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

Correlation

The correlation between MGEE 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

MGEE vs. WEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MGE Energy, Inc. (MGEE) 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

MGEE:

0.54

WEC:

1.47

Sortino Ratio

MGEE:

0.95

WEC:

2.06

Omega Ratio

MGEE:

1.12

WEC:

1.25

Calmar Ratio

MGEE:

0.62

WEC:

1.09

Martin Ratio

MGEE:

1.25

WEC:

6.18

Ulcer Index

MGEE:

10.20%

WEC:

4.08%

Daily Std Dev

MGEE:

23.05%

WEC:

17.48%

Max Drawdown

MGEE:

-38.18%

WEC:

-45.05%

Current Drawdown

MGEE:

-16.29%

WEC:

-6.04%

Fundamentals

Market Cap

MGEE:

$3.29B

WEC:

$32.73B

EPS

MGEE:

$3.54

WEC:

$5.13

PE Ratio

MGEE:

25.47

WEC:

19.93

PEG Ratio

MGEE:

0.00

WEC:

2.53

PS Ratio

MGEE:

4.79

WEC:

3.60

PB Ratio

MGEE:

2.62

WEC:

2.55

Total Revenue (TTM)

MGEE:

$704.58M

WEC:

$9.07B

Gross Profit (TTM)

MGEE:

$397.77M

WEC:

$3.63B

EBITDA (TTM)

MGEE:

$255.55M

WEC:

$4.04B

Returns By Period

In the year-to-date period, MGEE achieves a -4.05% return, which is significantly lower than WEC's 10.62% return. Both investments have delivered pretty close results over the past 10 years, with MGEE having a 10.92% annualized return and WEC not far ahead at 11.46%.


MGEE

YTD

-4.05%

1M

-1.40%

6M

-16.29%

1Y

12.46%

5Y*

10.90%

10Y*

10.92%

WEC

YTD

10.62%

1M

-4.93%

6M

7.47%

1Y

25.46%

5Y*

7.30%

10Y*

11.46%

*Annualized

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Risk-Adjusted Performance

MGEE vs. WEC — Risk-Adjusted Performance Rank

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

MGEE
The Risk-Adjusted Performance Rank of MGEE is 6868
Overall Rank
The Sharpe Ratio Rank of MGEE is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of MGEE is 6363
Sortino Ratio Rank
The Omega Ratio Rank of MGEE is 6262
Omega Ratio Rank
The Calmar Ratio Rank of MGEE is 7676
Calmar Ratio Rank
The Martin Ratio Rank of MGEE is 6767
Martin Ratio Rank

WEC
The Risk-Adjusted Performance Rank of WEC is 8787
Overall Rank
The Sharpe Ratio Rank of WEC is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of WEC is 8787
Sortino Ratio Rank
The Omega Ratio Rank of WEC is 8484
Omega Ratio Rank
The Calmar Ratio Rank of WEC is 8585
Calmar Ratio Rank
The Martin Ratio Rank of WEC is 8989
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.

MGEE vs. WEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MGE Energy, Inc. (MGEE) 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 MGEE Sharpe Ratio is 0.54, which is lower than the WEC Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of MGEE 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

MGEE vs. WEC - Dividend Comparison

MGEE's dividend yield for the trailing twelve months is around 1.98%, less than WEC's 3.38% yield.


TTM20242023202220212020201920182017201620152014
MGEE
MGE Energy, Inc.
1.98%1.87%2.32%2.27%1.85%2.06%1.75%2.20%2.00%1.85%2.49%2.43%
WEC
WEC Energy Group, Inc.
3.38%3.55%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%

Drawdowns

MGEE vs. WEC - Drawdown Comparison

The maximum MGEE drawdown since its inception was -38.18%, smaller than the maximum WEC drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for MGEE and WEC. For additional features, visit the drawdowns tool.


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Volatility

MGEE vs. WEC - Volatility Comparison

The current volatility for MGE Energy, Inc. (MGEE) is 4.21%, while WEC Energy Group, Inc. (WEC) has a volatility of 4.65%. This indicates that MGEE 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

MGEE vs. WEC - Financials Comparison

This section allows you to compare key financial metrics between MGE 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20212022202320242025
218.97M
3.15B
(MGEE) Total Revenue
(WEC) Total Revenue
Values in USD except per share items

MGEE vs. WEC - Profitability Comparison

The chart below illustrates the profitability comparison between MGE 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%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
43.7%
(MGEE) Gross Margin
(WEC) Gross Margin
MGEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MGE Energy, Inc. reported a gross profit of 218.97M and revenue of 218.97M. Therefore, the gross margin over that period was 100.0%.

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%.

MGEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MGE Energy, Inc. reported an operating income of 52.87M and revenue of 218.97M, resulting in an operating margin of 24.1%.

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%.

MGEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MGE Energy, Inc. reported a net income of 41.59M and revenue of 218.97M, resulting in a net margin of 19.0%.

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%.