PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Weatherford International plc (WFRD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

IE00BLNN3691

Sector

Energy

IPO Date

Jun 2, 2021

Highlights

Market Cap

$5.20B

EPS (TTM)

$7.15

PE Ratio

10.02

PEG Ratio

0.89

Total Revenue (TTM)

$5.53B

Gross Profit (TTM)

$1.90B

EBITDA (TTM)

$1.28B

Year Range

$71.21 - $134.27

Target Price

$121.75

Short %

4.05%

Short Ratio

2.62

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:
WFRD vs. ARCH WFRD vs. NVMI WFRD vs. SMCI WFRD vs. OLMA WFRD vs. COST WFRD vs. DVN WFRD vs. SCHG WFRD vs. CVX WFRD vs. COWZ WFRD vs. SCHW
Popular comparisons:
WFRD vs. ARCH WFRD vs. NVMI WFRD vs. SMCI WFRD vs. OLMA WFRD vs. COST WFRD vs. DVN WFRD vs. SCHG WFRD vs. CVX WFRD vs. COWZ WFRD vs. SCHW

Performance

Performance Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
-39.56%
7.29%
WFRD (Weatherford International plc)
Benchmark (^GSPC)

Returns By Period

Weatherford International plc had a return of -28.20% year-to-date (YTD) and -26.64% in the last 12 months.


WFRD

YTD

-28.20%

1M

-16.19%

6M

-39.19%

1Y

-26.64%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.46%14.58%12.48%7.10%-2.65%1.75%-3.75%-10.75%-19.08%-6.97%4.50%-28.20%
202311.70%17.12%-10.91%8.90%-12.67%17.68%25.11%6.52%2.04%3.06%-2.58%7.87%92.12%
20228.22%-5.33%17.25%-3.06%4.83%-37.44%9.26%21.66%14.75%29.08%4.13%17.33%83.69%
202142.08%-4.18%-9.63%24.81%47.74%-1.07%-3.58%116.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WFRD is 21, meaning it’s performing worse than 79% of other 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 WFRD is 2121
Overall Rank
The Sharpe Ratio Rank of WFRD is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of WFRD is 2121
Sortino Ratio Rank
The Omega Ratio Rank of WFRD is 2222
Omega Ratio Rank
The Calmar Ratio Rank of WFRD is 1919
Calmar Ratio Rank
The Martin Ratio Rank of WFRD is 2323
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 Weatherford International plc (WFRD) 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 WFRD, currently valued at -0.54, compared to the broader market-4.00-2.000.002.00-0.541.90
The chart of Sortino ratio for WFRD, currently valued at -0.53, compared to the broader market-4.00-2.000.002.004.00-0.532.54
The chart of Omega ratio for WFRD, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.35
The chart of Calmar ratio for WFRD, currently valued at -0.49, compared to the broader market0.002.004.006.00-0.492.81
The chart of Martin ratio for WFRD, currently valued at -1.08, compared to the broader market0.0010.0020.00-1.0812.39
WFRD
^GSPC

The current Weatherford International plc Sharpe ratio is -0.54. 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 Weatherford International plc 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.54
1.90
WFRD (Weatherford International plc)
Benchmark (^GSPC)

Dividends

Dividend History

Weatherford International plc provided a 0.72% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


PeriodTTM
Dividend$0.50

Dividend yield

0.72%

Monthly Dividends

The table displays the monthly dividend distributions for Weatherford International plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.25$0.00$0.00$0.25$0.00$0.50

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.7%
Weatherford International plc has a dividend yield of 0.72%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%7.0%
Weatherford International plc has a payout ratio of 7.02%, which is below the market average. This means Weatherford International plc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-47.69%
-3.58%
WFRD (Weatherford International plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Weatherford International plc. 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 Weatherford International plc was 55.23%, occurring on Jul 14, 2022. Recovery took 73 trading sessions.

The current Weatherford International plc drawdown is 47.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.23%Apr 19, 202260Jul 14, 202273Oct 26, 2022133
-47.69%Jul 17, 2024109Dec 18, 2024
-28.24%Nov 10, 202128Dec 20, 202135Feb 9, 202263
-24.89%Mar 7, 20239Mar 17, 202376Jul 7, 202385
-23.79%Jun 28, 202136Aug 17, 202128Sep 27, 202164

Volatility

Volatility Chart

The current Weatherford International plc volatility is 11.59%, 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%JulyAugustSeptemberOctoberNovemberDecember
11.59%
3.64%
WFRD (Weatherford International plc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Weatherford International plc compared to its peers in the Oil & Gas Equipment & Services industry.


PE Ratio
50.0100.0150.0200.010.0
The chart displays the price to earnings (P/E) ratio for WFRD in comparison to other companies of the Oil & Gas Equipment & Services industry. Currently, WFRD has a PE value of 10.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-60.0-40.0-20.00.020.040.00.9
The chart displays the price to earnings to growth (PEG) ratio for WFRD in comparison to other companies of the Oil & Gas Equipment & Services industry. Currently, WFRD has a PEG value of 0.9. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Weatherford International plc.


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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab