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Wec Energy Group, Inc.. (WEC) Fundamental Analysis & AI Grade 2026

WEC NYSE Electric & Other Services Combined WI CIK: 0000783325
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
45% Confidence
N/A
B
45% Conf
Pending
Analysis scheduled

📊 WEC Key Takeaways

Revenue: $3.4B
Net Margin: 23.4%
Free Cash Flow: $400.5M
Current Ratio: 0.68x
Debt/Equity: 1.33x
EPS: $4.81
AI Grade: B with 45% confidence
Wec Energy Group, Inc.. (WEC) receives a B fundamental grade with 45% confidence from our AI analysis based on SEC 10-K filings. With revenue of $3.4B, net profit margin of 23.4%, and return on equity (ROE) of 5.5%, Wec Energy Group, Inc.. demonstrates mixed fundamentals in the Utilities sector. Below is our complete WEC stock analysis for 2026.

Is Wec Energy Group, Inc.. (WEC) a Good Investment?

Claude

WEC Energy demonstrates strong operational metrics with 28.5% operating margins and robust 1.2B operating cash flow, but fundamentals show material stress with liquidity deterioration (0.68x current ratio), net income growth (+0.1%) severely lagging revenue expansion (+14.0%), and declining EPS despite scale. The disconnect between revenue and earnings growth, combined with elevated leverage (1.33x D/E) and minimal cash reserves (45.6M), suggests margin compression or operational challenges that warrant cautious monitoring.

Wec Energy Group, Inc.. Key Strengths (WEC)

Claude
  • + Exceptional operating margin of 28.5% and net margin of 23.4% demonstrate pricing power and operational efficiency
  • + Strong operating cash flow generation of 1.2B supports capital investments and provides financial flexibility
  • + Impressive 14.0% revenue growth indicates business expansion and market strength
  • + Positive free cash flow of 400.5M (11.7% FCF margin) with manageable capex relative to operations
  • + 10 insider Form 4 filings in 90 days suggest management confidence in company direction

WEC Stock Risks: Wec Energy Group, Inc.. Investment Risks

Claude
  • ! Severe earnings growth deceleration: net income up only 0.1% vs. 14.0% revenue growth indicates margin compression or cost pressures
  • ! Critically low liquidity position with 0.68x current ratio well below safe threshold of 1.0x, signaling potential working capital stress
  • ! Minimal cash position (45.6M) relative to 51.7B asset base creates refinancing vulnerability and limits financial flexibility
  • ! Elevated leverage with 1.33x debt-to-equity ratio combined with declining EPS (-0.4%) raises distribution sustainability concerns
  • ! Interest coverage of 4.3x is adequate but provides limited buffer to rising rate environment or operational disruption

Key Metrics to Watch

Claude
  • * Net income trajectory relative to revenue growth to understand if margin compression is temporary or structural
  • * Current ratio and cash balance trends to assess liquidity recovery and refinancing needs
  • * Operating cash flow consistency and free cash flow conversion to validate sustainability of distributions
  • * EPS trend reversal and return to positive growth to confirm shareholder value alignment

Wec Energy Group, Inc.. (WEC) Financial Metrics & Key Ratios

Revenue
$3.4B
Net Income
$804.4M
EPS (Diluted)
$4.81
Free Cash Flow
$400.5M
Total Assets
$51.7B
Cash Position
$45.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

WEC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 28.5%
Net Margin 23.4%
ROE 5.5%
ROA 1.6%
FCF Margin 11.7%

WEC vs Utilities Sector: How Wec Energy Group, Inc.. Compares

How Wec Energy Group, Inc.. compares to Utilities sector averages

Net Margin
WEC 23.4%
vs
Sector Avg 12.0%
WEC Sector
ROE
WEC 5.5%
vs
Sector Avg 10.0%
WEC Sector
Current Ratio
WEC 0.7x
vs
Sector Avg 0.8x
WEC Sector
Debt/Equity
WEC 1.3x
vs
Sector Avg 1.4x
WEC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Wec Energy Group, Inc.. Stock Overvalued? WEC Valuation Analysis 2026

