WEC ENERGY GROUP INC (WEC) Fundamental Analysis & Valuation
NYSE:WEC • US92939U1060
Current stock price
115.12 USD
+0.52 (+0.45%)
At close:
115.12 USD
0 (0%)
After Hours:
This WEC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. WEC Profitability Analysis
1.1 Basic Checks
- In the past year WEC was profitable.
- In the past year WEC had a positive cash flow from operations.
- In the past 5 years WEC has always been profitable.
- In the past 5 years WEC always reported a positive cash flow from operatings.
1.2 Ratios
- WEC has a better Return On Assets (3.02%) than 96.15% of its industry peers.
- Looking at the Return On Equity, with a value of 11.42%, WEC is in the better half of the industry, outperforming 61.54% of the companies in the same industry.
- With an excellent Return On Invested Capital value of 4.47%, WEC belongs to the best of the industry, outperforming 92.31% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for WEC is in line with the industry average of 3.75%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.02% | ||
| ROE | 11.42% | ||
| ROIC | 4.47% |
ROA(3y)3.09%
ROA(5y)3.2%
ROE(3y)11.68%
ROE(5y)11.85%
ROIC(3y)4.52%
ROIC(5y)4.43%
1.3 Margins
- With an excellent Profit Margin value of 15.89%, WEC belongs to the best of the industry, outperforming 84.62% of the companies in the same industry.
- WEC's Profit Margin has been stable in the last couple of years.
- The Operating Margin of WEC (24.23%) is better than 80.77% of its industry peers.
- In the last couple of years the Operating Margin of WEC has remained more or less at the same level.
- With a Gross Margin value of 66.68%, WEC perfoms like the industry average, outperforming 53.85% of the companies in the same industry.
- WEC's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 24.23% | ||
| PM (TTM) | 15.89% | ||
| GM | 66.68% |
OM growth 3Y6.52%
OM growth 5Y0.57%
PM growth 3Y2.7%
PM growth 5Y-0.83%
GM growth 3Y6.9%
GM growth 5Y-0.38%
2. WEC Health Analysis
2.1 Basic Checks
- WEC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- WEC has more shares outstanding than it did 1 year ago.
- The number of shares outstanding for WEC has been increased compared to 5 years ago.
- WEC has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 1.11, we must say that WEC is in the distress zone and has some risk of bankruptcy.
- The Altman-Z score of WEC (1.11) is better than 84.62% of its industry peers.
- WEC has a Debt/Equity ratio of 1.52. This is a high value indicating a heavy dependency on external financing.
- WEC has a Debt to Equity ratio (1.52) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.52 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.11 |
ROIC/WACC0.64
WACC7.02%
2.3 Liquidity
- A Current Ratio of 0.59 indicates that WEC may have some problems paying its short term obligations.
- WEC has a Current ratio of 0.59. This is amonst the worse of the industry: WEC underperforms 92.31% of its industry peers.
- WEC has a Quick Ratio of 0.59. This is a bad value and indicates that WEC is not financially healthy enough and could expect problems in meeting its short term obligations.
- WEC has a worse Quick ratio (0.44) than 96.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.59 | ||
| Quick Ratio | 0.44 |
3. WEC Growth Analysis
3.1 Past
- The earnings per share for WEC have decreased by -1.23% in the last year.
- The Earnings Per Share has been growing slightly by 4.97% on average over the past years.
- The Revenue has grown by 13.96% in the past year. This is quite good.
- Measured over the past years, WEC shows a small growth in Revenue. The Revenue has been growing by 6.24% on average per year.
EPS 1Y (TTM)-1.23%
EPS 3Y2.69%
EPS 5Y4.97%
EPS Q2Q%-32.17%
Revenue 1Y (TTM)13.96%
Revenue growth 3Y0.7%
Revenue growth 5Y6.24%
Sales Q2Q%11.07%
3.2 Future
- Based on estimates for the next years, WEC will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.80% on average per year.
- Based on estimates for the next years, WEC will show a small growth in Revenue. The Revenue will grow by 7.39% on average per year.
