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Wartsila Oyj Abp ADR (WRTBY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9365441057

Sector

Industrials

Highlights

Market Cap

$11.13B

EPS (TTM)

$0.16

PE Ratio

23.63

PEG Ratio

0.83

Total Revenue (TTM)

$6.24B

Gross Profit (TTM)

$2.70B

EBITDA (TTM)

$769.00M

Year Range

$2.69 - $4.69

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:
WRTBY vs. FXAIX WRTBY vs. SPY
Popular comparisons:
WRTBY vs. FXAIX WRTBY vs. SPY

Performance

Performance Chart

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


-20.00%-10.00%0.00%10.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
-13.84%
14.34%
WRTBY (Wartsila Oyj Abp ADR)
Benchmark (^GSPC)

Returns By Period

Wartsila Oyj Abp ADR had a return of 22.19% year-to-date (YTD) and 31.63% in the last 12 months. Over the past 10 years, Wartsila Oyj Abp ADR had an annualized return of 16.03%, outperforming the S&P 500 benchmark which had an annualized return of 11.32%.


WRTBY

YTD

22.19%

1M

-8.53%

6M

-13.84%

1Y

31.63%

5Y (annualized)

29.77%

10Y (annualized)

16.03%

^GSPC (Benchmark)

YTD

26.84%

1M

5.60%

6M

14.34%

1Y

32.39%

5Y (annualized)

14.23%

10Y (annualized)

11.32%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.71%3.97%1.33%19.90%12.19%-7.48%6.89%7.54%4.61%-15.87%-9.04%22.19%
202315.15%-0.56%-1.32%22.77%-1.68%-1.23%11.06%1.80%-9.51%4.35%16.29%6.95%78.87%
2022-13.07%-7.10%-17.26%-11.75%3.61%-12.01%13.11%-1.54%-17.31%6.69%15.68%2.17%-37.56%
2021-1.75%17.10%-8.01%23.09%4.49%11.37%1.06%-6.77%-14.58%14.75%0.94%0.76%42.41%
20205.85%-7.15%-30.39%2.93%9.20%0.73%2.89%-0.53%-10.78%16.59%10.42%6.31%-3.20%
20196.51%-3.43%2.93%2.30%-10.55%-1.06%-15.89%-6.83%-5.97%9.51%-14.62%9.53%-27.66%
20188.60%4.42%-2.51%-3.40%-1.01%-9.24%11.12%-0.59%-3.58%-16.82%-2.96%-2.18%-19.31%
201711.52%2.96%-0.84%19.57%-0.42%9.24%0.48%7.34%-8.17%0.17%-2.13%43.78%
2016-10.57%2.98%11.74%-3.04%-5.54%-0.26%1.93%-0.76%3.56%5.40%-5.89%6.70%4.23%
20150.37%2.86%-6.38%9.08%-2.93%8.54%-6.53%-2.02%-14.73%13.54%1.47%5.61%5.55%
201412.03%4.01%-7.85%6.87%-1.61%-7.74%-3.62%4.88%-9.81%-4.37%11.94%-7.71%-6.19%
20136.62%11.50%-5.12%0.17%4.31%-5.95%0.63%-1.73%9.10%19.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WRTBY is 78, placing it in the top 22% 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 WRTBY is 7878
Overall Rank
The Sharpe Ratio Rank of WRTBY is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of WRTBY is 7575
Sortino Ratio Rank
The Omega Ratio Rank of WRTBY is 7575
Omega Ratio Rank
The Calmar Ratio Rank of WRTBY is 8080
Calmar Ratio Rank
The Martin Ratio Rank of WRTBY is 8484
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 Wartsila Oyj Abp ADR (WRTBY) 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 WRTBY, currently valued at 1.18, compared to the broader market-4.00-2.000.002.004.001.182.59
The chart of Sortino ratio for WRTBY, currently valued at 1.88, compared to the broader market-4.00-2.000.002.004.001.883.45
The chart of Omega ratio for WRTBY, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.48
The chart of Calmar ratio for WRTBY, currently valued at 1.24, compared to the broader market0.002.004.006.001.243.73
The chart of Martin ratio for WRTBY, currently valued at 7.07, compared to the broader market0.0010.0020.0030.007.0716.58
WRTBY
^GSPC

The current Wartsila Oyj Abp ADR Sharpe ratio is 1.18. 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 Wartsila Oyj Abp ADR 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 Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
1.18
2.59
WRTBY (Wartsila Oyj Abp ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Wartsila Oyj Abp ADR provided a 2.01% dividend yield over the last twelve months, with an annual payout of $0.07 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%4.00%6.00%8.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.07$0.06$0.05$0.05$0.11$0.11$0.29$0.10$0.18$0.09$0.10$0.09

Dividend yield

2.01%1.90%3.01%1.68%5.44%4.89%8.98%2.30%5.88%2.84%3.19%2.77%

Monthly Dividends

The table displays the monthly dividend distributions for Wartsila Oyj Abp ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.07
2023$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.06
2022$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.05
2021$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.05
2020$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.11
2019$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.11
2018$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.29
2017$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.10
2016$0.00$0.09$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18
2015$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09
2014$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10
2013$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.09

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.0%
Wartsila Oyj Abp ADR has a dividend yield of 2.01%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%44.0%
Wartsila Oyj Abp ADR has a payout ratio of 44.02%, which is quite average when compared to the overall market. This suggests that Wartsila Oyj Abp ADR 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-23.04%
0
WRTBY (Wartsila Oyj Abp ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Wartsila Oyj Abp ADR. 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 Wartsila Oyj Abp ADR was 73.69%, occurring on Mar 18, 2020. Recovery took 568 trading sessions.

The current Wartsila Oyj Abp ADR drawdown is 23.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.69%Feb 20, 2018149Mar 18, 2020568May 3, 2024717
-33.59%Mar 10, 201496Sep 28, 201581Apr 13, 2017177
-27.41%May 17, 20127Aug 2, 201213Nov 1, 201220
-24.35%Oct 1, 202437Nov 20, 2024
-14.25%May 2, 201314Oct 17, 20138Jan 9, 201422

Volatility

Volatility Chart

The current Wartsila Oyj Abp ADR volatility is 17.52%, 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%JulyAugustSeptemberOctoberNovemberDecember
17.52%
3.39%
WRTBY (Wartsila Oyj Abp ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wartsila Oyj Abp ADR 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 Wartsila Oyj Abp ADR compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.023.6
The chart displays the price to earnings (P/E) ratio for WRTBY in comparison to other companies of the Specialty Industrial Machinery industry. Currently, WRTBY has a PE value of 23.6. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.00.8
The chart displays the price to earnings to growth (PEG) ratio for WRTBY in comparison to other companies of the Specialty Industrial Machinery industry. Currently, WRTBY has a PEG value of 0.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wartsila Oyj Abp ADR.


Loading data...

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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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