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Wolters Kluwer N.V. (WKL.AS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

NL0000395903

Sector

Communication Services

Industry

Publishing

Highlights

Market Cap

€37.59B

EPS (TTM)

€4.28

PE Ratio

37.32

PEG Ratio

3.77

Total Revenue (TTM)

€2.86B

Gross Profit (TTM)

€1.84B

EBITDA (TTM)

€918.00M

Year Range

€120.56 - €164.30

Target Price

€163.50

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WKL.AS vs. HEIA.AS WKL.AS vs. SCHD WKL.AS vs. VOO WKL.AS vs. WFSPX WKL.AS vs. SPY WKL.AS vs. VUSA.AS WKL.AS vs. WOSB.DE WKL.AS vs. ^GSPC WKL.AS vs. OR.PA
Popular comparisons:
WKL.AS vs. HEIA.AS WKL.AS vs. SCHD WKL.AS vs. VOO WKL.AS vs. WFSPX WKL.AS vs. SPY WKL.AS vs. VUSA.AS WKL.AS vs. WOSB.DE WKL.AS vs. ^GSPC WKL.AS vs. OR.PA

Performance

Performance Chart

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


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
5.23%
13.73%
WKL.AS (Wolters Kluwer N.V.)
Benchmark (^GSPC)

Returns By Period

Wolters Kluwer N.V. had a return of 21.39% year-to-date (YTD) and 27.54% in the last 12 months. Over the past 10 years, Wolters Kluwer N.V. had an annualized return of 23.11%, outperforming the S&P 500 benchmark which had an annualized return of 11.10%.


WKL.AS

YTD

21.39%

1M

-3.18%

6M

5.23%

1Y

27.54%

5Y (annualized)

20.74%

10Y (annualized)

23.11%

^GSPC (Benchmark)

YTD

23.56%

1M

0.49%

6M

11.03%

1Y

30.56%

5Y (annualized)

13.70%

10Y (annualized)

11.10%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20246.06%6.85%-0.45%-3.06%4.73%5.99%0.19%-0.06%-1.85%2.25%21.39%
20232.44%9.29%6.30%3.27%-10.15%8.90%-1.81%-1.99%3.10%5.63%4.29%1.90%33.94%
2022-12.90%0.64%6.34%1.08%-4.60%0.46%14.52%-7.51%2.55%7.64%-2.19%-7.07%-4.04%
2021-0.90%-4.03%12.85%2.72%4.23%8.01%13.41%1.95%-5.99%-1.03%9.51%4.37%52.60%
20204.46%-2.36%-3.23%5.82%6.79%-3.01%-3.83%2.90%6.60%-4.48%1.03%-1.76%8.21%
20195.30%6.58%4.69%3.49%0.58%2.37%2.41%0.55%2.23%-1.43%-1.30%-0.21%27.93%
2018-1.95%-2.23%3.62%5.34%7.16%0.46%6.84%6.56%-1.69%-6.56%6.30%-3.11%21.33%
20172.72%9.36%0.78%1.63%0.15%-5.08%1.48%-1.91%6.54%7.64%3.43%-0.10%29.00%
20161.21%11.02%0.82%-3.66%7.79%2.05%2.91%0.51%1.25%-7.46%-3.50%1.18%13.61%
20154.71%9.19%4.88%-2.63%-2.02%-5.96%13.27%-6.40%-1.99%11.94%6.20%-5.32%25.83%
2014-1.28%2.20%-2.15%1.41%9.42%-1.55%-4.28%1.86%0.19%0.81%10.69%7.58%26.45%
2013-3.52%2.21%11.63%2.65%0.48%-3.70%11.63%-1.52%6.63%4.85%3.85%-0.02%39.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WKL.AS is 85, placing it in the top 15% of stocks on our website 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 WKL.AS is 8585
Combined Rank
The Sharpe Ratio Rank of WKL.AS is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of WKL.AS is 7979
Sortino Ratio Rank
The Omega Ratio Rank of WKL.AS is 7979
Omega Ratio Rank
The Calmar Ratio Rank of WKL.AS is 9696
Calmar Ratio Rank
The Martin Ratio Rank of WKL.AS is 8888
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 Wolters Kluwer N.V. (WKL.AS) 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 WKL.AS, currently valued at 1.62, compared to the broader market-4.00-2.000.002.004.001.622.51
The chart of Sortino ratio for WKL.AS, currently valued at 2.15, compared to the broader market-4.00-2.000.002.004.002.153.36
The chart of Omega ratio for WKL.AS, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.47
The chart of Calmar ratio for WKL.AS, currently valued at 3.97, compared to the broader market0.002.004.006.003.973.62
The chart of Martin ratio for WKL.AS, currently valued at 9.66, compared to the broader market-10.000.0010.0020.0030.009.6616.12
WKL.AS
^GSPC

