PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Walgreens Boots Alliance, Inc. (WBA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9314271084

CUSIP

931427108

Sector

Healthcare

IPO Date

Jul 1, 1985

Highlights

Market Cap

$7.17B

EPS (TTM)

-$10.01

PEG Ratio

3.55

Total Revenue (TTM)

$147.66B

Gross Profit (TTM)

$26.52B

EBITDA (TTM)

-$11.53B

Year Range

$7.98 - $25.00

Target Price

$10.81

Short %

13.87%

Short Ratio

3.59

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WBA vs. CVS WBA vs. VZ WBA vs. IYT WBA vs. GSK WBA vs. SPY WBA vs. SCHD WBA vs. VOO WBA vs. MS WBA vs. ^GSPC WBA vs. VTV
Popular comparisons:
WBA vs. CVS WBA vs. VZ WBA vs. IYT WBA vs. GSK WBA vs. SPY WBA vs. SCHD WBA vs. VOO WBA vs. MS WBA vs. ^GSPC WBA vs. VTV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Walgreens Boots Alliance, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-45.10%
12.92%
WBA (Walgreens Boots Alliance, Inc.)
Benchmark (^GSPC)

Returns By Period

Walgreens Boots Alliance, Inc. had a return of -65.61% year-to-date (YTD) and -56.60% in the last 12 months. Over the past 10 years, Walgreens Boots Alliance, Inc. had an annualized return of -15.79%, while the S&P 500 had an annualized return of 11.16%, indicating that Walgreens Boots Alliance, Inc. did not perform as well as the benchmark.


WBA

YTD

-65.61%

1M

-12.11%

6M

-45.10%

1Y

-56.60%

5Y (annualized)

-29.06%

10Y (annualized)

-15.79%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of WBA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-13.56%-4.74%2.02%-18.26%-7.24%-25.43%-1.86%-20.21%-3.14%5.58%-65.61%
2023-1.34%-2.33%-2.67%1.94%-12.53%-6.19%5.19%-14.03%-12.13%-5.22%-3.13%30.94%-25.06%
2022-4.60%-6.44%-2.86%-5.29%4.59%-13.53%4.54%-10.46%-10.44%16.24%15.13%-9.98%-25.00%
202126.00%-3.71%14.54%-3.28%0.03%-0.10%-10.38%8.70%-7.29%-0.06%-3.78%16.43%35.81%
2020-13.76%-9.22%-0.02%-5.38%0.32%-1.28%-3.96%-5.53%-5.52%-5.23%12.99%4.92%-29.37%
20195.75%-0.88%-11.13%-15.33%-7.12%10.80%-0.33%-5.20%8.05%-0.96%9.61%-1.07%-10.99%
20183.64%-7.92%-4.96%1.50%-5.54%-3.81%12.67%2.03%6.33%9.42%6.72%-19.30%-3.65%
2017-0.99%5.90%-3.86%4.20%-5.96%-3.34%3.01%1.53%-5.25%-14.18%10.43%-0.19%-10.51%
2016-6.38%-0.51%6.71%-5.89%-1.92%7.58%-4.83%2.31%-0.11%2.62%2.89%-2.33%-1.01%
2015-3.22%13.13%1.93%-2.07%3.92%-1.63%14.44%-10.08%-3.99%1.90%-0.34%1.34%13.60%
2014-0.16%19.06%-2.83%2.83%6.40%3.09%-7.23%-11.51%-2.07%8.35%7.37%11.06%35.34%
20137.97%3.13%16.46%3.84%-2.99%-7.45%13.69%-3.72%11.92%10.11%0.45%-2.97%58.94%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WBA is 6, indicating that it is in the bottom 6% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of WBA is 66
Combined Rank
The Sharpe Ratio Rank of WBA is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of WBA is 33
Sortino Ratio Rank
The Omega Ratio Rank of WBA is 33
Omega Ratio Rank
The Calmar Ratio Rank of WBA is 1010
Calmar Ratio Rank
The Martin Ratio Rank of WBA is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Walgreens Boots Alliance, Inc. (WBA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WBA, currently valued at -1.16, compared to the broader market-4.00-2.000.002.004.00-1.162.54
The chart of Sortino ratio for WBA, currently valued at -1.88, compared to the broader market-4.00-2.000.002.004.00-1.883.40
The chart of Omega ratio for WBA, currently valued at 0.76, compared to the broader market0.501.001.502.000.761.47
The chart of Calmar ratio for WBA, currently valued at -0.65, compared to the broader market0.002.004.006.00-0.653.66
The chart of Martin ratio for WBA, currently valued at -1.31, compared to the broader market0.0010.0020.0030.00-1.3116.26
WBA
^GSPC

The current Walgreens Boots Alliance, Inc. Sharpe ratio is -1.16. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Walgreens Boots Alliance, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-1.16
2.54
WBA (Walgreens Boots Alliance, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Walgreens Boots Alliance, Inc. provided a 12.05% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 38 consecutive years, earning it the status of a dividend aristocrat.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.00$1.92$1.92$1.89$1.85$1.80$1.68$1.55$1.47$1.40$1.31$1.18

Dividend yield

12.05%7.35%5.13%3.63%4.64%3.05%2.46%2.13%1.78%1.64%1.71%2.05%

Monthly Dividends

The table displays the monthly dividend distributions for Walgreens Boots Alliance, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2023$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.92
2022$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.92
2021$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.89
2020$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.47$0.00$0.00$0.47$0.00$1.85
2019$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.46$0.00$0.00$0.46$0.00$1.80
2018$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.44$0.00$0.00$0.44$0.00$1.68
2017$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.55
2016$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.38$0.00$0.00$0.38$0.00$1.47
2015$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.40
2014$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.34$0.00$0.00$0.34$0.00$1.31
2013$0.28$0.00$0.00$0.28$0.00$0.00$0.32$0.00$0.00$0.32$0.00$1.18

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%12.1%
Walgreens Boots Alliance, Inc. has a dividend yield of 12.05%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%34.7%
Walgreens Boots Alliance, Inc. has a payout ratio of 34.72%, which is quite average when compared to the overall market. This suggests that Walgreens Boots Alliance, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-87.49%
-0.88%
WBA (Walgreens Boots Alliance, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Walgreens Boots Alliance, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Walgreens Boots Alliance, Inc. was 87.93%, occurring on Sep 25, 2024. The portfolio has not yet recovered.

The current Walgreens Boots Alliance, Inc. drawdown is 87.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.93%Aug 6, 20152300Sep 25, 2024
-57.67%Sep 12, 2006536Oct 27, 20081105Mar 20, 20131641
-42%Aug 12, 198781Dec 4, 1987383Jun 12, 1989464
-39.45%Nov 1, 2000571Feb 13, 2003517Mar 4, 20051088
-30.45%Dec 7, 199963Mar 7, 200086Jul 10, 2000149

Volatility

Volatility Chart

The current Walgreens Boots Alliance, Inc. volatility is 12.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
12.02%
3.96%
WBA (Walgreens Boots Alliance, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Walgreens Boots Alliance, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Walgreens Boots Alliance, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items