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WHR vs. ELUXY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
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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WHR vs. ELUXY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WHR
Whirlpool Corporation
-24.27%-33.03%0.60%-9.09%-37.16%33.26%26.52%42.83%-34.50%-4.89%
ELUXY
Electrolux AB Class B ADR
-10.34%-15.61%-23.97%-21.67%-39.81%19.32%15.01%19.93%-33.32%36.02%

Fundamentals

EPS

WHR:

$5.61

ELUXY:

$6.28

PE Ratio

WHR:

9.60

ELUXY:

1.96

PEG Ratio

WHR:

0.14

ELUXY:

1.74

PS Ratio

WHR:

0.13

ELUXY:

0.01

Total Revenue (TTM)

WHR:

$15.53B

ELUXY:

$130.81B

Gross Profit (TTM)

WHR:

$1.79B

ELUXY:

$21.51B

EBITDA (TTM)

WHR:

$872.00M

ELUXY:

$9.25B

Returns By Period

In the year-to-date period, WHR achieves a -24.27% return, which is significantly lower than ELUXY's -10.34% return. Over the past 10 years, WHR has outperformed ELUXY with an annualized return of -7.86%, while ELUXY has yielded a comparatively lower -8.65% annualized return.


WHR

1D
6.00%
1M
-21.20%
YTD
-24.27%
6M
-29.59%
1Y
-36.68%
3Y*
-21.13%
5Y*
-20.93%
10Y*
-7.86%

ELUXY

1D
1.54%
1M
-26.42%
YTD
-10.34%
6M
10.85%
1Y
-24.22%
3Y*
-20.24%
5Y*
-23.46%
10Y*
-8.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 1212
Overall Rank
WHR Sharpe Ratio Rank: 99
Sharpe Ratio Rank
WHR Sortino Ratio Rank: 1111
Sortino Ratio Rank
WHR Omega Ratio Rank: 1212
Omega Ratio Rank
WHR Calmar Ratio Rank: 1818
Calmar Ratio Rank
WHR Martin Ratio Rank: 1313
Martin Ratio Rank

ELUXY
ELUXY Risk / Return Rank: 2020
Overall Rank
ELUXY Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ELUXY Sortino Ratio Rank: 2121
Sortino Ratio Rank
ELUXY Omega Ratio Rank: 2121
Omega Ratio Rank
ELUXY Calmar Ratio Rank: 1717
Calmar Ratio Rank
ELUXY Martin Ratio Rank: 2020
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.


WHRELUXYDifference

Sharpe ratio

Return per unit of total volatility

-0.82

-0.49

-0.33

Sortino ratio

Return per unit of downside risk

-1.05

-0.40

-0.64

Omega ratio

Gain probability vs. loss probability

0.87

0.95

-0.07

Calmar ratio

Return relative to maximum drawdown

-0.69

-0.71

+0.02

Martin ratio

Return relative to average drawdown

-1.41

-1.15

-0.26

WHR vs. ELUXY - Sharpe Ratio Comparison

The current WHR Sharpe Ratio is -0.82, which is lower than the ELUXY Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of WHR and ELUXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WHRELUXYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.82

-0.49

-0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.55

-0.55

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.21

-0.18

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

-0.07

+0.20

Correlation

The correlation between WHR and ELUXY 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.


Dividends

WHR vs. ELUXY - Dividend Comparison

WHR's dividend yield for the trailing twelve months is around 8.25%, while ELUXY has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
WHR
Whirlpool Corporation
8.25%7.35%6.11%5.75%4.95%2.32%2.69%3.22%4.26%2.55%2.15%2.35%
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%

Drawdowns

WHR vs. ELUXY - Drawdown Comparison

The maximum WHR drawdown since its inception was -82.49%, which is greater than ELUXY's maximum drawdown of -78.46%. 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%

-78.46%

-4.03%

Max Drawdown (1Y)

Largest decline over 1 year

-52.34%

-38.37%

-13.97%

Max Drawdown (5Y)

Largest decline over 5 years

-74.02%

-78.40%

+4.38%

Max Drawdown (10Y)

Largest decline over 10 years

-74.02%

-78.46%

+4.44%

Current Drawdown

Current decline from peak

-72.46%

-75.49%

+3.03%

Average Drawdown

Average peak-to-trough decline

-22.84%

-29.65%

+6.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.77%

23.66%

+2.11%

Volatility

WHR vs. ELUXY - Volatility Comparison

The current volatility for Whirlpool Corporation (WHR) is 13.50%, while Electrolux AB Class B ADR (ELUXY) has a volatility of 15.10%. 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

13.50%

15.10%

-1.60%

Volatility (6M)

Calculated over the trailing 6-month period

33.13%

32.99%

+0.14%

Volatility (1Y)

Calculated over the trailing 1-year period

45.13%

50.03%

-4.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.40%

43.06%

-4.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.27%

48.65%

-10.38%

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


0.0010.00B20.00B30.00B40.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
4.10B
35.11B
(WHR) Total Revenue
(ELUXY) Total Revenue
Values in USD except per share items

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

0.0%5.0%10.0%15.0%20.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
16.2%
Portfolio components
WHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Whirlpool Corporation reported a gross profit of 0.00 and revenue of 4.10B. Therefore, the gross margin over that period was 0.0%.

ELUXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Electrolux AB Class B ADR reported a gross profit of 5.68B and revenue of 35.11B. Therefore, the gross margin over that period was 16.2%.

WHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Whirlpool Corporation reported an operating income of 0.00 and revenue of 4.10B, resulting in an operating margin of 0.0%.

ELUXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Electrolux AB Class B ADR reported an operating income of 1.52B and revenue of 35.11B, resulting in an operating margin of 4.3%.

WHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Whirlpool Corporation reported a net income of 0.00 and revenue of 4.10B, resulting in a net margin of 0.0%.

ELUXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Electrolux AB Class B ADR reported a net income of 456.69M and revenue of 35.11B, resulting in a net margin of 1.3%.