WEC vs. D
Compare and contrast key facts about WEC Energy Group, Inc. (WEC) and Dominion Energy, Inc. (D).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEC or D.
Key characteristics
| WEC | D | |
|---|---|---|
| YTD Return | -2.14% | 8.84% |
| 1Y Return | -12.33% | -7.04% |
| 3Y Return (Ann) | -1.82% | -9.86% |
| 5Y Return (Ann) | 4.12% | -4.05% |
| 10Y Return (Ann) | 8.88% | 0.50% |
| Sharpe Ratio | -0.61 | -0.19 |
| Daily Std Dev | 19.15% | 25.80% |
| Max Drawdown | -45.05% | -52.20% |
| Current Drawdown | -20.11% | -37.25% |
Fundamentals
| WEC | D | |
|---|---|---|
| Market Cap | $25.76B | $41.75B |
| EPS | $4.22 | $2.48 |
| PE Ratio | 19.33 | 20.10 |
| PEG Ratio | 2.45 | 4.50 |
| Revenue (TTM) | $8.89B | $14.39B |
| Gross Profit (TTM) | $3.31B | $7.92B |
| EBITDA (TTM) | $3.45B | $7.22B |
Correlation
The correlation between WEC and D is 0.51, 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.
Performance
WEC vs. D - Performance Comparison
In the year-to-date period, WEC achieves a -2.14% return, which is significantly lower than D's 8.84% return. Over the past 10 years, WEC has outperformed D with an annualized return of 8.88%, while D has yielded a comparatively lower 0.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WEC vs. D - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and Dominion Energy, Inc. (D). 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.
Dividends
WEC vs. D - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.90%, less than D's 5.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.90% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% | 3.50% |
D Dominion Energy, Inc. | 5.29% | 5.68% | 4.35% | 3.21% | 4.59% | 4.43% | 4.67% | 3.74% | 3.66% | 3.83% | 3.12% | 3.48% |
Drawdowns
WEC vs. D - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.05%, smaller than the maximum D drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for WEC and D. For additional features, visit the drawdowns tool.
Volatility
WEC vs. D - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 5.36%, while Dominion Energy, Inc. (D) has a volatility of 6.30%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than D based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WEC vs. D - Financials Comparison
This section allows you to compare key financial metrics between WEC Energy Group, Inc. and Dominion Energy, 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.
Total Revenue: Total amount of money received from sales and other business activities