NYSE: WEC - Wec Energy Group

Yield per half year: -4.45%
Sector: Materials

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1. Summary

Advantages

  • Positive review The stock's return over the last year (-16.54%) is higher than the sector average (-97.78%).

Disadvantages

  • Negative review Price (79.9 $) is higher than fair price (40.45 $)
  • Negative review Dividends (3.67%) are below the sector average (4.93%).
  • Negative review Current debt level 42.79% has increased over 5 years from 35.24%.
  • Negative review The company's current efficiency (ROE=11.51%) is lower than the sector average (ROE=22.58%)

2. Share price and performance

2.1. Share price

2.2. News

2.3. Market efficiency

Wec Energy Group Materials Index
7 days -0.5% -98.2% -0.7%
90 days -3.5% -98% 8.4%
1 year -16.5% -97.8% 30.1%

Positive review WEC vs Sector: Wec Energy Group has outperformed the "Materials" sector by 81.23% over the past year.

Negative review WEC vs Market: Wec Energy Group has significantly underperformed the market by -46.65% over the past year.

Positive review Stable price: WEC is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: WEC with weekly volatility of -0.3182% over the past year.

3. Summary of the report

3.1. General

P/E: 19.66
P/S: 2.95

3.2. Revenue

EPS 4.22
ROE 11.51%
ROA 3.11%
ROIC 6.76%
Ebitda margin 37.68%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Negative review company.analysis.fundamental.minus11_title: The current price (79.9 $) is higher than the fair price (40.45 $).

Negative review Price is higher than fair: The current price (79.9 $) is 49.4% higher than the fair price.

4.2. P/E

Negative review P/E vs Sector: The company's P/E (19.66) is higher than that of the sector as a whole (18.04).

Positive review P/E vs Market: The company's P/E (19.66) is lower than that of the market as a whole (100.02).

4.2.1 P/E Similar companies

4.3. P/BV

Positive review P/BV vs Sector: The company's P/BV (2.17) is lower than that of the sector as a whole (3.46).

Positive review P/BV vs Market: The company's P/BV (2.17) is lower than that of the market as a whole (38.21).

4.3.1 P/BV Similar companies

4.4. P/S

Negative review P/S vs Sector: The company's P/S indicator (2.95) is higher than that of the sector as a whole (2.2).

Positive review P/S vs Market: The company's P/S indicator (2.95) is lower than that of the market as a whole (54.61).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

Negative review EV/Ebitda vs Sector: The company's EV/Ebitda (13.42) is higher than that of the sector as a whole (10.31).

Positive review EV/Ebitda vs Market: The company's EV/Ebitda (13.42) is lower than that of the market as a whole (48.63).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Ebitda

Positive review Yield Trend: Rising and has grown by 3.38% over the last 5 years.

Negative review Earnings Slowdown: The last year's return (-1.2667%) is below the 5-year average return (3.38%).

Positive review Profitability vs Sector: The return for the last year (-1.2667%) exceeds the return for the sector (-32.6%).

5.4. ROE

Negative review ROE vs Sector: The company's ROE (11.51%) is lower than that of the sector as a whole (22.58%).

Positive review ROE vs Market: The company's ROE (11.51%) is higher than that of the market as a whole (-14.59%).

5.5. ROA

Negative review ROA vs Sector: The company's ROA (3.11%) is lower than that of the sector as a whole (9.41%).

Negative review ROA vs Market: The company's ROA (3.11%) is lower than that of the market as a whole (6.79%).

5.6. ROIC

Negative review ROIC vs Sector: The company's ROIC (6.76%) is lower than that of the sector as a whole (15.22%).

Negative review ROIC vs Market: The company's ROIC (6.76%) is lower than that of the market as a whole (8.49%).

6. Finance

6.1. Assets and debt

Positive review Debt level: (42.79%) is quite low in relation to assets.

Negative review Increasing debt: over 5 years, the debt has increased from 35.24% to 42.79%.

Negative review Excess of debt: The debt is not covered by net income, percentage 1410.46%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Negative review Low yield: The dividend yield of the company 3.67% is below the average for the sector '4.93%.

7.2. Stability and increase in payments

Positive review Dividend stability: The company's dividend yield 3.67% has been steadily paid over the past 7 years, DSI=1.

Positive review Dividend growth: Company's dividend yield 3.67% has been growing over the last 5 years. Growth over 8 years.

7.3. Payout percentage

Positive review Dividend Coverage: Current payments from income (73.84%) are at a comfortable level.

8. Insider trades

8.1. Insider trading

Negative review Insider Selling More insider purchases by 107.58% over the last 3 months.

8.2. Latest transactions

Transaction date Insider Type Price Volume Quantity
01.03.2024 Lauber Scott J
President and CEO
Buy 52.9 132 250 2500
29.02.2024 KLAPPA GALE E
Executive Chairman
Sale 78.69 2 925 690 37180
29.02.2024 KLAPPA GALE E
Executive Chairman
Buy 52.9 2 645 000 50000
29.02.2024 Lauber Scott J
President and CEO
Sale 78.89 223 259 2830
29.02.2024 Lauber Scott J
President and CEO
Buy 52.9 149 707 2830