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Whirlpool of India Limited (WHIRLPOOL.NS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISININE716A01013
SectorConsumer Cyclical
IndustryFurnishings, Fixtures & Appliances

Highlights

Market Cap₹186.70B
EPS₹15.99
PE Ratio91.76
Revenue (TTM)₹67.68B
Gross Profit (TTM)₹20.46B
EBITDA (TTM)₹3.56B
Year Range₹1,186.10 - ₹1,733.00

Share Price Chart


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Whirlpool of India Limited

Performance

Performance Chart

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


600.00%700.00%800.00%900.00%1,000.00%December2024FebruaryMarchAprilMay
896.34%
734.14%
WHIRLPOOL.NS (Whirlpool of India Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

Whirlpool of India Limited had a return of 5.89% year-to-date (YTD) and 8.89% in the last 12 months. Over the past 10 years, Whirlpool of India Limited had an annualized return of 21.13%, outperforming the S&P 500 benchmark which had an annualized return of 10.71%.


PeriodReturnBenchmark
Year-To-Date5.89%8.76%
1 month2.48%-0.28%
6 months-9.13%18.36%
1 year8.89%25.94%
5 years (annualized)1.47%12.51%
10 years (annualized)21.13%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.33%-6.80%-2.82%23.36%
20231.06%-4.32%-13.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WHIRLPOOL.NS is 54, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of WHIRLPOOL.NS is 5454
WHIRLPOOL.NS (Whirlpool of India Limited)
The Sharpe Ratio Rank of WHIRLPOOL.NS is 5959Sharpe Ratio Rank
The Sortino Ratio Rank of WHIRLPOOL.NS is 5151Sortino Ratio Rank
The Omega Ratio Rank of WHIRLPOOL.NS is 5353Omega Ratio Rank
The Calmar Ratio Rank of WHIRLPOOL.NS is 5454Calmar Ratio Rank
The Martin Ratio Rank of WHIRLPOOL.NS is 5353Martin 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 Whirlpool of India Limited (WHIRLPOOL.NS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


WHIRLPOOL.NS
Sharpe ratio
The chart of Sharpe ratio for WHIRLPOOL.NS, currently valued at 0.37, compared to the broader market-2.00-1.000.001.002.003.000.37
Sortino ratio
The chart of Sortino ratio for WHIRLPOOL.NS, currently valued at 0.65, compared to the broader market-4.00-2.000.002.004.006.000.65
Omega ratio
The chart of Omega ratio for WHIRLPOOL.NS, currently valued at 1.09, compared to the broader market0.501.001.502.001.10
Calmar ratio
The chart of Calmar ratio for WHIRLPOOL.NS, currently valued at 0.16, compared to the broader market0.002.004.006.000.16
Martin ratio
The chart of Martin ratio for WHIRLPOOL.NS, currently valued at 0.60, compared to the broader market-10.000.0010.0020.0030.000.60
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.40, compared to the broader market-10.000.0010.0020.0030.008.40

Sharpe Ratio

The current Whirlpool of India Limited Sharpe ratio is 0.37. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Whirlpool of India Limited 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-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.37
2.48
WHIRLPOOL.NS (Whirlpool of India Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Whirlpool of India Limited granted a 0.35% dividend yield in the last twelve months. The annual payout for that period amounted to ₹5.00 per share.


PeriodTTM2023202220212020201920182017
Dividend₹5.00₹5.00₹5.00₹5.00₹10.00₹5.00₹4.00₹3.00

Dividend yield

0.35%0.37%0.33%0.28%0.38%0.21%0.29%0.19%

Monthly Dividends

The table displays the monthly dividend distributions for Whirlpool of India Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024₹0.00₹0.00₹0.00₹0.00
2023₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹5.00₹0.00₹0.00₹0.00₹0.00
2022₹0.00₹0.00₹0.00₹0.00₹0.00₹5.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2021₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹5.00₹0.00₹0.00₹0.00₹0.00₹0.00
2020₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹5.00₹5.00₹0.00₹0.00₹0.00₹0.00
2019₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹5.00₹0.00₹0.00₹0.00₹0.00
2018₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹4.00₹0.00₹0.00₹0.00
2017₹3.00₹0.00₹0.00₹0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.4%
Whirlpool of India Limited has a dividend yield of 0.35%, 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
20.0%40.0%60.0%80.0%100.0%120.0%140.0%98.0%
Whirlpool of India Limited has a payout ratio of 98.04%, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-45.55%
-1.16%
WHIRLPOOL.NS (Whirlpool of India Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Whirlpool of India Limited. 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 Whirlpool of India Limited was 56.21%, occurring on Jan 4, 2012. Recovery took 615 trading sessions.

The current Whirlpool of India Limited drawdown is 45.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.21%Oct 8, 2010309Jan 4, 2012615Jun 30, 2014924
-54.05%Jan 22, 2021789Mar 28, 2024
-34.1%Feb 10, 202030Mar 24, 2020188Dec 24, 2020218
-28.53%Oct 21, 201646Dec 26, 201662Mar 27, 2017108
-28.39%Jul 20, 2015142Feb 12, 201686Jun 21, 2016228

Volatility

Volatility Chart

The current Whirlpool of India Limited volatility is 9.92%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2024FebruaryMarchAprilMay
9.92%
3.98%
WHIRLPOOL.NS (Whirlpool of India Limited)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items