ELUXY vs. WHR

Last updated Jun 4, 2026

ELUXY (Electrolux AB Class B ADR) and WHR (Whirlpool Corporation) are both stocks. Both operate in the Furnishings, Fixtures & Appliances industry within the Consumer Cyclical sector. Over the past 10 years, ELUXY returned -9.18%/yr vs -9.99%/yr for WHR. At a 0.39 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, ELUXY achieves a -7.79% return, which is significantly higher than WHR's -42.82% return. Over the past 10 years, ELUXY has outperformed WHR with an annualized return of -9.18%, while WHR has yielded a comparatively lower -9.99% annualized return.

ELUXY

• 1D: 3.22%
• 1M: 13.54%
• YTD: -7.79%
• 6M: 0.32%
• 1Y: 1.89%
• 3Y*: -22.82%
• 5Y*: -23.41%
• 10Y*: -9.18%

WHR

• 1D: -0.73%
• 1M: -23.29%
• YTD: -42.82%
• 6M: -48.98%
• 1Y: -48.16%
• 3Y*: -29.15%
• 5Y*: -25.87%
• 10Y*: -9.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ELUXY vs. WHR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ELUXY Electrolux AB Class B ADR	-7.79%	-15.61%	-23.97%	-21.67%	-39.81%	19.32%	15.01%	19.93%	-33.32%	36.02%
WHR Whirlpool Corporation	-42.82%	-33.03%	0.60%	-9.09%	-37.16%	33.26%	26.52%	42.83%	-34.50%	-4.89%

Correlation

The correlation between ELUXY and WHR is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.43
Correlation (10Y) Calculated over the trailing 10-year period	0.41
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007	0.39

Fundamentals

EPS ELUXY : $2.63 WHR : $5.67
PE Ratio ELUXY : 4.81 WHR : 7.18
PS Ratio ELUXY : 0.01 WHR : 0.15
Total Revenue (TTM) ELUXY : $127.07B WHR : $15.53B
Gross Profit (TTM) ELUXY : $20.42B WHR : $2.36B
EBITDA (TTM) ELUXY : $7.86B WHR : $1.20B

Return for Risk

ELUXY vs. WHR — Risk / Return Rank

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

ELUXY

ELUXY Risk / Return Rank: 42
ELUXY Sharpe Ratio Rank: 42
ELUXY Sortino Ratio Rank: 41
ELUXY Omega Ratio Rank: 42
ELUXY Calmar Ratio Rank: 41
ELUXY Martin Ratio Rank: 42

WHR

WHR Risk / Return Rank: 7
WHR Sharpe Ratio Rank: 4
WHR Sortino Ratio Rank: 6
WHR Omega Ratio Rank: 6
WHR Calmar Ratio Rank: 12
WHR Martin Ratio Rank: 7

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.

ELUXY vs. WHR - Risk-Adjusted Trends 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.

	ELUXY	WHR	Difference
Sharpe ratio Return per unit of total volatility	0.03	-1.04	+1.07
Sortino ratio Return per unit of downside risk	0.46	-1.48	+1.94
Omega ratio Gain probability vs. loss probability	1.06	0.81	+0.25
Calmar ratio Return relative to maximum drawdown	0.04	-0.77	+0.80
Martin ratio Return relative to average drawdown	0.08	-1.43	+1.51
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ELUXY vs. WHR - Sharpe Ratio Comparison

The current ELUXY Sharpe Ratio is 0.03, which is higher than the WHR Sharpe Ratio of -1.04. The chart below compares the historical Sharpe Ratios of ELUXY and WHR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ELUXY	WHR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.03	-1.04	+1.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.51	-0.66	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.18	-0.26	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	-0.06	0.11	-0.17

Drawdowns

ELUXY vs. WHR - Drawdown Comparison

The maximum ELUXY drawdown since its inception was -80.11%, roughly equal to the maximum WHR drawdown of -82.49%. Use the drawdown chart below to compare losses from any high point for ELUXY and WHR.

Drawdown Indicators

	ELUXY	WHR	Difference
Max Drawdown Largest peak-to-trough decline	-80.11%	-82.49%	+2.38%
Max Drawdown (1Y) Largest decline over 1 year	-49.21%	-63.02%	+13.81%
Max Drawdown (3Y) Largest decline over 3 years	-66.63%	-70.39%	+3.76%
Max Drawdown (5Y) Largest decline over 5 years	-79.56%	-79.09%	-0.47%
Max Drawdown (10Y) Largest decline over 10 years	-80.11%	-79.84%	-0.27%
Current Drawdown Current decline from peak	-74.80%	-79.21%	+4.41%
Average Drawdown Average peak-to-trough decline	-30.08%	-23.05%	-7.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	24.41%	33.76%	-9.35%

Volatility

ELUXY vs. WHR - Volatility Comparison

Electrolux AB Class B ADR (ELUXY) has a higher volatility of 33.66% compared to Whirlpool Corporation (WHR) at 19.82%. This indicates that ELUXY's price experiences larger fluctuations and is considered to be riskier than WHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ELUXY	WHR	Difference
Volatility (1M) Calculated over the trailing 1-month period	33.66%	19.82%	+13.84%
Volatility (6M) Calculated over the trailing 6-month period	49.28%	36.24%	+13.04%
Volatility (1Y) Calculated over the trailing 1-year period	58.10%	46.69%	+11.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	46.39%	39.41%	+6.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.12%	38.81%	+11.31%

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 6.63%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ELUXY Electrolux AB Class B ADR	0.00%	0.00%	0.00%	0.00%	6.60%	12.04%	12.98%	3.75%	2.49%	3.96%	6.63%	3.22%
WHR Whirlpool Corporation	6.63%	7.35%	6.11%	5.75%	4.95%	2.32%	2.69%	3.22%	4.26%	2.55%	2.15%	2.35%

Financials

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.

ELUXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Electrolux AB Class B ADR reported a gross profit of 4.09B and revenue of 29.54B. Therefore, the gross margin over that period was 13.9%.

WHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Whirlpool Corporation reported a gross profit of 575.00M and revenue of 4.10B. Therefore, the gross margin over that period was 14.0%.

ELUXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Electrolux AB Class B ADR reported an operating income of -266.00M and revenue of 29.54B, resulting in an operating margin of -0.9%.

WHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Whirlpool Corporation reported an operating income of 144.00M and revenue of 4.10B, resulting in an operating margin of 3.5%.

ELUXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Electrolux AB Class B ADR reported a net income of -470.00M and revenue of 29.54B, resulting in a net margin of -1.6%.

WHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Whirlpool Corporation reported a net income of 108.00M and revenue of 4.10B, resulting in a net margin of 2.6%.

Frequently Asked Questions

Can I hold both ELUXY and WHR in my portfolio?

ELUXY and WHR have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ELUXY or WHR?

ELUXY has higher volatility (33.66%) compared to WHR (19.82%). In terms of maximum drawdown, ELUXY dropped -80.11% vs WHR's -82.49%.

Which has better risk-adjusted returns?

ELUXY currently has the higher Sharpe Ratio (0.03 vs -1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.