WEC vs. SO
Compare and contrast key facts about WEC Energy Group, Inc. (WEC) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEC or SO.
Correlation
The correlation between WEC and SO is 0.54, 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.
Performance
WEC vs. SO - Performance Comparison
Key characteristics
WEC:
1.78
SO:
1.65
WEC:
2.55
SO:
2.39
WEC:
1.31
SO:
1.29
WEC:
1.18
SO:
2.09
WEC:
7.20
SO:
5.83
WEC:
4.11%
SO:
4.76%
WEC:
16.60%
SO:
16.86%
WEC:
-45.05%
SO:
-38.43%
WEC:
-1.56%
SO:
-9.26%
Fundamentals
WEC:
$31.71B
SO:
$92.84B
WEC:
$4.09
SO:
$4.29
WEC:
24.51
SO:
19.75
WEC:
2.58
SO:
2.91
WEC:
$6.32B
SO:
$20.38B
WEC:
$2.18B
SO:
$8.36B
WEC:
$2.84B
SO:
$10.56B
Returns By Period
In the year-to-date period, WEC achieves a 6.58% return, which is significantly higher than SO's 2.93% return. Both investments have delivered pretty close results over the past 10 years, with WEC having a 9.34% annualized return and SO not far ahead at 9.64%.
WEC
6.58%
6.06%
24.83%
31.06%
3.59%
9.34%
SO
2.93%
2.26%
5.89%
27.65%
8.46%
9.64%
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Risk-Adjusted Performance
WEC vs. SO — Risk-Adjusted Performance Rank
WEC
SO
WEC vs. SO - Risk-Adjusted Performance 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.
Dividends
WEC vs. SO - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.33%, less than SO's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.33% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% |
SO The Southern Company | 3.38% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
Drawdowns
WEC vs. SO - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.05%, 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. For additional features, visit the drawdowns tool.
Volatility
WEC vs. SO - Volatility Comparison
WEC Energy Group, Inc. (WEC) and The Southern Company (SO) have volatilities of 5.24% and 5.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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