- ISIN
- US94132V1052
- CUSIP
- 94132V105
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- IPO Date
- May 7, 2021
Highlights
- Market Cap
- $55.97M
- Enterprise Value
- -$947.71M
- EPS (TTM)
- $2.18
- PE Ratio
- 0.69
- PEG Ratio
- 0.00
- Total Revenue (TTM)
- $3.96B
- Gross Profit (TTM)
- $2.02B
- EBITDA (TTM)
- $369.70M
- Year Range
- $1.29 - $2.18
- Target Price
- $2.00
- ROA (TTM)
- 7.98%
- ROE (TTM)
- 10.99%
Share Price Chart
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Performance
WDH Performance Chart
Waterdrop Inc. (WDH) is down 19.1% since the beginning of the year. At $2 per share, WDH is trading 30.7% below its 52-week high of $2. Investors who bought $1,000 worth of WDH shares 5 years ago would now be looking at an investment worth $199.
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Returns By Period
Waterdrop Inc. (WDH) has returned -19.09% so far this year and 4.15% over the past 12 months.
Waterdrop Inc.
- 1D
- 2.03%
- 1M
- -6.79%
- YTD
- -19.09%
- 6M
- -17.79%
- 1Y
- 4.15%
- 3Y*
- -10.69%
- 5Y*
- -27.58%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
WDH Monthly Returns History
Based on dividend-adjusted daily data since May 7, 2021, WDH's average daily return is -0.06%, while the average monthly return is -1.26%.
Historically, 37% of months were positive and 63% were negative. The best month was Dec 2022 with a return of +106.8%, while the worst month was Jul 2021 at -34.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 10 months.
On a daily basis, WDH closed higher 41% of trading days. The best single day was Mar 18, 2022 with a return of +32.0%, while the worst single day was Mar 14, 2022 at -18.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -13.16% | 8.48% | -9.50% | 5.58% | -8.93% | -1.31% | -19.09% | ||||||
| 2025 | 1.27% | 6.28% | 17.32% | -10.67% | 10.69% | -6.90% | 19.26% | 6.83% | 9.88% | -5.37% | 2.27% | 5.56% | 66.25% |
| 2024 | -5.77% | 33.67% | -1.53% | -3.85% | 15.00% | -18.12% | -1.77% | -5.41% | 14.29% | -4.31% | -0.00% | 4.42% | 19.17% |
| 2023 | -5.41% | -4.76% | -0.33% | -2.34% | -14.38% | -16.80% | -11.06% | -12.97% | -27.95% | -11.21% | 16.50% | -13.33% | -68.77% |
| 2022 | 13.04% | 1.92% | -6.92% | 3.38% | -21.57% | 6.67% | -3.91% | -7.32% | -4.39% | 19.27% | 23.85% | 106.83% | 141.30% |
| 2021 | -14.64% | -21.74% | -34.88% | -16.35% | -32.29% | -15.48% | -25.74% | -8.00% | -85.77% |
Benchmark Metrics
Waterdrop Inc. has an annualized alpha of -22.01%, beta of 0.72, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since May 10, 2021.
- This stock participated in 66.47% of S&P 500 Index downside but only -55.76% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.04 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -22.01%
- Beta
- 0.72
- R²
- 0.04
- Upside Capture
- -55.76%
- Downside Capture
- 66.47%
Return for Risk
Risk / Return Rank
WDH ranks 42 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Waterdrop Inc. (WDH) and compare them to S&P 500 Index.
| WDH | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 2.39 | -2.29 |
Sortino ratioReturn per unit of downside risk | 0.50 | 3.25 | -2.75 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.43 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 3.11 | -2.96 |
Martin ratioReturn relative to average drawdown | 0.32 | 14.38 | -14.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Waterdrop Inc. provided a 3.97% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.06 | $0.05 | $0.06 |
Dividend yield | 3.97% | 2.63% | 5.08% |
Monthly Dividends
The table displays the monthly dividend distributions for Waterdrop Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 |
| 2024 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Waterdrop 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 Waterdrop Inc. was 90.62%, occurring on Mar 15, 2022. The portfolio has not yet recovered.
The current Waterdrop Inc. drawdown is 82.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -90.62%Mar 2022 | 10mo 9d | — | 5y 25dMay 2021 - now |
Drawdown Indicators
| WDH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.62% | -56.78% | -33.84% |
Max Drawdown (1Y)Largest decline over 1 year | -26.97% | -9.10% | -17.87% |
Max Drawdown (3Y)Largest decline over 3 years | -62.60% | -18.90% | -43.70% |
Max Drawdown (5Y)Largest decline over 5 years | -89.26% | -25.43% | -63.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -82.81% | 0.00% | -82.81% |
Average DrawdownAverage peak-to-trough decline | -80.12% | -10.72% | -69.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.05% | 1.97% | +11.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Waterdrop Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Waterdrop Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WDH, comparing it with other companies in the Insurance - Diversified industry. Currently, WDH has a P/E ratio of 0.7. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WDH compared to other companies in the Insurance - Diversified industry. WDH currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WDH relative to other companies in the Insurance - Diversified industry. Currently, WDH has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WDH in comparison with other companies in the Insurance - Diversified industry. Currently, WDH has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
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 | — |
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