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Wolters Kluwer NV (WTKWY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9778742059

Highlights

Market Cap
$17.27B
Enterprise Value
$22.24B
EPS (TTM)
$10.26
PE Ratio
7.31
PEG Ratio
0.38
Total Revenue (TTM)
$12.02B
Gross Profit (TTM)
$8.77B
EBITDA (TTM)
$3.93B
Year Range
$70.05 - $185.47
ROA (TTM)
24.86%
ROE (TTM)
298.55%

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Wolters Kluwer NV (WTKWY) has returned -27.63% so far this year and -51.01% over the past 12 months. Over the last ten years, WTKWY has returned 8.68% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Wolters Kluwer NV

1D
3.08%
1M
-7.63%
YTD
-27.63%
6M
-45.36%
1Y
-51.01%
3Y*
-14.85%
5Y*
-1.80%
10Y*
8.68%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 13, 2007, WTKWY's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.

Historically, 56% of months were positive and 44% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-9.69%-13.25%-7.63%-27.63%
202510.66%-16.25%1.70%14.74%0.39%-6.09%-6.80%-18.45%9.05%-10.10%-13.58%-2.81%-36.20%
20243.50%7.02%-0.59%-4.29%7.61%3.53%1.47%1.38%-1.11%-0.35%-0.20%-1.05%17.53%
20234.12%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 4.56%, 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 88.42% of S&P 500 Index downside but only 84.36% 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
4.56%
Beta
0.63
0.22
Upside Capture
84.36%
Downside Capture
88.42%

Return for Risk

Risk / Return Rank

WTKWY ranks 4 for risk / return — in the bottom 4% 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.


WTKWY Risk / Return Rank: 44
Overall Rank
WTKWY Sharpe Ratio Rank: 00
Sharpe Ratio Rank
WTKWY Sortino Ratio Rank: 11
Sortino Ratio Rank
WTKWY Omega Ratio Rank: 11
Omega Ratio Rank
WTKWY Calmar Ratio Rank: 1010
Calmar Ratio Rank
WTKWY Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Wolters Kluwer NV (WTKWY) and compare them to a chosen benchmark (S&P 500 Index).


WTKWYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-1.55

0.90

-2.44

Sortino ratio

Return per unit of downside risk

-2.49

1.39

-3.87

Omega ratio

Gain probability vs. loss probability

0.70

1.21

-0.52

Calmar ratio

Return relative to maximum drawdown

-0.84

1.40

-2.24

Martin ratio

Return relative to average drawdown

-1.48

6.61

-8.09

Explore WTKWY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Wolters Kluwer NV provided a 3.53% dividend yield over the last twelve months, with an annual payout of $2.65 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00$2.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.65$2.65$2.36$0.79$1.72$1.69$1.29$0.98$1.01$1.47$1.65$1.00

Dividend yield

3.53%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
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 3.53%, 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 62.09%, occurring on Feb 23, 2026. The portfolio has not yet recovered.

The current Wolters Kluwer NV drawdown is 59.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.09%Feb 13, 2025257Feb 23, 2026
-58.02%Dec 13, 2007310Mar 9, 20091311May 23, 20141621
-24.63%Mar 5, 202012Mar 20, 202048May 29, 202060
-24.58%Jan 3, 2022113Jun 14, 2022173Feb 22, 2023286
-23.24%Sep 29, 201633Nov 14, 2016115May 2, 2017148

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.


Annual
Quarterly

0.0

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 7.3. 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 1.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

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 21.7. 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