PortfoliosLab logo
ELUXY vs. WHR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ELUXY and WHR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ELUXY vs. WHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Electrolux AB Class B ADR (ELUXY) and Whirlpool Corporation (WHR). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

ELUXY:

-0.66

WHR:

-0.15

Sortino Ratio

ELUXY:

-0.67

WHR:

0.23

Omega Ratio

ELUXY:

0.91

WHR:

1.03

Calmar Ratio

ELUXY:

-0.39

WHR:

-0.05

Martin Ratio

ELUXY:

-1.71

WHR:

-0.17

Ulcer Index

ELUXY:

17.43%

WHR:

19.94%

Daily Std Dev

ELUXY:

46.32%

WHR:

45.98%

Max Drawdown

ELUXY:

-76.95%

WHR:

-82.49%

Current Drawdown

ELUXY:

-73.82%

WHR:

-61.52%

Fundamentals

Market Cap

ELUXY:

$1.78B

WHR:

$4.37B

EPS

ELUXY:

-$0.10

WHR:

$0.13

PEG Ratio

ELUXY:

0.00

WHR:

1.65

PS Ratio

ELUXY:

0.01

WHR:

0.28

PB Ratio

ELUXY:

2.08

WHR:

1.70

Total Revenue (TTM)

ELUXY:

$137.65B

WHR:

$15.74B

Gross Profit (TTM)

ELUXY:

$21.52B

WHR:

$2.54B

EBITDA (TTM)

ELUXY:

$8.42B

WHR:

$1.29B

Returns By Period

In the year-to-date period, ELUXY achieves a -19.73% return, which is significantly higher than WHR's -29.12% return. Over the past 10 years, ELUXY has underperformed WHR with an annualized return of -9.45%, while WHR has yielded a comparatively higher -4.81% annualized return.


ELUXY

YTD

-19.73%

1M

5.32%

6M

-12.47%

1Y

-29.21%

3Y*

-24.01%

5Y*

-12.65%

10Y*

-9.45%

WHR

YTD

-29.12%

1M

4.56%

6M

-27.17%

1Y

-6.92%

3Y*

-20.16%

5Y*

-4.01%

10Y*

-4.81%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Electrolux AB Class B ADR

Whirlpool Corporation

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

ELUXY vs. WHR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ELUXY
The Risk-Adjusted Performance Rank of ELUXY is 1616
Overall Rank
The Sharpe Ratio Rank of ELUXY is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of ELUXY is 1818
Sortino Ratio Rank
The Omega Ratio Rank of ELUXY is 1818
Omega Ratio Rank
The Calmar Ratio Rank of ELUXY is 2525
Calmar Ratio Rank
The Martin Ratio Rank of ELUXY is 22
Martin Ratio Rank

WHR
The Risk-Adjusted Performance Rank of WHR is 4444
Overall Rank
The Sharpe Ratio Rank of WHR is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of WHR is 4242
Sortino Ratio Rank
The Omega Ratio Rank of WHR is 4242
Omega Ratio Rank
The Calmar Ratio Rank of WHR is 4747
Calmar Ratio Rank
The Martin Ratio Rank of WHR is 4747
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.

ELUXY vs. WHR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Electrolux AB Class B ADR (ELUXY) and Whirlpool Corporation (WHR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current ELUXY Sharpe Ratio is -0.66, which is lower than the WHR Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of ELUXY and WHR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

ELUXY vs. WHR - Dividend Comparison

ELUXY has not paid dividends to shareholders, while WHR's dividend yield for the trailing twelve months is around 8.96%.


TTM20242023202220212020201920182017201620152014
ELUXY
Electrolux AB Class B ADR
0.00%0.00%0.00%7.13%12.04%14.89%3.72%4.67%3.23%3.23%3.21%3.44%
WHR
Whirlpool Corporation
8.96%6.11%5.75%4.95%2.32%2.69%3.22%4.26%2.55%2.15%2.35%1.48%

Drawdowns

ELUXY vs. WHR - Drawdown Comparison

The maximum ELUXY drawdown since its inception was -76.95%, smaller than the maximum WHR drawdown of -82.49%. Use the drawdown chart below to compare losses from any high point for ELUXY and WHR.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

ELUXY vs. WHR - Volatility Comparison

The current volatility for Electrolux AB Class B ADR (ELUXY) is 9.03%, while Whirlpool Corporation (WHR) has a volatility of 10.20%. This indicates that ELUXY experiences smaller price fluctuations and is considered to be less risky than WHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

ELUXY vs. WHR - Financials Comparison

This section allows you to compare key financial metrics between Electrolux AB Class B ADR and Whirlpool Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B20212022202320242025
32.58B
3.62B
(ELUXY) Total Revenue
(WHR) Total Revenue
Values in USD except per share items

ELUXY vs. WHR - Profitability Comparison

The chart below illustrates the profitability comparison between Electrolux AB Class B ADR and Whirlpool Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%20212022202320242025
15.9%
16.8%
(ELUXY) Gross Margin
(WHR) Gross Margin
ELUXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Electrolux AB Class B ADR reported a gross profit of 5.18B and revenue of 32.58B. Therefore, the gross margin over that period was 15.9%.

WHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Whirlpool Corporation reported a gross profit of 607.00M and revenue of 3.62B. Therefore, the gross margin over that period was 16.8%.

ELUXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Electrolux AB Class B ADR reported an operating income of 452.00M and revenue of 32.58B, resulting in an operating margin of 1.4%.

WHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Whirlpool Corporation reported an operating income of 201.00M and revenue of 3.62B, resulting in an operating margin of 5.6%.

ELUXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Electrolux AB Class B ADR reported a net income of 42.00M and revenue of 32.58B, resulting in a net margin of 0.1%.

WHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Whirlpool Corporation reported a net income of 71.00M and revenue of 3.62B, resulting in a net margin of 2.0%.