Is WEC Energy Stock a Good Investment?
WEC Energy Investment Advice | WEC |
- Examine WEC Energy's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research WEC Energy's leadership team and their track record. Good management can help WEC Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Multi-Utilities space and any emerging trends that could impact WEC Energy's business and its evolving consumer preferences.
- Compare WEC Energy's performance and market position to its competitors. Analyze how WEC Energy is positioned in terms of product offerings, innovation, and market share.
- Check if WEC Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about WEC Energy's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in WEC Energy Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if WEC Energy Group is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine WEC Energy Stock
Researching WEC Energy's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 81.0% of the company outstanding shares are owned by institutional investors. The book value of WEC Energy was at this time reported as 38.19. The company has Price/Earnings To Growth (PEG) ratio of 2.57. WEC Energy Group last dividend was issued on the 14th of February 2025. The entity had 2:1 split on the 2nd of March 2011.
To determine if WEC Energy is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding WEC Energy's research are outlined below:
| WEC Energy Group has 18.8 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. | |
| Over 81.0% of WEC Energy outstanding shares are owned by institutional investors | |
| Latest headline from zacks.com: Heres Why You Should Add OGE Energy Stock to Your Portfolio Now |
WEC Energy uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in WEC Energy Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WEC Energy's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 1st of February 2024 Upcoming Quarterly Report | View | |
| 6th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 1st of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact WEC Energy's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises WEC Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1999-07-28 | 1999-06-30 | 0.19 | 0.21 | 0.02 | 10 | ||
2004-08-05 | 2004-06-30 | 0.13 | 0.16 | 0.03 | 23 | ||
2003-10-23 | 2003-09-30 | 0.21 | 0.24 | 0.03 | 14 | ||
2001-10-25 | 2001-09-30 | 0.24 | 0.27 | 0.03 | 12 | ||
2000-07-28 | 2000-06-30 | 0.19 | 0.16 | -0.03 | 15 | ||
2000-04-26 | 2000-03-31 | 0.24 | 0.21 | -0.03 | 12 | ||
1998-10-28 | 1998-09-30 | 0.28 | 0.25 | -0.03 | 10 | ||
2006-02-08 | 2005-12-31 | 0.35 | 0.39 | 0.04 | 11 |
Know WEC Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as WEC Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WEC Energy Group backward and forwards among themselves. WEC Energy's institutional investor refers to the entity that pools money to purchase WEC Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-09-30 | 3.9 M | Charles Schwab Investment Management Inc | 2024-09-30 | 3.8 M | Northern Trust Corp | 3.7 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 3.5 M | Nuveen Asset Management, Llc | 2024-09-30 | 3.4 M | Legal & General Group Plc | 2024-09-30 | 3.1 M | American Century Companies Inc | 2024-09-30 | 2.5 M | Pnc Financial Services Group Inc | 2024-09-30 | 2.4 M | Magellan Asset Management Limited | 2024-09-30 | 2.3 M | Vanguard Group Inc | 2024-09-30 | 39.8 M | Blackrock Inc | 2024-09-30 | 29.3 M |
WEC Energy's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 31.33 B.Market Cap |
|
WEC Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.07 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.10 | 0.09 |
Determining WEC Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if WEC Energy is a good buy. For example, gross profit margin measures WEC Energy's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of WEC Energy's profitability and make more informed investment decisions.
WEC Energy's Earnings Breakdown by Geography
Please note, the presentation of WEC Energy's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, WEC Energy's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of WEC Energy's management manipulating its earnings.
