WEC ENERGY GROUP INC (WEC) Fundamental Analysis & Valuation

NYSE:WEC • US92939U1060

Current stock price

116.73 USD
-0.85 (-0.72%)
At close:
116.73 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.

7

1. WEC Profitability Analysis

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.
  • Each year in the past 5 years WEC had a positive operating cash flow.
WEC Yearly Net Income VS EBIT VS OCF VS FCFWEC Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B 2B 3B

1.2 Ratios

  • WEC has a better Return On Assets (3.02%) than 96.15% of its industry peers.
  • WEC's Return On Equity of 11.42% is fine compared to the rest of the industry. WEC outperforms 61.54% of its industry peers.
  • WEC has a better Return On Invested Capital (4.47%) than 92.31% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for WEC is in line with the industry average of 3.74%.
Industry RankSector 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%
WEC Yearly ROA, ROE, ROICWEC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8 10

1.3 Margins

  • WEC has a better Profit Margin (15.89%) than 84.62% of its industry peers.
  • WEC's Profit Margin has been stable in the last couple of years.
  • Looking at the Operating Margin, with a value of 24.23%, WEC belongs to the top of the industry, outperforming 80.77% of the companies in the same industry.
  • WEC's Operating Margin has been stable in the last couple of years.
  • WEC has a Gross Margin (66.68%) 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 RankSector 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%
WEC Yearly Profit, Operating, Gross MarginsWEC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

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1

2. WEC Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so WEC is destroying value.
  • Compared to 1 year ago, WEC has more shares outstanding
  • WEC has more shares outstanding than it did 5 years ago.
  • WEC has a worse debt/assets ratio than last year.
WEC Yearly Shares OutstandingWEC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M
WEC Yearly Total Debt VS Total AssetsWEC Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B 50B

2.2 Solvency

  • Based on the Altman-Z score of 1.12, we must say that WEC is in the distress zone and has some risk of bankruptcy.
  • WEC's Altman-Z score of 1.12 is amongst the best of the industry. WEC outperforms 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 in line with its industry peers.
Industry RankSector Rank
Debt/Equity 1.52
Debt/FCF N/A
Altman-Z 1.12
ROIC/WACC0.63
WACC7.06%
WEC Yearly LT Debt VS Equity VS FCFWEC Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 0.59 indicates that WEC may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.59, WEC is doing worse than 92.31% of the companies in the same industry.
  • A Quick Ratio of 0.44 indicates that WEC may have some problems paying its short term obligations.
  • WEC has a Quick ratio of 0.44. This is amonst the worse of the industry: WEC underperforms 96.15% of its industry peers.
Industry RankSector Rank
Current Ratio 0.59
Quick Ratio 0.44
WEC Yearly Current Assets VS Current LiabilitesWEC Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. WEC Growth Analysis

3.1 Past

  • WEC shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -1.23%.
  • The Earnings Per Share has been growing slightly by 4.97% on average over the past years.
  • Looking at the last year, WEC shows a quite strong growth in Revenue. The Revenue has grown by 13.96% in the last year.
  • 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

  • The Earnings Per Share is expected to grow by 9.79% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 6.69% on average over the next years.
EPS Next Y17.04%
EPS Next 2Y12.16%
EPS Next 3Y10.79%
EPS Next 5Y9.79%
Revenue Next Year8.9%
Revenue Next 2Y7.76%
Revenue Next 3Y7.67%
Revenue Next 5Y6.69%

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 accelerating.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
WEC Yearly Revenue VS EstimatesWEC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B 10B
WEC Yearly EPS VS EstimatesWEC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6

