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

Company Info

ISINNL0000395903
SectorCommunication Services
IndustryPublishing

Highlights

Market Cap€33.48B
EPS€4.09
PE Ratio34.36
PEG Ratio2.88
Revenue (TTM)€5.58B
Gross Profit (TTM)€3.88B
EBITDA (TTM)€1.70B
Year Range€104.47 - €149.15
Target Price€149.40

Share Price Chart


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Wolters Kluwer N.V.

Popular comparisons: WKL.AS vs. SCHD, WKL.AS vs. VOO, WKL.AS vs. HEIA.AS, WKL.AS vs. SPY, WKL.AS vs. WFSPX

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%20.00%25.00%NovemberDecember2024FebruaryMarchApril
20.85%
22.35%
WKL.AS (Wolters Kluwer N.V.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Wolters Kluwer N.V. had a return of 11.03% year-to-date (YTD) and 21.71% in the last 12 months. Over the past 10 years, Wolters Kluwer N.V. had an annualized return of 23.59%, outperforming the S&P 500 benchmark which had an annualized return of 10.52%.


PeriodReturnBenchmark
Year-To-Date11.03%6.92%
1 month-1.69%-2.83%
6 months20.85%23.86%
1 year21.71%23.33%
5 years (annualized)19.55%11.66%
10 years (annualized)23.59%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.06%6.85%-0.45%
20233.10%5.63%4.29%1.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WKL.AS is 87, placing it in the top 13% 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 WKL.AS is 8787
Wolters Kluwer N.V.(WKL.AS)
The Sharpe Ratio Rank of WKL.AS is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of WKL.AS is 8383Sortino Ratio Rank
The Omega Ratio Rank of WKL.AS is 8282Omega Ratio Rank
The Calmar Ratio Rank of WKL.AS is 9292Calmar Ratio Rank
The Martin Ratio Rank of WKL.AS is 9090Martin 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.


WKL.AS
Sharpe ratio
The chart of Sharpe ratio for WKL.AS, currently valued at 1.60, compared to the broader market-2.00-1.000.001.002.003.004.001.60
Sortino ratio
The chart of Sortino ratio for WKL.AS, currently valued at 2.22, compared to the broader market-4.00-2.000.002.004.006.002.22
Omega ratio
The chart of Omega ratio for WKL.AS, currently valued at 1.29, compared to the broader market0.501.001.501.29
Calmar ratio
The chart of Calmar ratio for WKL.AS, currently valued at 2.03, compared to the broader market0.002.004.006.002.03
Martin ratio
The chart of Martin ratio for WKL.AS, currently valued at 8.88, compared to the broader market0.0010.0020.0030.008.88
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-4.00-2.000.002.004.006.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0010.0020.0030.008.62

Sharpe Ratio

The current Wolters Kluwer N.V. Sharpe ratio is 1.60. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.60
2.61
WKL.AS (Wolters Kluwer N.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Wolters Kluwer N.V. granted a 1.33% dividend yield in the last twelve months. The annual payout for that period amounted to €1.90 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€1.90€1.90€1.66€1.43€1.26€1.03€0.99€0.80€0.76€0.89€0.70€0.69

Dividend yield

1.33%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00€0.00
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
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
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
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
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
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
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
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
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
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
2013€0.69€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.3%
Wolters Kluwer N.V. has a dividend yield of 1.33%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%46.5%
Wolters Kluwer N.V. has a payout ratio of 46.45%, 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.


-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.58%
-2.31%
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 3.58%.


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 4.66%, 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%NovemberDecember2024FebruaryMarchApril
4.66%
3.59%
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

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