- ISIN
- US9778742059
- Sector
- Industrials
- Industry
- Specialty Business Services
Highlights
- Market Cap
- $16.01B
- Enterprise Value
- $20.99B
- EPS (TTM)
- $10.26
- PE Ratio
- 6.78
- PEG Ratio
- 0.35
- Total Revenue (TTM)
- $12.02B
- Gross Profit (TTM)
- $8.77B
- EBITDA (TTM)
- $3.93B
- Year Range
- $65.49 - $178.52
- ROA (TTM)
- 24.86%
- ROE (TTM)
- 298.55%
Share Price Chart
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Performance
WTKWY Performance Chart
Wolters Kluwer NV (WTKWY) is down 31.1% since the beginning of the year. At $70 per share, WTKWY is trading 61.1% below its 52-week high of $179. Investors who bought $1,000 worth of WTKWY shares 5 years ago would now be looking at an investment worth $784.
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Returns By Period
Wolters Kluwer NV (WTKWY) has returned -31.11% so far this year and -59.20% over the past 12 months. Over the last ten years, WTKWY has returned 7.44% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Wolters Kluwer NV
- 1D
- -3.03%
- 1M
- -11.71%
- YTD
- -31.11%
- 6M
- -32.18%
- 1Y
- -59.20%
- 3Y*
- -14.86%
- 5Y*
- -4.74%
- 10Y*
- 7.44%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
WTKWY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, WTKWY's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 55% of months were positive and 45% were negative. The best month was Apr 2025 with a return of +14.7%, while the worst month was Oct 2008 at -34.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WTKWY closed higher 50% of trading days. The best single day was Jul 25, 2012 with a return of +12.3%, while the worst single day was Oct 27, 2008 at -39.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.69% | -13.25% | -7.63% | 4.72% | -6.99% | -2.28% | -31.11% | ||||||
| 2025 | 10.66% | -16.25% | 1.70% | 14.74% | 0.39% | -6.09% | -6.80% | -18.45% | 9.05% | -10.10% | -13.58% | -2.81% | -36.20% |
| 2024 | 3.50% | 7.02% | -0.59% | -4.29% | 7.61% | 3.53% | 1.47% | 1.38% | -1.11% | -0.35% | -0.20% | -1.05% | 17.53% |
| 2023 | 4.12% | 6.13% | 8.92% | 5.06% | -12.95% | 10.24% | -1.11% | -3.52% | 0.41% | 6.61% | 6.50% | 3.74% | 36.95% |
| 2022 | -13.77% | -0.51% | 5.12% | -4.41% | -1.72% | -1.73% | 11.53% | -9.58% | 0.36% | 8.39% | 3.90% | -4.98% | -9.84% |
| 2021 | -0.68% | -5.09% | 9.76% | 5.21% | 5.91% | 5.52% | 12.78% | 1.57% | -7.96% | -0.58% | 6.86% | 5.04% | 43.14% |
Benchmark Metrics
Wolters Kluwer NV has an annualized alpha of 3.85%, beta of 0.63, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.
- This stock participated in 88.90% of S&P 500 Index downside but only 80.65% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.63 may look defensive, but with R2 of 0.22 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 0.22 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
- 3.85%
- Beta
- 0.63
- R²
- 0.22
- Upside Capture
- 80.65%
- Downside Capture
- 88.90%
Return for Risk
Risk / Return Rank
WTKWY ranks 2 for risk / return — in the bottom 2% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wolters Kluwer NV (WTKWY) and compare them to S&P 500 Index.
| WTKWY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.94 | ||
| Sortino ratioReturn per unit of downside risk | -6.01 | ||
| Omega ratioGain probability vs. loss probability | 0.65 | 1.41 | -0.75 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 2.93 | -3.88 |
| Martin ratioReturn relative to average drawdown | -1.44 | 13.52 | -14.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Wolters Kluwer NV provided a 4.23% dividend yield over the last twelve months, with an annual payout of $2.94 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.94 | $2.65 | $2.36 | $0.79 | $1.72 | $1.69 | $1.29 | $0.98 | $1.01 | $1.47 | $1.65 | $1.00 |
Dividend yield | 4.23% | 2.56% | 1.43% | 0.55% | 1.64% | 1.43% | 1.54% | 1.35% | 1.72% | 2.82% | 4.55% | 2.98% |
Monthly Dividends
The table displays the monthly dividend distributions for Wolters Kluwer NV. 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 | $1.87 | $0.00 | $1.87 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $2.36 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 |
| 2022 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $1.69 |
Dividend Yield & Payout
Dividend Yield
Wolters Kluwer NV has a dividend yield of 4.23%, which is quite average when compared to the overall market.
Payout Ratio
Wolters Kluwer NV has a payout ratio of 46.22%, which is quite average when compared to the overall market. This suggests that Wolters Kluwer NV 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 Wolters Kluwer NV. 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 Wolters Kluwer NV was 64.03%, occurring on May 13, 2026. The portfolio has not yet recovered.
The current Wolters Kluwer NV drawdown is 61.68%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -64.03%May 2026 | 1y 2mo | — | 1y 3moFeb 2025 - now |
Financial crisis2007–2009 | -58.02%Mar 2009 | 1y 2mo | 5y 2mo | 6y 5moDec 2007 - May 2014 |
COVID crash2020 | -24.63%Mar 2020 | 15d | 2mo 10d | 2mo 25dMar 2020 - May 2020 |
Bear market2022 | -24.58%Jun 2022 | 5mo 12d | 8mo 13d | 1y 1moJan 2022 - Feb 2023 |
2016 bear market2016 | -23.24%Nov 2016 | 1mo 16d | 5mo 19d | 7mo 5dSep 2016 - May 2017 |
Drawdown Indicators
| WTKWY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.03% | -56.78% | -7.25% |
Max Drawdown (1Y)Largest decline over 1 year | -62.36% | -9.10% | -53.26% |
Max Drawdown (3Y)Largest decline over 3 years | -64.03% | -18.90% | -45.13% |
Max Drawdown (5Y)Largest decline over 5 years | -64.03% | -25.43% | -38.60% |
Max Drawdown (10Y)Largest decline over 10 years | -64.03% | -33.92% | -30.11% |
Current DrawdownCurrent decline from peak | -61.68% | -0.74% | -60.94% |
Average DrawdownAverage peak-to-trough decline | -16.42% | -10.72% | -5.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.24% | 1.97% | +39.27% |
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 Wolters Kluwer NV 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 Wolters Kluwer NV is priced in the market compared to other companies in the Specialty Business Services 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 WTKWY, comparing it with other companies in the Specialty Business Services industry. Currently, WTKWY has a P/E ratio of 6.8. 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 WTKWY compared to other companies in the Specialty Business Services industry. WTKWY currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WTKWY relative to other companies in the Specialty Business Services industry. Currently, WTKWY has a P/S ratio of 1.3. 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 WTKWY in comparison with other companies in the Specialty Business Services industry. Currently, WTKWY has a P/B value of 20.1. 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
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|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
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EBITDA | — |
EBIT | — |
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Net Income | — |
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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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