WEC vs. PPL
WEC (WEC Energy Group, Inc.) and PPL (PPL Corporation) are both stocks. Both operate in the Utilities - Regulated Electric industry within the Utilities sector. Over the past 10 years, WEC returned 9.56%/yr vs 4.23%/yr for PPL. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
WEC vs. PPL - Performance Comparison
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Returns By Period
In the year-to-date period, WEC achieves a 10.08% return, which is significantly higher than PPL's 5.24% return. Over the past 10 years, WEC has outperformed PPL with an annualized return of 9.56%, while PPL has yielded a comparatively lower 4.23% annualized return.
WEC
- 1D
- 0.97%
- 1M
- 0.64%
- YTD
- 10.08%
- 6M
- 10.54%
- 1Y
- 11.83%
- 3Y*
- 13.08%
- 5Y*
- 8.70%
- 10Y*
- 9.56%
PPL
- 1D
- 1.97%
- 1M
- 0.72%
- YTD
- 5.24%
- 6M
- 5.88%
- 1Y
- 9.16%
- 3Y*
- 15.02%
- 5Y*
- 9.21%
- 10Y*
- 4.23%
WEC vs. PPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 10.08% | 15.96% | 16.11% | -7.00% | -0.45% | 8.66% | 2.49% | 37.05% | 7.87% | 17.11% |
PPL PPL Corporation | 5.24% | 11.38% | 23.98% | -3.77% | 0.35% | 12.88% | -16.87% | 33.41% | -3.01% | -5.19% |
Correlation
The correlation between WEC and PPL is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Apr 8, 1985 | 0.53 |
The correlation between WEC and PPL shifts across timeframes, from 0.53 (all time) to 0.75 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
WEC:
$37.47B
PPL:
$27.48B
WEC:
$5.03
PPL:
$1.63
WEC:
22.68
PPL:
22.25
WEC:
5.07
PPL:
18.63
WEC:
3.69
PPL:
2.91
WEC:
2.65
PPL:
1.25
WEC:
$10.08B
PPL:
$9.31B
WEC:
$5.62B
PPL:
$4.34B
WEC:
$4.04B
PPL:
$3.38B
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Return for Risk
WEC vs. PPL — Risk / Return Rank
WEC
PPL
WEC vs. PPL - Risk-Adjusted Trends 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.
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 | PPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.10 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.69 | +0.37 |
| Martin ratioReturn relative to average drawdown | 2.61 | 1.73 | +0.88 |
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Drawdowns
WEC vs. PPL - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.06%, smaller than the maximum PPL drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for WEC and PPL.
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Drawdown Indicators
| WEC | PPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.06% | -55.38% | +10.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -13.29% | +2.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.01% | -18.84% | +2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -26.02% | -24.73% | -1.29% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -48.73% | +16.42% |
Current DrawdownCurrent decline from peak | -3.08% | -8.11% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -15.62% | +7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.55% | 5.30% | -0.75% |
Volatility
WEC vs. PPL - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 5.25%, while PPL Corporation (PPL) has a volatility of 5.70%. 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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Volatility by Period
| WEC | PPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 5.70% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 13.05% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 17.15% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 18.71% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 22.75% | -1.13% |
Dividends
WEC vs. PPL - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.23%, more than PPL's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPL PPL Corporation | 3.07% | 3.11% | 3.17% | 3.54% | 2.99% | 5.52% | 5.89% | 4.60% | 5.79% | 5.11% | 4.46% | 11.74% |
WEC WEC Energy Group, Inc. | 3.23% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
WEC vs. PPL - 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%.
PPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PPL Corporation reported a gross profit of 1.92B and revenue of 2.77B. Therefore, the gross margin over that period was 69.3%.
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%.
PPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PPL Corporation reported an operating income of 745.00M and revenue of 2.77B, resulting in an operating margin of 26.9%.
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%.
PPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PPL Corporation reported a net income of 452.00M and revenue of 2.77B, resulting in a net margin of 16.3%.
Frequently Asked Questions
WEC and PPL have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PPL has higher volatility (5.70%) compared to WEC (5.25%). In terms of maximum drawdown, WEC dropped -45.06% vs PPL's -55.38%.
WEC currently has the higher Sharpe Ratio (0.78 vs 0.54), 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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