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The Screen · Utilities · Utilities - Regulated Electric
WEC Energy Group
WEC · a US exchange · USD · Market cap $33.6B · 7,000 employees
WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States.
FAIL · Does not pass the screen
103.17 USD
Screen close, 2026-09-18 · not a live quote Last reviewed 4 days ago
Screened 2026-09-18 · the tape above runs as of 11:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 103.17 against the desk's fair-value range, base estimate 105.49, over the last year.
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical does not pass the values gate
Price103.17 USD
Fair value105.49
Ethical score10.0/100
RatingAVOID
Our investment reviews on this name
2026-09-16Read Markdown106.15-2.8% to today ✓
2026-07-02Read Distribution112.95-8.7% to today ✓
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
WEC Energy Group holds its Markdown at $103.17. Consolidating, no directional conviction, held for 1 days.
As held on the ledger · 2026-09-18
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 1 days
Price at the screen
$103.17
Valuation
20.03 trailing · 17.20 forward price to earnings
Values screen
FAIL· score 10.0
Beta
0.46
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
43.31%
Below 33%
Interest-bearing debt is 43.3% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
4.43%
Below 33%
Cash held in interest-bearing accounts and securities is 4.4% of assets, under the one-third limit.
Pass
Receivables
4.06%
Below 49%
Money owed to the company is 4.1% of assets, under the 49% limit.
Pass
Revenue purity
0.06%
Below 5%
Only 0.1% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 2% discount to our $105.49 fair value, moderate competitive moat, 2.60% revenue growth.
Fair value range in USD, drawn from the 2026-09-18 screen. The gold marker is the market price at the same screen. A 2.3% margin of safety to the base estimate.
Third-party analyst targets: 17 covering, consensus Buy. The average target sits +17% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-18 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Steady Bills Mask Heavy Debt Load
When households in Wisconsin flick on the lights, WEC collects reliable fees from regulated power and gas networks. The business shows 9% revenue growth, a 16% profit margin and 12% ROE, yet it sits 6% above our fair value at the current price.
We pass because the forward multiple of 18.9 times earnings offers no margin of safety and the ethical screen flags excessive debt. A moderate moat in a regulated setting does not offset those shortfalls.
Debt levels that breach our screen remain the core concern, even with eighteen analysts clustered around a buy rating. Analysis, not advice.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
WEC trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-16Markdown · changed$106.15-1.9%Entry 5
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 1.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 3% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 12%. Our forward projection puts the odds of a 10% gain over the next month near 10%. The street (18 analysts) rates it buy, with a mean price target of $124.
2026-08-16Distribution$108.26-4.2%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 3% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 12%. Our forward projection puts the odds of a 10% gain over the next month near 10%. The street (18 analysts) rates it buy, with a mean price target of $124.
2026-07-18Distribution$112.95+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 3% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 12%. Our forward projection puts the odds of a 10% gain over the next month near 10%. The street (18 analysts) rates it buy, with a mean price target of $124.
2026-07-03Distribution$112.95+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Distribution$112.95Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
