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WEC Energy Group, Inc. (WEC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS92939U1060
CUSIP92939U106
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market Cap$25.25B
EPS$4.22
PE Ratio18.96
PEG Ratio2.48
Revenue (TTM)$8.89B
Gross Profit (TTM)$3.31B
EBITDA (TTM)$3.45B
Year Range$73.93 - $95.58
Target Price$86.42
Short %3.27%
Short Ratio3.05

Share Price Chart


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WEC Energy Group, Inc.

Popular comparisons: WEC vs. D, WEC vs. OGE, WEC vs. PPL, WEC vs. NEE, WEC vs. SCHD, WEC vs. SO, WEC vs. DUK, WEC vs. SPY, WEC vs. VTSAX, WEC vs. SCHB

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WEC Energy Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%OctoberNovemberDecember2024FebruaryMarch
13,739.07%
5,032.50%
WEC (WEC Energy Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

WEC Energy Group, Inc. had a return of -2.51% year-to-date (YTD) and -9.56% in the last 12 months. Over the past 10 years, WEC Energy Group, Inc. had an annualized return of 9.35%, while the S&P 500 had an annualized return of 10.96%, indicating that WEC Energy Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-2.51%10.04%
1 month6.05%3.53%
6 months2.85%22.79%
1 year-9.56%32.16%
5 years (annualized)3.67%13.15%
10 years (annualized)9.35%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.05%-1.76%
2023-5.54%-4.24%1.04%3.76%0.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
WEC
WEC Energy Group, Inc.
-0.48
^GSPC
S&P 500
2.76

Sharpe Ratio

The current WEC Energy Group, Inc. Sharpe ratio is -0.48. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.48
2.76
WEC (WEC Energy Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

WEC Energy Group, Inc. granted a 3.91% dividend yield in the last twelve months. The annual payout for that period amounted to $3.18 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.18$3.12$2.91$2.71$2.53$2.36$2.21$2.08$1.98$1.74$1.56$1.45

Dividend yield

3.91%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%3.50%

Monthly Dividends

The table displays the monthly dividend distributions for WEC Energy Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.84
2023$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.78$0.00
2022$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.73$0.00
2021$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00
2020$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00
2019$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$0.00
2018$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00
2017$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00
2016$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00
2015$0.00$0.42$0.00$0.00$0.42$0.21$0.00$0.23$0.00$0.00$0.46$0.00
2014$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00
2013$0.34$0.00$0.00$0.34$0.00$0.00$0.38$0.00$0.00$0.38$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.9%
WEC Energy Group, Inc. has a dividend yield of 3.91%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%68.6%
WEC Energy Group, Inc. has a payout ratio of 68.57%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-20.42%
0
WEC (WEC Energy Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WEC Energy Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WEC Energy Group, Inc. was 45.05%, occurring on Mar 8, 2000. Recovery took 804 trading sessions.

The current WEC Energy Group, Inc. drawdown is 20.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.05%Oct 9, 1998356Mar 8, 2000804May 22, 20031160
-32.31%Mar 9, 202011Mar 23, 2020157Nov 3, 2020168
-32.03%Aug 22, 1986293Oct 19, 1987554Dec 27, 1989847
-26.02%Aug 22, 2022280Oct 2, 2023
-24.77%Jun 19, 1980119Dec 8, 1980164Aug 3, 1981283

Volatility

Volatility Chart

The current WEC Energy Group, Inc. volatility is 5.04%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
5.04%
2.82%
WEC (WEC Energy Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of WEC Energy Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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Other Non-Operating Income (Expenses)

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Values in undefined except per share items