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Whirlpool Corporation (WHR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9633201069
CUSIP963320106
SectorConsumer Cyclical
IndustryFurnishings, Fixtures & Appliances

Highlights

Market Cap$5.17B
EPS$7.27
PE Ratio13.01
PEG Ratio1.65
Revenue (TTM)$19.30B
Gross Profit (TTM)$3.07B
EBITDA (TTM)$1.37B
Year Range$91.90 - $153.60
Target Price$121.94
Short %14.93%
Short Ratio4.18

Share Price Chart


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Compare to other instruments

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Whirlpool Corporation

Popular comparisons: WHR vs. MGV, WHR vs. NXST, WHR vs. VOO, WHR vs. VIG, WHR vs. MAIN, WHR vs. SPY, WHR vs. SCHD, WHR vs. SWK, WHR vs. FZROX, WHR vs. MA

Performance

Performance Chart

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


1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%December2024FebruaryMarchAprilMay
1,417.38%
4,315.56%
WHR (Whirlpool Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Whirlpool Corporation had a return of -21.10% year-to-date (YTD) and -29.04% in the last 12 months. Over the past 10 years, Whirlpool Corporation had an annualized return of -1.58%, while the S&P 500 had an annualized return of 10.41%, indicating that Whirlpool Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-21.10%6.17%
1 month-17.73%-2.72%
6 months-9.33%17.29%
1 year-29.04%23.80%
5 years (annualized)-4.19%11.47%
10 years (annualized)-1.58%10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-10.06%-0.32%11.40%-20.71%
2023-21.80%5.76%11.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WHR is 14, indicating that it is in the bottom 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of WHR is 1414
Whirlpool Corporation(WHR)
The Sharpe Ratio Rank of WHR is 1010Sharpe Ratio Rank
The Sortino Ratio Rank of WHR is 1414Sortino Ratio Rank
The Omega Ratio Rank of WHR is 1313Omega Ratio Rank
The Calmar Ratio Rank of WHR is 2020Calmar Ratio Rank
The Martin Ratio Rank of WHR is 1111Martin 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 Corporation (WHR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


WHR
Sharpe ratio
The chart of Sharpe ratio for WHR, currently valued at -0.78, compared to the broader market-2.00-1.000.001.002.003.004.00-0.78
Sortino ratio
The chart of Sortino ratio for WHR, currently valued at -0.93, compared to the broader market-4.00-2.000.002.004.006.00-0.93
Omega ratio
The chart of Omega ratio for WHR, currently valued at 0.87, compared to the broader market0.501.001.500.87
Calmar ratio
The chart of Calmar ratio for WHR, currently valued at -0.49, compared to the broader market0.002.004.006.00-0.49
Martin ratio
The chart of Martin ratio for WHR, currently valued at -1.31, compared to the broader market-10.000.0010.0020.0030.00-1.31
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-2.00-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market-10.000.0010.0020.0030.007.61

Sharpe Ratio

The current Whirlpool Corporation Sharpe ratio is -0.78. 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 Corporation 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
-0.78
1.97
WHR (Whirlpool Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Whirlpool Corporation granted a 7.41% dividend yield in the last twelve months. The annual payout for that period amounted to $7.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$7.00$7.00$7.00$5.45$4.85$4.75$4.55$4.30$3.90$3.45$2.88$2.38

Dividend yield

7.41%5.75%4.95%2.32%2.69%3.22%4.26%2.55%2.15%2.35%1.48%1.51%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$1.75$0.00$0.00
2023$0.00$0.00$1.75$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00
2022$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00
2021$0.00$1.25$0.00$0.00$1.40$0.00$0.00$1.40$0.00$0.00$1.40$0.00
2020$0.00$1.20$0.00$0.00$1.20$0.00$0.00$1.20$0.00$0.00$1.25$0.00
2019$0.00$1.15$0.00$0.00$1.20$0.00$0.00$1.20$0.00$0.00$1.20$0.00
2018$0.00$0.00$1.10$0.00$1.15$0.00$0.00$1.15$0.00$0.00$1.15$0.00
2017$0.00$0.00$1.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$0.00
2016$0.00$0.90$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.00$0.00
2015$0.00$0.75$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00
2014$0.00$0.63$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00
2013$0.50$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%7.4%
Whirlpool Corporation has a dividend yield of 7.41%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%39.0%
Whirlpool Corporation has a payout ratio of 39.00%, which is quite average when compared to the overall market. This suggests that Whirlpool Corporation 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-57.42%
-3.62%
WHR (Whirlpool Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Whirlpool Corporation. 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 Corporation was 82.49%, occurring on Mar 9, 2009. Recovery took 285 trading sessions.

The current Whirlpool Corporation drawdown is 57.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.49%Jun 20, 2007433Mar 9, 2009285Apr 26, 2010718
-67.65%Mar 15, 1973394Oct 3, 19741991Aug 20, 19822385
-65.64%Mar 3, 20151274Mar 23, 2020131Sep 28, 20201405
-57.78%Apr 27, 2010418Dec 19, 2011259Jan 2, 2013677
-57.42%May 10, 2021751May 2, 2024

Volatility

Volatility Chart

The current Whirlpool Corporation volatility is 12.53%, 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%20.00%December2024FebruaryMarchAprilMay
12.53%
4.05%
WHR (Whirlpool Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Whirlpool Corporation 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

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Cost Of Revenue

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Gross Profit

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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