Whirlpool Stock Analysis
WHR Stock | USD 119.14 1.25 1.06% |
Whirlpool is fairly valued with Real Value of 121.66 and Target Price of 128.9. The main objective of Whirlpool stock analysis is to determine its intrinsic value, which is an estimate of what Whirlpool is worth, separate from its market price. There are two main types of Whirlpool's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Whirlpool's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Whirlpool's stock to identify patterns and trends that may indicate its future price movements.
The Whirlpool stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Whirlpool is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Whirlpool Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Whirlpool's ongoing operational relationships across important fundamental and technical indicators.
Whirlpool |
Whirlpool Stock Analysis Notes
About 94.0% of the company outstanding shares are owned by institutional investors. The book value of Whirlpool was at this time reported as 42.95. The company has Price/Earnings To Growth (PEG) ratio of 1.65. Whirlpool recorded earning per share (EPS) of 8.72. The entity last dividend was issued on the 29th of February 2024. The firm had 2:1 split on the 2nd of January 1987. Whirlpool Corporation manufactures and markets home appliances and related products. Whirlpool Corporation was founded in 1911 and is headquartered in Benton Harbor, Michigan. Whirlpool Corp operates under Furnishings, Fixtures Appliances classification in the United States and is traded on New York Stock Exchange. It employs 69000 people. For more information please call Marc Bitzer at 269 923 5000 or visit https://www.whirlpoolcorp.com.Whirlpool Quarterly Total Revenue |
|
Whirlpool Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Whirlpool's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Whirlpool or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Whirlpool generated a negative expected return over the last 90 days | |
Whirlpool has a strong financial position based on the latest SEC filings | |
Over 94.0% of the company outstanding shares are owned by institutional investors | |
On 15th of March 2024 Whirlpool paid $ 1.75 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: Green Builder Medias Virtual Sustainability Symposium Is Coming Up ... Reserve Your Spot |
Whirlpool Upcoming and Recent Events
Earnings reports are used by Whirlpool to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Whirlpool 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 |
Whirlpool Largest EPS Surprises
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.
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 |
Whirlpool Thematic Classifications
In addition to having Whirlpool stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Consumer GoodsUSA Equities from Consumer Goods industry as classified by Fama & French |
Whirlpool Stock 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 | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 1 M | Marshall Wace Asset Management Ltd | 2023-12-31 | 908.2 K | Goldman Sachs Group Inc | 2023-12-31 | 844.2 K | Squarepoint Ops Llc | 2023-12-31 | 812 K | Cooke & Bieler Lp | 2023-12-31 | 780.8 K | Dimensional Fund Advisors, Inc. | 2023-12-31 | 770.6 K | Royal Bank Of Canada | 2023-12-31 | 590.8 K | Fmr Inc | 2023-12-31 | 587.3 K | Millennium Management Llc | 2023-12-31 | 525.7 K | Vanguard Group Inc | 2023-12-31 | 6.5 M | Blackrock Inc | 2023-12-31 | 5 M |
Whirlpool Market Capitalization
The company currently falls under 'Mid-Cap' category with a total capitalization of 6.42 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Whirlpool's market, we take the total number of its shares issued and multiply it by Whirlpool's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Whirlpool Profitablity
Whirlpool's profitability indicators refer to fundamental financial ratios that showcase Whirlpool's ability to generate income relative to its revenue or operating costs. If, let's say, Whirlpool is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Whirlpool's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Whirlpool's profitability requires more research than a typical breakdown of Whirlpool's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.02 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.05 %, which entails that for every 100 dollars of revenue, it generated $0.05 of operating income. Last Reported | Projected for 2024 | ||
Return On Capital Employed | 0.11 | 0.15 | |
Return On Assets | 0.03 | 0.04 | |
Return On Equity | 0.20 | 0.21 |
Management Efficiency
Whirlpool has Return on Asset of 0.0417 % which means that on every $100 spent on assets, it made $0.0417 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1935 %, implying that it generated $0.1935 on every 100 dollars invested. 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 03/28/2024, Return On Capital Employed is likely to grow to 0.15. Also, Return On Assets is likely to grow to 0.04. At this time, Whirlpool's Non Currrent Assets Other are relatively stable compared to the past year. As of 03/28/2024, Intangible Assets is likely to grow to about 3.3 B, while Non Current Assets Total are likely to drop slightly above 6.9 B.Last Reported | Projected for 2024 | ||
Price Book Value Ratio | 2.84 | 1.87 | |
Enterprise Value Multiple | 8.66 | 7.35 | |
Price Fair Value | 2.84 | 1.87 |
The analysis of Whirlpool's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Whirlpool's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Whirlpool Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0624 | Forward Dividend Yield 0.0624 | Forward Dividend Rate 7 | Beta 1.461 |
Technical Drivers
As of the 28th of March, Whirlpool maintains the Market Risk Adjusted Performance of 0.0239, mean deviation of 1.51, and Downside Deviation of 2.33. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Whirlpool, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We have analyze and collected data for nineteen technical drivers for Whirlpool, which can be compared to its rivals. Please check out Whirlpool coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and skewness to decide if Whirlpool is priced fairly, providing market reflects its latest price of 119.14 per share. Given that Whirlpool has jensen alpha of (0.24), we strongly advise you to confirm Whirlpool's prevalent market performance to make sure the company can sustain itself at a future point.Whirlpool Price Movement Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Whirlpool middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Whirlpool. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Whirlpool 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.
