Is Whirlpool Stock a Good Investment?
Whirlpool Investment Advice | WHR |
- Examine Whirlpool's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Whirlpool's leadership team and their track record. Good management can help Whirlpool navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Household Appliances space and any emerging trends that could impact Whirlpool's business and its evolving consumer preferences.
- Compare Whirlpool's performance and market position to its competitors. Analyze how Whirlpool is positioned in terms of product offerings, innovation, and market share.
- Check if Whirlpool pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Whirlpool's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Whirlpool stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Whirlpool is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Whirlpool Stock
Researching Whirlpool's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 88.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.92. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Whirlpool has Price/Earnings To Growth (PEG) ratio of 1.65. The entity recorded a loss per share of 5.87. The firm last dividend was issued on the 28th of February 2025. Whirlpool had 2:1 split on the 2nd of January 1987.
To determine if Whirlpool is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Whirlpool's research are outlined below:
| Whirlpool generated a negative expected return over the last 90 days | |
| Whirlpool has high historical volatility and very poor performance | |
| The company reported the last year's revenue of 16.61 B. Reported Net Loss for the year was (305 M) with profit before taxes, overhead, and interest of 2.58 B. | |
| Over 88.0% of the company outstanding shares are owned by institutional investors | |
| On 28th of February 2025 Whirlpool paid $ 1.75 per share dividend to its current shareholders | |
| Latest headline from insidermonkey.com: Jim Cramer to Whirlpool Investors Move On |
Whirlpool Quarterly Cost Of Revenue |
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Whirlpool uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Whirlpool. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Whirlpool's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 29th of January 2024 Upcoming Quarterly Report | View | |
| 22nd of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 29th of January 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Whirlpool's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Whirlpool's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1996-10-21 | 1996-09-30 | 0.6 | 0.53 | -0.07 | 11 | ||
1996-02-01 | 1995-12-31 | 0.32 | 0.25 | -0.07 | 21 | ||
2001-04-18 | 2001-03-31 | 0.97 | 1.1 | 0.13 | 13 | ||
2005-04-21 | 2005-03-31 | 1.11 | 1.26 | 0.15 | 13 | ||
2008-07-23 | 2008-06-30 | 1.37 | 1.53 | 0.16 | 11 | ||
2000-04-19 | 2000-03-31 | 1.36 | 1.52 | 0.16 | 11 | ||
2009-02-09 | 2008-12-31 | 0.78 | 0.6 | -0.18 | 23 | ||
2006-04-25 | 2006-03-31 | 1.52 | 1.7 | 0.18 | 11 |
Whirlpool Target Price Consensus
Whirlpool target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Whirlpool's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 11 | Hold |
Most Whirlpool analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Whirlpool stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Whirlpool, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationWhirlpool Target Price Projection
Whirlpool's current and average target prices are 94.38 and 111.40, respectively. The current price of Whirlpool is the price at which Whirlpool is currently trading. On the other hand, Whirlpool's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On Whirlpool Target Price
Whirlpool Analyst Ratings
Whirlpool's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Whirlpool stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Whirlpool's financials, market performance, and future outlook by experienced professionals. Whirlpool's historical ratings below, therefore, can serve as a valuable tool for investors.Know Whirlpool's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Whirlpool is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Whirlpool backward and forwards among themselves. Whirlpool's institutional investor refers to the entity that pools money to purchase Whirlpool's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Hightower Advisors, Llc | 2024-12-31 | 1 M | Geode Capital Management, Llc | 2024-12-31 | 937.6 K | Norges Bank | 2024-12-31 | 641.8 K | Bank Of New York Mellon Corp | 2024-12-31 | 636.9 K | Marshall Wace Asset Management Ltd | 2024-12-31 | 575.7 K | Balyasny Asset Management Llc | 2024-12-31 | 519.3 K | Royal Bank Of Canada | 2024-12-31 | 518.3 K | Northern Trust Corp | 2024-12-31 | 512.7 K | Stifel Financial Corp | 2024-12-31 | 425.8 K | Blackrock Inc | 2024-12-31 | 6.2 M | Vanguard Group Inc | 2024-12-31 | 5.5 M |
Whirlpool's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 5.23 B.Market Cap |
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Whirlpool's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.12) | (0.11) |
Determining Whirlpool's profitability involves analyzing its financial statements and using various financial metrics to determine if Whirlpool is a good buy. For example, gross profit margin measures Whirlpool's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Whirlpool's profitability and make more informed investment decisions.
