Woolworths Holdings Ltd PK (WLWHY)

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Woolworths Holdings Ltd PK (WLWHY) is down 3.1% since the beginning of the year. At $3 per share, WLWHY is trading 20.7% below its 52-week high of $4. Investors who bought $1,000 worth of WLWHY shares 5 years ago would now be looking at an investment worth $951.

Woolworths Holdings Ltd PK (WLWHY) has returned -3.12% so far this year and -2.07% over the past 12 months. Over the last ten years, WLWHY has returned -2.29% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jul 25, 2007, WLWHY's average daily return is +0.07%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 46% of months were positive and 54% were negative. The best month was Jul 2009 with a return of +52.0%, while the worst month was Dec 2008 at -44.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WLWHY closed higher 31% of trading days. The best single day was Sep 29, 2008 with a return of +55.5%, while the worst single day was Dec 16, 2008 at -47.0%.

Woolworths Holdings Ltd PK has an annualized alpha of 15.05%, beta of 0.28, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since July 26, 2007.

• This stock participated in 79.94% of S&P 500 Index downside but only 62.91% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.28 may look defensive, but with R2 of 0.01 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 0.01 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.

WLWHY ranks 40 for risk / return — below 40% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Woolworths Holdings Ltd PK (WLWHY) and compare them to S&P 500 Index.

Woolworths Holdings Ltd PK provided a 3.55% dividend yield over the last twelve months, with an annual payout of $0.11 per share.

The table displays the monthly dividend distributions for Woolworths Holdings Ltd PK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Woolworths Holdings Ltd PK. 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 Woolworths Holdings Ltd PK was 80.04%, occurring on May 6, 2020. The portfolio has not yet recovered.

The current Woolworths Holdings Ltd PK drawdown is 44.25%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Woolworths Holdings Ltd PK is priced in the market compared to other companies in the Department Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.