Shengpo Wu over three months ago Acquisition by Shengpo Wu of 10000 shares of Whirlpool subject to Rule 16b-3 |
Whirlpool Outstanding 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 37 Corp BondUS963320AT33 | View | |
WHIRLPOOL P 45 Corp BondUS963320AV88 | View | |
US963320AW61 Corp BondUS963320AW61 | View | |
US963320AX45 Corp BondUS963320AX45 | View |
Whirlpool Predictive Daily 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.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 119.14 | |||
Day Typical Price | 119.14 | |||
Price Action Indicator | 0.63 | |||
Period Momentum Indicator | 1.25 | |||
Relative Strength Index | 30.75 |
Whirlpool Corporate Filings
8th of March 2024 Other Reports | ViewVerify | |
7th of March 2024 Other Reports | ViewVerify | |
F4 | 5th of March 2024 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 |
4th of March 2024 Other Reports | ViewVerify | |
F3 | 28th of February 2024 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 |
8K | 27th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
23rd of February 2024 Other Reports | ViewVerify | |
22nd of February 2024 Other Reports | ViewVerify |
Whirlpool Forecast Models
Whirlpool's time-series forecasting models are one of many Whirlpool's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Whirlpool's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Whirlpool Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Whirlpool prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Whirlpool shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Whirlpool. By using and applying Whirlpool Stock analysis, traders can create a robust methodology for identifying Whirlpool entry and exit points for their positions.
Last Reported | Projected for 2024 | ||
Pretax Profit Margin | 0.03 | 0.05 | |
Operating Profit Margin | 0.06 | 0.07 | |
Net Profit Margin | 0.02 | 0.03 | |
Gross Profit Margin | 0.16 | 0.23 |
Current Whirlpool Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Whirlpool analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Whirlpool analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
128.9 | Hold | 11 | Odds |
Most Whirlpool analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Whirlpool stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Whirlpool, talking to its executives and customers, or listening to Whirlpool conference calls.
Whirlpool Stock Analysis Indicators
Whirlpool stock analysis indicators help investors evaluate how Whirlpool stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Whirlpool shares will generate the highest return on investment. By understating and applying Whirlpool stock analysis, traders can identify Whirlpool position entry and exit signals to maximize returns.
Begin Period Cash Flow | 2 B | |
Long Term Debt | 6.4 B | |
Common Stock Shares Outstanding | 55.2 M | |
Total Stockholder Equity | 2.4 B | |
Tax Provision | 337 M | |
Quarterly Earnings Growth Y O Y | -0.42 | |
Property Plant And Equipment Net | 3 B | |
Cash And Short Term Investments | 1.6 B | |
Cash | 1.6 B | |
Accounts Payable | 3.6 B | |
Net Debt | 6.3 B | |
50 Day M A | 109.7018 | |
Total Current Liabilities | 6.9 B | |
Other Operating Expenses | 18.3 B | |
Non Current Assets Total | 11.1 B | |
Forward Price Earnings | 9.0662 | |
Non Currrent Assets Other | 378 M |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Whirlpool. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in rate. To learn how to invest in Whirlpool Stock, please use our How to Invest in Whirlpool guide.Note that the Whirlpool information on this page should be used as a complementary analysis to other Whirlpool's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
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.
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
Transaction History View history of all your transactions and understand their impact on performance | |
AI Investment Finder Use AI to screen and filter profitable investment opportunities | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |
Is Whirlpool's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Whirlpool. If investors know Whirlpool will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Whirlpool listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.42) | Dividend Share 7 | Earnings Share 8.72 | Revenue Per Share 353.727 | Quarterly Revenue Growth 0.034 |
The market value of Whirlpool is measured differently than its book value, which is the value of Whirlpool that is recorded on the company's balance sheet. Investors also form their own opinion of Whirlpool's value that differs from its market value or its book value, called intrinsic value, which is Whirlpool's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Whirlpool's market value can be influenced by many factors that don't directly affect Whirlpool's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Whirlpool's value and its price as these two are different measures arrived at by different means. Investors typically determine if Whirlpool is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Whirlpool's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.