WEC ENERGY GROUP INC (WEC) Fundamental Analysis & Valuation

NYSE:WEC • US92939U1060

Current stock price

114.02 USD
+1.3 (+1.15%)
At close:
114.02 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

  • In the past year WEC was profitable.
  • 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

  • The Return On Assets of WEC (3.02%) is better 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.
  • WEC's Return On Invested Capital of 4.47% is amongst the best of the industry. WEC outperforms 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

  • 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.
  • In the last couple of years the Profit Margin of WEC has remained more or less at the same level.
  • The Operating Margin of WEC (24.23%) is better than 80.77% of its industry peers.
  • WEC's Operating Margin has been stable in the last couple of years.
  • Looking at the Gross Margin, with a value of 66.68%, WEC is in line with its industry, outperforming 53.85% of the companies in the same 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

  • 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.
  • The number of shares outstanding for WEC has been increased compared to 5 years ago.
  • The debt/assets ratio for WEC is higher compared to a year ago.
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 1.10, we must say that WEC is in the distress zone and has some risk of bankruptcy.
  • WEC's Altman-Z score of 1.10 is amongst the best of the industry. WEC outperforms 84.62% of its industry peers.
  • A Debt/Equity ratio of 1.52 is on the high side and indicates that WEC has dependencies on debt financing.
  • The Debt to Equity ratio of WEC (1.52) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.52
Debt/FCF N/A
Altman-Z 1.1
ROIC/WACC0.64
WACC7.02%
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.
  • WEC has a Current ratio of 0.59. This is amonst the worse of the industry: WEC underperforms 92.31% of its industry peers.
  • 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

  • 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.
  • The Revenue has been growing slightly by 6.24% on average over the past years.
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 9.79% on average per year.
  • Based on estimates for the next years, WEC will show a small growth in Revenue. The Revenue will grow by 6.69% on average per year.
EPS Next Y17.04%
EPS Next 2Y12.16%
EPS Next 3Y10.79%
EPS Next 5Y9.79%
Revenue Next Year8.68%
Revenue Next 2Y7.5%
Revenue Next 3Y7.39%
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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2

4. WEC Valuation Analysis

4.1 Price/Earnings Ratio

  • WEC is valuated rather expensively with a Price/Earnings ratio of 23.61.
  • Based on the Price/Earnings ratio, WEC is valued expensively inside the industry as 80.77% of the companies are valued cheaper.
  • WEC's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.23.
  • A Price/Forward Earnings ratio of 20.17 indicates a rather expensive valuation of WEC.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of WEC indicates a rather expensive valuation: WEC more expensive than 80.77% of the companies listed in the same industry.
  • WEC is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 22.51, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 23.61
Fwd PE 20.17
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

  • 88.46% of the companies in the same industry are cheaper than WEC, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 14.81
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

  • WEC's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • WEC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.39
PEG (5Y)4.75
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

  • With a Yearly Dividend Yield of 3.46%, WEC has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 3.49, 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 1.90.
Industry RankSector Rank
Dividend Yield 3.46%

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 their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.1%
Div Incr Years21
Div Non Decr Years23
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

  • 73.70% of the earnings are spent on dividend by WEC. 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 (3/26/2026, 8:04:00 PM)

After market: 114.02 0 (0%)

114.02

+1.3 (+1.15%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryMulti-Utilities
Earnings (Last)02-05
Earnings (Next)05-05
Inst Owners84.42%
Inst Owner Change-1.94%
Ins Owners0.07%
Ins Owner Change3.61%
Market Cap37.12B
Revenue(TTM)9.80B
Net Income(TTM)1.56B
Analysts72.5
Price Target124.63 (9.31%)
Short Float %4.35%
Short Ratio6.03
Dividend
Industry RankSector Rank
Dividend Yield 3.46%
Yearly Dividend3.57
Dividend Growth(5Y)7.1%
DP73.7%
Div Incr Years21
Div Non Decr Years23
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)0.93%
PT rev (3m)-0.37%
EPS NQ rev (1m)-0.88%
EPS NQ rev (3m)1.55%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)-0.18%
Revenue NQ rev (3m)-6.08%
Revenue NY rev (1m)-0.49%
Revenue NY rev (3m)1.32%
Valuation
Industry RankSector Rank
PE 23.61
Fwd PE 20.17
P/S 3.79
P/FCF N/A
P/OCF 10.98
P/B 2.72
P/tB 3.51
EV/EBITDA 14.81
EPS(TTM)4.83
EY4.24%
EPS(NY)5.65
Fwd EY4.96%
FCF(TTM)-3.13
FCFYN/A
OCF(TTM)10.38
OCFY9.1%
SpS30.11
BVpS41.91
TBVpS32.46
PEG (NY)1.39
PEG (5Y)4.75
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 1.1
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 Y17.04%
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 Year8.68%
Revenue Next 2Y7.5%
Revenue Next 3Y7.39%
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 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 7 / 10.


Can you provide the PE and PB ratios for WEC stock?

The Price/Earnings (PE) ratio for WEC ENERGY GROUP INC (WEC) is 23.61 and the Price/Book (PB) ratio is 2.72.


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 73.7%.