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Walgreens Boots Alliance, Inc. (WBA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9314271084
CUSIP931427108
SectorHealthcare
IndustryPharmaceutical Retailers

Highlights

Market Cap$15.27B
EPS-$7.00
PE Ratio32.86
PEG Ratio1.98
Revenue (TTM)$144.60B
Gross Profit (TTM)$27.07B
EBITDA (TTM)$3.71B
Year Range$17.49 - $33.04
Target Price$21.17
Short %6.19%
Short Ratio2.58

Share Price Chart


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Walgreens Boots Alliance, Inc.

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. VTV, WBA vs. ^GSPC, WBA vs. VIG

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.


2,500.00%3,000.00%3,500.00%4,000.00%NovemberDecember2024FebruaryMarchApril
2,584.67%
2,925.25%
WBA (Walgreens Boots Alliance, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Walgreens Boots Alliance, Inc. had a return of -31.44% year-to-date (YTD) and -46.03% in the last 12 months. Over the past 10 years, Walgreens Boots Alliance, Inc. had an annualized return of -9.56%, while the S&P 500 had an annualized return of 10.52%, indicating that Walgreens Boots Alliance, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-31.44%6.92%
1 month-15.79%-2.83%
6 months-13.29%23.86%
1 year-46.03%23.33%
5 years (annualized)-15.83%11.66%
10 years (annualized)-9.56%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-13.56%-4.74%2.02%
2023-12.13%-5.22%-3.13%30.94%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WBA is 6, indicating that it is in the bottom 6% of the market 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
Walgreens Boots Alliance, Inc.(WBA)
The Sharpe Ratio Rank of WBA is 22Sharpe Ratio Rank
The Sortino Ratio Rank of WBA is 44Sortino Ratio Rank
The Omega Ratio Rank of WBA is 55Omega Ratio Rank
The Calmar Ratio Rank of WBA is 1414Calmar Ratio Rank
The Martin Ratio Rank of WBA is 55Martin 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.


WBA
Sharpe ratio
The chart of Sharpe ratio for WBA, currently valued at -1.23, compared to the broader market-2.00-1.000.001.002.003.004.00-1.23
Sortino ratio
The chart of Sortino ratio for WBA, currently valued at -1.90, compared to the broader market-4.00-2.000.002.004.006.00-1.90
Omega ratio
The chart of Omega ratio for WBA, currently valued at 0.77, compared to the broader market0.501.001.500.77
Calmar ratio
The chart of Calmar ratio for WBA, currently valued at -0.61, compared to the broader market0.002.004.006.00-0.61
Martin ratio
The chart of Martin ratio for WBA, currently valued at -1.53, compared to the broader market0.0010.0020.0030.00-1.53
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-4.00-2.000.002.004.006.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0010.0020.0030.008.62

Sharpe Ratio

The current Walgreens Boots Alliance, Inc. Sharpe ratio is -1.23. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-1.23
2.19
WBA (Walgreens Boots Alliance, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Walgreens Boots Alliance, Inc. granted a 9.55% dividend yield in the last twelve months. The annual payout for that period amounted to $1.69 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.69$1.92$1.92$1.89$1.85$1.80$1.68$1.55$1.47$1.40$1.31$1.18

Dividend yield

9.55%7.35%5.13%3.62%4.64%3.04%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.25$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.28$0.00$0.00$0.28$0.00$0.00$0.32$0.00$0.00$0.32$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%9.6%
Walgreens Boots Alliance, Inc. has a dividend yield of 9.55%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%42.0%
Walgreens Boots Alliance, Inc. has a payout ratio of 41.95%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2024FebruaryMarchApril
-75.06%
-2.94%
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 75.22%, occurring on Apr 18, 2024. The portfolio has not yet recovered.

The current Walgreens Boots Alliance, Inc. drawdown is 75.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.22%Aug 6, 20152190Apr 18, 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 14.17%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2024FebruaryMarchApril
14.17%
3.65%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items