The current Wolters Kluwer N.V. Sharpe ratio is 1.62. 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 Wolters Kluwer N.V. 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 Ratio1.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
1.62
2.63
WKL.AS (Wolters Kluwer N.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Wolters Kluwer N.V. provided a 1.42% dividend yield over the last twelve months, with an annual payout of €2.19 per share. The company has been increasing its dividends for 7 consecutive years.


1.50%2.00%2.50%3.00%€0.00€0.50€1.00€1.50€2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend€2.19€1.90€1.66€1.43€1.26€1.03€0.99€0.80€0.76€0.89€0.70€0.69

Dividend yield

1.42%1.48%1.70%1.38%1.82%1.58%1.92%1.84%2.21%2.87%2.76%3.33%

Monthly Dividends

The table displays the monthly dividend distributions for Wolters Kluwer N.V.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€1.36€0.00€0.00€0.83€0.00€0.00€0.00€2.19
2023€0.00€0.00€0.00€0.00€1.18€0.00€0.00€0.72€0.00€0.00€0.00€0.00€1.90
2022€0.00€0.00€0.00€1.03€0.00€0.00€0.00€0.63€0.00€0.00€0.00€0.00€1.66
2021€0.00€0.00€0.00€0.89€0.00€0.00€0.00€0.54€0.00€0.00€0.00€0.00€1.43
2020€0.00€0.00€0.00€0.79€0.00€0.00€0.00€0.00€0.47€0.00€0.00€0.00€1.26
2019€0.00€0.00€0.00€0.64€0.00€0.00€0.00€0.39€0.00€0.00€0.00€0.00€1.03
2018€0.00€0.00€0.00€0.65€0.00€0.00€0.00€0.34€0.00€0.00€0.00€0.00€0.99
2017€0.00€0.00€0.00€0.60€0.00€0.00€0.00€0.20€0.00€0.00€0.00€0.00€0.80
2016€0.00€0.00€0.00€0.57€0.00€0.00€0.00€0.19€0.00€0.00€0.00€0.00€0.76
2015€0.00€0.00€0.00€0.71€0.00€0.00€0.00€0.00€0.18€0.00€0.00€0.00€0.89
2014€0.00€0.00€0.00€0.70€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.70
2013€0.69€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.69

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.4%
Wolters Kluwer N.V. has a dividend yield of 1.42%, 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%48.6%
Wolters Kluwer N.V. has a payout ratio of 48.60%, which is quite average when compared to the overall market. This suggests that Wolters Kluwer N.V. 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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-5.09%
-1.86%
WKL.AS (Wolters Kluwer N.V.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Wolters Kluwer N.V.. 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 Wolters Kluwer N.V. was 80.22%, occurring on Mar 12, 2003. Recovery took 3057 trading sessions.

The current Wolters Kluwer N.V. drawdown is 5.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.22%Jan 5, 19991065Mar 12, 20033057Feb 18, 20154122
-22.33%Feb 3, 199495Jun 21, 1994223May 4, 1995318
-20.94%Feb 20, 202016Mar 12, 202053May 29, 202069
-20.01%Sep 8, 201648Nov 14, 201674Feb 27, 2017122
-19.44%Aug 12, 199756Oct 28, 199755Jan 19, 1998111

Volatility

Volatility Chart

The current Wolters Kluwer N.V. volatility is 6.77%, 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%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
6.77%
5.66%
WKL.AS (Wolters Kluwer N.V.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wolters Kluwer N.V. 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 Wolters Kluwer N.V. compared to its peers in the Publishing industry.


PE Ratio
10.020.030.040.050.060.070.037.3
The chart displays the price to earnings (P/E) ratio for WKL.AS in comparison to other companies of the Publishing industry. Currently, WKL.AS has a PE value of 37.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.01.02.03.03.8
The chart displays the price to earnings to growth (PEG) ratio for WKL.AS in comparison to other companies of the Publishing industry. Currently, WKL.AS has a PEG value of 3.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wolters Kluwer N.V..


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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