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

Correlation

The correlation between WEC and PPL 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

WEC vs. PPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WEC Energy Group, Inc. (WEC) and PPL Corporation (PPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

WEC:

1.65

PPL:

1.21

Sortino Ratio

WEC:

2.43

PPL:

1.79

Omega Ratio

WEC:

1.30

PPL:

1.23

Calmar Ratio

WEC:

1.33

PPL:

2.59

Martin Ratio

WEC:

7.50

PPL:

6.28

Ulcer Index

WEC:

4.08%

PPL:

3.73%

Daily Std Dev

WEC:

17.70%

PPL:

18.09%

Max Drawdown

WEC:

-45.05%

PPL:

-55.37%

Current Drawdown

WEC:

-2.15%

PPL:

-4.49%

Fundamentals

Market Cap

WEC:

$33.98B

PPL:

$25.77B

EPS

WEC:

$5.13

PPL:

$1.34

PE Ratio

WEC:

20.75

PPL:

26.01

PEG Ratio

WEC:

2.56

PPL:

1.32

PS Ratio

WEC:

3.75

PPL:

2.98

PB Ratio

WEC:

2.58

PPL:

1.78

Total Revenue (TTM)

WEC:

$9.07B

PPL:

$8.66B

Gross Profit (TTM)

WEC:

$3.63B

PPL:

$3.25B

EBITDA (TTM)

WEC:

$4.04B

PPL:

$3.35B

Returns By Period

In the year-to-date period, WEC achieves a 15.19% return, which is significantly higher than PPL's 8.26% return. Over the past 10 years, WEC has outperformed PPL with an annualized return of 11.75%, while PPL has yielded a comparatively lower 5.47% annualized return.


WEC

YTD

15.19%

1M

-0.92%

6M

10.56%

1Y

29.00%

5Y*

7.47%

10Y*

11.75%

PPL

YTD

8.26%

1M

-2.41%

6M

5.10%

1Y

21.76%

5Y*

10.55%

10Y*

5.47%

*Annualized

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Risk-Adjusted Performance

WEC vs. PPL — Risk-Adjusted Performance Rank

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

WEC
The Risk-Adjusted Performance Rank of WEC is 9090
Overall Rank
The Sharpe Ratio Rank of WEC is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of WEC is 9191
Sortino Ratio Rank
The Omega Ratio Rank of WEC is 8888
Omega Ratio Rank
The Calmar Ratio Rank of WEC is 8888
Calmar Ratio Rank
The Martin Ratio Rank of WEC is 9292
Martin Ratio Rank

PPL
The Risk-Adjusted Performance Rank of PPL is 8787
Overall Rank
The Sharpe Ratio Rank of PPL is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of PPL is 8282
Sortino Ratio Rank
The Omega Ratio Rank of PPL is 8080
Omega Ratio Rank
The Calmar Ratio Rank of PPL is 9595
Calmar Ratio Rank
The Martin Ratio Rank of PPL is 9090
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.

WEC vs. PPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and PPL Corporation (PPL). 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 WEC Sharpe Ratio is 1.65, which is higher than the PPL Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of WEC and PPL, 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

WEC vs. PPL - Dividend Comparison

WEC's dividend yield for the trailing twelve months is around 3.25%, more than PPL's 3.00% yield.


TTM20242023202220212020201920182017201620152014
WEC
WEC Energy Group, Inc.
3.25%3.55%3.71%3.10%2.79%2.75%2.56%3.19%3.13%3.38%3.40%2.96%
PPL
PPL Corporation
3.00%3.18%3.54%2.99%5.52%5.89%4.60%5.79%5.11%4.46%4.33%4.12%

Drawdowns

WEC vs. PPL - Drawdown Comparison

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


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Volatility

WEC vs. PPL - Volatility Comparison

The current volatility for WEC Energy Group, Inc. (WEC) is 5.61%, while PPL Corporation (PPL) has a volatility of 6.47%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than PPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

WEC vs. PPL - Financials Comparison

This section allows you to compare key financial metrics between WEC Energy Group, Inc. and PPL 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


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

WEC vs. PPL - Profitability Comparison

The chart below illustrates the profitability comparison between WEC Energy Group, Inc. and PPL Corporation 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
43.7%
44.5%
(WEC) Gross Margin
(PPL) Gross Margin
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 - 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 - 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 - 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 - 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%.

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%.