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

Correlation

The correlation between WHR and MA is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

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.

0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%NovemberDecember2025FebruaryMarchApril
57.01%
12,628.57%
WHR
MA

Key characteristics

Sharpe Ratio

WHR:

-0.46

MA:

0.76

Sortino Ratio

WHR:

-0.42

MA:

1.15

Omega Ratio

WHR:

0.94

MA:

1.17

Calmar Ratio

WHR:

-0.34

MA:

0.95

Martin Ratio

WHR:

-1.28

MA:

3.94

Ulcer Index

WHR:

16.68%

MA:

4.04%

Daily Std Dev

WHR:

46.33%

MA:

20.99%

Max Drawdown

WHR:

-82.49%

MA:

-62.67%

Current Drawdown

WHR:

-62.65%

MA:

-7.28%

Fundamentals

Market Cap

WHR:

$4.29B

MA:

$488.18B

EPS

WHR:

$0.13

MA:

$13.89

PE Ratio

WHR:

595.38

MA:

38.55

PEG Ratio

WHR:

1.65

MA:

2.14

PS Ratio

WHR:

0.27

MA:

17.33

PB Ratio

WHR:

1.70

MA:

75.28

Total Revenue (TTM)

WHR:

$15.74B

MA:

$21.82B

Gross Profit (TTM)

WHR:

$2.54B

MA:

$16.66B

EBITDA (TTM)

WHR:

$1.19B

MA:

$12.87B

Returns By Period

In the year-to-date period, WHR achieves a -31.22% return, which is significantly lower than MA's 1.63% return. Over the past 10 years, WHR has underperformed MA with an annualized return of -4.83%, while MA has yielded a comparatively higher 20.23% annualized return.


WHR

YTD

-31.22%

1M

-17.55%

6M

-23.14%

1Y

-12.72%

5Y*

-1.40%

10Y*

-4.83%

MA

YTD

1.63%

1M

-2.69%

6M

5.47%

1Y

16.13%

5Y*

16.26%

10Y*

20.23%

*Annualized

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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 2525
Overall Rank
The Sharpe Ratio Rank of WHR is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of WHR is 2626
Sortino Ratio Rank
The Omega Ratio Rank of WHR is 2626
Omega Ratio Rank
The Calmar Ratio Rank of WHR is 3030
Calmar Ratio Rank
The Martin Ratio Rank of WHR is 1616
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 7777
Overall Rank
The Sharpe Ratio Rank of MA is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 7070
Sortino Ratio Rank
The Omega Ratio Rank of MA is 7171
Omega Ratio Rank
The Calmar Ratio Rank of MA is 8484
Calmar Ratio Rank
The Martin Ratio Rank of MA is 8383
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.


The chart of Sharpe ratio for WHR, currently valued at -0.46, compared to the broader market-2.00-1.000.001.002.003.00
WHR: -0.46
MA: 0.76
The chart of Sortino ratio for WHR, currently valued at -0.42, compared to the broader market-6.00-4.00-2.000.002.004.00
WHR: -0.42
MA: 1.15
The chart of Omega ratio for WHR, currently valued at 0.94, compared to the broader market0.501.001.502.00
WHR: 0.94
MA: 1.17
The chart of Calmar ratio for WHR, currently valued at -0.34, compared to the broader market0.001.002.003.004.005.00
WHR: -0.34
MA: 0.95
The chart of Martin ratio for WHR, currently valued at -1.28, compared to the broader market-5.000.005.0010.0015.0020.00
WHR: -1.28
MA: 3.94

The current WHR Sharpe Ratio is -0.46, which is lower than the MA Sharpe Ratio of 0.76. 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.46
0.76
WHR
MA

Dividends

WHR vs. MA - Dividend Comparison

WHR's dividend yield for the trailing twelve months is around 9.04%, more than MA's 0.53% yield.


TTM20242023202220212020201920182017201620152014
WHR
Whirlpool Corporation
9.04%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
0.53%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%NovemberDecember2025FebruaryMarchApril
-62.65%
-7.28%
WHR
MA

Volatility

WHR vs. MA - Volatility Comparison

Whirlpool Corporation (WHR) has a higher volatility of 15.60% compared to Mastercard Inc (MA) at 13.56%. 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%NovemberDecember2025FebruaryMarchApril
15.60%
13.56%
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