(WEC) WEC Energy - Overview

Sector: Utilities | Industry: Utilities - Regulated Electric | Exchange: NYSE (USA) | Market Cap: 35.556m USD | Total Return: 5.2% in 12m

Electricity, Natural Gas, Steam, Renewable Energy

Total Rating 40

Safety 52

Buy Signal -0.79

Utilities - Regulated Electric
Industry Rotation: +1.5

Market Cap: 35.6B
Avg Turnover: 188M

Risk 3d forecast

Volatility17.4%

VaR 5^th Pctl3.16%

VaR vs Median10.4%

Reward TTM

Sharpe Ratio0.28

Rel. Str. IBD32.1

Rel. Str. Peer Group18.4

Character TTM

Beta-0.097

Beta Downside-0.234

Hurst Exponent0.481

Drawdowns 3y

Max DD16.01%

CAGR/Max DD0.67

CAGR/Mean DD2.13

EPS (Earnings per Share)

EPS CAGR: 30.23%
EPS Trend: 24.8%

Last SUE: 3.01
Qual. Beats: 1

Revenue

Rev. CAGR: 13.61%
Rev. Trend: 29.4%

Last SUE: 0.06
Qual. Beats: 0

Warnings

High Debt while negative Cash Flow

Altman Z'' 0.98 < 1.0 - financial distress zone

Tailwinds

No distinct edge detected

Description: WEC WEC Energy

WEC Energy Group, Inc. is a Milwaukee-based energy holding company that provides regulated electricity and natural gas services across the Midwestern United States. The company manages a diverse infrastructure network, including over 70,000 miles of electric distribution lines and 47,000 miles of natural gas mains. Its generation portfolio utilizes a mix of traditional fuels-such as coal, nuclear, and natural gas-alongside expanding renewable assets in wind, solar, and hydroelectric power.

Operating as a regulated utility, WEC Energy Group functions within a business model where rates and returns on equity are overseen by state commissions, providing a predictable revenue stream tied to capital investment. The multi-utility sector is currently characterized by a transition toward decarbonization, requiring significant grid modernization and the integration of utility-scale storage systems. Investors can evaluate the long-term impact of these capital expenditure plans by reviewing the detailed financial metrics available on ValueRay.

The company also maintains a non-utility segment focused on energy infrastructure and operates extensive steam distribution and underground natural gas storage facilities. This integrated approach allows the firm to manage energy transmission and distribution across multiple state jurisdictions, including Wisconsin and Illinois.

Headlines to Watch Out For

Rate hike approvals from Wisconsin and Illinois regulators dictate bottom line growth
Capital expenditure shift toward renewable energy infrastructure expands regulated rate base
Interest rate fluctuations impact cost of debt for capital intensive utility projects
Transmission investment through American Transmission Company drives equity earnings growth
Natural gas demand and storage capacity utilization influence seasonal revenue stability

Piotroski VR‑10 (Strict) 3.0

Net Income: 1.64b TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA -3.12 > 1.0
NWC/Revenue: -13.97% < 20% (prev -32.19%; Δ 18.23% < -1%)
CFO/TA 0.07 > 3% & CFO 3.41b > Net Income 1.64b
Net Debt (22.27b) to EBITDA (4.04b): 5.52 < 3
Current Ratio: 0.68 > 1.5 & < 3
Outstanding Shares: last quarter (328.3m) vs 12m ago 2.82% < -2%
Gross Margin: 55.74% > 18% (prev 0.43%; Δ 5.53k% > 0.5%)
Asset Turnover: 20.18% > 50% (prev 18.80%; Δ 1.37% > 0%)
Interest Coverage Ratio: 2.82 > 6 (EBITDA TTM 4.04b / Interest Expense TTM 900.6m)

Altman Z'' 0.98

A: -0.03 (Total Current Assets 2.98b - Total Current Liabilities 4.39b) / Total Assets 51.73b
B: 0.17 (Retained Earnings 8.99b / Total Assets 51.73b)
C: 0.05 (EBIT TTM 2.54b / Avg Total Assets 49.98b)
D: 0.24 (Book Value of Equity 8.98b / Total Liabilities 37.16b)
Altman-Z'' Score: 0.98 = BB

Beneish M -3.25

DSRI: 0.95 (Receivables 1.91b/1.81b, Revenue 10.08b/9.07b)
GMI: 0.78 (GM 55.74% / 43.44%)
AQI: 0.95 (AQ_t 0.19 / AQ_t-1 0.20)
SGI: 1.11 (Revenue 10.08b / 9.07b)
TATA: -0.03 (NI 1.64b - CFO 3.41b) / TA 51.73b)
Beneish M-Score: -3.25 (Cap -4..+1) = AA

What is the price of WEC shares? As of May 18, 2026, the stock is trading at USD 109.16 with a total of 2,388,114 shares traded.
Over the past week, the price has changed by -1.40%, over one month by -4.98%, over three months by -4.64% and over the past year by +5.19%.

