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WestRock Company (WRK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US96145D1054

CUSIP

96145D105

IPO Date

Mar 2, 1994

Highlights

Market Cap

$13.30B

EPS (TTM)

$1.21

PE Ratio

42.57

PEG Ratio

1.76

Year Range

$47.41 - $54.83

Target Price

$53.75

Short %

6.40%

Short Ratio

6.86

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

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


WRK (WestRock Company)
Benchmark (^GSPC)

Returns By Period


WRK

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.03%13.35%9.19%-3.01%12.50%-6.30%2.49%25.74%
202311.60%-19.31%-2.96%-1.77%-5.48%3.78%14.52%-0.96%9.45%0.36%15.49%0.85%22.20%
20224.06%-1.41%3.89%5.32%-1.62%-17.84%6.33%-3.60%-23.90%10.26%12.21%-7.28%-18.81%
2021-4.82%5.70%19.41%7.11%5.02%-8.74%-7.53%6.24%-4.25%-3.47%-9.33%2.24%3.78%
2020-9.11%-13.79%-15.01%13.91%-12.10%0.71%-4.95%13.67%14.54%8.09%12.95%3.13%4.63%
20197.81%-7.10%2.59%0.08%-14.03%11.87%-1.15%-3.93%6.64%2.52%9.19%6.40%19.29%
20185.41%-0.64%-2.42%-7.81%0.26%-3.16%1.68%-4.27%-2.98%-19.59%10.71%-19.85%-38.35%
20175.10%1.43%-3.15%2.94%2.36%4.12%1.34%-0.18%-0.32%8.11%2.50%1.28%28.20%
2016-22.67%-3.17%15.58%7.23%5.92%-1.87%10.39%12.59%1.21%-4.72%11.74%-0.84%28.10%
20156.43%5.76%-6.03%-2.36%3.43%-7.58%4.75%-5.32%-13.33%4.51%-5.08%-9.90%-24.14%
2014-3.36%9.99%-5.42%-9.43%5.67%4.51%-5.83%-1.12%-3.21%7.50%11.07%7.34%16.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, WRK is among the top 3% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WRK is 9797
Overall Rank
The Sharpe Ratio Rank of WRK is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of WRK is 9898
Sortino Ratio Rank
The Omega Ratio Rank of WRK is 9696
Omega Ratio Rank
The Calmar Ratio Rank of WRK is 9191
Calmar Ratio Rank
The Martin Ratio Rank of WRK is 9999
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 WestRock Company (WRK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There is not enough data available to calculate the Sharpe ratio for WestRock Company. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
WRK (WestRock Company)
Benchmark (^GSPC)

Dividends

Dividend History

WestRock Company provided a 0.59% dividend yield over the last twelve months, with an annual payout of $0.30 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.002014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.30$1.13$1.03$0.93$1.07$1.83$1.75$1.63$1.53$1.20$0.71

Dividend yield

0.59%2.72%2.92%2.10%2.45%4.26%4.62%2.58%3.00%2.64%1.17%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.61
2023$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.30$0.00$1.13
2022$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.28$0.00$1.03
2021$0.00$0.20$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.93
2020$0.00$0.47$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$1.07
2019$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.47$0.00$1.83
2018$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.46$0.00$1.75
2017$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.43$0.00$1.63
2016$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.40$0.00$1.53
2015$0.00$0.13$0.00$0.00$0.32$0.00$0.00$0.38$0.00$0.00$0.38$0.00$1.20
2014$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.71

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.


WRK (WestRock Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WestRock Company. 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 WestRock Company was 72.04%, occurring on Nov 30, 2000. Recovery took 339 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.04%Dec 6, 19961006Nov 30, 2000339Apr 15, 20021345
-65.58%Jan 29, 2018534Mar 12, 2020
-58.59%Apr 19, 2002763Apr 28, 2005391Nov 14, 20061154
-56.81%Feb 23, 2015246Feb 11, 2016424Oct 17, 2017670
-50.11%Sep 22, 2008116Mar 9, 2009109Aug 12, 2009225

Volatility

Volatility Chart

The current WestRock Company volatility is 9.31%, 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.


WRK (WestRock Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of WestRock Company 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 overview of how WestRock Company is priced in the market compared to other companies in the Packaging & Containers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0
WRK: 42.6
The chart displays the Price-to-Earnings (P/E) ratio for WRK, comparing it with other companies in the Packaging & Containers industry. Currently, WRK has a P/E ratio of 42.6. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
WRK: 1.8
The chart shows the Price/Earnings to Growth (PEG) ratio for WRK compared to other companies in the Packaging & Containers industry. WRK currently has a PEG ratio of 1.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
1.02.03.04.05.0
WRK: 0.7
This chart shows the Price-to-Sales (P/S) ratio for WRK relative to other companies in the Packaging & Containers industry. Currently, WRK has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
WRK: 1.3
The chart illustrates the Price-to-Book (P/B) ratio for WRK in comparison with other companies in the Packaging & Containers industry. Currently, WRK has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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