WEC ENERGY GROUP INC (WEC) Stock Fundamental Analysis
NYSE:WEC • US92939U1060
116.62 USD
-0.34 (-0.29%)
At close: Mar 2, 2026
116.62 USD
0 (0%)
After Hours: 3/2/2026, 8:04:00 PM
Overall WEC gets a fundamental rating of 4 out of 10. We evaluated WEC against 26 industry peers in the Multi-Utilities industry. While WEC has a great profitability rating, there are quite some concerns on its financial health. WEC does not seem to be growing, but still is valued expensively. WEC also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
- In the past year WEC was profitable.
- WEC had a positive operating cash flow in the past year.
- Of the past 5 years WEC 4 years were profitable.
- In the past 5 years WEC always reported a positive cash flow from operatings.
1.2 Ratios
- The Return On Assets of WEC (3.40%) is better than 96.15% of its industry peers.
- WEC's Return On Equity of 12.46% is amongst the best of the industry. WEC outperforms 100.00% of its industry peers.
- WEC has a Return On Invested Capital of 4.53%. This is amongst the best in the industry. WEC outperforms 92.31% of its industry peers.
- 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 3.76%.
- The 3 year average ROIC (4.35%) for WEC is below the current ROIC(4.53%), indicating increased profibility in the last year.
| 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
- With an excellent Profit Margin value of 17.75%, WEC belongs to the best of the industry, outperforming 96.15% of the companies in the same industry.
- WEC's Profit Margin has improved in the last couple of years.
- Looking at the Operating Margin, with a value of 25.09%, WEC belongs to the top of the industry, outperforming 88.46% of the companies in the same industry.
- WEC's Operating Margin has improved in the last couple of years.
- WEC has a Gross Margin (67.71%) which 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.
- Compared to 1 year ago, WEC has more shares outstanding
- 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 1.16, we must say that WEC is in the distress zone and has some risk of bankruptcy.
- WEC has a better Altman-Z score (1.16) than 88.46% 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.
- With a Debt to Equity ratio value of 1.42, WEC perfoms like the industry average, outperforming 57.69% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.16 |
ROIC/WACC0.66
WACC6.87%
2.3 Liquidity
- WEC has a Current Ratio of 0.50. 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 Current ratio of 0.50. This is amonst the worse of the industry: WEC underperforms 96.15% of its industry peers.
- A Quick Ratio of 0.33 indicates that WEC may have some problems paying its short term obligations.
- WEC's Quick ratio of 0.33 is on the low side compared to the rest of the industry. WEC is outperformed by 96.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.5 | ||
| Quick Ratio | 0.33 |
3. Growth
3.1 Past
- WEC shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -1.23%.
- WEC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.97% yearly.
EPS 1Y (TTM)-1.23%
EPS 3Y2.69%
EPS 5Y4.97%
EPS Q2Q%-32.17%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
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 9.79% on average per year.
- The Revenue is expected to grow by 6.69% on average over the next years.
EPS Next Y17.03%
EPS Next 2Y12.09%
EPS Next 3Y10.69%
EPS Next 5Y9.79%
Revenue Next Year9.22%
Revenue Next 2Y7.86%
Revenue Next 3Y7.78%
Revenue Next 5Y6.69%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- WEC is valuated rather expensively with a Price/Earnings ratio of 24.14.
- 80.77% of the companies in the same industry are cheaper than WEC, based on the Price/Earnings ratio.
- WEC's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.13.
- Based on the Price/Forward Earnings ratio of 20.63, the valuation of WEC can be described as rather expensive.
- 76.92% of the companies in the same industry are cheaper than WEC, based on the Price/Forward Earnings ratio.
- WEC's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.11.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.14 | ||
| Fwd PE | 20.63 |
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 | 15.08 |
4.3 Compensation for Growth
- The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- The excellent profitability rating of WEC may justify a higher PE ratio.
PEG (NY)1.42
PEG (5Y)4.86
EPS Next 2Y12.09%
EPS Next 3Y10.69%
5. Dividend
5.1 Amount
- WEC has a Yearly Dividend Yield of 3.46%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 3.64, 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 | 3.46% |
5.2 History
- On average, the dividend of WEC grows each year by 7.10%, which is quite nice.
- WEC has been paying a dividend for at least 10 years, so it has 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)7.1%
Div Incr Years21
Div Non Decr Years23
5.3 Sustainability
- 66.24% of the earnings are spent on dividend by WEC. This is not a sustainable payout ratio.
- The dividend of WEC is growing, but earnings are growing more, so the dividend growth is sustainable.
DP66.24%
EPS Next 2Y12.09%
EPS Next 3Y10.69%
116.62
-0.34 (-0.29%)
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 Owners83.88%
Inst Owner Change-2.04%
Ins Owners0.15%
Ins Owner Change3.61%
Market Cap37.96B
Revenue(TTM)N/A
Net Income(TTM)1.69B
Analysts72.5
Price Target124.63 (6.87%)
Short Float %4.58%
Short Ratio6.45
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.46% |
Yearly Dividend3.57
Dividend Growth(5Y)7.1%
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)1.18%
PT rev (3m)0.01%
EPS NQ rev (1m)0.17%
EPS NQ rev (3m)0.4%
EPS NY rev (1m)0.16%
EPS NY rev (3m)0.24%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-15.66%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)0.55%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.14 | ||
| Fwd PE | 20.63 | ||
| P/S | 3.98 | ||
| P/FCF | N/A | ||
| P/OCF | 10.73 | ||
| P/B | 2.79 | ||
| P/tB | 3.61 | ||
| EV/EBITDA | 15.08 |
EPS(TTM)4.83
EY4.14%
EPS(NY)5.65
Fwd EY4.85%
FCF(TTM)-1.25
FCFYN/A
OCF(TTM)10.87
OCFY9.32%
SpS29.33
BVpS41.78
TBVpS32.31
PEG (NY)1.42
PEG (5Y)4.86
Graham Number67.39
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 | 1.16 |
F-Score6
WACC6.87%
ROIC/WACC0.66
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)-1.23%
EPS 3Y2.69%
EPS 5Y4.97%
EPS Q2Q%-32.17%
EPS Next Y17.03%
EPS Next 2Y12.09%
EPS Next 3Y10.69%
EPS Next 5Y9.79%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%11.07%
Revenue Next Year9.22%
Revenue Next 2Y7.86%
Revenue Next 3Y7.78%
Revenue Next 5Y6.69%
EBIT growth 1Y15.02%
EBIT growth 3Y8.08%
EBIT growth 5Y7.02%
EBIT Next Year72.74%
EBIT Next 3Y29.04%
EBIT Next 5Y21.53%
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 24.14 and the Price/Book (PB) ratio is 2.79.
Is the dividend of WEC ENERGY GROUP INC sustainable?
The dividend rating of WEC ENERGY GROUP INC (WEC) is 7 / 10 and the dividend payout ratio is 66.24%.