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WEC Energy Group Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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2 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Mixed signals
Profitability
3/4
Debt & liquidity
1/3
Efficiency
1/2
Capital returns at WEC run well ahead of the sector: ROE of 13.5% sits +26% above the sector median of 10.7%, and ROIC of 6.4% clears the median of 5.9% by +10%. The price paid for that quality is not modest — P/B of 2.5× runs +33% above the sector median of 1.9×, and EV/EBITDA of 14.5× exceeds the median of 11.0× by +32%. The F-Score of 5/9 reflects mixed signals: profitability holds up, but the liquidity sub-score is weak, and the current ratio of 0.59 trails the sector median of 0.73 by -20%. Consensus has a strong beat-rate track record over the last eight quarters, yet the realized EPS growth per SEC filings is weak — the market models a recovery that the historical record has not yet delivered, a gap worth holding in view against the premium valuation.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AEE | Ameren | 6/9 | 11% | +15% |
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When WEC reports on October 28, 2026, track whether ROE holds above the sector median of 10.7% and whether the current ratio — now at 0.73, 20% below median — shows any improvement. A further decline in liquidity alongside rising Debt/EBITDA above its current 5.33× would weaken the F-Score's leverage signals.
On SEC EDGAR, open WEC's most recent 10-K and focus on management's discussion of debt financing and capital expenditure plans. With Debt/EBITDA at 5.33× and a current ratio of 0.73, the notes on debt maturity schedules and liquidity facilities are directly relevant to the leverage and liquidity F-Score signals.
From the alphabetical utilities table in section 06, pick two or three companies and line up one metric — P/B, Debt/EBITDA, or current ratio — against WEC's figures of 2.53× P/B, 5.33× Debt/EBITDA, and 0.73 current ratio. No company in the table is ranked; the exercise is to place WEC's valuation and liquidity in sector context on your own terms.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -87%———
Over 4 years: 4.814.844.904.97
Over 4 years: +15%-7%-3%+14%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 23% |
| D | Dominion Energy | 6/9 | 11% | +14% | 27% |
| DTE | DTE Energy | 7/9 | 11% | +19% | 14% |
| DUK | Duke Energy | 6/9 | 10% | +6% | 27% |
| ED | Consolidated Edison | 6/9 | 9% | +11% | 17% |
| ES | Eversource Energy | 6/9 | 11% | +14% | 22% |
| EXC | Exelon | 5/9 | 10% | +5% | 21% |
| NEE | NextEra Energy | 4/9 | 13% | +10% | 32% |
| PEG | Public Service Enterprise | 7/9 | 14% | +18% | 24% |
| PPL | PPL Corporation | 5/9 | 8% | +7% | 24% |
| SO | Southern Company | 4/9 | 13% | +11% | 25% |
| SRE | Sempra | 5/9 | 6% | +4% | — |
| WEC | WEC Energy Group Inc. | 5/9 | 14% | +14% | 23% |
| XEL | Xcel Energy | 6/9 | 8% | +1% | 17% |
A sample of 14 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.