WEC ENERGY GROUP INC (WEC) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:WEC - US92939U1060 - Common Stock
108.59 USD
+0.43 (+0.4%)
108.59 USD
0 (0%)
Overall WEC gets a fundamental rating of 4 out of 10. We evaluated WEC against 26 industry peers in the Multi-Utilities industry. WEC scores excellent on profitability, but there are concerns on its financial health. While showing a medium growth rate, WEC is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
- WEC had positive earnings in the past year.
- WEC had a positive operating cash flow in the past year.
- WEC had positive earnings in each of the past 5 years.
- In the past 5 years WEC always reported a positive cash flow from operatings.
1.2 Ratios
- WEC has a Return On Assets of 3.40%. This is amongst the best in the industry. WEC outperforms 96.15% of its industry peers.
- With an excellent Return On Equity value of 12.46%, WEC belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
- Looking at the Return On Invested Capital, with a value of 4.53%, WEC belongs to the top of the industry, outperforming 88.46% of the companies in the same industry.
- WEC had an Average Return On Invested Capital over the past 3 years of 4.35%. This is in line with the industry average of 3.94%.
- The last Return On Invested Capital (4.53%) for WEC is above the 3 year average (4.35%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.4% | ||
| ROE | 12.46% | ||
| ROIC | 4.53% |
ROA(3y)3.21%
ROA(5y)3.24%
ROE(3y)11.99%
ROE(5y)11.85%
ROIC(3y)4.35%
ROIC(5y)4.27%
1.3 Margins
- WEC has a better Profit Margin (17.75%) than 96.15% of its industry peers.
- WEC's Profit Margin has improved in the last couple of years.
- WEC's Operating Margin of 25.09% is amongst the best of the industry. WEC outperforms 88.46% of its industry peers.
- In the last couple of years the Operating Margin of WEC has grown nicely.
- The Gross Margin of WEC (67.71%) is comparable to the rest of the industry.
- In the last couple of years the Gross Margin of WEC has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 25.09% | ||
| PM (TTM) | 17.75% | ||
| GM | 67.71% |
OM growth 3Y6.87%
OM growth 5Y4.19%
PM growth 3Y4.33%
PM growth 5Y3.33%
GM growth 3Y4.72%
GM growth 5Y1.38%
2. Health
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.
- The number of shares outstanding for WEC has been increased compared to 1 year ago.
- WEC has more shares outstanding than it did 5 years ago.
- The debt/assets ratio for WEC is higher compared to a year ago.
2.2 Solvency
- WEC has an Altman-Z score of 1.11. This is a bad value and indicates that WEC is not financially healthy and even has some risk of bankruptcy.
- WEC's Altman-Z score of 1.11 is amongst the best of the industry. WEC outperforms 84.62% of its industry peers.
- A Debt/Equity ratio of 1.42 is on the high side and indicates that WEC has dependencies on debt financing.
- WEC has a Debt to Equity ratio of 1.42. This is comparable to the rest of the industry: WEC outperforms 57.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.11 |
ROIC/WACC0.65
WACC6.92%
2.3 Liquidity
- A Current Ratio of 0.50 indicates that WEC may have some problems paying its short term obligations.
- WEC has a worse Current ratio (0.50) than 96.15% of its industry peers.
- A Quick Ratio of 0.33 indicates that WEC may have some problems paying its short term obligations.
- The Quick ratio of WEC (0.33) is worse than 96.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.5 | ||
| Quick Ratio | 0.33 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 16.01% over the past year.
- WEC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 6.44% yearly.
- WEC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 11.88%.
- Measured over the past years, WEC shows a small growth in Revenue. The Revenue has been growing by 2.71% on average per year.
EPS 1Y (TTM)16.01%
EPS 3Y5.96%
EPS 5Y6.44%
EPS Q2Q%1.22%
Revenue 1Y (TTM)11.88%
Revenue growth 3Y1.13%
Revenue growth 5Y2.71%
Sales Q2Q%12.91%
3.2 Future
- The Earnings Per Share is expected to grow by 7.68% on average over the next years.
