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

Correlation

The correlation between PPL 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

PPL vs. WEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PPL Corporation (PPL) 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

PPL:

1.05

WEC:

1.47

Sortino Ratio

PPL:

1.49

WEC:

2.06

Omega Ratio

PPL:

1.19

WEC:

1.25

Calmar Ratio

PPL:

2.09

WEC:

1.09

Martin Ratio

PPL:

5.10

WEC:

6.18

Ulcer Index

PPL:

3.70%

WEC:

4.08%

Daily Std Dev

PPL:

17.90%

WEC:

17.48%

Max Drawdown

PPL:

-55.37%

WEC:

-45.05%

Current Drawdown

PPL:

-8.16%

WEC:

-6.04%

Fundamentals

Market Cap

PPL:

$24.98B

WEC:

$32.73B

EPS

PPL:

$1.34

WEC:

$5.13

PE Ratio

PPL:

25.22

WEC:

19.93

PEG Ratio

PPL:

1.32

WEC:

2.53

PS Ratio

PPL:

2.88

WEC:

3.60

PB Ratio

PPL:

1.79

WEC:

2.55

Total Revenue (TTM)

PPL:

$8.66B

WEC:

$9.07B

Gross Profit (TTM)

PPL:

$3.25B

WEC:

$3.63B

EBITDA (TTM)

PPL:

$3.35B

WEC:

$4.04B

Returns By Period

In the year-to-date period, PPL achieves a 4.10% return, which is significantly lower than WEC's 10.62% return. Over the past 10 years, PPL has underperformed WEC with an annualized return of 5.33%, while WEC has yielded a comparatively higher 11.46% annualized return.


PPL

YTD

4.10%

1M

-5.44%

6M

1.69%

1Y

18.68%

5Y*

11.11%

10Y*

5.33%

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

PPL vs. WEC — Risk-Adjusted Performance Rank

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

PPL
The Risk-Adjusted Performance Rank of PPL is 8484
Overall Rank
The Sharpe Ratio Rank of PPL is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of PPL is 7777
Sortino Ratio Rank
The Omega Ratio Rank of PPL is 7575
Omega Ratio Rank
The Calmar Ratio Rank of PPL is 9494
Calmar Ratio Rank
The Martin Ratio Rank of PPL is 8787
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.

PPL vs. WEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PPL Corporation (PPL) 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 PPL Sharpe Ratio is 1.05, which is comparable to the WEC Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of PPL 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

PPL vs. WEC - Dividend Comparison

PPL's dividend yield for the trailing twelve months is around 3.12%, less than WEC's 3.38% yield.


TTM20242023202220212020201920182017201620152014
PPL
PPL Corporation
3.12%3.18%3.54%2.99%5.52%5.89%4.60%5.79%5.11%4.46%4.33%4.12%
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

PPL vs. WEC - Drawdown Comparison

The maximum PPL drawdown since its inception was -55.37%, which is greater than WEC's maximum drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for PPL and WEC. For additional features, visit the drawdowns tool.


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Volatility

PPL vs. WEC - Volatility Comparison

PPL Corporation (PPL) has a higher volatility of 5.61% compared to WEC Energy Group, Inc. (WEC) at 4.65%. This indicates that PPL'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.


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Financials

PPL vs. WEC - Financials Comparison

This section allows you to compare key financial metrics between PPL 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


1.50B2.00B2.50B3.00B20212022202320242025
2.50B
3.15B
(PPL) Total Revenue
(WEC) Total Revenue
Values in USD except per share items

PPL vs. WEC - Profitability Comparison

The chart below illustrates the profitability comparison between PPL Corporation 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

25.0%30.0%35.0%40.0%45.0%50.0%55.0%60.0%20212022202320242025
44.5%
43.7%
(PPL) Gross Margin
(WEC) Gross Margin
PPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PPL Corporation reported a gross profit of 1.11B and revenue of 2.50B. Therefore, the gross margin over that period was 44.5%.

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%.

PPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PPL Corporation reported an operating income of 678.00M and revenue of 2.50B, resulting in an operating margin of 27.1%.

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%.

PPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PPL Corporation reported a net income of 414.00M and revenue of 2.50B, resulting in a net margin of 16.5%.

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%.