WEC vs. DUK
Compare and contrast key facts about WEC Energy Group, Inc. (WEC) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEC or DUK.
Performance
WEC vs. DUK - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with WEC having a 22.30% return and DUK slightly lower at 21.82%. Over the past 10 years, WEC has outperformed DUK with an annualized return of 10.95%, while DUK has yielded a comparatively lower 8.05% annualized return.
WEC
22.30%
0.05%
19.23%
26.58%
5.67%
10.95%
DUK
21.82%
-5.05%
10.88%
32.38%
9.97%
8.05%
Fundamentals
| WEC | DUK | |
|---|---|---|
| Market Cap | $30.96B | $87.71B |
| EPS | $4.09 | $5.57 |
| PE Ratio | 23.92 | 20.38 |
| PEG Ratio | 2.89 | 2.64 |
| Total Revenue (TTM) | $8.53B | $30.21B |
| Gross Profit (TTM) | $3.90B | $14.74B |
| EBITDA (TTM) | $3.59B | $14.29B |
Key characteristics
| WEC | DUK | |
|---|---|---|
| Sharpe Ratio | 1.45 | 1.92 |
| Sortino Ratio | 2.08 | 2.68 |
| Omega Ratio | 1.26 | 1.33 |
| Calmar Ratio | 1.04 | 1.85 |
| Martin Ratio | 4.93 | 9.67 |
| Ulcer Index | 5.26% | 3.24% |
| Daily Std Dev | 17.92% | 16.32% |
| Max Drawdown | -45.05% | -71.92% |
| Current Drawdown | -0.23% | -5.05% |
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Correlation
The correlation between WEC and DUK is 0.57, 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
WEC vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and Duke Energy Corporation (DUK). 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. DUK - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.37%, less than DUK's 3.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.37% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% | 3.50% |
DUK Duke Energy Corporation | 3.65% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
Drawdowns
WEC vs. DUK - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.05%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for WEC and DUK. For additional features, visit the drawdowns tool.
Volatility
WEC vs. DUK - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 5.06%, while Duke Energy Corporation (DUK) has a volatility of 5.98%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WEC vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between WEC Energy Group, Inc. and Duke Energy Corporation. 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