Based on fundamental analysis, Wec Energy Group, Inc.. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
5.5%
Sector avg: 10%
Net Profit Margin
23.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.33x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Wec Energy Group, Inc.. Balance Sheet: WEC Debt, Cash & Liquidity

Current Ratio
0.68x
Quick Ratio
0.68x
Debt/Equity
1.33x
Debt/Assets
0.0%
Interest Coverage
4.29x
Long-term Debt
$19.4B

WEC Revenue & Earnings Growth: 5-Year Financial Trend

WEC 5-year financial data: Year 2021: Revenue $8.3B, Net Income $1.1B, EPS $3.58. Year 2022: Revenue $9.6B, Net Income $1.2B, EPS $3.79. Year 2023: Revenue $9.6B, Net Income $1.3B, EPS $4.11. Year 2024: Revenue $9.6B, Net Income $1.4B, EPS $4.45. Year 2025: Revenue $9.8B, Net Income $1.3B, EPS $4.22.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Wec Energy Group, Inc..'s revenue has grown significantly by 18% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.22 reflects profitable operations.

WEC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.7%
Free cash flow / Revenue

WEC Quarterly Earnings & Performance

Quarterly financial performance data for Wec Energy Group, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $3.1B $725.5M $2.27
Q3 2025 $1.9B $238.6M $0.76
Q2 2025 $1.8B $210.0M $0.67
Q1 2025 $2.7B $622.6M $1.97
Q3 2024 $1.9B $238.6M $0.76
Q2 2024 $1.8B $210.0M $0.67
Q1 2024 $2.7B $507.6M $1.61
Q3 2023 $2.0B $301.7M $0.96

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Wec Energy Group, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.2B
Cash generated from operations
Stock Buybacks
$1.3M
Shares repurchased (TTM)
Capital Expenditures
$817.9M
Investment in assets
Dividends Paid
$310.1M
Returned to shareholders

WEC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Wec Energy Group, Inc.. (CIK: 0000783325)

📋 Recent SEC Filings

Date Form Document Action
Jun 1, 2026 8-K wec-20260601.htm View →
May 20, 2026 4 xslF345X06/wk-form4_1779302664.xml View →
May 14, 2026 4 xslF345X06/wk-form4_1778763598.xml View →
May 12, 2026 8-K wec-20260507.htm View →
May 11, 2026 8-K wec-20260511.htm View →

Frequently Asked Questions about WEC

What is the AI rating for WEC?

Wec Energy Group, Inc.. (WEC) has an AI grade of B with 45% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WEC's key strengths?

Claude: Exceptional operating margin of 28.5% and net margin of 23.4% demonstrate pricing power and operational efficiency. Strong operating cash flow generation of 1.2B supports capital investments and provides financial flexibility.

What are the risks of investing in WEC?

Claude: Severe earnings growth deceleration: net income up only 0.1% vs. 14.0% revenue growth indicates margin compression or cost pressures. Critically low liquidity position with 0.68x current ratio well below safe threshold of 1.0x, signaling potential working capital stress.

What is WEC's revenue and growth?

Wec Energy Group, Inc.. reported revenue of $3.4B.

Does WEC pay dividends?

Wec Energy Group, Inc.. pays dividends, with $310.1M distributed to shareholders in the trailing twelve months.

Where can I find WEC SEC filings?

Official SEC filings for Wec Energy Group, Inc.. (CIK: 0000783325) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WEC's EPS?

Wec Energy Group, Inc.. has a diluted EPS of $4.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is WEC's fundamental grade?

Based on our AI fundamental analysis in June 2026, Wec Energy Group, Inc.. has a B grade with 45% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is WEC stock overvalued or undervalued?

Valuation metrics for WEC: ROE of 5.5% (sector avg: 10%), net margin of 23.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is WEC's AI grade for 2026?

Our dual AI analysis gives Wec Energy Group, Inc.. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WEC's free cash flow?

Wec Energy Group, Inc..'s operating cash flow is $1.2B, with capital expenditures of $817.9M. FCF margin is 11.7%.

How does WEC compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 23.4% (avg: 12%), ROE 5.5% (avg: 10%), current ratio 0.68 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI