Wec Energy Group Stock Performance
| WEC Stock | USD 107.82 1.62 1.53% |
WEC Energy has a performance score of 2 on a scale of 0 to 100. The firm owns a Beta (Systematic Risk) of -0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning WEC Energy are expected to decrease at a much lower rate. During the bear market, WEC Energy is likely to outperform the market. WEC Energy Group now owns a risk of 1.02%. Please check out WEC Energy Group semi variance, day typical price, and the relationship between the maximum drawdown and accumulation distribution , to decide if WEC Energy Group will be following its current price history.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WEC Energy Group are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, WEC Energy is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 165.2 M | |
| Total Cashflows From Investing Activities | -3.8 B |
WEC Energy Relative Risk vs. Return Landscape
If you would invest 10,604 in WEC Energy Group on April 21, 2025 and sell it today you would earn a total of 178.00 from holding WEC Energy Group or generate 1.68% return on investment over 90 days. WEC Energy Group is generating 0.0315% of daily returns assuming volatility of 1.0173% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than WEC, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WEC Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WEC Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WEC Energy Group, and traders can use it to determine the average amount a WEC Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.031
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WEC |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average WEC Energy is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WEC Energy by adding it to a well-diversified portfolio.
WEC Energy Fundamentals Growth
WEC Stock prices reflect investors' perceptions of the future prospects and financial health of WEC Energy, and WEC Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WEC Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0299 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.30 % | ||||
| Current Valuation | 54.87 B | ||||
| Shares Outstanding | 319.13 M | ||||
| Price To Earning | 24.43 X | ||||
| Price To Book | 2.65 X | ||||
| Price To Sales | 3.79 X | ||||
| Revenue | 8.6 B | ||||
| EBITDA | 3.92 B | ||||
| Cash And Equivalents | 28.9 M | ||||
| Cash Per Share | 0.10 X | ||||
| Total Debt | 20.02 B | ||||
| Debt To Equity | 1.33 % | ||||
| Book Value Per Share | 40.66 X | ||||
| Cash Flow From Operations | 3.21 B | ||||
| Earnings Per Share | 5.13 X | ||||
| Total Asset | 47.36 B | ||||
| Retained Earnings | 8.08 B | ||||
| Current Asset | 1.82 B | ||||
| Current Liabilities | 2.03 B | ||||
About WEC Energy Performance
By analyzing WEC Energy's fundamental ratios, stakeholders can gain valuable insights into WEC Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WEC Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WEC Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. WEC Energy Group, Inc. was incorporated in 1981 and is headquartered in Milwaukee, Wisconsin. Wisconsin Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 7000 people.Things to note about WEC Energy Group performance evaluation
Checking the ongoing alerts about WEC Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WEC Energy Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WEC Energy Group has 20.02 B in debt with debt to equity (D/E) ratio of 1.33, which is OK given its current industry classification. WEC Energy Group has a current ratio of 0.68, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for WEC to invest in growth at high rates of return. | |
| WEC Energy Group has a strong financial position based on the latest SEC filings | |
| Over 83.0% of WEC Energy outstanding shares are owned by institutional investors |
- Analyzing WEC Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WEC Energy's stock is overvalued or undervalued compared to its peers.
- Examining WEC Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WEC Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WEC Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WEC Energy's stock. These opinions can provide insight into WEC Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WEC Stock analysis
When running WEC Energy's price analysis, check to measure WEC Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WEC Energy is operating at the current time. Most of WEC Energy's value examination focuses on studying past and present price action to predict the probability of WEC Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WEC Energy's price. Additionally, you may evaluate how the addition of WEC Energy to your portfolios can decrease your overall portfolio volatility.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |