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

Performance

LNT vs. WEC - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
23.66%
22.79%
LNT
WEC

Returns By Period

In the year-to-date period, LNT achieves a 25.78% return, which is significantly higher than WEC's 22.57% return. Both investments have delivered pretty close results over the past 10 years, with LNT having a 10.68% annualized return and WEC not far ahead at 10.97%.


LNT

YTD

25.78%

1M

2.25%

6M

23.66%

1Y

31.45%

5Y (annualized)

6.45%

10Y (annualized)

10.68%

WEC

YTD

22.57%

1M

0.70%

6M

22.79%

1Y

27.49%

5Y (annualized)

5.67%

10Y (annualized)

10.97%

Fundamentals


LNTWEC
Market Cap$15.97B$31.40B
EPS$2.57$4.09
PE Ratio24.2124.27
PEG Ratio2.622.90
Total Revenue (TTM)$3.97B$8.53B
Gross Profit (TTM)$1.57B$3.90B
EBITDA (TTM)$1.73B$3.60B

Key characteristics


LNTWEC
Sharpe Ratio1.701.50
Sortino Ratio2.352.14
Omega Ratio1.311.27
Calmar Ratio1.411.07
Martin Ratio6.445.11
Ulcer Index4.87%5.26%
Daily Std Dev18.45%17.91%
Max Drawdown-51.66%-45.05%
Current Drawdown-0.03%-0.01%

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Correlation

-0.50.00.51.00.6

The correlation between LNT and WEC is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Risk-Adjusted Performance

LNT vs. WEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alliant Energy Corporation (LNT) 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.


Sharpe ratio
The chart of Sharpe ratio for LNT, currently valued at 1.70, compared to the broader market-4.00-2.000.002.004.001.701.50
The chart of Sortino ratio for LNT, currently valued at 2.35, compared to the broader market-4.00-2.000.002.004.002.352.14
The chart of Omega ratio for LNT, currently valued at 1.31, compared to the broader market0.501.001.502.001.311.27
The chart of Calmar ratio for LNT, currently valued at 1.41, compared to the broader market0.002.004.006.001.411.07
The chart of Martin ratio for LNT, currently valued at 6.44, compared to the broader market-10.000.0010.0020.0030.006.445.11
LNT
WEC

The current LNT Sharpe Ratio is 1.70, which is comparable to the WEC Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of LNT 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.

Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.70
1.50
LNT
WEC

Dividends

LNT vs. WEC - Dividend Comparison

LNT's dividend yield for the trailing twelve months is around 3.09%, less than WEC's 3.36% yield.


TTM20232022202120202019201820172016201520142013
LNT
Alliant Energy Corporation
3.09%3.53%3.10%2.62%2.95%2.60%3.17%2.96%3.10%3.52%3.07%3.64%
WEC
WEC Energy Group, Inc.
3.36%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%3.50%

Drawdowns

LNT vs. WEC - Drawdown Comparison

The maximum LNT drawdown since its inception was -51.66%, which is greater than WEC's maximum drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for LNT and WEC. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.03%
-0.01%
LNT
WEC

Volatility

LNT vs. WEC - Volatility Comparison

Alliant Energy Corporation (LNT) has a higher volatility of 8.44% compared to WEC Energy Group, Inc. (WEC) at 5.00%. This indicates that LNT's price experiences larger fluctuations and is considered to be riskier than WEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%JuneJulyAugustSeptemberOctoberNovember
8.44%
5.00%
LNT
WEC

Financials

LNT vs. WEC - Financials Comparison

This section allows you to compare key financial metrics between Alliant Energy Corporation 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


Values in USD except per share items