Whirlpool's Earnings Breakdown by Geography
Evaluate Whirlpool's management efficiency
Whirlpool has Return on Asset of 0.0331 % which means that on every $100 spent on assets, it made $0.0331 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.1115) %, meaning that it generated no profit with money invested by stockholders. Whirlpool's management efficiency ratios could be used to measure how well Whirlpool manages its routine affairs as well as how well it operates its assets and liabilities. As of 03/20/2025, Return On Tangible Assets is likely to grow to -0.03. In addition to that, Return On Capital Employed is likely to drop to 0.02. At this time, Whirlpool's Non Currrent Assets Other are relatively stable compared to the past year. As of 03/20/2025, Total Current Assets is likely to grow to about 5.5 B, while Non Current Assets Total are likely to drop slightly above 7 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 53.23 | 32.42 | |
| Tangible Book Value Per Share | (56.37) | (53.55) | |
| Enterprise Value Over EBITDA | 24.64 | 25.87 | |
| Price Book Value Ratio | 2.35 | 1.87 | |
| Enterprise Value Multiple | 24.64 | 25.87 | |
| Price Fair Value | 2.35 | 1.87 | |
| Enterprise Value | 14.7 B | 15.5 B |
Examining the leadership quality of Whirlpool offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Basic technical analysis of Whirlpool Stock
As of the 20th of March, Whirlpool maintains the Mean Deviation of 1.82, standard deviation of 2.95, and Market Risk Adjusted Performance of (0.35). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Whirlpool, as well as the relationship between them. Please check out Whirlpool variance and skewness to decide if Whirlpool is priced fairly, providing market reflects its latest price of 94.38 per share. Given that Whirlpool has information ratio of (0.09), we strongly advise you to confirm Whirlpool's prevalent market performance to make sure the company can sustain itself at a future point.Whirlpool's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Whirlpool insiders, such as employees or executives, is commonly permitted as long as it does not rely on Whirlpool's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Whirlpool insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Roxanne Warner over a month ago Disposition of 3750 shares by Roxanne Warner of Whirlpool subject to Rule 16b-3 | ||
Carey Martin over three months ago Disposition of 3500 shares by Carey Martin of Whirlpool subject to Rule 16b-3 | ||
Ludovic Beaufils over three months ago Acquisition by Ludovic Beaufils of 985 shares of Whirlpool subject to Rule 16b-3 | ||
James Peters over three months ago Disposition of 1000 shares by James Peters of Whirlpool subject to Rule 16b-3 | ||
Juan Puente over six months ago Disposition of 1004 shares by Juan Puente of Whirlpool subject to Rule 16b-3 | ||
Marc Bitzer over six months ago Disposition of 36026 shares by Marc Bitzer of Whirlpool subject to Rule 16b-3 | ||
Shengpo Wu over a year ago Acquisition by Shengpo Wu of 10000 shares of Whirlpool subject to Rule 16b-3 |
Whirlpool's Outstanding Corporate Bonds
Whirlpool issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Whirlpool uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Whirlpool bonds can be classified according to their maturity, which is the date when Whirlpool has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WHIRLPOOL P MEDIUM Corp BondUS96332HCG20 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| WHIRLPOOL P 37 Corp BondUS963320AT33 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| WHIRLPOOL P 45 Corp BondUS963320AV88 | View | |
| US963320AW61 Corp BondUS963320AW61 | View | |
| US963320AX45 Corp BondUS963320AX45 | View | |
| WHR 24 15 MAY 31 Corp BondUS963320AY28 | View |
Understand Whirlpool's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Whirlpool's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.1) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 1.82 | |||
| Coefficient Of Variation | (859.54) | |||
| Standard Deviation | 2.95 | |||
| Variance | 8.73 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.28) | |||
| Total Risk Alpha | (0.10) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 20.92 | |||
| Value At Risk | (4.05) | |||
| Potential Upside | 3.26 | |||
| Skewness | (2.72) | |||
| Kurtosis | 13.3 |
| Risk Adjusted Performance | (0.1) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 1.82 | |||
| Coefficient Of Variation | (859.54) | |||
| Standard Deviation | 2.95 | |||
| Variance | 8.73 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.28) | |||
| Total Risk Alpha | (0.10) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 20.92 | |||
| Value At Risk | (4.05) | |||
| Potential Upside | 3.26 | |||
| Skewness | (2.72) | |||
| Kurtosis | 13.3 |
Consider Whirlpool's intraday indicators
Whirlpool intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Whirlpool stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Whirlpool Corporate Filings
| 6th of March 2025 Other Reports | ViewVerify | |
| 5th of March 2025 Other Reports | ViewVerify | |
F4 | 4th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 24th of February 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Whirlpool Stock media impact
Far too much social signal, news, headlines, and media speculation about Whirlpool that are available to investors today. That information is available publicly through Whirlpool media outlets and privately through word of mouth or via Whirlpool internal channels. However, regardless of the origin, that massive amount of Whirlpool data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Whirlpool news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Whirlpool relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Whirlpool's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Whirlpool alpha.
Whirlpool Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Whirlpool can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Whirlpool Historical Investor Sentiment
Investor biases related to Whirlpool's public news can be used to forecast risks associated with an investment in Whirlpool. The trend in average sentiment can be used to explain how an investor holding Whirlpool can time the market purely based on public headlines and social activities around Whirlpool. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Whirlpool's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Whirlpool and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Whirlpool news discussions. The higher the estimate score, the more favorable the investor's outlook on Whirlpool.
Whirlpool Maximum Pain Price Across June 20th 2025 Option Contracts
Whirlpool's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Whirlpool close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Whirlpool's options.
Whirlpool Corporate Directors
| John Liu | Independent Director | Profile | |
| James Loree | Independent Director | Profile | |
| Larry Spencer | Independent Director | Profile | |
| Samuel Allen | Independent Director | Profile |
Already Invested in Whirlpool?
The danger of trading Whirlpool is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Whirlpool is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Whirlpool. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Whirlpool is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additional 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.