Compare Stocks › JPM vs WEC
JPMorgan Chase & Co. (JPM) vs WEC Energy Group, Inc. (WEC)
JPM
JPMorgan Chase & Co.
$287.97
VS
WEC
WEC Energy Group, Inc.
$115.64
Rewards
JPM
- ★Each dollar of retained earnings has created $3.95 of market value — management is an exceptional capital allocator.
WEC
- ★Each dollar of retained earnings has created $3.85 of market value — management is an exceptional capital allocator.
Risks
JPM
- ⚠Gross margin of 0.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠JPMorgan Chase & Co. scores only 18/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠Altman Z-Score of 0.30 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
WEC
- ⚠Net debt/EBITDA of 5.8x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
- ⚠Altman Z-Score of 1.07 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠5 insider sales totaling $5.2M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →JPM
WEC
Valuation
N/A
Free Cash Flow
$-2.14B
N/A
FCF Yield
-5.68%
14.39
Trailing P/E
24.04
12.26
Forward P/E
19.25
Quality & Moat
5.32%
ROIC
4.53%
N/A
ROE
11.08%
0.00%
Gross Margin
42.38%
N/A
PEG Ratio
N/A
Balance Sheet Safety
N/A
Debt / Equity
1.59
N/A
Interest Coverage
N/A
N/A
Net Debt / EBITDA
5.78
2.08%
Dividend Yield
3.29%
JPM: 3Ties: 1WEC: 2
JPMWEC
Historical Fundamentals
Learn more →JPM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
WEC
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →JPM
$3.95
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$120.20B
Δ Market Cap
+$475.31B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
WEC
$3.85
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.23B
Δ Market Cap
+$4.75B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →JPM
46.5% Margin of Safety
Price is 46.5% below estimated fair value
Current Price: $287.97
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $538.22
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
WEC
259.2% Overvalued
Price is 259.2% above estimated fair value
Current Price: $115.64
Strongly undervalued
Strongly overvalued
Fair Value: $32.19
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →JPM
Requires positive FCF to compute implied growth rate.
WEC
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →JPM
18/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though revenue predictability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
WEC
32/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though margin stability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →JPM
-2.17
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
WEC
-2.45
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →JPM
Insiders 0.4%Institutions 75.0%Retail & Other 24.6%
No. of Institutional Holders6,240
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
WEC
Insiders 0.1%Institutions 84.8%Retail & Other 15.1%
No. of Institutional Holders1,681
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →JPM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
WEC
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →JPM
12
Sells (3M)
30
Sells (12M)
Total value (12M): $104.76M
LEOPOLD ROBIN
Officer
$132,684
@ $307.14 · 2026-02-19
ROHRBAUGH TROY L
Officer
$15.36M
@ $307.11 · 2026-02-19
BARNUM JEREMY
Chief Financial Officer
$886,157
@ $306.42 · 2026-02-17
BEER LORI A
Chief Technology Officer
$627,207
@ $306.40 · 2026-02-17
ERDOES MARY E.
Officer
$1.76M
@ $306.41 · 2026-02-17
PETNO DOUGLAS B
Officer
$1.07M
@ $306.40 · 2026-02-17
PIEPSZAK JENNIFER A
Chief Operating Officer
$2.68M
@ $312.79 · 2026-01-16
BARNUM JEREMY
Chief Financial Officer
$904,890
@ $312.79 · 2026-01-16
BEER LORI A
Chief Technology Officer
$640,295
@ $312.80 · 2026-01-16
ERDOES MARY E.
Officer
$1.79M
@ $312.78 · 2026-01-16
PETNO DOUGLAS B
Officer
$1.09M
@ $312.80 · 2026-01-16
BACON ASHLEY
Officer
$2.30M
@ $312.79 · 2026-01-16
LEOPOLD ROBIN
Officer
$301,311
@ $311.92 · 2025-11-07
BAMMANN LINDA B.
Director
$2.83M
@ $297.94 · 2025-09-02
BACON ASHLEY
Officer
$1.39M
@ $267.44 · 2025-06-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.61M
@ $262.47 · 2025-06-05
BEER LORI A
Chief Technology Officer
$1.57M
@ $267.09 · 2025-05-16
LAKE MARIANNE
Officer
$3.28M
@ $267.08 · 2025-05-16
PETNO DOUGLAS B
Officer
$2.71M
@ $266.89 · 2025-05-15
ERDOES MARY E.
Officer
$3.69M
@ $262.54 · 2025-05-13
BACON ASHLEY
Officer
$1.37M
@ $262.53 · 2025-05-13
ROHRBAUGH TROY L
Officer
$3.29M
@ $263.08 · 2025-05-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.54M
@ $250.76 · 2025-05-06
BARNUM JEREMY
Chief Financial Officer
$10.03M
@ $250.77 · 2025-05-06
BAMMANN LINDA B.
