- ISIN
- US92890T2050
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
Highlights
- Market Cap
- $14.84B
- Enterprise Value
- $18.20B
- EPS (TTM)
- $4.96
- PE Ratio
- 4.67
- PEG Ratio
- 0.13
- Total Revenue (TTM)
- $54.01B
- Gross Profit (TTM)
- $10.12B
- EBITDA (TTM)
- $5.81B
- Year Range
- $18.36 - $28.31
- ROA (TTM)
- 14.52%
- ROE (TTM)
- 28.44%
Share Price Chart
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Performance
WHGLY Performance Chart
WH Group Ltd ADR (WHGLY) is up 8.7% since the beginning of the year. At $23 per share, WHGLY is trading 18.3% below its 52-week high of $28. Investors who bought $1,000 worth of WHGLY shares 5 years ago would now be looking at an investment worth $1,795.
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Returns By Period
WH Group Ltd ADR (WHGLY) has returned 8.74% so far this year and 38.43% over the past 12 months. Over the last ten years, WHGLY has returned 10.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
WH Group Ltd ADR
- 1D
- -0.13%
- 1M
- -1.54%
- YTD
- 8.74%
- 6M
- 11.00%
- 1Y
- 38.43%
- 3Y*
- 43.90%
- 5Y*
- 12.41%
- 10Y*
- 10.74%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
WHGLY Monthly Returns History
Based on dividend-adjusted daily data since Nov 14, 2014, WHGLY's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, an investment would double in approximately 5.0 years.
Historically, 58% of months were positive and 42% were negative. The best month was Mar 2016 with a return of +22.6%, while the worst month was May 2019 at -22.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.
On a daily basis, WHGLY closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +14.8%, while the worst single day was Dec 2, 2014 at -18.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.61% | 7.28% | 4.12% | -5.84% | -2.78% | 0.70% | 8.74% | ||||||
| 2025 | 0.91% | 3.25% | 18.11% | -2.83% | 8.95% | 4.90% | 4.31% | 9.87% | 0.60% | -8.20% | 9.76% | 5.46% | 67.42% |
| 2024 | -8.72% | 2.72% | 9.75% | 9.19% | -2.47% | -3.32% | -1.22% | 15.33% | 6.82% | -0.51% | 1.80% | -2.96% | 26.70% |
| 2023 | 6.53% | -5.49% | 1.45% | -6.57% | -5.59% | 8.54% | 2.48% | -5.09% | 2.14% | 13.90% | 7.78% | 0.12% | 19.41% |
| 2022 | 7.95% | 4.49% | -11.80% | 10.35% | 9.63% | 5.18% | -2.83% | -8.55% | -8.39% | -19.60% | 15.06% | 0.17% | -4.50% |
| 2021 | -2.04% | 9.85% | -9.03% | 6.60% | -0.91% | 6.06% | -7.95% | 3.78% | -16.17% | -1.82% | -10.84% | 0.64% | -22.62% |
Benchmark Metrics
WH Group Ltd ADR has an annualized alpha of 9.37%, beta of 0.55, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since November 17, 2014.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (60.16%) than losses (52.85%) - typical of diversified or defensive assets.
- Beta of 0.55 may look defensive, but with R2 of 0.08 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.08 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
- 9.37%
- Beta
- 0.55
- R²
- 0.08
- Upside Capture
- 60.16%
- Downside Capture
- 52.85%
Return for Risk
Risk / Return Rank
WHGLY ranks 78 for risk / return — better than 78% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WH Group Ltd ADR (WHGLY) and compare them to S&P 500 Index.
| WHGLY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 2.39 | -0.89 |
Sortino ratioReturn per unit of downside risk | 2.16 | 3.25 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.43 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.42 | 3.11 | -0.69 |
Martin ratioReturn relative to average drawdown | 6.46 | 14.38 | -7.92 |
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
WH Group Ltd ADR provided a 10.06% dividend yield over the last twelve months, with an annual payout of $2.33 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.33 | $2.81 | $0.90 | $0.76 | $0.48 | $0.45 | $0.76 | $0.47 | $0.65 | $1.21 | $0.94 |
Dividend yield | 10.06% | 12.65% | 5.82% | 5.93% | 4.16% | 3.58% | 4.57% | 2.30% | 4.22% | 5.36% | 5.87% |
Monthly Dividends
The table displays the monthly dividend distributions for WH Group 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 | $0.00 | $0.00 | $1.05 | $0.00 | $1.05 | ||||||
| 2025 | $0.00 | $0.03 | $0.46 | $0.00 | $1.03 | $0.00 | $0.00 | $0.51 | $0.00 | $0.77 | $0.00 | $0.00 | $2.81 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
Dividend Yield & Payout
Dividend Yield
WH Group Ltd ADR has a dividend yield of 10.06%, which means its dividend payment is significantly above the market average.
Payout Ratio
WH Group Ltd ADR has a payout ratio of 66.45%, which is quite average when compared to the overall market. This suggests that WH Group Ltd ADR 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. 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 WH Group 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 WH Group Ltd ADR was 53.25%, occurring on Oct 31, 2022. Recovery took 604 trading sessions.
The current WH Group Ltd ADR drawdown is 12.37%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -53.25%Oct 2022 | 3y 6mo | 2y 5mo | 5y 11moApr 2019 - Mar 2025 |
Rate-hike selloffLate 2018 | -42.97%Sep 2018 | 6mo 22d | 7mo 8d | 1y 1moFeb 2018 - Apr 2019 |
2015 bear market2015 | -37.83%Sep 2015 | 3mo 29d | 7mo | 10mo 29dJun 2015 - Apr 2016 |
2014 bear market2014 | -26.68%Dec 2014 | 17d | 3mo 22d | 4mo 9dDec 2014 - Apr 2015 |
2017 bear market2017 | -21.38%Jan 2017 | 3mo | 4mo 3d | 7mo 3dOct 2016 - May 2017 |
Drawdown Indicators
| WHGLY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -56.78% | +3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -16.16% | -9.10% | -7.06% |
Max Drawdown (3Y)Largest decline over 3 years | -16.16% | -18.90% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -44.95% | -25.43% | -19.52% |
Max Drawdown (10Y)Largest decline over 10 years | -53.25% | -33.92% | -19.33% |
Current DrawdownCurrent decline from peak | -12.37% | 0.00% | -12.37% |
Average DrawdownAverage peak-to-trough decline | -22.08% | -10.72% | -11.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 1.97% | +4.08% |
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 WH Group 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 WH Group Ltd ADR is priced in the market compared to other companies in the Packaged Foods 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 WHGLY, comparing it with other companies in the Packaged Foods industry. Currently, WHGLY has a P/E ratio of 4.7. 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 WHGLY compared to other companies in the Packaged Foods industry. WHGLY currently has a PEG ratio of 0.1. 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 WHGLY relative to other companies in the Packaged Foods industry. Currently, WHGLY has a P/S ratio of 0.3. 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 WHGLY in comparison with other companies in the Packaged Foods industry. Currently, WHGLY has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
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Total Operating Expenses | — |
Income | — |
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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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