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Wolters Kluwer NV (WTKWY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9778742059

Sector

Industrials

Highlights

Market Cap

$42.55B

EPS (TTM)

$4.45

PE Ratio

39.84

PEG Ratio

3.97

Total Revenue (TTM)

$2.89B

Gross Profit (TTM)

$2.09B

EBITDA (TTM)

$1.20B

Year Range

$143.90 - $182.89

Target Price

$180.30

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:
WTKWY vs. ^NYA WTKWY vs. ^GSPC WTKWY vs. FICO WTKWY vs. FXAIX WTKWY vs. KLAC WTKWY vs. INTA
Popular comparisons:
WTKWY vs. ^NYA WTKWY vs. ^GSPC WTKWY vs. FICO WTKWY vs. FXAIX WTKWY vs. KLAC WTKWY vs. INTA

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.


-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
6.59%
11.76%
WTKWY (Wolters Kluwer NV)
Benchmark (^GSPC)

Returns By Period

Wolters Kluwer NV had a return of 7.68% year-to-date (YTD) and 20.12% in the last 12 months. Over the past 10 years, Wolters Kluwer NV had an annualized return of 22.20%, outperforming the S&P 500 benchmark which had an annualized return of 11.82%.


WTKWY

YTD

7.68%

1M

6.42%

6M

6.59%

1Y

20.12%

5Y*

20.51%

10Y*

22.20%

^GSPC (Benchmark)

YTD

3.73%

1M

1.05%

6M

11.76%

1Y

24.74%

5Y*

13.51%

10Y*

11.82%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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%-4.35%-1.72%-1.73%11.53%-9.58%0.36%8.39%3.90%-4.98%-9.78%
2021-0.68%-4.86%9.49%5.21%5.91%5.52%12.78%1.57%-7.96%-0.58%6.86%5.04%43.14%
20203.01%-2.71%-4.93%7.35%7.49%-0.62%0.01%4.38%5.10%-5.49%3.69%-0.02%17.46%
20196.25%5.73%3.28%3.72%-0.39%4.36%-0.40%-0.20%1.58%1.08%-2.69%1.52%26.12%
20181.30%-4.21%5.34%2.77%4.09%-0.12%7.28%5.79%-1.55%-9.15%6.72%-2.95%14.83%
20175.63%7.03%1.24%5.56%3.29%-3.45%4.65%-1.02%6.01%5.59%5.92%0.64%48.94%
20162.06%9.82%6.55%-3.39%4.97%2.23%2.99%0.47%1.95%-9.71%-6.99%0.86%10.63%
2015-1.74%8.48%0.57%1.58%-3.61%-4.45%11.12%-4.58%-2.11%9.99%2.13%-3.12%13.28%
2014-3.68%4.84%-1.88%2.15%7.38%-1.10%-7.34%0.57%-3.69%0.38%9.85%3.99%10.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, WTKWY is among the top 20% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WTKWY is 8080
Overall Rank
The Sharpe Ratio Rank of WTKWY is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of WTKWY is 7373
Sortino Ratio Rank
The Omega Ratio Rank of WTKWY is 7171
Omega Ratio Rank
The Calmar Ratio Rank of WTKWY is 9191
Calmar Ratio Rank
The Martin Ratio Rank of WTKWY 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 Wolters Kluwer NV (WTKWY) 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 WTKWY, currently valued at 1.10, compared to the broader market-2.000.002.004.001.101.98
The chart of Sortino ratio for WTKWY, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.006.001.592.64
The chart of Omega ratio for WTKWY, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.36
The chart of Calmar ratio for WTKWY, currently valued at 2.20, compared to the broader market0.002.004.006.002.203.00
The chart of Martin ratio for WTKWY, currently valued at 6.10, compared to the broader market0.0010.0020.0030.006.1012.30
WTKWY
^GSPC

The current Wolters Kluwer NV Sharpe ratio is 1.10. 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 Wolters Kluwer NV 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 Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.10
1.98
WTKWY (Wolters Kluwer NV)
Benchmark (^GSPC)

Dividends

Dividend History

Wolters Kluwer NV provided a 1.33% dividend yield over the last twelve months, with an annual payout of $2.36 per share.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.36$2.36$0.79$1.79$1.69$1.42$1.16$1.19$1.47$0.84$1.01$0.96

Dividend yield

1.33%1.43%0.55%1.71%1.43%1.70%1.59%2.03%2.82%2.31%3.00%3.16%

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
2025$0.00$0.00
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$1.14$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$1.79
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
2020$0.00$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.56$0.00$0.00$0.00$1.42
2019$0.00$0.00$0.00$0.72$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00$1.16
2018$0.00$0.00$0.00$0.79$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$1.19
2017$0.00$0.00$0.00$1.24$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.00$1.47
2016$0.00$0.00$0.00$0.63$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.84
2015$0.00$0.00$0.00$0.80$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$1.01
2014$0.96$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.96

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.3%
Wolters Kluwer NV has a dividend yield of 1.33%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%48.3%
Wolters Kluwer NV has a payout ratio of 48.30%, 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.59%
-0.29%
WTKWY (Wolters Kluwer NV)
Benchmark (^GSPC)

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 62.40%, occurring on Mar 12, 2003. Recovery took 748 trading sessions.

The current Wolters Kluwer NV drawdown is 2.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.4%Aug 3, 2001399Mar 12, 2003748Mar 1, 20061147
-56.5%Dec 13, 2007310Mar 9, 20091151Oct 2, 20131461
-24.63%Mar 5, 202012Mar 20, 202048May 29, 202060
-24.53%Jan 3, 2022113Jun 14, 2022173Feb 22, 2023286
-23.32%Sep 8, 201648Nov 14, 2016109Apr 24, 2017157

Volatility

Volatility Chart

The current Wolters Kluwer NV volatility is 6.18%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
6.18%
4.02%
WTKWY (Wolters Kluwer NV)
Benchmark (^GSPC)

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 assessment of the market value of Wolters Kluwer NV compared to its peers in the Specialty Business Services industry.


PE Ratio
50.0100.0150.0200.0250.039.8
The chart displays the price to earnings (P/E) ratio for WTKWY in comparison to other companies of the Specialty Business Services industry. Currently, WTKWY has a PE value of 39.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-4.0-2.00.02.04.06.08.04.0
The chart displays the price to earnings to growth (PEG) ratio for WTKWY in comparison to other companies of the Specialty Business Services industry. Currently, WTKWY has a PEG value of 4.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wolters Kluwer NV.


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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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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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