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WH Group Ltd ADR (WHGLY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US92890T2050

Highlights

Market Cap
$16.80B
Enterprise Value
$20.15B
EPS (TTM)
$4.96
PE Ratio
5.28
PEG Ratio
0.14
Total Revenue (TTM)
$54.01B
Gross Profit (TTM)
$10.12B
EBITDA (TTM)
$5.81B
Year Range
$16.17 - $26.71
ROA (TTM)
14.52%
ROE (TTM)
28.44%

Share Price Chart


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WH Group Ltd ADR

Often compared with WHGLY:
WHGLY vs. VOO

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

WH Group Ltd ADR (WHGLY) has returned 17.97% so far this year and 60.49% over the past 12 months. Over the last decade, WHGLY has posted an annualized return of 12.69%, slightly higher than the S&P 500 Index benchmark’s 12.16%.


WH Group Ltd ADR

1D
0.58%
1M
4.12%
YTD
17.97%
6M
25.35%
1Y
60.49%
3Y*
43.01%
5Y*
16.34%
10Y*
12.69%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 14, 2014, WHGLY's average daily return is +0.07%, while the average monthly return is +1.25%. At this rate, your investment would double in approximately 4.6 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.61%7.28%4.12%17.97%
20250.91%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%
20236.53%-5.49%1.45%-6.57%-5.59%8.54%2.48%-5.09%2.14%13.90%7.78%0.12%19.41%
20227.95%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 11.03%, beta of 0.56, 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 (66.88%) than losses (52.85%) — typical of diversified or defensive assets.
  • Beta of 0.56 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
11.03%
Beta
0.56
0.08
Upside Capture
66.88%
Downside Capture
52.85%

Return for Risk

Risk / Return Rank

WHGLY ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


WHGLY Risk / Return Rank: 9090
Overall Rank
WHGLY Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
WHGLY Sortino Ratio Rank: 8989
Sortino Ratio Rank
WHGLY Omega Ratio Rank: 8686
Omega Ratio Rank
WHGLY Calmar Ratio Rank: 9191
Calmar Ratio Rank
WHGLY Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WH Group Ltd ADR (WHGLY) and compare them to a chosen benchmark (S&P 500 Index).


WHGLYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.13

0.90

+1.24

Sortino ratio

Return per unit of downside risk

2.77

1.39

+1.38

Omega ratio

Gain probability vs. loss probability

1.35

1.21

+0.14

Calmar ratio

Return relative to maximum drawdown

4.17

1.40

+2.77

Martin ratio

Return relative to average drawdown

12.04

6.61

+5.43

Explore WHGLY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

WH Group Ltd ADR provided a 8.83% dividend yield over the last twelve months, with an annual payout of $2.31 per share. The company has been increasing its dividends for 4 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$2.31$2.81$0.90$0.76$0.48$0.45$0.76$0.47$0.65$1.21$0.94

Dividend yield

8.83%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
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 8.83%, 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 1.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.25%Apr 24, 2019889Oct 31, 2022604Mar 31, 20251493
-42.97%Feb 27, 2018141Sep 17, 2018149Apr 23, 2019290
-37.83%Jun 2, 201583Sep 29, 2015140Apr 26, 2016223
-26.68%Dec 2, 201412Dec 19, 201475Apr 10, 201587
-21.38%Oct 25, 201661Jan 23, 201787May 26, 2017148

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.


Annual
Quarterly

0.0

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 5.3. 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 1.5. 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
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