- The Revenue is expected to grow by 6.34% on average over the next years.
EPS Next Y8.16%
EPS Next 2Y7.5%
EPS Next 3Y7.46%
EPS Next 5Y7.68%
Revenue Next Year5.63%
Revenue Next 2Y5.84%
Revenue Next 3Y6.04%
Revenue Next 5Y6.34%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 20.53, the valuation of WEC can be described as rather expensive.
- Based on the Price/Earnings ratio, WEC is valued a bit more expensive than 76.92% of the companies in the same industry.
- When comparing the Price/Earnings ratio of WEC to the average of the S&P500 Index (27.47), we can say WEC is valued slightly cheaper.
- Based on the Price/Forward Earnings ratio of 19.22, the valuation of WEC can be described as rather expensive.
- Based on the Price/Forward Earnings ratio, WEC is valued more expensive than 80.77% of the companies in the same industry.
- WEC is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 24.26, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.53 | ||
| Fwd PE | 19.22 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, WEC is valued more expensive than 88.46% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 14.33 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
- WEC has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)2.52
PEG (5Y)3.19
EPS Next 2Y7.5%
EPS Next 3Y7.46%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.62%, WEC has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 4.11, WEC has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.89, WEC pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.62% |
5.2 History
- On average, the dividend of WEC grows each year by 7.17%, which is quite nice.
- WEC has paid a dividend for at least 10 years, which is a reliable track record.
- WEC has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)7.17%
Div Incr Years21
Div Non Decr Years23
5.3 Sustainability
- WEC pays out 66.24% of its income as dividend. This is not a sustainable payout ratio.
- The dividend of WEC is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP66.24%
EPS Next 2Y7.5%
EPS Next 3Y7.46%
108.59
+0.43 (+0.4%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryMulti-Utilities
Earnings (Last)10-30 2025-10-30/bmo
Earnings (Next)02-05 2026-02-05/amc
Inst Owners83.88%
Inst Owner Change0.2%
Ins Owners0.15%
Ins Owner Change3.58%
Market Cap35.32B
Revenue(TTM)9.55B
Net Income(TTM)1.69B
Analysts72.5
Price Target123.84 (14.04%)
Short Float %4.07%
Short Ratio6.02
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.62% |
Yearly Dividend3.34
Dividend Growth(5Y)7.17%
DP66.24%
Div Incr Years21
Div Non Decr Years23
Ex-Date02-13 2026-02-13 (0.9525)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.34%
Min EPS beat(2)1.82%
Max EPS beat(2)6.86%
EPS beat(4)3
Avg EPS beat(4)2.86%
Min EPS beat(4)-0.36%
Max EPS beat(4)6.86%
EPS beat(8)7
Avg EPS beat(8)4.2%
EPS beat(12)10
Avg EPS beat(12)4.67%
EPS beat(16)14
Avg EPS beat(16)5.13%
Revenue beat(2)2
Avg Revenue beat(2)11.5%
Min Revenue beat(2)9.98%
