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Wesfarmers Ltd ADR (WFAFY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9508403063

Highlights

Market Cap

$61.25B

EPS (TTM)

$0.74

PE Ratio

36.15

Total Revenue (TTM)

$21.52B

Gross Profit (TTM)

$7.31B

EBITDA (TTM)

$1.96B

Year Range

$20.60 - $27.74

Share Price Chart


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Compare to other instruments

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Wesfarmers Ltd ADR

Popular comparisons:
WFAFY vs. BRK-B
Popular comparisons:

Performance

Performance Chart


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S&P 500

Returns By Period

Wesfarmers Ltd ADR (WFAFY) returned 21.62% year-to-date (YTD) and 29.86% over the past 12 months. Over the past 10 years, WFAFY delivered an annualized return of 16.32%, outperforming the S&P 500 benchmark at 10.84%.


WFAFY

YTD

21.62%

1M

8.07%

6M

15.11%

1Y

29.86%

3Y*

20.77%

5Y*

19.46%

10Y*

16.32%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.89%-3.48%-1.43%11.74%6.04%21.62%
2024-1.20%14.43%2.84%-2.81%-0.49%0.87%10.48%2.42%0.73%-9.81%6.19%-5.36%17.18%
202312.37%-5.34%3.46%2.04%-10.17%6.46%1.86%4.29%-0.32%-6.24%9.16%11.47%29.74%
2022-13.87%-4.20%8.25%-7.24%-3.59%-14.87%12.90%-0.95%-12.85%5.84%11.90%-4.29%-24.88%
20217.73%-7.48%5.23%4.19%2.42%3.64%1.29%-2.51%-6.66%6.77%-3.03%6.94%18.41%
20204.00%-11.79%-19.97%17.64%8.60%15.18%8.16%7.32%-9.41%1.38%12.90%6.73%38.77%
20193.54%0.51%10.97%2.97%1.28%-1.15%6.45%-2.47%3.98%2.04%4.63%1.54%39.33%
20182.11%-9.22%1.48%3.64%4.33%5.80%0.82%3.64%-3.06%-8.40%-30.19%69.42%18.10%
2017-0.99%10.06%4.68%-6.47%-1.15%-3.19%5.66%7.02%-4.07%-1.17%4.03%4.20%18.66%
2016-1.47%-6.40%16.83%2.36%-9.82%1.44%9.28%-2.25%8.26%-7.53%-1.08%-0.00%6.73%
2015-0.57%3.11%-2.16%2.66%-3.06%-10.24%3.92%-4.81%-4.45%2.09%-1.84%9.69%-6.91%
2014-6.99%7.01%-0.67%3.66%1.98%-2.15%3.64%1.58%-8.93%5.17%-6.61%-5.09%-8.60%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 82, WFAFY is among the top 18% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WFAFY is 8282
Overall Rank
The Sharpe Ratio Rank of WFAFY is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of WFAFY is 7979
Sortino Ratio Rank
The Omega Ratio Rank of WFAFY is 7878
Omega Ratio Rank
The Calmar Ratio Rank of WFAFY is 8989
Calmar Ratio Rank
The Martin Ratio Rank of WFAFY is 8181
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 Wesfarmers Ltd ADR (WFAFY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Wesfarmers Ltd ADR Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.21
  • 5-Year: 0.80
  • 10-Year: 0.47
  • All Time: 0.44

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Wesfarmers Ltd ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Wesfarmers Ltd ADR provided a 2.48% dividend yield over the last twelve months, with an annual payout of $0.66 per share.


0.00%10.00%20.00%30.00%40.00%50.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.66$0.66$0.63$0.64$1.39$0.59$0.97$5.51$0.87$0.69$0.76$1.38

Dividend yield

2.48%2.98%3.26%4.09%6.47%3.04%6.67%48.59%5.01%4.46%5.00%8.08%

Monthly Dividends

The table displays the monthly dividend distributions for Wesfarmers Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.30$0.00$0.00$0.30
2024$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.66
2023$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.63
2022$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.64
2021$0.00$0.34$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.00$0.73$0.00$1.39
2020$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.59
2019$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.97
2018$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$4.67$5.51
2017$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.00$0.87
2016$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.69
2015$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.76
2014$0.39$0.00$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.45$0.00$1.38

Dividend Yield & Payout


Dividend Yield

Wesfarmers Ltd ADR has a dividend yield of 2.48%, which is quite average when compared to the overall market.

Payout Ratio

Wesfarmers Ltd ADR has a payout ratio of 85.03%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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 Wesfarmers Ltd ADR. 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 Wesfarmers Ltd ADR was 41.54%, occurring on Mar 23, 2020. Recovery took 55 trading sessions.

The current Wesfarmers Ltd ADR drawdown is 1.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.54%Feb 21, 202022Mar 23, 202055Jun 10, 202077
-41.45%Aug 28, 201881Dec 21, 20182Dec 26, 201883
-37.82%Aug 16, 2021300Oct 21, 2022335Feb 23, 2024635
-33.69%Aug 29, 2014294Nov 16, 2015628Jun 6, 2018922
-24.74%Apr 16, 201028May 25, 201065Sep 2, 201093
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 Wesfarmers Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Wesfarmers Ltd ADR, comparing actual results with analytics estimates.


0.000.100.200.300.400.50AprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2021FebruaryMarch
0.33
0
Actual
Estimate

Valuation

The Valuation section provides an overview of how Wesfarmers Ltd ADR is priced in the market compared to other companies in the Home Improvement Retail 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 WFAFY, comparing it with other companies in the Home Improvement Retail industry. Currently, WFAFY has a P/E ratio of 36.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WFAFY compared to other companies in the Home Improvement Retail industry. WFAFY 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 WFAFY relative to other companies in the Home Improvement Retail industry. Currently, WFAFY has a P/S ratio of 1.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WFAFY in comparison with other companies in the Home Improvement Retail industry. Currently, WFAFY has a P/B value of 10.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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