WEC vs IR

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

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

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

WEC vs IR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WEC

$35B

Max Drawdown

Winner

WEC

32.31%

50.27%

Sharpe Ratio

WEC

-0.07

Winner

0.44

5Y Beta

Winner

WEC

0.05

1.21

Industry

WEC

Utilities - Regulated Electric

Specialty Industrial Machinery

P/E Ratio

Winner

WEC

20.81

60.89

Forward P/E

Winner

WEC

19.53

24.10

PEG Ratio

WEC

2.30

Winner

0.80

Dividend Yield

Winner

WEC

3.38%

0.13%

5Y Dividends CAGR

WEC

11.83%

N/A

5Y EPS CAGR

WEC

4.89%

Winner

7.82%

Debt to Equity

WEC

141.56%

Winner

6.88%

Free Cash Flow Yield

WEC

-8.97%

Winner

3.84%

P/S Ratio

Winner

WEC

3.48

4.40

P/B Ratio

Winner

WEC

2.52

3.21

WEC vs IR - Historical Returns

Returns include dividend reinvestment.

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

WEC

-7.43%

Winner

+9.44%

WEC

-4.43%

Winner

+12.22%

Winner

WEC

-1.47%

-10.37%

WEC

+1.69%

Winner

+15.49%

5Y(CAGR)

WEC

+5.82%

Winner

+12.24%

10Y(CAGR)

WEC

+9.07%

Winner

+17.72%

Max(CAGR)

WEC

+12.44%

Winner

+17.72%

WEC vs IR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

WEC vs IR Drawdown Comparison

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

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

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

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

Correlation

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

0.74

-101

Dividend Comparison (1999 - 2026)

WEC vs IR dividend yield comparison.

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