Max Revenue beat(2)13.02%
Revenue beat(4)3
Avg Revenue beat(4)4.87%
Min Revenue beat(4)-13.9%
Max Revenue beat(4)13.02%
Revenue beat(8)3
Avg Revenue beat(8)-3.26%
Revenue beat(12)5
Avg Revenue beat(12)-1.26%
Revenue beat(16)9
Avg Revenue beat(16)2.74%
PT rev (1m)-1.01%
PT rev (3m)10.21%
EPS NQ rev (1m)-0.4%
EPS NQ rev (3m)-1.38%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)0.01%
Revenue NQ rev (1m)-0.04%
Revenue NQ rev (3m)-5.04%
Revenue NY rev (1m)0.16%
Revenue NY rev (3m)1.93%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.53 | ||
| Fwd PE | 19.22 | ||
| P/S | 3.7 | ||
| P/FCF | N/A | ||
| P/OCF | 9.99 | ||
| P/B | 2.6 | ||
| P/tB | 3.36 | ||
| EV/EBITDA | 14.33 |
EPS(TTM)5.29
EY4.87%
EPS(NY)5.65
Fwd EY5.2%
FCF(TTM)-1.25
FCFYN/A
OCF(TTM)10.87
OCFY10.01%
SpS29.35
BVpS41.81
TBVpS32.33
PEG (NY)2.52
PEG (5Y)3.19
Graham Number70.54
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.4% | ||
| ROE | 12.46% | ||
| ROCE | 5.35% | ||
| ROIC | 4.53% | ||
| ROICexc | 4.53% | ||
| ROICexgc | 4.86% | ||
| OM | 25.09% | ||
| PM (TTM) | 17.75% | ||
| GM | 67.71% | ||
| FCFM | N/A |
ROA(3y)3.21%
ROA(5y)3.24%
ROE(3y)11.99%
ROE(5y)11.85%
ROIC(3y)4.35%
ROIC(5y)4.27%
ROICexc(3y)4.36%
ROICexc(5y)4.27%
ROICexgc(3y)4.71%
ROICexgc(5y)4.64%
ROCE(3y)5.21%
ROCE(5y)5.14%
ROICexgc growth 3Y1.98%
ROICexgc growth 5Y0.43%
ROICexc growth 3Y2.41%
ROICexc growth 5Y0.94%
OM growth 3Y6.87%
OM growth 5Y4.19%
PM growth 3Y4.33%
PM growth 5Y3.33%
GM growth 3Y4.72%
GM growth 5Y1.38%
F-Score6
Asset Turnover0.19
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 5.02 | ||
| Cap/Depr | 272.69% | ||
| Cap/Sales | 41.31% | ||
| Interest Coverage | 2.96 | ||
| Cash Conversion | 92.07% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.5 | ||
| Quick Ratio | 0.33 | ||
| Altman-Z | 1.11 |
F-Score6
WACC6.92%
ROIC/WACC0.65
Cap/Depr(3y)212.24%
Cap/Depr(5y)215.17%
Cap/Sales(3y)29.51%
Cap/Sales(5y)29.31%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)16.01%
EPS 3Y5.96%
EPS 5Y6.44%
EPS Q2Q%1.22%
EPS Next Y8.16%
EPS Next 2Y7.5%
EPS Next 3Y7.46%
EPS Next 5Y7.68%
Revenue 1Y (TTM)11.88%
Revenue growth 3Y1.13%
Revenue growth 5Y2.71%
Sales Q2Q%12.91%
Revenue Next Year5.63%
Revenue Next 2Y5.84%
Revenue Next 3Y6.04%
Revenue Next 5Y6.34%
EBIT growth 1Y15.02%
EBIT growth 3Y8.08%
EBIT growth 5Y7.02%
EBIT Next Year74.09%
EBIT Next 3Y29.46%
EBIT Next 5Y21.27%
FCF growth 1Y-552.24%
FCF growth 3YN/A
FCF growth 5Y31.31%
OCF growth 1Y39.26%
OCF growth 3Y16.47%
OCF growth 5Y6.49%
WEC ENERGY GROUP INC / WEC 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.
How profitable is WEC ENERGY GROUP INC (WEC) stock?
WEC ENERGY GROUP INC (WEC) has a profitability rating of 8 / 10.
Can you provide the PE and PB ratios for WEC stock?
The Price/Earnings (PE) ratio for WEC ENERGY GROUP INC (WEC) is 20.53 and the Price/Book (PB) ratio is 2.6.
Is the dividend of WEC ENERGY GROUP INC sustainable?
The dividend rating of WEC ENERGY GROUP INC (WEC) is 6 / 10 and the dividend payout ratio is 66.24%.