WEC Energy Group (WEC) is a electric utilities company in the Utilities sector. Listed on the NASDAQ, WEC Energy Group is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $114.01.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $114.01 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.33% |
| Risk / Std Dev (Annualized) | 19.04% |
| Sharpe Ratio (rf=4.5%) | 0.25 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Electric Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.33% with an annualized volatility of 19.04%. The Sharpe ratio of 0.25 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 37.14B |
| Enterprise Value | 59.85B |
| Trailing P/E | 22.85 |
| Forward P/E | 18.99 |
| Price to Book | 2.73 |
| Price to Sales | 3.68 |
| EV/Revenue | 5.93 |
| EV/EBITDA | 15.22 |
| Profitability | | | Profit Margin | 16.24% | | Operating Margin | 28.95% | | ROE | 11.68% | | ROA | 3.04% |
| Growth | | | Revenue Growth | 9.0% | | Earnings Growth | 7.9% |
| Dividend | | | Dividend Yield | 334.0% | | Payout Ratio | 72.75% | | 5Y Avg Yield | 326.0% |
| Financial Health | | | Total Revenue | 10.08B | | Total Debt | 22.32B | | Total Cash | 0.05B | | Free Cash Flow | -2.07B | | Operating Cash Flow | 3.44B |
| Price & Technical | | | 52W High | $119.62$ | | 52W Low | $102.49$ | | 50-Day Avg | $113.94$ | | 200-Day Avg | $111.78$ | | Beta | 0.47 | | Shares Outstanding | 0.33B | | Float Shares | 0.32B | | Insider Holdings | 0.15% | | Institutional Holdings | 87.21% | | Short Ratio | 7.46 | | Short % of Float | 5.52% |
| Analyst Targets | | | Target High | $140.0$ | | Target Low | $108.0$ | | Target Mean | $124.31$ | | Target Median | $124.5$ | | # of Analysts | 18 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.