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WHR vs. MA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WHR and MA is 0.38, 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.


-0.50.00.51.00.4

Performance

WHR vs. MA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Whirlpool Corporation (WHR) and Mastercard Inc (MA). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
5.78%
19.86%
WHR
MA

Key characteristics

Sharpe Ratio

WHR:

0.06

MA:

1.48

Sortino Ratio

WHR:

0.41

MA:

2.09

Omega Ratio

WHR:

1.06

MA:

1.27

Calmar Ratio

WHR:

0.04

MA:

2.04

Martin Ratio

WHR:

0.18

MA:

4.99

Ulcer Index

WHR:

13.97%

MA:

4.83%

Daily Std Dev

WHR:

43.45%

MA:

16.24%

Max Drawdown

WHR:

-82.49%

MA:

-62.67%

Current Drawdown

WHR:

-50.30%

MA:

-1.95%

Fundamentals

Market Cap

WHR:

$5.80B

MA:

$508.29B

EPS

WHR:

-$5.87

MA:

$13.91

PEG Ratio

WHR:

1.65

MA:

2.20

Total Revenue (TTM)

WHR:

$16.61B

MA:

$28.17B

Gross Profit (TTM)

WHR:

$2.58B

MA:

$25.83B

EBITDA (TTM)

WHR:

$990.00M

MA:

$16.86B

Returns By Period

In the year-to-date period, WHR achieves a -8.46% return, which is significantly lower than MA's 6.04% return. Over the past 10 years, WHR has underperformed MA with an annualized return of -3.56%, while MA has yielded a comparatively higher 20.45% annualized return.


WHR

YTD

-8.46%

1M

-21.12%

6M

5.78%

1Y

1.43%

5Y*

-1.45%

10Y*

-3.56%

MA

YTD

6.04%

1M

4.36%

6M

19.86%

1Y

18.44%

5Y*

12.09%

10Y*

20.45%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

WHR vs. MA — Risk-Adjusted Performance Rank

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

WHR
The Risk-Adjusted Performance Rank of WHR is 4646
Overall Rank
The Sharpe Ratio Rank of WHR is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of WHR is 4444
Sortino Ratio Rank
The Omega Ratio Rank of WHR is 4444
Omega Ratio Rank
The Calmar Ratio Rank of WHR is 4848
Calmar Ratio Rank
The Martin Ratio Rank of WHR is 4848
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 8484
Overall Rank
The Sharpe Ratio Rank of MA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8282
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8181
Omega Ratio Rank
The Calmar Ratio Rank of MA is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MA is 8181
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.

WHR vs. MA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Whirlpool Corporation (WHR) and Mastercard Inc (MA). 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.


Sharpe ratio
The chart of Sharpe ratio for WHR, currently valued at 0.06, compared to the broader market-2.000.002.000.061.48
The chart of Sortino ratio for WHR, currently valued at 0.41, compared to the broader market-4.00-2.000.002.004.006.000.412.09
The chart of Omega ratio for WHR, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.27
The chart of Calmar ratio for WHR, currently valued at 0.04, compared to the broader market0.002.004.006.000.042.04
The chart of Martin ratio for WHR, currently valued at 0.18, compared to the broader market-10.000.0010.0020.0030.000.184.99
WHR
MA

The current WHR Sharpe Ratio is 0.06, which is lower than the MA Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of WHR and MA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.06
1.48
WHR
MA

Dividends

WHR vs. MA - Dividend Comparison

WHR's dividend yield for the trailing twelve months is around 6.68%, more than MA's 0.49% yield.


TTM20242023202220212020201920182017201620152014
WHR
Whirlpool Corporation
6.68%6.11%5.75%4.95%2.32%2.69%3.22%4.26%2.55%2.15%2.35%1.48%
MA
Mastercard Inc
0.49%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

Drawdowns

WHR vs. MA - Drawdown Comparison

The maximum WHR drawdown since its inception was -82.49%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for WHR and MA. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-50.30%
-1.95%
WHR
MA

Volatility

WHR vs. MA - Volatility Comparison

Whirlpool Corporation (WHR) has a higher volatility of 19.94% compared to Mastercard Inc (MA) at 5.46%. This indicates that WHR's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
19.94%
5.46%
WHR
MA

Financials

WHR vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Whirlpool Corporation and Mastercard Inc. 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


Values in USD except per share items
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Disclaimer

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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