WHR vs. MA
WHR (Whirlpool Corporation) and MA (Mastercard Incorporated) are both stocks. WHR operates in Furnishings, Fixtures & Appliances (Consumer Cyclical), while MA operates in Credit Services (Financial Services). Over the past 10 years, WHR returned -9.99%/yr vs 18.13%/yr for MA. At a 0.37 correlation, their price movements are largely independent.
Performance
WHR vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, WHR achieves a -42.82% return, which is significantly lower than MA's -15.34% return. Over the past 10 years, WHR has underperformed MA with an annualized return of -9.99%, while MA has yielded a comparatively higher 18.13% annualized return.
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%
MA
- 1D
- 2.17%
- 1M
- -3.08%
- YTD
- -15.34%
- 6M
- -10.88%
- 1Y
- -17.04%
- 3Y*
- 9.79%
- 5Y*
- 6.27%
- 10Y*
- 18.13%
WHR vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHR Whirlpool Corporation | -42.82% | -33.03% | 0.60% | -9.09% | -37.16% | 33.26% | 26.52% | 42.83% | -34.50% | -4.89% |
MA Mastercard Incorporated | -15.34% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
Correlation
The correlation between WHR and MA is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since May 26, 2006 | 0.37 |
Over the past year, the correlation between WHR and MA has dropped to 0.09 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
Fundamentals
WHR:
$5.67
MA:
$17.28
WHR:
7.18
MA:
27.89
WHR:
0.15
MA:
12.79
WHR:
$15.53B
MA:
$33.94B
WHR:
$2.36B
MA:
$26.70B
WHR:
$1.20B
MA:
$21.23B
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Return for Risk
WHR vs. MA — Risk / Return Rank
WHR
MA
WHR vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whirlpool Corporation (WHR) and Mastercard Incorporated (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.
| WHR | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 0.88 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | -0.82 | +0.05 |
| Martin ratioReturn relative to average drawdown | -1.43 | -1.68 | +0.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WHR | MA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.04 | -0.77 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.66 | 0.26 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.26 | 0.68 | -0.93 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.83 | -0.72 |
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.
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Drawdown Indicators
| WHR | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.49% | -62.67% | -19.82% |
Max Drawdown (1Y)Largest decline over 1 year | -63.02% | -20.91% | -42.11% |
Max Drawdown (3Y)Largest decline over 3 years | -70.39% | -20.91% | -49.48% |
Max Drawdown (5Y)Largest decline over 5 years | -79.09% | -28.25% | -50.84% |
Max Drawdown (10Y)Largest decline over 10 years | -79.84% | -41.00% | -38.84% |
Current DrawdownCurrent decline from peak | -79.21% | -19.20% | -60.01% |
Average DrawdownAverage peak-to-trough decline | -23.05% | -9.82% | -13.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.76% | 10.13% | +23.63% |
Volatility
WHR vs. MA - Volatility Comparison
Whirlpool Corporation (WHR) has a higher volatility of 19.82% compared to Mastercard Incorporated (MA) at 6.29%. 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.
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Volatility by Period
| WHR | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.82% | 6.29% | +13.53% |
Volatility (6M)Calculated over the trailing 6-month period | 36.24% | 17.41% | +18.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.69% | 22.14% | +24.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.41% | 23.98% | +15.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.81% | 26.92% | +11.89% |
Dividends
WHR vs. MA - Dividend Comparison
WHR's dividend yield for the trailing twelve months is around 6.63%, more than MA's 0.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Incorporated | 0.68% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
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
WHR vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Whirlpool Corporation and Mastercard Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WHR vs. MA - Profitability Comparison
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%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
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%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
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%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
Frequently Asked Questions
WHR and MA have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WHR has higher volatility (19.82%) compared to MA (6.29%). In terms of maximum drawdown, WHR dropped -82.49% vs MA's -62.67%.
MA currently has the higher Sharpe Ratio (-0.77 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.
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