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

Company Info

ISIN

US92939U1060

CUSIP

92939U106

Sector

Utilities

IPO Date

Oct 26, 1984

Highlights

Market Cap

$34.75B

EPS (TTM)

$4.83

PE Ratio

22.55

PEG Ratio

2.66

Total Revenue (TTM)

$5.92B

Gross Profit (TTM)

$2.24B

EBITDA (TTM)

$2.67B

Year Range

$75.44 - $111.00

Target Price

$105.27

Short %

4.38%

Short Ratio

4.66

Share Price Chart


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Compare to other instruments

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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.


3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%NovemberDecember2025FebruaryMarchApril
7,888.88%
3,242.74%
WEC (WEC Energy Group, Inc.)
Benchmark (^GSPC)

Returns By Period

WEC Energy Group, Inc. had a return of 15.55% year-to-date (YTD) and 34.92% in the last 12 months. Over the past 10 years, WEC Energy Group, Inc. had an annualized return of 11.51%, outperforming the S&P 500 benchmark which had an annualized return of 10.11%.


WEC

YTD

15.55%

1M

1.82%

6M

12.77%

1Y

34.92%

5Y*

6.23%

10Y*

11.51%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of WEC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.55%8.42%2.15%-1.15%15.55%
2024-4.05%-1.76%4.62%0.63%-0.98%-3.17%9.69%9.12%3.39%-0.68%6.69%-6.94%16.11%
20230.25%-4.88%6.91%1.46%-8.42%1.02%1.84%-5.54%-4.24%1.04%3.76%0.66%-6.99%
2022-0.03%-5.60%9.83%0.24%5.77%-4.22%3.15%0.05%-13.29%2.12%9.43%-5.43%-0.45%
2021-3.40%-8.57%16.06%3.83%-2.66%-5.28%5.83%1.07%-6.65%2.11%-2.74%11.66%8.66%
20208.31%-6.98%-4.55%2.75%2.06%-4.45%8.68%-0.56%3.00%3.77%-5.00%-3.08%2.48%
20195.44%5.28%3.67%-0.82%3.47%3.50%2.51%12.80%-0.70%-0.74%-5.45%4.04%37.05%
2018-3.21%-5.96%4.64%2.52%-0.88%2.38%2.66%2.67%-1.21%2.46%6.81%-4.44%7.88%
20170.68%2.99%0.60%-0.18%4.59%-2.20%2.59%4.42%-3.74%7.34%3.91%-4.40%17.10%
20167.64%2.92%6.60%-3.10%4.17%8.58%-0.60%-7.01%0.00%-0.27%-5.42%4.71%18.18%
20155.75%-7.87%-2.90%-0.77%-0.84%-6.43%8.96%-2.30%9.59%-1.26%-3.45%4.03%0.79%
20143.22%3.96%5.89%4.15%-5.31%3.08%-7.12%4.96%-5.14%15.49%0.26%6.76%32.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 93, WEC is among the top 7% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WEC is 9393
Overall Rank
The Sharpe Ratio Rank of WEC is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of WEC is 9494
Sortino Ratio Rank
The Omega Ratio Rank of WEC is 9292
Omega Ratio Rank
The Calmar Ratio Rank of WEC is 9191
Calmar Ratio Rank
The Martin Ratio Rank of WEC is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for WEC, currently valued at 2.10, compared to the broader market-2.00-1.000.001.002.003.00
WEC: 2.10
^GSPC: 0.46
The chart of Sortino ratio for WEC, currently valued at 2.88, compared to the broader market-6.00-4.00-2.000.002.004.00
WEC: 2.88
^GSPC: 0.77
The chart of Omega ratio for WEC, currently valued at 1.36, compared to the broader market0.501.001.502.00
WEC: 1.36
^GSPC: 1.11
The chart of Calmar ratio for WEC, currently valued at 1.57, compared to the broader market0.001.002.003.004.005.00
WEC: 1.57
^GSPC: 0.47
The chart of Martin ratio for WEC, currently valued at 9.01, compared to the broader market-5.000.005.0010.0015.0020.00
WEC: 9.01
^GSPC: 1.94

The current WEC Energy Group, Inc. Sharpe ratio is 2.10. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WEC Energy Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
2.10
0.46
WEC (WEC Energy Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

WEC Energy Group, Inc. provided a 3.15% dividend yield over the last twelve months, with an annual payout of $3.40 per share. The company has been increasing its dividends for 23 consecutive years.


2.60%2.80%3.00%3.20%3.40%3.60%3.80%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.40$3.34$3.12$2.91$2.71$2.53$2.36$2.21$2.08$1.98$1.74$1.56

Dividend yield

3.15%3.55%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.89$0.00$0.00$0.89
2024$0.00$0.84$0.00$0.00$0.84$0.00$0.00$0.84$0.00$0.00$0.84$0.00$3.34
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$3.12
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$2.91
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$2.71
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$2.53
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$2.36
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$2.21
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$2.08
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$1.98
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$1.74
2014$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
WEC: 3.2%
WEC Energy Group, Inc. has a dividend yield of 3.15%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
WEC: 70.7%
WEC Energy Group, Inc. has a payout ratio of 70.65%, which is quite average when compared to the overall market. This suggests that WEC Energy Group, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-1.28%
-10.07%
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 1.28%.


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, 1987551Dec 21, 1989844
-26.02%Aug 22, 2022280Oct 2, 2023285Nov 18, 2024565
-24.31%Dec 21, 2007304Mar 9, 2009194Dec 11, 2009498

Volatility

Volatility Chart

The current WEC Energy Group, Inc. volatility is 6.12%, 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%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
6.12%
14.23%
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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how WEC Energy Group, Inc. is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0
WEC: 22.5
The chart displays the Price-to-Earnings (P/E) ratio for WEC, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, WEC has a P/E ratio of 22.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
WEC: 2.7
The chart shows the Price/Earnings to Growth (PEG) ratio for WEC compared to other companies in the Utilities - Regulated Electric industry. WEC currently has a PEG ratio of 2.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
WEC: 4.0
This chart shows the Price-to-Sales (P/S) ratio for WEC relative to other companies in the Utilities - Regulated Electric industry. Currently, WEC has a P/S ratio of 4.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
WEC: 2.8
The chart illustrates the Price-to-Book (P/B) ratio for WEC in comparison with other companies in the Utilities - Regulated Electric industry. Currently, WEC has a P/B value of 2.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items