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1

4. WEC Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 24.17 indicates a rather expensive valuation of WEC.
  • WEC's Price/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's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.21.
  • Based on the Price/Forward Earnings ratio of 20.65, the valuation of WEC can be described as rather expensive.
  • 80.77% of the companies in the same industry are cheaper than WEC, based on the Price/Forward Earnings ratio.
  • When comparing the Price/Forward Earnings ratio of WEC to the average of the S&P500 Index (23.13), we can say WEC is valued inline with the index average.
Industry RankSector Rank
PE 24.17
Fwd PE 20.65
WEC Price Earnings VS Forward Price EarningsWEC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of WEC indicates a rather expensive valuation: WEC more expensive than 88.46% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 15.15
WEC Per share dataWEC EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30 40

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)1.42
PEG (5Y)4.86
EPS Next 2Y12.16%
EPS Next 3Y10.79%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. WEC Dividend Analysis

5.1 Amount

  • WEC has a Yearly Dividend Yield of 3.33%. Purely for dividend investing, there may be better candidates out there.
  • WEC's Dividend Yield is a higher than the industry average which is at 3.45.
  • Compared to an average S&P500 Dividend Yield of 1.89, WEC pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.33%

5.2 History

  • The dividend of WEC is nicely growing with an annual growth rate of 7.10%!
  • 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)7.1%
Div Incr Years22
Div Non Decr Years24
WEC Yearly Dividends per shareWEC Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

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 2Y12.16%
EPS Next 3Y10.79%
WEC Yearly Income VS Free CF VS DividendWEC Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B -1B 1.5B
WEC Dividend Payout.WEC Dividend Payout, showing the Payout Ratio.WEC Dividend Payout.PayoutRetained Earnings

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WEC Fundamentals: All Metrics, Ratios and Statistics

WEC ENERGY GROUP INC

NYSE:WEC (4/6/2026, 8:13:59 PM)

After market: 116.73 0 (0%)

116.73

-0.85 (-0.72%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryMulti-Utilities
Earnings (Last)02-05
Earnings (Next)05-05
Inst Owners84.42%
Inst Owner Change0%
Ins Owners0.07%
Ins Owner Change3.55%
Market Cap38.00B
Revenue(TTM)9.80B
Net Income(TTM)1.56B
Analysts72.5
Price Target125.39 (7.42%)
Short Float %4.55%
Short Ratio6.32
Dividend
Industry RankSector Rank
Dividend Yield 3.33%
Yearly Dividend3.57
Dividend Growth(5Y)7.1%
DP73.7%
Div Incr Years22
Div Non Decr Years24
Ex-Date02-13
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)1.26%
EPS NQ rev (1m)-4.88%
EPS NQ rev (3m)5.91%
EPS NY rev (1m)0%
EPS NY rev (3m)0.04%
Revenue NQ rev (1m)5%
Revenue NQ rev (3m)-1.2%
Revenue NY rev (1m)0.57%
Revenue NY rev (3m)1.28%
Valuation
Industry RankSector Rank
PE 24.17
Fwd PE 20.65
P/S 3.88
P/FCF N/A
P/OCF 11.24
P/B 2.79
P/tB 3.6
EV/EBITDA 15.15
EPS(TTM)4.83
EY4.14%
EPS(NY)5.65
Fwd EY4.84%
FCF(TTM)-3.13
FCFYN/A
OCF(TTM)10.38
OCFY8.89%
SpS30.11
BVpS41.91
TBVpS32.46
PEG (NY)1.42
PEG (5Y)4.86
Graham Number67.49
Profitability
Industry RankSector 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 RankSector 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 1.12
F-Score5
WACC7.06%
ROIC/WACC0.63
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 Y17.04%
EPS Next 2Y12.16%
EPS Next 3Y10.79%
EPS Next 5Y9.79%
Revenue 1Y (TTM)13.96%
Revenue growth 3Y0.7%
Revenue growth 5Y6.24%
Sales Q2Q%11.07%
Revenue Next Year8.9%
Revenue Next 2Y7.76%
Revenue Next 3Y7.67%
Revenue Next 5Y6.69%
EBIT growth 1Y9.7%
EBIT growth 3Y7.27%
EBIT growth 5Y6.84%
EBIT Next Year72.05%
EBIT Next 3Y29.55%
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 1 / 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%.