WEC vs. SO
Compare and contrast key facts about WEC Energy Group, Inc. (WEC) and The Southern Company (SO).
Performance
WEC vs. SO - Performance Comparison
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WEC vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 10.70% | 15.96% | 16.11% | -7.00% | -0.45% | 8.66% | 2.49% | 37.05% | 7.87% | 17.11% |
SO The Southern Company | 11.56% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Fundamentals
WEC:
$37.96B
SO:
$107.04B
WEC:
$4.80
SO:
$3.92
WEC:
24.13
SO:
24.64
WEC:
5.52
SO:
1.53
WEC:
3.84
SO:
3.62
WEC:
0.94
SO:
2.97
WEC:
$9.80B
SO:
$29.55B
WEC:
$4.74B
SO:
$22.08B
WEC:
$4.05B
SO:
$7.26B
Returns By Period
In the year-to-date period, WEC achieves a 10.70% return, which is significantly lower than SO's 11.56% return. Over the past 10 years, WEC has underperformed SO with an annualized return of 10.31%, while SO has yielded a comparatively higher 10.97% annualized return.
WEC
- 1D
- 0.38%
- 1M
- -1.02%
- YTD
- 10.70%
- 6M
- 2.70%
- 1Y
- 9.82%
- 3Y*
- 10.78%
- 5Y*
- 7.97%
- 10Y*
- 10.31%
SO
- 1D
- -0.42%
- 1M
- -0.88%
- YTD
- 11.56%
- 6M
- 3.49%
- 1Y
- 8.42%
- 3Y*
- 15.56%
- 5Y*
- 13.29%
- 10Y*
- 10.97%
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Return for Risk
WEC vs. SO — Risk / Return Rank
WEC
SO
WEC vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and The Southern Company (SO). 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.
| WEC | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.51 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.81 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.10 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.63 | +0.38 |
Martin ratioReturn relative to average drawdown | 2.56 | 1.53 | +1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WEC | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.51 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.72 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.63 | -0.02 |
Correlation
The correlation between WEC and SO is 0.55, 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.
Dividends
WEC vs. SO - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.14%, more than SO's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.14% | 3.39% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.81% |
SO The Southern Company | 3.07% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Drawdowns
WEC vs. SO - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.06%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for WEC and SO.
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Drawdown Indicators
| WEC | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.06% | -38.43% | -6.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -14.99% | +3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -26.02% | -23.28% | -2.74% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -38.43% | +6.12% |
Current DrawdownCurrent decline from peak | -1.81% | -2.61% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -6.88% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 6.14% | -1.73% |
Volatility
WEC vs. SO - Volatility Comparison
WEC Energy Group, Inc. (WEC) has a higher volatility of 5.23% compared to The Southern Company (SO) at 4.89%. This indicates that WEC's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEC | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 4.89% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 12.17% | -1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 16.68% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.97% | 18.47% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 21.90% | -0.30% |
Financials
WEC vs. SO - Financials Comparison
This section allows you to compare key financial metrics between WEC Energy Group, Inc. and The Southern 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