Director
$2.38M
@ $250.00 · 2025-05-06
DIMON JAMES
Chief Executive Officer
$31.50M
@ $235.68 · 2025-04-14
LEOPOLD ROBIN
Officer
$308,652
@ $246.92 · 2025-03-24
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.06M
@ $247.03 · 2025-03-24
ROHRBAUGH TROY L
Officer
$6.18M
@ $247.02 · 2025-03-24
BEER LORI A
Chief Technology Officer
$506,698
@ $246.93 · 2025-03-24
LEOPOLD ROBIN
Officer
$337,610
@ $270.09 · 2025-02-20
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.15M
@ $269.85 · 2025-02-20
ROHRBAUGH TROY L
Officer
$10.12M
@ $269.84 · 2025-02-20
BEER LORI A
Chief Technology Officer
$554,054
@ $269.88 · 2025-02-20
FRIEDMAN STACEY R.
General Counsel
$919,371
@ $278.34 · 2025-02-18
ERDOES MARY E.
Officer
$1.47M
@ $278.37 · 2025-02-18
PETNO DOUGLAS B
Officer
$971,646
@ $278.41 · 2025-02-18
FRIEDMAN STACEY R.
General Counsel
$838,778
@ $253.94 · 2025-01-16
ERDOES MARY E.
Officer
$1.34M
@ $253.97 · 2025-01-16
BACON ASHLEY
Officer
$1.81M
@ $253.94 · 2025-01-16
PETNO DOUGLAS B
Officer
$886,565
@ $253.96 · 2025-01-16
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
WEC
5
Sells (3M)
16
Sells (12M)
Total value (12M): $14.64M
PAYNE ULICE JR.
Director
$166,166
@ $114.60 · 2026-02-24
KLAPPA GALE E
Director
$367,099
@ $115.44 · 2026-02-23
KLAPPA GALE E
Director
$3.47M
@ $115.63 · 2026-02-17
STRAKA MARY BETH
Officer
$325,131
@ $115.50 · 2026-02-13
LAUBER SCOTT J
Chief Executive Officer
$895,462
@ $110.70 · 2026-02-09
ERICKSON JOSHUA M
Officer
$11,247
@ $112.47 · 2025-11-07
GARVIN ROBERT M
Officer
$1.53M
@ $108.11 · 2025-08-19
LAUBER SCOTT J
Chief Executive Officer
$1.02M
@ $110.88 · 2025-08-08
PAYNE ULICE JR.
Director
$179,814
@ $111.00 · 2025-08-07
KLAPPA GALE E
Director
$4.54M
@ $110.77 · 2025-08-04
KRUEGER DANIEL P
Officer
$659,032
@ $111.14 · 2025-08-04
REESE ANTHONY
Officer and Treasurer
$460,743
@ $110.30 · 2025-08-01
MULROY MOLLY A
Officer
$444,611
@ $110.33 · 2025-08-01
STRAKA MARY BETH
Officer
$276,362
@ $110.54 · 2025-08-01
ERICKSON JOSHUA M
General Counsel
$232,242
@ $107.77 · 2025-05-20
GARCIA-THOMAS CRISTINA A
Director
$54,446
@ $103.71 · 2025-05-13
KLAPPA GALE E
Director
$8.10M
@ $108.03 · 2025-03-04
PAYNE ULICE JR.
Director
$119,791
@ $104.17 · 2025-02-24
KLAPPA GALE E
Director
$4.41M
@ $99.53 · 2024-11-21
LAUBER SCOTT J
Chief Executive Officer
$677,998
@ $100.89 · 2024-11-21
PAYNE ULICE JR.
Director
$49,490
@ $98.98 · 2024-11-19
REESE ANTHONY
Officer and Treasurer
$360,910
@ $97.97 · 2024-11-18
KLAPPA GALE E
Director
$179,421
@ $99.40 · 2024-11-18
STRAKA MARY BETH
Officer
$301,435
@ $93.04 · 2024-08-30
GUC WILLIAM J
Officer
$557,918
@ $92.99 · 2024-08-28
PAYNE ULICE JR.
Director
$66,340
@ $88.45 · 2024-08-08
REESE ANTHONY
Officer and Treasurer
$120,924
@ $88.78 · 2024-08-07
ERICKSON JOSHUA M
General Counsel
$31,412
@ $89.75 · 2024-08-05
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →JPM
😐Neutral(51/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
WEC
😏Greed(63/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →JPM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (51)
WEC
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (63)