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WHR vs. ELUXY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WHR vs. ELUXY - Performance Comparison

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

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Returns By Period

In the year-to-date period, WHR achieves a -48.64% return, which is significantly lower than ELUXY's -16.85% return. Over the past 10 years, WHR has underperformed ELUXY with an annualized return of -10.35%, while ELUXY has yielded a comparatively higher -9.83% annualized return.


WHR

1D
-5.89%
1M
-14.30%
YTD
-48.64%
6M
-48.84%
1Y
-59.24%
3Y*
-32.45%
5Y*
-26.20%
10Y*
-10.35%

ELUXY

1D
-1.79%
1M
5.42%
YTD
-16.85%
6M
-15.08%
1Y
-16.02%
3Y*
-23.58%
5Y*
-24.52%
10Y*
-9.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WHR vs. ELUXY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WHR
Whirlpool Corporation
-48.64%-33.03%0.60%-9.09%-37.16%33.26%26.52%42.83%-34.50%-4.89%
ELUXY
Electrolux AB Class B ADR
-16.85%-15.61%-23.97%-21.67%-39.81%19.32%15.01%19.93%-33.32%36.02%

Correlation

The correlation between WHR and ELUXY is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.40

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 13, 2007

0.39

Fundamentals

EPS

WHR:

$5.67

ELUXY:

SEK 2.63

PE Ratio

WHR:

6.45

ELUXY:

41.55

PS Ratio

WHR:

0.13

ELUXY:

0.12

Total Revenue (TTM)

WHR:

$15.53B

ELUXY:

SEK 127.07B

Gross Profit (TTM)

WHR:

$2.36B

ELUXY:

SEK 20.42B

EBITDA (TTM)

WHR:

$1.20B

ELUXY:

SEK 7.86B

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Return for Risk

WHR vs. ELUXY — Risk / Return Rank

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

WHR
WHR Risk / Return Rank: 44
Overall Rank
WHR Sharpe Ratio Rank: 22
Sharpe Ratio Rank
WHR Sortino Ratio Rank: 22
Sortino Ratio Rank
WHR Omega Ratio Rank: 33
Omega Ratio Rank
WHR Calmar Ratio Rank: 77
Calmar Ratio Rank
WHR Martin Ratio Rank: 44
Martin Ratio Rank

ELUXY
ELUXY Risk / Return Rank: 3131
Overall Rank
ELUXY Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
ELUXY Sortino Ratio Rank: 3131
Sortino Ratio Rank
ELUXY Omega Ratio Rank: 3131
Omega Ratio Rank
ELUXY Calmar Ratio Rank: 3131
Calmar Ratio Rank
ELUXY Martin Ratio Rank: 3030
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.

WHR vs. ELUXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Whirlpool Corporation (WHR) and Electrolux AB Class B ADR (ELUXY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WHRELUXYDifference
Sharpe ratioReturn per unit of total volatility

-0.97

Sortino ratioReturn per unit of downside risk

-2.04

Omega ratioGain probability vs. loss probability

0.75

1.00

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.90

-0.33

-0.58

Martin ratioReturn relative to average drawdown

-1.63

-0.62

-1.00

WHR vs. ELUXY - Sharpe Ratio Comparison

The current WHR Sharpe Ratio is -1.25, which is lower than the ELUXY Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of WHR and ELUXY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WHR vs. ELUXY - Drawdown Comparison

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


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Drawdown Indicators


WHRELUXYDifference

Max Drawdown

Largest peak-to-trough decline

-82.49%

-80.11%

-2.38%

Max Drawdown (1Y)

Largest decline over 1 year

-65.73%

-49.21%

-16.52%

Max Drawdown (3Y)

Largest decline over 3 years

-72.57%

-66.63%

-5.94%

Max Drawdown (5Y)

Largest decline over 5 years

-80.63%

-79.14%

-1.49%

Max Drawdown (10Y)

Largest decline over 10 years

-81.32%

-80.11%

-1.21%

Current Drawdown

Current decline from peak

-81.32%

-77.27%

-4.05%

Average Drawdown

Average peak-to-trough decline

-23.11%

-30.19%

+7.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.40%

25.72%

+10.68%

Volatility

WHR vs. ELUXY - Volatility Comparison

The current volatility for Whirlpool Corporation (WHR) is 14.13%, while Electrolux AB Class B ADR (ELUXY) has a volatility of 33.49%. This indicates that WHR experiences smaller price fluctuations and is considered to be less risky than ELUXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WHRELUXYDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.13%

33.49%

-19.36%

Volatility (6M)

Calculated over the trailing 6-month period

37.32%

49.33%

-12.01%

Volatility (1Y)

Calculated over the trailing 1-year period

47.53%

58.12%

-10.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.70%

46.49%

-6.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.99%

50.15%

-11.16%

Dividends

WHR vs. ELUXY - Dividend Comparison

WHR's dividend yield for the trailing twelve months is around 7.38%, while ELUXY has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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
7.38%7.35%6.11%5.75%4.95%2.32%2.69%3.22%4.26%2.55%2.15%2.35%

Financials

WHR vs. ELUXY - Financials Comparison

This section allows you to compare key financial metrics between Whirlpool Corporation and Electrolux AB Class B ADR. 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


0.0010.00B20.00B30.00B40.00B20222023202420252026
4.10B
29.54B
(WHR) Total Revenue
(ELUXY) Total Revenue
Please note, different currencies. WHR values in USD, ELUXY values in SEK

WHR vs. ELUXY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

8.0%10.0%12.0%14.0%16.0%18.0%20.0%22.0%20222023202420252026
14.0%
13.9%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


WHR and ELUXY have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ELUXY has higher volatility (33.49%) compared to WHR (14.13%). In terms of maximum drawdown, WHR dropped -82.49% vs ELUXY's -80.11%.

ELUXY currently has the higher Sharpe Ratio (-0.28 vs -1.25), 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.

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