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WEC Energy Group, Inc. WEC

Utilities · Utilities - Regulated Electric · United States · S&P 500

31
Profitability
44
Growth
40
Valuation
44
Financial strength
20
Momentum
8

Based on the available data, WEC Energy Group, Inc. gets an algorithmic score of 31/100. It trades at 102.58 $, with a bearish technical trend (RSI 40.3) and 16.0% annual volatility.

Updated: 2026-09-30

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Strengths

  • Low beta (0.08): defensive profile.
  • Meaningful dividend (3.71%).

Weaknesses

  • Negative free cash flow.

Fundamentals

P/E19.92
Forward P/E17.10
PEG1.99
P/B2.45
EV/EBITDA14.33
P/S3.30
ROE %11.99
ROA %3.03
Gross margin %41.91
Operating margin %21.80
Net margin %16.69
Revenue growth % (y/y)2.60
Earnings growth % (y/y)19.70
Revenue CAGR %0.70
Earnings CAGR %3.42
Debt/Equity %157.99
Current ratio0.53
FCF yield %-3.05
Dividend yield %3.71
Payout %71.65

Returns

1 month-3.4 %
3 months-11.4 %
6 months-9.5 %
YTD-1.2 %
1 year-6.0 %
3 years+33.7 %
5 years+33.1 %

Risk

1-year volatility16.0 %
Beta0.08
5-year max drawdown-26.0 %
Sharpe 1A-0.56

Macroeconomic context

Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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