EPS Next Y17.09%
EPS Next 2Y12.15%
EPS Next 3Y10.78%
EPS Next 5Y9.8%
Revenue Next Year8.79%
Revenue Next 2Y7.68%
Revenue Next 3Y7.59%
Revenue Next 5Y7.39%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. WEC Valuation Analysis
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 23.83, WEC is valued on the expensive side.
- 84.62% of the companies in the same industry are cheaper than WEC, based on the Price/Earnings ratio.
- WEC is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.35, which is the current average of the S&P500 Index.
- WEC is valuated rather expensively with a Price/Forward Earnings ratio of 20.36.
- WEC's Price/Forward Earnings ratio is rather expensive when compared to the industry. WEC is more expensive than 80.77% of the companies in the same industry.
- WEC is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 22.23, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.83 | ||
| Fwd PE | 20.36 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, WEC is valued expensively inside the industry as 88.46% of the companies are valued cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 14.97 |
4.3 Compensation for Growth
- The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- The decent profitability rating of WEC may justify a higher PE ratio.
PEG (NY)1.39
PEG (5Y)4.8
EPS Next 2Y12.15%
EPS Next 3Y10.78%
5. WEC Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 3.30%, WEC has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 3.38, WEC pays a bit more dividend than its industry peers.
- WEC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.3% |
5.2 History
- The dividend of WEC is nicely growing with an annual growth rate of 7.10%!
- WEC has been paying a dividend for at least 10 years, so it has a reliable track record.
- WEC has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.1%
Div Incr Years22
Div Non Decr Years24
5.3 Sustainability
- WEC pays out 73.70% of its income as dividend. This is not a sustainable payout ratio.
- WEC's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP73.7%
EPS Next 2Y12.15%
EPS Next 3Y10.78%
WEC Fundamentals: All Metrics, Ratios and Statistics
115.12
+0.52 (+0.45%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryMulti-Utilities
Earnings (Last)02-05 2026-02-05/bmo
Earnings (Next)05-05 2026-05-05/bmo
Inst Owners84.17%
Inst Owner Change-0.05%
Ins Owners0.07%
Ins Owner Change3.55%
Market Cap37.49B
Revenue(TTM)9.80B
Net Income(TTM)1.56B
Analysts72.5
Price Target125.39 (8.92%)
Short Float %4.67%
Short Ratio6.81
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.3% |
Yearly Dividend3.57
Dividend Growth(5Y)7.1%
DP73.7%
Div Incr Years22
Div Non Decr Years24
Ex-Date05-14 2026-05-14 (0.9525)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-14.73%
Min EPS beat(2)-31.28%
Max EPS beat(2)1.82%
EPS beat(4)3
Avg EPS beat(4)-4.87%
Min EPS beat(4)-31.28%
Max EPS beat(4)6.86%
EPS beat(8)6
Avg EPS beat(8)0.23%
EPS beat(12)9
Avg EPS beat(12)1.55%
EPS beat(16)13
Avg EPS beat(16)2.93%
Revenue beat(2)2
Avg Revenue beat(2)13.13%
Min Revenue beat(2)9.98%
Max Revenue beat(2)16.27%
Revenue beat(4)4
Avg Revenue beat(4)12.42%
Min Revenue beat(4)9.98%
Max Revenue beat(4)16.27%
