- ISIN
- US96342K1007
- Sector
- Consumer Cyclical
- Industry
- Lodging
Highlights
- Market Cap
- $5.42B
- Enterprise Value
- $12.58B
- EPS (TTM)
- £0.67
- PE Ratio
- 9.08
- PEG Ratio
- 0.07
- Total Revenue (TTM)
- £5.82B
- Gross Profit (TTM)
- £3.00B
- EBITDA (TTM)
- £1.89B
- Year Range
- $7.42 - $11.06
- ROA (TTM)
- 4.84%
- ROE (TTM)
- 14.77%
Share Price Chart
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Performance
WTBDY Performance Chart
Whitbread PLC ADR (WTBDY) is down 3.4% since the beginning of the year. At $8 per share, WTBDY is trading 26.9% below its 52-week high of $11. Investors who bought $1,000 worth of WTBDY shares 5 years ago would now be looking at an investment worth $808.
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Returns By Period
Whitbread PLC ADR (WTBDY) has returned -3.44% so far this year and -11.71% over the past 12 months.
Whitbread PLC ADR
- 1D
- 2.41%
- 1M
- -2.30%
- YTD
- -3.44%
- 6M
- -2.87%
- 1Y
- -11.71%
- 3Y*
- -4.96%
- 5Y*
- -4.18%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WTBDY Monthly Returns History
Based on dividend-adjusted daily data since Oct 24, 2017, WTBDY's average daily return is +0.05%, while the average monthly return is +0.40%. At this rate, an investment would double in approximately 14.5 years.
Historically, 49% of months were positive and 51% were negative. The best month was Nov 2020 with a return of +40.9%, while the worst month was Mar 2020 at -25.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WTBDY closed higher 49% of trading days. The best single day was Nov 6, 2017 with a return of +91.2%, while the worst single day was Nov 8, 2017 at -56.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.28% | -6.57% | -12.56% | 0.66% | 5.49% | 2.80% | -3.44% | ||||||
| 2025 | -6.99% | -3.24% | -4.78% | 11.17% | 13.43% | -0.91% | 3.18% | 5.77% | 2.07% | -11.02% | -13.25% | 3.62% | -4.60% |
| 2024 | -2.40% | -8.19% | 0.15% | -5.53% | -0.62% | -0.52% | -0.10% | 0.95% | 10.38% | -6.39% | -8.32% | 3.33% | -17.27% |
| 2023 | 21.90% | -1.02% | -0.00% | 11.38% | 1.21% | 6.39% | 4.08% | -4.01% | -2.20% | -7.79% | -0.20% | 19.65% | 55.66% |
| 2022 | 0.83% | -5.00% | -1.43% | -6.54% | -2.08% | -9.99% | 3.06% | -10.64% | -10.94% | 14.46% | 6.71% | -1.67% | -23.38% |
| 2021 | -12.43% | 26.60% | -2.16% | -4.75% | 0.80% | -3.14% | -2.69% | 2.91% | 2.19% | 1.12% | -18.40% | 10.38% | -5.99% |
Benchmark Metrics
Whitbread PLC ADR has an annualized alpha of 1.16%, beta of 0.82, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since October 24, 2017.
- This stock participated in 124.75% of S&P 500 Index downside but only 73.10% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.09 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.
- Alpha
- 1.16%
- Beta
- 0.82
- R²
- 0.09
- Upside Capture
- 73.10%
- Downside Capture
- 124.75%
Return for Risk
Risk / Return Rank
WTBDY ranks 27 for risk / return — below 27% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Whitbread PLC ADR (WTBDY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTBDY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -3.03 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.37 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 2.78 | -3.15 |
| Martin ratioReturn relative to average drawdown | -0.64 | 12.44 | -13.07 |
Dividends
Dividend History
Whitbread PLC ADR provided a 4.04% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.32 | $0.31 | $0.26 | $0.18 | $0.00 | $1.63 | $0.30 | $0.31 | $0.09 |
Dividend yield | 4.04% | 3.77% | 3.34% | 2.23% | 2.32% | 0.00% | 15.02% | 1.87% | 2.16% | 0.65% |
Monthly Dividends
The table displays the monthly dividend distributions for Whitbread PLC ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.20 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.32 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.31 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Whitbread PLC ADR has a dividend yield of 4.04%, which is quite average when compared to the overall market.
Payout Ratio
Whitbread PLC ADR has a payout ratio of 74.68%, which is quite average when compared to the overall market. This suggests that Whitbread PLC 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 Whitbread PLC 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 Whitbread PLC ADR was 76.51%, occurring on Mar 19, 2020. The portfolio has not yet recovered.
The current Whitbread PLC ADR drawdown is 57.57%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -76.51%Mar 2020 | 2y 4mo | — | 8y 7moNov 2017 - now |
2017 pullback2017 | -3.74%Nov 2017 | 0s | 1d | 1dNov 2017 - Nov 2017 |
2017 pullback2017 | -1.41%Oct 2017 | 0s | 4d | 4dOct 2017 - Oct 2017 |
2017 pullback2017 | -0.58%Oct 2017 | 0s | 1d | 1dOct 2017 - Oct 2017 |
Drawdown Indicators
| WTBDY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.51% | -56.78% | -19.73% |
Max Drawdown (1Y)Largest decline over 1 year | -31.96% | -9.10% | -22.86% |
Max Drawdown (3Y)Largest decline over 3 years | -32.02% | -18.90% | -13.12% |
Max Drawdown (5Y)Largest decline over 5 years | -45.27% | -25.43% | -19.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -57.57% | -1.80% | -55.77% |
Average DrawdownAverage peak-to-trough decline | -52.40% | -10.71% | -41.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.44% | 2.03% | +16.41% |
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 Whitbread PLC ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Whitbread PLC ADR is priced in the market compared to other companies in the Lodging 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 WTBDY, comparing it with other companies in the Lodging industry. Currently, WTBDY has a P/E ratio of 9.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WTBDY compared to other companies in the Lodging industry. WTBDY currently has a PEG ratio of 0.1. 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 WTBDY relative to other companies in the Lodging industry. Currently, WTBDY has a P/S ratio of 0.7. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WTBDY in comparison with other companies in the Lodging industry. Currently, WTBDY 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 | — |
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