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D vs. WEC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between D and WEC is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

D vs. WEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dominion Energy, Inc. (D) and WEC Energy Group, Inc. (WEC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

D:

0.42

WEC:

1.65

Sortino Ratio

D:

0.76

WEC:

2.43

Omega Ratio

D:

1.10

WEC:

1.30

Calmar Ratio

D:

0.27

WEC:

1.33

Martin Ratio

D:

1.55

WEC:

7.50

Ulcer Index

D:

6.88%

WEC:

4.08%

Daily Std Dev

D:

23.44%

WEC:

17.70%

Max Drawdown

D:

-52.20%

WEC:

-45.05%

Current Drawdown

D:

-27.25%

WEC:

-2.15%

Fundamentals

Market Cap

D:

$47.56B

WEC:

$33.98B

EPS

D:

$2.59

WEC:

$5.13

PE Ratio

D:

21.53

WEC:

20.75

PEG Ratio

D:

2.06

WEC:

2.56

PS Ratio

D:

3.19

WEC:

3.75

PB Ratio

D:

1.78

WEC:

2.58

Total Revenue (TTM)

D:

$14.90B

WEC:

$9.07B

Gross Profit (TTM)

D:

$7.30B

WEC:

$3.63B

EBITDA (TTM)

D:

$7.27B

WEC:

$4.04B

Returns By Period

In the year-to-date period, D achieves a 4.78% return, which is significantly lower than WEC's 15.19% return. Over the past 10 years, D has underperformed WEC with an annualized return of 1.73%, while WEC has yielded a comparatively higher 11.75% annualized return.


D

YTD

4.78%

1M

4.89%

6M

-0.96%

1Y

9.33%

5Y*

-2.83%

10Y*

1.73%

WEC

YTD

15.19%

1M

-0.92%

6M

10.56%

1Y

29.00%

5Y*

7.47%

10Y*

11.75%

*Annualized

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Risk-Adjusted Performance

D vs. WEC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

D
The Risk-Adjusted Performance Rank of D is 6363
Overall Rank
The Sharpe Ratio Rank of D is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of D is 5858
Sortino Ratio Rank
The Omega Ratio Rank of D is 5858
Omega Ratio Rank
The Calmar Ratio Rank of D is 6464
Calmar Ratio Rank
The Martin Ratio Rank of D is 6969
Martin Ratio Rank

WEC
The Risk-Adjusted Performance Rank of WEC is 9090
Overall Rank
The Sharpe Ratio Rank of WEC is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of WEC is 9191
Sortino Ratio Rank
The Omega Ratio Rank of WEC is 8888
Omega Ratio Rank
The Calmar Ratio Rank of WEC is 8888
Calmar Ratio Rank
The Martin Ratio Rank of WEC is 9292
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.

D vs. WEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dominion Energy, Inc. (D) and WEC Energy Group, Inc. (WEC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current D Sharpe Ratio is 0.42, which is lower than the WEC Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of D and WEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

D vs. WEC - Dividend Comparison

D's dividend yield for the trailing twelve months is around 4.79%, more than WEC's 3.25% yield.


TTM20242023202220212020201920182017201620152014
D
Dominion Energy, Inc.
4.79%4.96%5.68%4.35%3.21%4.59%4.43%4.67%3.74%3.66%3.83%3.12%
WEC
WEC Energy Group, Inc.
3.25%3.55%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%

Drawdowns

D vs. WEC - Drawdown Comparison

The maximum D drawdown since its inception was -52.20%, which is greater than WEC's maximum drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for D and WEC. For additional features, visit the drawdowns tool.


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Volatility

D vs. WEC - Volatility Comparison

The current volatility for Dominion Energy, Inc. (D) is 5.22%, while WEC Energy Group, Inc. (WEC) has a volatility of 5.61%. This indicates that D experiences smaller price fluctuations and is considered to be less risky than WEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

D vs. WEC - Financials Comparison

This section allows you to compare key financial metrics between Dominion Energy, Inc. and WEC Energy Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.50B2.00B2.50B3.00B3.50B4.00B4.50B5.00B20212022202320242025
4.08B
3.15B
(D) Total Revenue
(WEC) Total Revenue
Values in USD except per share items

D vs. WEC - Profitability Comparison

The chart below illustrates the profitability comparison between Dominion Energy, Inc. and WEC Energy Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20212022202320242025
50.5%
43.7%
(D) Gross Margin
(WEC) Gross Margin
D - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dominion Energy, Inc. reported a gross profit of 2.06B and revenue of 4.08B. Therefore, the gross margin over that period was 50.5%.

WEC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported a gross profit of 1.38B and revenue of 3.15B. Therefore, the gross margin over that period was 43.7%.

D - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dominion Energy, Inc. reported an operating income of 1.22B and revenue of 4.08B, resulting in an operating margin of 30.0%.

WEC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported an operating income of 937.50M and revenue of 3.15B, resulting in an operating margin of 29.8%.

D - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dominion Energy, Inc. reported a net income of 646.00M and revenue of 4.08B, resulting in a net margin of 15.9%.

WEC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported a net income of 724.50M and revenue of 3.15B, resulting in a net margin of 23.0%.