IR vs WEC

Comparison between Ingersoll-Rand Inc (IR, Company) and WEC Energy Group Inc (WEC, Company).

IR is from the Industrials sector, while WEC is from the Utilities sector.

5-Year PerformanceIR has outperformed WEC, delivering a return of +12.2% compared to +5.8%

IR vs WEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IR(COMPANY)	WEC(COMPANY)
Market Cap	$35B	$35B
Max Drawdown	50.27%	32.31%
Sharpe Ratio	0.44	-0.07
5Y Beta	1.21	0.05
Industry	Specialty Industrial Machinery	Utilities - Regulated Electric
P/E Ratio	60.89	20.81
Forward P/E	24.10	19.53
PEG Ratio	0.80	2.30
Dividend Yield	0.13%	3.38%
5Y Dividends CAGR	N/A	11.83%
5Y EPS CAGR	7.82%	4.89%
Debt to Equity	6.88%	141.56%
Free Cash Flow Yield	3.84%	-8.97%
P/S Ratio	4.40	3.48
P/B Ratio	3.21	2.52

Market Cap

$35B

Winner

WEC

$35B

Max Drawdown

50.27%

Winner

WEC

32.31%

Sharpe Ratio

Winner

0.44

WEC

-0.07

5Y Beta

1.21

Winner

WEC

0.05

Industry

Specialty Industrial Machinery

WEC

Utilities - Regulated Electric

P/E Ratio

60.89

Winner

WEC

20.81

Forward P/E

24.10

Winner

WEC

19.53

PEG Ratio

Winner

0.80

WEC

2.30

Dividend Yield

0.13%

Winner

WEC

3.38%

5Y Dividends CAGR

N/A

WEC

11.83%

5Y EPS CAGR

Winner

7.82%

WEC

4.89%

Debt to Equity

Winner

6.88%

WEC

141.56%

Free Cash Flow Yield

Winner

3.84%

WEC

-8.97%

P/S Ratio

4.40

Winner

WEC

3.48

P/B Ratio

3.21

Winner

WEC

2.52

IR vs WEC - Historical Returns

Returns include dividend reinvestment.

Period	IR	WEC
1 month	+9.44%	-7.43%
3 months	+12.22%	-4.43%
6 months	-10.37%	-1.47%
1 year	+15.49%	+1.69%
5 years(CAGR)	+12.24%	+5.82%
10 years(CAGR)	+17.72%	+9.07%
Max(CAGR)	+17.72%	+12.44%

Winner

+9.44%

WEC

-7.43%

Winner

+12.22%

WEC

-4.43%

-10.37%

Winner

WEC

-1.47%

Winner

+15.49%

WEC

+1.69%

5Y(CAGR)

Winner

+12.24%

WEC

+5.82%

10Y(CAGR)

Winner

+17.72%

WEC

+9.07%

Max(CAGR)

Winner

+17.72%

WEC

+12.44%

IR vs WEC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IR	WEC
2026	+10.69%	+3.12%
2025	-12.40%	+16.03%
2024	+17.99%	+13.23%
2023	+46.11%	-7.39%
2022	-12.23%	+0.52%
2021	+39.68%	+10.63%
2020	+23.54%	+4.25%
2019	+87.32%	+40.43%
2018	-39.34%	+8.94%
2017	+60.81%	+17.40%
2016	N/A	+18.19%
2015	N/A	+0.40%
2014	N/A	+34.06%
2013	N/A	+13.63%
2012	N/A	+10.20%
2011	N/A	+23.05%
2010	N/A	+21.96%
2009	N/A	+20.87%
2008	N/A	-10.04%
2007	N/A	+3.84%
2006	N/A	+21.59%
2005	N/A	+18.71%
2004	N/A	+3.39%
2003	N/A	+34.33%
2002	N/A	+13.81%
2001	N/A	+6.30%
2000	N/A	+26.60%
1999	N/A	-13.14%

IR vs WEC Drawdown Comparison

The maximum drawdown for IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

The maximum drawdown for WEC was -32.31%, occurring on Mar 23, 2020. Recovery took 168 trading sessions.

The current IR drawdown is -16.12%. The current WEC drawdown is -9.15%.

Rank	IR	WEC
#1	-50.27% Feb 20, 2020 - Nov 3, 2020	-32.31% Mar 6, 2020 - Nov 3, 2020
#2	-48.43% Jan 23, 2018 - Dec 11, 2019	-26.05% Aug 19, 2022 - Nov 18, 2024
#3	-36.62% Nov 25, 2024 - Apr 8, 2025	-24.31% Dec 20, 2007 - Dec 11, 2009
#4	-35.53% Dec 31, 2021 - Jun 7, 2023	-23.46% Nov 2, 1999 - Apr 25, 2000
#5	-15.28% Sep 6, 2023 - Nov 16, 2023	-21.99% Nov 10, 2020 - Apr 1, 2022
#6	-14.42% Jun 16, 2017 - Aug 4, 2017	-21.28% May 28, 2002 - Jan 6, 2003
#7	-13.49% Jul 31, 2024 - Oct 4, 2024	-20.00% Jan 29, 2015 - Jan 29, 2016
#8	-13.28% Jan 12, 2021 - Feb 24, 2021	-19.37% Sep 7, 2000 - Dec 8, 2000
#9	-12.40% Apr 28, 2021 - Aug 12, 2021	-16.54% May 24, 2022 - Aug 19, 2022
#10	-9.47% Oct 27, 2017 - Nov 20, 2017	-15.68% Jul 5, 2016 - Jun 14, 2017
#11	-9.26% Sep 15, 2021 - Nov 2, 2021	-15.48% Dec 8, 2000 - May 18, 2001
#12	-8.96% Mar 27, 2024 - May 22, 2024	-15.43% Apr 17, 2007 - Dec 5, 2007
#13	-8.95% Aug 8, 2017 - Sep 12, 2017	-14.43% Nov 14, 2017 - Aug 16, 2018
#14	-8.64% May 22, 2024 - Jul 12, 2024	-14.09% Sep 6, 2001 - Feb 25, 2002
#15	-8.27% Oct 14, 2024 - Nov 6, 2024	-13.65% Jan 6, 2003 - Apr 30, 2003

Correlation

Correlation between IR and WEC is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

IR vs WEC dividend yield comparison.

Year	IR	WEC
2026	0.05%	1.76%
2025	0.10%	3.39%
2024	0.09%	3.55%
2023	0.10%	3.71%
2022	0.15%	3.10%
2021	0.03%	2.79%
2020	0.00%	2.75%
2019	5.78%	2.56%
2018	0.00%	3.19%
2017	0.00%	3.13%
2016	0.00%	3.38%
2015	0.00%	3.81%
2014	0.00%	2.96%
2013	0.00%	3.50%
2012	0.00%	3.26%
2011	0.00%	2.97%
2010	0.00%	2.72%
2009	0.00%	2.71%
2008	0.00%	2.57%
2007	0.00%	2.05%
2006	0.00%	1.94%
2005	0.00%	2.25%
2004	0.00%	2.46%
2003	0.00%	2.39%
2002	0.00%	3.17%
2001	0.00%	3.55%
2000	0.00%	6.07%
1999	0.00%	2.03%