- ISIN
- US9508403063
- Sector
- Consumer Cyclical
- Industry
- Home Improvement Retail
Highlights
- Market Cap
- $71.02B
- Enterprise Value
- $84.44B
- EPS (TTM)
- A$2.48
- PE Ratio
- 17.93
- PEG Ratio
- 3.31
- Total Revenue (TTM)
- A$90.85B
- Gross Profit (TTM)
- A$22.33B
- EBITDA (TTM)
- A$10.56B
- Year Range
- $24.50 - $33.31
- ROA (TTM)
- 19.54%
- ROE (TTM)
- 71.76%
- Avg. Volume (1M)
- 50K
- Avg. Volume Value (1M)
- $1.56M
Share Price Chart
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Performance
WFAFY Performance Chart
Wesfarmers Ltd ADR (WFAFY) is up 17.7% since the beginning of the year. At $31 per share, WFAFY is trading 6.1% below its 52-week high of $33. Investors who bought $1,000 worth of WFAFY shares 5 years ago would now be looking at an investment worth $1,692.
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Returns By Period
Wesfarmers Ltd ADR (WFAFY) has returned 17.68% so far this year and 17.70% over the past 12 months. Looking at the last ten years, WFAFY has achieved an annualized return of 15.38%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Wesfarmers Ltd ADR
- 1D
- -0.98%
- 1M
- 3.99%
- 6M
- 9.46%
- YTD
- 17.68%
- 1Y
- 17.70%
- 3Y*
- 27.67%
- 5Y*
- 11.09%
- 10Y*
- 15.38%
- ALL TIME*
- 11.27%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WFAFY Monthly Returns History
Based on dividend-adjusted daily data since Dec 30, 2009, WFAFY's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.
Historically, 55% of months were positive and 45% were negative. The best month was Apr 2011 with a return of +33.2%, while the worst month was Mar 2020 at -18.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, WFAFY closed higher 46% of trading days. The best single day was Dec 4, 2014 with a return of +53.0%, while the worst single day was Dec 3, 2014 at -42.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.50% | -1.31% | -9.93% | 4.27% | 7.95% | 9.55% | -0.13% | 17.68% | |||||
| 2025 | 7.09% | -0.89% | -1.59% | 10.54% | 6.66% | 4.23% | -1.90% | 9.73% | 2.59% | -9.54% | -2.22% | 0.56% | 26.07% |
| 2024 | -1.12% | 15.27% | 2.72% | -4.14% | 0.95% | -0.18% | 11.82% | 1.87% | 0.07% | -9.03% | 6.59% | -6.22% | 17.23% |
| 2023 | 13.28% | -6.31% | 4.27% | 1.93% | -10.19% | 6.16% | 3.42% | 4.13% | -2.54% | -5.28% | 8.57% | 11.41% | 29.33% |
| 2022 | -14.42% | -3.31% | 6.29% | -8.31% | -2.27% | -14.09% | 12.94% | -0.31% | -14.48% | 6.09% | 15.16% | -6.79% | -25.76% |
| 2021 | 7.72% | -7.48% | 5.54% | 3.31% | 4.77% | 1.24% | 2.09% | -2.98% | -7.19% | 8.58% | -2.45% | 6.27% | 19.24% |
Benchmark Metrics
Wesfarmers Ltd ADR has an annualized alpha of 6.21%, beta of 0.79, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since December 30, 2009.
- This stock participated in 91.06% of S&P 500 Index downside but only 89.61% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.17 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
- 6.21%
- Beta
- 0.79
- R²
- 0.17
- Upside Capture
- 89.61%
- Downside Capture
- 91.06%
Return for Risk
Risk / Return Rank
WFAFY ranks 63 for risk / return — above 63% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Wesfarmers Ltd ADR (WFAFY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFAFY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 2.00 | -1.13 |
| Martin ratioReturn relative to average drawdown | 1.61 | 8.49 | -6.88 |
Dividends
Dividend History
Wesfarmers Ltd ADR provided a 2.72% dividend yield over the last twelve months, with an annual payout of $0.85 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.85 | $0.80 | $0.66 | $0.63 | $0.64 | $1.39 | $0.56 | $0.59 | $5.41 | $1.18 | $1.38 | $0.64 |
Dividend yield | 2.72% | 2.95% | 2.99% | 3.28% | 4.11% | 6.43% | 2.89% | 4.04% | 49.65% | 6.76% | 9.10% | 4.20% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | |||||
| 2025 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.13 | $0.00 | $0.80 |
| 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 |
Dividend Yield & Payout
Dividend Yield
Wesfarmers Ltd ADR has a dividend yield of 2.72%, which is quite average when compared to the overall market.
Payout Ratio
Wesfarmers Ltd ADR has a payout ratio of 88.88%, 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 54.49%, occurring on Dec 3, 2014. Recovery took 884 trading sessions.
The current Wesfarmers Ltd ADR drawdown is 3.84%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-54.49%Dec 2014 | 1y 11d | 3y 6mo | 4y 6moNov 2013 - Jun 2018 | — |
-42.96%Mar 2020 | 1mo 1d | 3mo 9d | 4mo 10dFeb 2020 - Jun 2020 | COVID crash2020 |
-38.42%Oct 2022 | 1y 1mo | 1y 4mo | 2y 6moAug 2021 - Feb 2024 | Bear market2022 |
-28.19%Nov 2018 | 3mo 11d | 6mo 13d | 9mo 24dAug 2018 - Jun 2019 | Rate-hike selloffLate 2018 |
-26.33%Aug 2011 | 3mo 13d | 1y 9d | 1y 3moApr 2011 - Aug 2012 | — |
Drawdown Indicators
| WFAFY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.49% | -56.78% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -20.49% | -9.10% | -11.39% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -18.90% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -38.42% | -25.43% | -12.99% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -33.92% | -9.04% |
Current DrawdownCurrent decline from peak | -3.84% | -1.58% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -12.34% | -10.70% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.12% | 2.14% | +8.98% |
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.
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 17.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
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 3.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
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 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 12.9. 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 | — |
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