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

Company Info

ISIN

US9365441057

Highlights

Market Cap

$12.12B

EPS (TTM)

$0.21

PE Ratio

19.62

PEG Ratio

0.86

Total Revenue (TTM)

$6.69B

Gross Profit (TTM)

$4.27B

EBITDA (TTM)

$909.00M

Year Range

$2.78 - $4.52

Share Price Chart


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Compare to other instruments

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

Performance Chart


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Returns By Period

Wartsila Oyj Abp ADR (WRTBY) returned 17.65% year-to-date (YTD) and 2.33% over the past 12 months. Over the past 10 years, WRTBY delivered an annualized return of 17.04%, outperforming the S&P 500 benchmark at 10.87%.


WRTBY

YTD

17.65%

1M

31.63%

6M

9.18%

1Y

2.33%

5Y*

45.54%

10Y*

17.04%

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.37%

10Y*

10.87%

*Annualized

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
20257.08%0.16%0.91%-6.07%15.73%17.65%
20240.71%3.97%1.33%19.90%12.19%-7.48%6.90%7.54%2.05%-15.27%-4.42%-2.48%22.35%
202315.15%-0.56%-1.32%22.78%-1.68%-1.23%11.06%1.80%-9.49%4.35%16.29%6.95%78.93%
2022-13.06%-7.11%-17.22%-11.74%3.61%-12.01%13.11%-1.54%-17.29%6.69%15.68%2.17%-37.53%
2021-1.75%17.11%-8.00%23.10%4.49%11.36%1.06%-6.78%-14.59%14.75%0.94%0.76%42.39%
20205.84%-7.15%-30.40%2.93%9.20%0.73%2.88%-0.53%-10.81%16.59%10.42%6.31%-3.26%
20196.52%-3.43%2.96%2.30%-10.55%-1.06%-15.89%-6.83%-5.94%9.51%-14.62%9.53%-27.62%
20188.60%4.42%-2.52%-3.40%-1.01%-9.24%11.12%-0.59%-3.58%-16.82%-2.96%-2.19%-19.31%
201711.52%2.96%-0.83%19.57%-0.42%9.23%0.48%7.32%-8.17%0.17%-2.12%43.77%
2016-10.57%2.98%11.74%-3.03%-5.55%-0.25%1.93%-0.76%3.55%5.39%-5.89%6.69%4.22%
20150.37%2.86%-6.16%9.08%-2.93%8.54%-6.53%-2.02%-14.73%13.54%1.47%5.61%5.81%
201412.03%4.01%-7.90%6.87%-1.61%-7.74%-3.63%4.88%-9.81%-4.37%11.93%-7.71%-6.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WRTBY is 75, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WRTBY is 7575
Overall Rank
The Sharpe Ratio Rank of WRTBY is 5353
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 9090
Calmar Ratio Rank
The Martin Ratio Rank of WRTBY is 8080
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Wartsila Oyj Abp ADR Sharpe ratios as of May 19, 2025 (values are recalculated daily):

  • 1-Year: 0.05
  • 5-Year: 0.87
  • 10-Year: 0.30
  • All Time: 0.49

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Wartsila Oyj Abp ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Wartsila Oyj Abp ADR provided a 2.01% dividend yield over the last twelve months, with an annual payout of $0.08 per share. The company has been increasing its dividends for 3 consecutive years.


2.00%4.00%6.00%8.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.08$0.07$0.06$0.05$0.05$0.11$0.11$0.29$0.10$0.18$0.08$0.10

Dividend yield

2.01%1.98%1.87%2.94%1.69%5.49%4.84%8.98%2.32%5.88%2.62%3.25%

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
2025$0.00$0.00$0.05$0.00$0.00$0.05
2024$0.00$0.00$0.03$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$0.05$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$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08
2014$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10

Dividend Yield & Payout


Dividend Yield

Wartsila Oyj Abp ADR has a dividend yield of 2.01%, which is quite average when compared to the overall market.

Payout Ratio

Wartsila Oyj Abp ADR has a payout ratio of 41.67%, 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.


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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 73.68%, occurring on Mar 18, 2020. Recovery took 568 trading sessions.

The current Wartsila Oyj Abp ADR drawdown is 8.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.68%Feb 20, 2018149Mar 18, 2020568May 3, 2024717
-33.46%Mar 10, 201496Sep 28, 201581Apr 13, 2017177
-30.81%Sep 27, 2024133Apr 17, 2025
-27.41%May 17, 20127Aug 2, 201213Nov 1, 201220
-14.24%May 2, 201314Oct 17, 20138Jan 9, 201422

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Wartsila Oyj Abp ADR, comparing actual results with analytics estimates.


-0.050.000.050.1020212022202320242025
0.04
Actual
Estimate

Valuation

The Valuation section provides an overview of how Wartsila Oyj Abp ADR is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WRTBY, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, WRTBY has a P/E ratio of 19.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WRTBY compared to other companies in the Specialty Industrial Machinery industry. WRTBY currently has a PEG ratio of 0.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WRTBY relative to other companies in the Specialty Industrial Machinery industry. Currently, WRTBY has a P/S ratio of 1.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WRTBY in comparison with other companies in the Specialty Industrial Machinery industry. Currently, WRTBY has a P/B value of 4.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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