WEC vs. WTRG: WEC Energy vs. Essential Utilities Stock Comparison
How do WEC Energy (WEC) and Essential Utilities (WTRG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
WEC Energy (WEC) and Essential Utilities (WTRG) both fall under the Utilities industry group, but WEC is classified in Multi-Utilities while WTRG is classified in Water Utilities.
| Profile Item | WEC | WTRG |
|---|---|---|
| Name | WEC Energy Group Inc. | Essential Utilities Inc. |
| Country/Region | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry Group | Utilities | Utilities |
| GICS Industry | Multi-Utilities | Water Utilities |
| GICS Sub-Industry | Multi-Utilities | Water Utilities |
| Market Capitalization | 38.12 billion USD | 13.02 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | WEC | WTRG |
|---|---|---|
| Total Return (1Y) | 7.80% | 19.07% |
| Total Return (3Y, Annualized) | 18.04% | 13.95% |
| Total Return (5Y, Annualized) | 9.22% | 2.39% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | WEC | WTRG |
|---|---|---|
| Volatility (1Y, Annualized) | 17.21% | 22.14% |
| Beta (5Y) | 0.43 | 0.61 |
| Max Drawdown (5Y) | -26.02% | -36.53% |
| Avg. Volume (3M) | 2.71M | 2.38M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | WEC | WTRG |
|---|---|---|
| Sharpe Ratio (1Y) | 0.20 | 0.67 |
| Sortino Ratio (1Y) | 0.31 | 1.08 |
Profitability
ROE (TTM)
WEC Energy (WEC) at 12.49% sits in the top ROE quartile, while Essential Utilities (WTRG) at 8.13% is closer to the peer norm — stronger capital efficiency for WEC.
WEC
Utilities industry group
12.49%
- Max
- 17.99%
- WEC
- 12.49%
- Q3
- 12.01%
- Median
- 9.44%
- Q1
- 7.56%
- Min
- 2.17%
WTRG
Utilities industry group
8.13%
- Max
- 17.99%
- Q3
- 12.01%
- Median
- 9.44%
- WTRG
- 8.13%
- Q1
- 7.56%
- Min
- 2.17%
Net Margin (TTM)
For every dollar of sales, both WEC Energy (WEC) at 17.53% and Essential Utilities (WTRG) at 21.79% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
WEC
Utilities industry group
17.53%
- Max
- 28.78%
- WEC
- 17.53%
- Q3
- 17.30%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
WTRG
Utilities industry group
21.79%
- Max
- 28.78%
- WTRG
- 21.79%
- Q3
- 17.30%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
Operating Margin (TTM)
Essential Utilities (WTRG) at 38.94% operates in the top operating margin quartile, ahead of WEC Energy (WEC) at 25.44%, which runs around its industry’s norm.
WEC
Utilities industry group
25.44%
- Max
- 53.83%
- Q3
- 31.12%
- WEC
- 25.44%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
WTRG
Utilities industry group
38.94%
- Max
- 53.83%
- WTRG
- 38.94%
- Q3
- 31.12%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
Profitability Metrics
| Metric | WEC | WTRG |
|---|---|---|
| ROE (TTM) | 12.49% | 8.13% |
| ROA (TTM) | 3.08% | 3.00% |
| Net Margin (TTM) | 17.53% | 21.79% |
| Operating Margin (TTM) | 25.44% | 38.94% |
| Gross Margin (TTM) | 42.36% | 57.07% |
Growth
Revenue Growth
Both WEC Energy (WEC) at 13.96% and Essential Utilities (WTRG) at 18.62% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.
