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.
Performance
WEC vs. SO - Performance Comparison
Returns By Period
In the year-to-date period, WEC achieves a 24.66% return, which is significantly lower than SO's 30.32% return. Both investments have delivered pretty close results over the past 10 years, with WEC having a 11.24% annualized return and SO not far ahead at 11.31%.
WEC
24.66%
3.18%
27.42%
28.77%
6.03%
11.24%
SO
30.32%
-4.53%
16.12%
31.32%
11.35%
11.31%
Fundamentals
| WEC | SO | |
|---|---|---|
| Market Cap | $31.40B | $96.39B |
| EPS | $4.09 | $4.29 |
| PE Ratio | 24.27 | 20.51 |
| PEG Ratio | 2.90 | 2.91 |
| Total Revenue (TTM) | $8.53B | $26.43B |
| Gross Profit (TTM) | $3.90B | $12.64B |
| EBITDA (TTM) | $3.60B | $13.20B |
Key characteristics
| WEC | SO | |
|---|---|---|
| Sharpe Ratio | 1.65 | 1.84 |
| Sortino Ratio | 2.33 | 2.69 |
| Omega Ratio | 1.29 | 1.32 |
| Calmar Ratio | 1.18 | 2.54 |
| Martin Ratio | 5.64 | 8.58 |
| Ulcer Index | 5.26% | 3.64% |
| Daily Std Dev | 17.98% | 17.00% |
| Max Drawdown | -45.05% | -38.43% |
| Current Drawdown | 0.00% | -5.61% |
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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.
Risk-Adjusted Performance
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 3.31%, more than SO's 3.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.31% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% | 3.50% |
SO The Southern Company | 3.24% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.89% |
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
The current volatility for WEC Energy Group, Inc. (WEC) is 5.20%, while The Southern Company (SO) has a volatility of 5.56%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than SO based on this measure. 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