Whirlpool (Germany) Performance
| WHR Stock | EUR 117.25 0.45 0.38% |
On a scale of 0 to 100, Whirlpool holds a performance score of 15. The firm maintains a market beta of 0.56, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Whirlpool's returns are expected to increase less than the market. However, during the bear market, the loss of holding Whirlpool is expected to be smaller as well. Please check Whirlpool's maximum drawdown, semi variance, and the relationship between the sortino ratio and potential upside , to make a quick decision on whether Whirlpool's historical returns will revert.
Risk-Adjusted Performance
15 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Whirlpool are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady basic indicators, Whirlpool reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 3 B |
Whirlpool |
Whirlpool Relative Risk vs. Return Landscape
If you would invest 8,880 in Whirlpool on September 15, 2024 and sell it today you would earn a total of 2,845 from holding Whirlpool or generate 32.04% return on investment over 90 days. Whirlpool is currently producing 0.4482% returns and takes up 2.33% volatility of returns over 90 trading days. Put another way, 20% of traded stocks are less volatile than Whirlpool, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Whirlpool Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Whirlpool's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Whirlpool, and traders can use it to determine the average amount a Whirlpool's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1924
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Estimated Market Risk
| 2.33 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.45 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Whirlpool is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Whirlpool by adding it to a well-diversified portfolio.
Whirlpool Fundamentals Growth
Whirlpool Stock prices reflect investors' perceptions of the future prospects and financial health of Whirlpool, and Whirlpool fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Whirlpool Stock performance.
| Return On Equity | -0.4 | |||
| Return On Asset | 0.0439 | |||
| Profit Margin | (0.08) % | |||
| Operating Margin | 0.07 % | |||
| Current Valuation | 11.23 B | |||
| Shares Outstanding | 54.5 M | |||
| Price To Earning | 9.33 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 0.36 X | |||
| Revenue | 19.72 B | |||
| EBITDA | (562 M) | |||
| Cash And Equivalents | 1.18 B | |||
| Cash Per Share | 18.54 X | |||
| Total Debt | 7.36 B | |||
| Debt To Equity | 209.90 % | |||
| Book Value Per Share | 43.26 X | |||
| Cash Flow From Operations | 1.39 B | |||
| Earnings Per Share | (25.62) X | |||
| Total Asset | 17.12 B | |||
About Whirlpool Performance
By analyzing Whirlpool's fundamental ratios, stakeholders can gain valuable insights into Whirlpool's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Whirlpool has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Whirlpool has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Whirlpool Corporation manufactures and markets home appliances and related products. The company was founded in 1898 and is headquartered in Benton Harbor, Michigan. WHIRLPOOL CORP operates under Home Furnishings Fixtures classification in Germany and is traded on Frankfurt Stock Exchange. It employs 92000 people.Things to note about Whirlpool performance evaluation
Checking the ongoing alerts about Whirlpool for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Whirlpool help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Whirlpool has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Whirlpool has accumulated 7.36 B in total debt with debt to equity ratio (D/E) of 209.9, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Whirlpool has a current ratio of 0.82, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Whirlpool until it has trouble settling it off, either with new capital or with free cash flow. So, Whirlpool's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Whirlpool sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Whirlpool to invest in growth at high rates of return. When we think about Whirlpool's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 19.72 B. Net Loss for the year was (1.52 B) with profit before overhead, payroll, taxes, and interest of 3.07 B. | |
| Over 97.0% of Whirlpool outstanding shares are owned by institutional investors |
- Analyzing Whirlpool's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Whirlpool's stock is overvalued or undervalued compared to its peers.
- Examining Whirlpool's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Whirlpool's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Whirlpool's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Whirlpool's stock. These opinions can provide insight into Whirlpool's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Whirlpool Stock analysis
When running Whirlpool's price analysis, check to measure Whirlpool's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Whirlpool is operating at the current time. Most of Whirlpool's value examination focuses on studying past and present price action to predict the probability of Whirlpool's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whirlpool's price. Additionally, you may evaluate how the addition of Whirlpool to your portfolios can decrease your overall portfolio volatility.
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