EPS Growth
Both WEC Energy (WEC) at -0.41% and Essential Utilities (WTRG) at 1.38% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | WEC | WTRG |
|---|---|---|
| Revenue Growth (YoY) | 13.96% | 18.62% |
| Revenue Growth (3Y CAGR) | 0.70% | 2.65% |
| EPS Growth (YoY) | -0.41% | 1.38% |
| EPS Growth (3Y CAGR) | 2.63% | 7.52% |
Financial Strength
Current Ratio (MRQ)
Both WEC Energy (WEC) at 0.53 and Essential Utilities (WTRG) at 0.40 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
WEC
Utilities industry group
0.53
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- Q1
- 0.66
- WEC
- 0.53
- Min
- 0.29
WTRG
Utilities industry group
0.40
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- Q1
- 0.66
- WTRG
- 0.40
- Min
- 0.29
Debt / Equity (MRQ)
Both WEC Energy (WEC) at 1.54 and Essential Utilities (WTRG) at 1.23 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
WEC
Utilities industry group
1.54
- Max
- 2.63
- Q3
- 1.77
- WEC
- 1.54
- Median
- 1.35
- Q1
- 0.84
- Min
- 0.00
WTRG
Utilities industry group
1.23
- Max
- 2.63
- Q3
- 1.77
- Median
- 1.35
- WTRG
- 1.23
- Q1
- 0.84
- Min
- 0.00
Financial Strength Metrics
| Metric | WEC | WTRG |
|---|---|---|
| Current Ratio (MRQ) | 0.53 | 0.40 |
| Debt / Equity (MRQ) | 1.54 | 1.23 |
| Net Debt / EBITDA | 5.66 | 6.30 |
Dividends
Dividend Yield (TTM)
Both WEC Energy (WEC) at 3.17% and Essential Utilities (WTRG) at 3.01% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
WEC
Utilities industry group
3.17%
- Max
- 6.66%
- Q3
- 3.58%
- WEC
- 3.17%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
WTRG
Utilities industry group
3.01%
- Max
- 6.66%
- Q3
- 3.58%
- WTRG
- 3.01%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
WEC Energy (WEC) at 68.18% pays out a band-typical share of earnings, while Essential Utilities (WTRG) at 69.42% distributes more than its industry norm — less retained, thinner cover.
WEC
Utilities industry group
68.18%
- Max
- 113.04%
- Q3
- 68.72%
- WEC
- 68.18%
- Median
- 56.38%
- Q1
- 32.38%
- Min
- 0.00%
WTRG
Utilities industry group
69.42%
- Max
- 113.04%
- WTRG
- 69.42%
- Q3
- 68.72%
- Median
- 56.38%
- Q1
- 32.38%
- Min
- 0.00%
Dividend Metrics
| Metric | WEC | WTRG |
|---|---|---|
| Dividend Yield (TTM) | 3.17% | 3.01% |
| Dividend Payout Ratio (TTM) | 68.18% | 69.42% |
Valuation
P/E Ratio (TTM)
Both WEC Energy (WEC) at 21.07 and Essential Utilities (WTRG) at 22.73 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
WEC
Utilities industry group
21.07
- Max
- 31.22
- Q3
- 23.30
- WEC
- 21.07
- Median
- 19.64
- Q1
- 15.17
- Min
- 3.34
WTRG
Utilities industry group
22.73
- Max
- 31.22
- Q3
- 23.30
- WTRG
- 22.73
- Median
- 19.64
- Q1
- 15.17
- Min
- 3.34
P/S Ratio (TTM)
Both WEC Energy (WEC) at 3.69 and Essential Utilities (WTRG) at 5.01 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
WEC
Utilities industry group
3.69
- Max
- 6.35
- WEC
- 3.69
- Q3
- 3.63
- Median
- 2.63
- Q1
- 1.52
- Min
- 0.00
WTRG
Utilities industry group
5.01
- Max
- 6.35
- WTRG
- 5.01
- Q3
- 3.63
- Median
- 2.63
- Q1
- 1.52
- Min
- 0.00
P/B Ratio (MRQ)
Essential Utilities (WTRG) at 1.83 is valued about in line with its industry on P/B ratio, while WEC Energy (WEC) at 2.62 carries an above-peer premium to book — WEC is pricier on assets.
WEC
Utilities industry group
2.62
- Max
- 3.12
- WEC
- 2.62
- Q3
- 2.21
- Median
- 1.83
- Q1
- 1.46
- Min
- 0.34
WTRG
Utilities industry group
1.83
- Max
- 3.12
- Q3
- 2.21
- Median
- 1.83
- WTRG
- 1.83
- Q1
- 1.46
- Min
- 0.34
Valuation Metrics
| Metric | WEC | WTRG |
|---|---|---|
| P/E Ratio (TTM) | 21.07 | 22.73 |
| P/S Ratio (TTM) | 3.69 | 5.01 |
| P/B Ratio (MRQ) | 2.62 | 1.83 |
| Free Cash Flow Yield (TTM) | -5.16% | -5.45% |