Revenue beat(8)4
Avg Revenue beat(8)2.02%
Revenue beat(12)5
Avg Revenue beat(12)-2.58%
Revenue beat(16)9
Avg Revenue beat(16)2.08%
PT rev (1m)0.61%
PT rev (3m)1.8%
EPS NQ rev (1m)0.92%
EPS NQ rev (3m)8.32%
EPS NY rev (1m)0.05%
EPS NY rev (3m)0.04%
Revenue NQ rev (1m)4.8%
Revenue NQ rev (3m)3.05%
Revenue NY rev (1m)0.1%
Revenue NY rev (3m)2.8%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.83 | ||
| Fwd PE | 20.36 | ||
| P/S | 3.83 | ||
| P/FCF | N/A | ||
| P/OCF | 11.1 | ||
| P/B | 2.75 | ||
| P/tB | 3.55 | ||
| EV/EBITDA | 14.97 |
EPS(TTM)4.83
EY4.2%
EPS(NY)5.66
Fwd EY4.91%
FCF(TTM)-3.13
FCFYN/A
OCF(TTM)10.38
OCFY9.01%
SpS30.09
BVpS41.89
TBVpS32.44
PEG (NY)1.39
PEG (5Y)4.8
Graham Number67.4725 (-41.39%)
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.02% | ||
| ROE | 11.42% | ||
| ROCE | 5.17% | ||
| ROIC | 4.47% | ||
| ROICexc | 4.48% | ||
| ROICexgc | 4.78% | ||
| OM | 24.23% | ||
| PM (TTM) | 15.89% | ||
| GM | 66.68% | ||
| FCFM | N/A |
ROA(3y)3.09%
ROA(5y)3.2%
ROE(3y)11.68%
ROE(5y)11.85%
ROIC(3y)4.52%
ROIC(5y)4.43%
ROICexc(3y)4.52%
ROICexc(5y)4.44%
ROICexgc(3y)4.86%
ROICexgc(5y)4.79%
ROCE(3y)5.21%
ROCE(5y)5.13%
ROICexgc growth 3Y-0.39%
ROICexgc growth 5Y-0.35%
ROICexc growth 3Y0.11%
ROICexc growth 5Y0.16%
OM growth 3Y6.52%
OM growth 5Y0.57%
PM growth 3Y2.7%
PM growth 5Y-0.83%
GM growth 3Y6.9%
GM growth 5Y-0.38%
F-Score5
Asset Turnover0.19
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.52 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 5.4 | ||
| Cap/Depr | 297.47% | ||
| Cap/Sales | 44.88% | ||
| Interest Coverage | 2.77 | ||
| Cash Conversion | 87.7% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.59 | ||
| Quick Ratio | 0.44 | ||
| Altman-Z | 1.11 |
F-Score5
WACC7.02%
ROIC/WACC0.64
Cap/Depr(3y)242.09%
Cap/Depr(5y)228.78%
Cap/Sales(3y)36.37%
Cap/Sales(5y)32.1%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-1.23%
EPS 3Y2.69%
EPS 5Y4.97%
EPS Q2Q%-32.17%
EPS Next Y17.09%
EPS Next 2Y12.15%
EPS Next 3Y10.78%
EPS Next 5Y9.8%
Revenue 1Y (TTM)13.96%
Revenue growth 3Y0.7%
Revenue growth 5Y6.24%
Sales Q2Q%11.07%
Revenue Next Year8.79%
Revenue Next 2Y7.68%
Revenue Next 3Y7.59%
Revenue Next 5Y7.39%
EBIT growth 1Y9.7%
EBIT growth 3Y7.27%
EBIT growth 5Y6.84%
EBIT Next Year71.22%
EBIT Next 3Y29.48%
EBIT Next 5Y21.1%
FCF growth 1Y-408.04%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y5.22%
OCF growth 3Y17.93%
OCF growth 5Y9%
WEC ENERGY GROUP INC / WEC Fundamental Analysis FAQ
What is the ChartMill fundamental rating of WEC ENERGY GROUP INC (WEC) stock?
ChartMill assigns a fundamental rating of 4 / 10 to WEC.
What is the valuation status for WEC stock?
ChartMill assigns a valuation rating of 2 / 10 to WEC ENERGY GROUP INC (WEC). This can be considered as Overvalued.
Can you provide the profitability details for WEC ENERGY GROUP INC?
WEC ENERGY GROUP INC (WEC) has a profitability rating of 7 / 10.
What is the financial health of WEC ENERGY GROUP INC (WEC) stock?
The financial health rating of WEC ENERGY GROUP INC (WEC) is 1 / 10.
How sustainable is the dividend of WEC ENERGY GROUP INC (WEC) stock?
The dividend rating of WEC ENERGY GROUP INC (WEC) is 7 / 10 and the dividend payout ratio is 73.7%.