Evaluate WEC Energy's management efficiency
WEC Energy Group has Return on Asset of 0.0304 % which means that on every $100 spent on assets, it made $0.0304 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1052 %, implying that it generated $0.1052 on every 100 dollars invested. WEC Energy's management efficiency ratios could be used to measure how well WEC Energy manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.07, whereas Return On Tangible Assets are forecasted to decline to 0.03. At present, WEC Energy's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 4.3 B, whereas Other Current Assets are forecasted to decline to about 307 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 34.45 | 36.17 | |
| Tangible Book Value Per Share | 25.74 | 27.02 | |
| Enterprise Value Over EBITDA | 11.56 | 8.46 | |
| Price Book Value Ratio | 2.03 | 1.54 | |
| Enterprise Value Multiple | 11.56 | 8.46 | |
| Price Fair Value | 2.03 | 1.54 | |
| Enterprise Value | 28.8 B | 30.2 B |
WEC Energy Group benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Basic technical analysis of WEC Stock
As of the 18th of January 2025, WEC Energy owns the Market Risk Adjusted Performance of 0.177, standard deviation of 1.02, and Mean Deviation of 0.7862. Compared to fundamental indicators, the technical analysis model lets you check helpful technical drivers of WEC Energy Group, as well as the relationship between them.WEC Energy's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WEC Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on WEC Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WEC Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
WEC Energy's Outstanding Corporate Bonds
WEC Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WEC Energy Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WEC bonds can be classified according to their maturity, which is the date when WEC Energy Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WMG Acquisition 3875 Corp BondUS92933BAQ77 | View | |
| WMG ACQUISITION P Corp BondUS92933BAR50 | View | |
| US92933BAT17 Corp BondUS92933BAT17 | View | |
| WEC 5 27 SEP 25 Corp BondUS92939UAH95 | View | |
| WEC 22 15 DEC 28 Corp BondUS92939UAG13 | View | |
| US92939UAE64 Corp BondUS92939UAE64 | View | |
| US92939UAD81 Corp BondUS92939UAD81 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Understand WEC Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing WEC Energy's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0514 | |||
| Market Risk Adjusted Performance | 0.177 | |||
| Mean Deviation | 0.7862 | |||
| Semi Deviation | 0.8378 | |||
| Downside Deviation | 0.9271 | |||
| Coefficient Of Variation | 1685.92 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Information Ratio | 0.0302 | |||
| Jensen Alpha | 0.0445 | |||
| Total Risk Alpha | 0.0264 | |||
| Sortino Ratio | 0.0331 | |||
| Treynor Ratio | 0.167 | |||
| Maximum Drawdown | 4.25 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 1.7 | |||
| Downside Variance | 0.8595 | |||
| Semi Variance | 0.702 | |||
| Expected Short fall | (0.87) | |||
| Skewness | 0.3503 | |||
| Kurtosis | 0.1928 |
| Risk Adjusted Performance | 0.0514 | |||
| Market Risk Adjusted Performance | 0.177 | |||
| Mean Deviation | 0.7862 | |||
| Semi Deviation | 0.8378 | |||
| Downside Deviation | 0.9271 | |||
| Coefficient Of Variation | 1685.92 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Information Ratio | 0.0302 | |||
| Jensen Alpha | 0.0445 | |||
| Total Risk Alpha | 0.0264 | |||
| Sortino Ratio | 0.0331 | |||
| Treynor Ratio | 0.167 | |||
| Maximum Drawdown | 4.25 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 1.7 | |||
| Downside Variance | 0.8595 | |||
| Semi Variance | 0.702 | |||
| Expected Short fall | (0.87) | |||
| Skewness | 0.3503 | |||
| Kurtosis | 0.1928 |
Consider WEC Energy's intraday indicators
WEC Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WEC Energy stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
WEC Energy Corporate Filings
8K | 17th of January 2025 An amendment to a previously filed Form 8-K | ViewVerify |
F4 | 10th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 6th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 2nd of January 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
WEC Stock media impact
Far too much social signal, news, headlines, and media speculation about WEC Energy that are available to investors today. That information is available publicly through WEC media outlets and privately through word of mouth or via WEC internal channels. However, regardless of the origin, that massive amount of WEC data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of WEC Energy news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of WEC Energy relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to WEC Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive WEC Energy alpha.
WEC Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards WEC Energy can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
WEC Energy Group Historical Investor Sentiment
Investor biases related to WEC Energy's public news can be used to forecast risks associated with an investment in WEC. The trend in average sentiment can be used to explain how an investor holding WEC can time the market purely based on public headlines and social activities around WEC Energy Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
WEC Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for WEC Energy and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average WEC Energy news discussions. The higher the estimate score, the more favorable the investor's outlook on WEC Energy.
WEC Energy Maximum Pain Price Across April 17th 2025 Option Contracts
WEC Energy's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of WEC Energy close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of WEC Energy's options.
WEC Energy Corporate Directors
| Cristina Thomas | Independent Director | Profile | |
| Ulice Payne | Independent Director | Profile | |
| Thomas Fischer | Independent Director | Profile | |
| Thomas Lane | Independent Director | Profile |
Already Invested in WEC Energy Group?
The danger of trading WEC Energy Group is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WEC Energy is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WEC Energy. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WEC Energy Group is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WEC Energy Group offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WEC Energy's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wec Energy Group Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wec Energy Group Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WEC Energy Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Is Multi-Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of WEC Energy. If investors know WEC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about WEC Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.24) | Dividend Share 3.285 | Earnings Share 4.12 | Revenue Per Share | Quarterly Revenue Growth (0.05) |
The market value of WEC Energy Group is measured differently than its book value, which is the value of WEC that is recorded on the company's balance sheet. Investors also form their own opinion of WEC Energy's value that differs from its market value or its book value, called intrinsic value, which is WEC Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WEC Energy's market value can be influenced by many factors that don't directly affect WEC Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between WEC Energy's value and its price, as these two are different measures arrived at by various means. Investors typically determine if WEC Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WEC Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.