WEC Energy Group (LTS:0LSL) ROA %: 6.23% (As of Mar. 2026) — 87% Above Median


LTS:0LSL WEC Energy Group Inc LTS:0LSL
81 GF Score
Price $114.58
GF Value $108.74
Valuation Fairly Valued
! 11 Warning Signs
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What is WEC Energy Group ROA %?

WEC Energy Group LTS:0LSL +0.88% 81 ROA % is 6.23% as of Mar. 2026, which is 87% above its 10-year median of 3.33. GuruFocus rates LTS:0LSL with a GF Score™ of 81/100 and a GF Value™ of $108.74 (Fairly Valued). The stock has 11 warning signs investors should review. Among 511 Utilities - Regulated companies, WEC Energy Group ranks better than 54.21% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. WEC Energy Group's annualized Net Income for the quarter that ended in Mar. 2026 was $3,219 Mil. WEC Energy Group's average Total Assets over the quarter that ended in Mar. 2026 was $51,626 Mil. Therefore, WEC Energy Group's annualized ROA % for the quarter that ended in Mar. 2026 was 6.23%.

The historical rank and industry rank for WEC Energy Group's ROA % or its related term are showing as below:

LTS:0LSL' s ROA % Range Over the Past 10 Years
Min: 3.11   Med: 3.33   Max: 3.9
Current: 3.28

During the past 13 years, WEC Energy Group's highest ROA % was 3.90%. The lowest was 3.11%. And the median was 3.33%.

LTS:0LSL's ROA % is ranked better than
54.21% of 511 companies
in the Utilities - Regulated industry
Industry Median: 3.02 vs LTS:0LSL: 3.28

WEC Energy Group  (LTS:0LSL) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Mar. 2026 )
=Net Income/Total Assets
=3218.8/51626.15
=(Net Income / Revenue)*(Revenue / Total Assets)
=(3218.8 / 13736.8)*(13736.8 / 51626.15)
=Net Margin %*Asset Turnover
=23.43 %*0.2661
=6.23 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


WEC Energy Group ROA % Related Terms


WEC Energy Group ROA % Historical Data

* Premium members only.

The historical data trend for WEC Energy Group's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

WEC Energy Group ROA % Chart

WEC Energy Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.42 3.49 3.11 3.35 3.15

WEC Energy Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.06 2.03 2.21 2.50 6.23

LTS:0LSL vs PCG, ED, PEG: ROA % Comparison

For the Utilities - Regulated Electric subindustry, WEC Energy Group's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


WEC Energy Group ROA % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, WEC Energy Group's ROA % distribution charts can be found below:

* The bar in red indicates where WEC Energy Group's ROA % falls into.


LTS:0LSL
81GF Score
WEC Energy Group Inc LTS:0LSL
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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WEC Energy Group ROA % Calculation

WEC Energy Group's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=1558.7/( (47363.2+51518.3)/ 2 )
=1558.7/49440.75
=3.15 %

WEC Energy Group's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=3218.8/( (51518.3+51734)/ 2 )
=3218.8/51626.15
=6.23 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 6.23% mean?
WEC Energy Group (LTS:0LSL) has a ROA % of 6.23% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on WEC Energy Group and its competitors. This is 87% above median its historical median of 3.33. Over the past decade, WEC Energy Group's ROA % has ranged from 3.11 to 3.90. According to the industry distribution chart, WEC Energy Group ranks #234 out of 511 companies in the Utilities - Regulated industry, placing it in the top 45.8%.
Is WEC Energy Group's ROA % too high?
WEC Energy Group's current ROA % of 6.23% is 87% above median its 10-year median of 3.33. Over the past 10 years, this metric has ranged from a low of 3.11 to a high of 3.90. The Utilities - Regulated industry median ROA % is 3.02. WEC Energy Group's value of 6.23% is 106.3% above this industry median. Based on the distribution chart, WEC Energy Group ranks #234 out of 511 companies in the Utilities - Regulated industry, which is above the industry midpoint. Overall, WEC Energy Group has a GF Score™ of 81/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WEC Energy Group's ROA % compare to PCG and ED?
According to the Utilities - Regulated industry distribution chart, WEC Energy Group ranks #234 out of 511 companies for ROA %. This puts WEC Energy Group in the upper half of its industry. The industry median ROA % is 3.02. WEC Energy Group's value of 6.23% is 106.3% above this benchmark. Historically, WEC Energy Group's own ROA % has ranged from 3.11 to 3.90 over the past decade. While the company's 10-year median is 3.33 vs. the industry median of 3.02, WEC Energy Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Utilities - Regulated company?
The median ROA % among Utilities - Regulated companies is 3.02, based on 511 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. WEC Energy Group's current ROA % of 6.23% is 106.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on WEC Energy Group and its competitors. For the Utilities - Regulated industry, the median ROA % is 3.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WEC Energy Group's current ROA % is 6.23%, which is 87% above median its own 10-year median of 3.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WEC Energy Group stock overvalued right now?
Based on GuruFocus' analysis, WEC Energy Group (LTS:0LSL) is currently considered Fairly Valued. The stock's GF Value™ is $108.74, compared to a current price of $114.58 — trading 5.4% above its estimated fair value. The current ROA % is 6.23%, which is 87% above median its 10-year median of 3.33 and 106.3% above the Utilities - Regulated industry median of 3.02. WEC Energy Group's overall GF Score™ is 81/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For WEC Energy Group (LTS:0LSL), the current ROA % is 6.23% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is WEC Energy Group (LTS:0LSL) Overvalued in 2026?

Based on GuruFocus' analysis, WEC Energy Group stock appears to be overvalued. The current stock price of $114.58 is trading 5.4% above its estimated GF Value™ of $108.74. GuruFocus considers WEC Energy Group to be Fairly Valued.

Key valuation signals for LTS:0LSL:

  • ROA %: 6.23% (87% above median its 10-year median of 3.33)
  • GF Value™: $108.74 vs. price of $114.58 (5.4% above fair value)
  • GF Score™: 81/100 with 11 warning signs
  • Industry Position: 106.3% above the Utilities - Regulated median (#234 of 511)

No single metric tells the full story. See the LTS:0LSL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


WEC Energy Group Business Description

Address 231 West Michigan Street, P.O. Box 1331, Milwaukee, WI, USA, 53201
WEC Energy Group's electric and gas utility businesses serve electric and gas customers in Illinois, Michigan, Minnesota, and Wisconsin service territories. The company also owns a 60% stake in American Transmission Co. WEC's asset mix is approximately 49% electric generation and distribution, 30% gas distribution, 10% electric transmission, 9% unregulated renewable energy, and 2% LNG distribution and generation.
81GF Score

Get the complete analysis for LTS:0LSL

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$114.58
Price
$108.74
GF Value