Wec Energy Group Stock Performance
| WEC Stock | USD 107.81 0.26 0.24% |
On a scale of 0 to 100, WEC Energy holds a performance score of 14. The firm owns a Beta (Systematic Risk) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WEC Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding WEC Energy is expected to be smaller as well. Please check WEC Energy's semi variance, day typical price, and the relationship between the maximum drawdown and accumulation distribution , to make a quick decision on whether WEC Energy's current price history will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WEC Energy Group are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, WEC Energy exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (1.38) | Five Day Return 1.57 | Year To Date Return 13.12 | Ten Year Return 111.92 | All Time Return 3.8 K |
Forward Dividend Yield 0.0332 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 3.57 | Dividend Date 2025-03-01 |
1 | Insider Trading | 12/31/2024 |
2 | Acquisition by Curt Culver of 1693 shares of WEC Energy subject to Rule 16b-3 | 01/02/2025 |
3 | Disposition of 334 shares by Robert Garvin of WEC Energy at 94.175 subject to Rule 16b-3 | 01/03/2025 |
4 | Acquisition by Garcia-thomas Cristina A of 1954 shares of WEC Energy subject to Rule 16b-3 | 01/06/2025 |
5 | Acquisition by Mary Stanek of 319 shares of WEC Energy subject to Rule 16b-3 | 01/08/2025 |
6 | Acquisition by Garcia-thomas Cristina A of 2 shares of WEC Energy subject to Rule 16b-3 | 01/10/2025 |
7 | WEC Energy Group to announce 2024 fourth-quarter and year-end financial results Feb. 4 | 01/28/2025 |
8 | WEC Energy Group, Inc. Shares Purchased by Clayton Financial Group LLC | 02/05/2025 |
9 | WEC Energy Group Reaches New 12-Month High Whats Next | 03/03/2025 |
10 | HFR Wealth Management LLC Has 9.44 Million Stock Holdings in WEC Energy Group, Inc. | 03/04/2025 |
11 | Estimating The Intrinsic Value Of WEC Energy Group, Inc. | 03/05/2025 |
12 | State of Michigan Retirement System Decreases Stock Position in WEC Energy Group, Inc. | 03/06/2025 |
13 | White Energy Confirms Key Lithologies in Drilling | 03/12/2025 |
14 | Johnson Investment Counsel Inc. Buys 464 Shares of WEC Energy Group, Inc. | 03/13/2025 |
15 | TCTC Holdings LLC Has 117,000 Stake in WEC Energy Group, Inc. | 03/18/2025 |
| Begin Period Cash Flow | 165.2 M |
WEC |
WEC Energy Relative Risk vs. Return Landscape
If you would invest 9,402 in WEC Energy Group on December 21, 2024 and sell it today you would earn a total of 1,379 from holding WEC Energy Group or generate 14.67% return on investment over 90 days. WEC Energy Group is generating 0.236% of daily returns assuming volatility of 1.2502% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than WEC, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WEC Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WEC Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WEC Energy Group, and traders can use it to determine the average amount a WEC Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1888
| Best Portfolio | Best Equity | |||
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| Small Returns | WEC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average WEC Energy is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WEC Energy by adding it to a well-diversified portfolio.
WEC Energy Fundamentals Growth
WEC Stock prices reflect investors' perceptions of the future prospects and financial health of WEC Energy, and WEC Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WEC Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0285 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 54.52 B | ||||
| Shares Outstanding | 317.75 M | ||||
| Price To Earning | 24.43 X | ||||
| Price To Book | 2.76 X | ||||
| Price To Sales | 3.98 X | ||||
| Revenue | 8.6 B | ||||
| Gross Profit | 3.79 B | ||||
| EBITDA | 3.52 B | ||||
| Net Income | 1.53 B | ||||
| Cash And Equivalents | 28.9 M | ||||
| Cash Per Share | 0.10 X | ||||
| Total Debt | 20.02 B | ||||
| Debt To Equity | 1.33 % | ||||
| Current Ratio | 0.69 X | ||||
| Book Value Per Share | 39.02 X | ||||
| Cash Flow From Operations | 3.21 B | ||||
| Earnings Per Share | 4.83 X | ||||
| Market Capitalization | 34.26 B | ||||
| Total Asset | 47.36 B | ||||
| Retained Earnings | 8.08 B | ||||
| Working Capital | (1.93 B) | ||||
| Current Asset | 1.82 B | ||||
| Current Liabilities | 2.03 B | ||||
About WEC Energy Performance
By analyzing WEC Energy's fundamental ratios, stakeholders can gain valuable insights into WEC Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WEC Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WEC Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 61.66 | 58.57 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.07 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.12 | 0.09 |
Things to note about WEC Energy Group performance evaluation
Checking the ongoing alerts about WEC Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WEC Energy Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WEC Energy Group has 20.02 B in debt with debt to equity (D/E) ratio of 1.33, which is OK given its current industry classification. WEC Energy Group has a current ratio of 0.68, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for WEC to invest in growth at high rates of return. | |
| WEC Energy Group has a strong financial position based on the latest SEC filings | |
| Over 84.0% of WEC Energy outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: TCTC Holdings LLC Has 117,000 Stake in WEC Energy Group, Inc. |
- Analyzing WEC Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WEC Energy's stock is overvalued or undervalued compared to its peers.
- Examining WEC Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WEC Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WEC Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WEC Energy's stock. These opinions can provide insight into WEC Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WEC Stock analysis
When running WEC Energy's price analysis, check to measure WEC Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WEC Energy is operating at the current time. Most of WEC Energy's value examination focuses on studying past and present price action to predict the probability of WEC Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WEC Energy's price. Additionally, you may evaluate how the addition of WEC Energy to your portfolios can decrease your overall portfolio volatility.
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