+7.39%	-1.53%
10 years(CAGR)	+9.88%	N/A
Max(CAGR)	+9.48%	-0.75%

Winner

XEL

+1.96%

JPM-P-K

-0.87%

Winner

XEL

+6.00%

JPM-P-K

-2.13%

Winner

XEL

+12.83%

JPM-P-K

-2.71%

Winner

XEL

+25.14%

JPM-P-K

+1.77%

5Y(CAGR)

Winner

XEL

+7.39%

JPM-P-K

-1.53%

10Y(CAGR)

XEL

+9.88%

JPM-P-K

N/A

Max(CAGR)

Winner

XEL

+9.48%

JPM-P-K

-0.75%

XEL vs JPM-P-K - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XEL	JPM-P-K
2026	+11.08%	-4.10%
2025	+15.02%	-0.04%
2024	+9.53%	+5.20%
2023	-8.64%	+15.00%
2022	+6.09%	-24.32%
2021	+6.01%	+6.61%
2020	+9.75%	N/A
2019	+35.24%	N/A
2018	+6.51%	N/A
2017	+22.13%	N/A
2016	+17.83%	N/A
2015	+3.26%	N/A
2014	+35.56%	N/A
2013	+6.12%	N/A
2012	+1.58%	N/A
2011	+22.24%	N/A
2010	+16.87%	N/A
2009	+18.49%	N/A
2008	-12.20%	N/A
2007	+0.34%	N/A
2006	+29.75%	N/A
2005	+7.26%	N/A
2004	+12.30%	N/A
2003	+56.70%	N/A
2002	-57.91%	N/A
2001	+3.25%	N/A
2000	+62.64%	N/A
1999	-8.93%	N/A

XEL vs JPM-P-K Drawdown Comparison

The maximum drawdown for XEL was -80.65%, occurring on Jul 29, 2002. Recovery took 1449 trading sessions.

The maximum drawdown for JPM-P-K was -29.09%, occurring on May 9, 2022. Recovery took 720 trading sessions.

The current XEL drawdown is -1.14%. The current JPM-P-K drawdown is -11.90%.

Rank	XEL	JPM-P-K
#1	-80.65% Apr 26, 2001 - Feb 2, 2007	-29.09% Nov 5, 2021 - Sep 19, 2024
#2	-34.43% Sep 12, 2022 - Nov 26, 2024	-15.61% Oct 2, 2024 - May 21, 2025
#3	-30.32% Apr 2, 2007 - Apr 6, 2010	-4.52% May 4, 2021 - Jun 30, 2021
#4	-29.24% Feb 18, 2020 - Aug 7, 2020	-3.27% Jul 7, 2021 - Nov 4, 2021
#5	-24.35% Nov 2, 1999 - Apr 24, 2000	-1.53% Sep 20, 2024 - Oct 2, 2024
#6	-21.81% Nov 16, 2020 - Mar 29, 2022	-1.16% Apr 13, 2021 - Apr 23, 2021
#7	-17.45% Nov 14, 2017 - Oct 24, 2018	-0.48% Mar 11, 2021 - Mar 23, 2021
#8	-16.38% Dec 26, 2000 - Mar 29, 2001	-0.35% Apr 26, 2021 - Apr 30, 2021
#9	-15.66% May 27, 2022 - Aug 12, 2022	-0.27% Apr 8, 2021 - Apr 13, 2021
#10	-14.77% May 24, 2000 - Aug 2, 2000	-0.12% Mar 26, 2021 - Mar 31, 2021
#11	-14.61% Jan 29, 2015 - Oct 22, 2015	-0.12% Mar 31, 2021 - Apr 5, 2021
#12	-14.33% Jul 6, 2016 - Mar 21, 2017	N/A
#13	-13.40% Apr 30, 2013 - Apr 4, 2014	N/A
#14	-12.70% May 20, 2011 - Sep 15, 2011	N/A
#15	-12.37% Nov 27, 2024 - Apr 3, 2025	N/A

Correlation

Correlation between XEL and JPM-P-K is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (1999 - 2026)

XEL vs JPM-P-K dividend yield comparison.

Year	XEL	JPM-P-K
2026	1.45%	3.11%
2025	3.83%	5.86%
2024	2.43%	5.56%
2023	3.36%	5.55%
2022	2.78%	6.11%
2021	2.70%	3.07%
2020	2.58%	0.00%
2019	2.55%	0.00%
2018	3.09%	0.00%
2017	2.99%	0.00%
2016	3.34%	0.00%
2015	3.56%	0.00%
2014	3.34%	0.00%
2013	3.97%	0.00%
2012	4.01%	0.00%
2011	3.74%	0.00%
2010	4.26%	0.00%
2009	4.58%	0.00%
2008	5.08%	0.00%
2007	4.04%	0.00%
2006	3.83%	0.00%
2005	4.62%	0.00%
2004	4.45%	0.00%
2003	4.42%	0.00%
2002	10.23%	0.00%
2001	5.41%	0.00%
2000	5.10%	0.00%
1999	1.86%	0.00%