Stock comparison
NiSource
Xcel Energy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
NI
NiSource
Market cap
$22.2B
Sector
Utilities
XEL
Xcel Energy
Market cap
$49.31B
Sector
Utilities
Overall winner
Xcel Energy XEL
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | NI | XEL | Winner |
|---|---|---|---|
| Warren Buffett | 47D | 56C | XEL |
| Benjamin Graham | 56C | 54C | NI |
| Philip Fisher | 50C | 35D | NI |
| Peter Lynch | 54C | 53C | NI |
| Joel Greenblatt | 32F | 45D | XEL |
| Charlie Munger | 46D | 41D | NI |
| Terry Smith | 29F | 36D | XEL |
Side-by-side metrics
| Metric | NI | XEL |
|---|---|---|
| Market cap | $22.2B | $49.31B |
| P/E (TTM) | 23.1x | 23.6x |
| EV/EBIT | 21.2x | 29.6x |
| ROIC (TTM) | 4.71% | 3.75% |
| Gross margin | 55.92% | 18.91% |
| Net margin | 14.1% | 14.14% |
| Revenue CAGR 5y | 7.9% | 2.23% |
| EPS CAGR 5y | 9.77% | 3.83% |
| Debt / Equity | 1.7x | 1.6x |
| Dividend yield | 2.51% | 2.92% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
NI leads on
- Revenue CAGR 5y7.9%vs 2.23%+72%
- Gross margin55.92%vs 18.91%+66%
- EPS CAGR 5y9.77%vs 3.83%+61%
- EV/EBIT21.2xvs 29.6x+28%
XEL leads on
- Market cap$49.31Bvs $22.2B+55%
- Dividend yield2.92%vs 2.51%+14%
- Debt / Equity1.6xvs 1.7x+9%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.