Is WEC a buy, sell or hold? WEC Energy has received a consensus analysts rating of 3.56. Therefor, it is recommend to hold WEC.

StrongBuy: 4
Buy: 2
Hold: 12
Sell: 0
StrongSell: 0

What are the forecasts/targets for the WEC price?

Analysts Target Price	124.7	14.2%

WEC Energy (WEC) - Fundamental Data Overview as of 18 May 2026

P/E Trailing = 21.8758
P/E Forward = 20.0401
P/S = 3.5257
P/B = 2.5738
P/EG = 2.4764
Revenue TTM = 10.08b USD
EBIT TTM = 2.54b USD
EBITDA TTM = 4.04b USD
Long Term Debt = 18.50b USD (from longTermDebt, last fiscal year)
Short Term Debt = 2.57b USD (from shortTermDebt, last quarter)
Debt = 22.32b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 22.27b USD (from netDebt column, last quarter)
Enterprise Value = 57.83b USD (35.56b + Debt 22.32b - CCE 45.6m)
Interest Coverage Ratio = 2.82 (Ebit TTM 2.54b / Interest Expense TTM 900.6m)
EV/FCF = -52.25x (Enterprise Value 57.83b / FCF TTM -1.11b)
FCF Yield = -1.91% (FCF TTM -1.11b / Enterprise Value 57.83b)
FCF Margin = -10.97% (FCF TTM -1.11b / Revenue TTM 10.08b)
Net Margin = 16.25% (Net Income TTM 1.64b / Revenue TTM 10.08b)
Gross Margin = 55.74% ((Revenue TTM 10.08b - Cost of Revenue TTM 4.46b) / Revenue TTM)
Gross Margin QoQ = 59.50% (prev 48.85%)
Tobins Q-Ratio = 1.12 (Enterprise Value 57.83b / Total Assets 51.73b)
Interest Expense / Debt = 1.02% (Interest Expense 228.5m / Debt 22.32b)
Taxrate = 6.18% (53.1m / 859.2m)
NOPAT = 2.38b (EBIT 2.54b * (1 - 6.18%))
Current Ratio = 0.68 (Total Current Assets 2.98b / Total Current Liabilities 4.39b)
Debt / Equity = 1.58 (Debt 22.32b / totalStockholderEquity, last quarter 14.16b)
Debt / EBITDA = 5.52 (Net Debt 22.27b / EBITDA 4.04b)
Debt / FCF = -20.12 (negative FCF - burning cash) (Net Debt 22.27b / FCF TTM -1.11b)
Total Stockholder Equity = 13.66b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.28% (Net Income 1.64b / Total Assets 51.73b)
RoE = 11.99% (Net Income TTM 1.64b / Total Stockholder Equity 13.66b)
RoCE = 7.90% (EBIT 2.54b / Capital Employed (Equity 13.66b + L.T.Debt 18.50b))
RoIC = 6.92% (NOPAT 2.38b / Invested Capital 34.45b)
WACC = 3.84% (E(35.56b)/V(57.87b) * Re(5.64%) + D(22.32b)/V(57.87b) * Rd(1.02%) * (1-Tc(0.06)))
Discount Rate = 5.64% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 100.00 | Cagr: 1.74%
[DCF] Fair Price = unknown (Cash Flow -1.11b)
EPS Correlation: 24.83 | EPS CAGR: 30.23% | SUE: 3.01 | # QB: 1
Revenue Correlation: 29.40 | Revenue CAGR: 13.61% | SUE: 0.06 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.81 | Chg30d=-7.91% | Revisions=-20% | Analysts=4
EPS next Quarter (2026-09-30): EPS=0.89 | Chg30d=-9.85% | Revisions=-33% | Analysts=4
EPS current Year (2026-12-31): EPS=5.59 | Chg30d=-0.03% | Revisions=-14% | GrowthEPS=+16.3% | GrowthRev=+6.2%
EPS next Year (2027-12-31): EPS=6.01 | Chg30d=-0.10% | Revisions=+0% | GrowthEPS=+7.5% | GrowthRev=+4.1%
[Analyst] Revisions Ratio: -33%