WEC vs. KO
WEC (WEC Energy Group, Inc.) and KO (The Coca-Cola Company) are both stocks. WEC operates in Utilities - Regulated Electric (Utilities), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, WEC returned 9.51%/yr vs 9.55%/yr for KO. At a 0.31 correlation, their price movements are largely independent.
Performance
WEC vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, WEC achieves a 9.40% return, which is significantly lower than KO's 18.99% return. Both investments have delivered pretty close results over the past 10 years, with WEC having a 9.51% annualized return and KO not far ahead at 9.55%.
WEC
- 1D
- 0.33%
- 1M
- 1.97%
- YTD
- 9.40%
- 6M
- 11.07%
- 1Y
- 10.16%
- 3Y*
- 11.85%
- 5Y*
- 7.65%
- 10Y*
- 9.51%
KO
- 1D
- 0.11%
- 1M
- 2.94%
- YTD
- 18.99%
- 6M
- 17.96%
- 1Y
- 17.68%
- 3Y*
- 14.33%
- 5Y*
- 11.29%
- 10Y*
- 9.55%
WEC vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 9.40% | 15.96% | 16.11% | -7.00% | -0.45% | 8.66% | 2.49% | 37.05% | 7.87% | 17.11% |
KO The Coca-Cola Company | 18.99% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between WEC and KO is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 1984 | 0.31 |
The correlation between WEC and KO shifts across timeframes, from 0.30 (1 year) to 0.49 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
WEC:
$37.24B
KO:
$356.42B
WEC:
$5.03
KO:
$3.18
WEC:
22.54
KO:
26.01
WEC:
5.04
KO:
3.14
WEC:
3.66
KO:
7.23
WEC:
2.64
KO:
10.60
WEC:
$10.08B
KO:
$49.28B
WEC:
$5.62B
KO:
$30.43B
WEC:
$4.04B
KO:
$18.35B
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Return for Risk
WEC vs. KO — Risk / Return Rank
WEC
KO
WEC vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and The Coca-Cola Company (KO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WEC | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.26 | -1.35 |
| Martin ratioReturn relative to average drawdown | 2.26 | 4.51 | -2.25 |
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Drawdowns
WEC vs. KO - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.06%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for WEC and KO.
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Drawdown Indicators
| WEC | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.06% | -68.23% | +23.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -7.87% | -3.35% |
Max Drawdown (3Y)Largest decline over 3 years | -16.01% | -16.26% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -26.02% | -17.27% | -8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -36.99% | +4.68% |
Current DrawdownCurrent decline from peak | -3.68% | -1.16% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -16.09% | +7.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.98% | +0.56% |
Volatility
WEC vs. KO - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 5.72%, while The Coca-Cola Company (KO) has a volatility of 6.70%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEC | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 6.70% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.26% | 12.87% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 16.73% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.02% | 16.18% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 18.24% | +3.36% |
Dividends
WEC vs. KO - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.25%, more than KO's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.49% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
WEC WEC Energy Group, Inc. | 3.25% | 3.39% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.81% |
Financials
WEC vs. KO - Financials Comparison
This section allows you to compare key financial metrics between WEC Energy Group, Inc. and The Coca-Cola Company. 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
WEC vs. KO - Profitability Comparison
WEC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, WEC Energy Group, Inc. reported a gross profit of 2.04B and revenue of 3.43B. Therefore, the gross margin over that period was 59.5%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a gross profit of 7.85B and revenue of 12.47B. Therefore, the gross margin over that period was 63.0%.
WEC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, WEC Energy Group, Inc. reported an operating income of 980.00M and revenue of 3.43B, resulting in an operating margin of 28.5%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported an operating income of 4.36B and revenue of 12.47B, resulting in an operating margin of 35.0%.
WEC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, WEC Energy Group, Inc. reported a net income of 804.70M and revenue of 3.43B, resulting in a net margin of 23.4%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a net income of 3.92B and revenue of 12.47B, resulting in a net margin of 31.5%.
Frequently Asked Questions
WEC and KO have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KO has higher volatility (6.70%) compared to WEC (5.72%). In terms of maximum drawdown, WEC dropped -45.06% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (1.06 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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