Whirlpool Stock Performance
| WHR Stock | USD 104.11 0.26 0.25% |
The firm maintains a market beta of 2.12, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Whirlpool will likely underperform. Whirlpool has an expected return of -0.0687%. Please make sure to check out Whirlpool jensen alpha, skewness, as well as the relationship between the Skewness and day typical price , to decide if Whirlpool performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Whirlpool has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable technical indicators, Whirlpool is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return (1.61) | Five Day Return (5.10) | Year To Date Return (15.50) | Ten Year Return (32.73) | All Time Return 1.1 K |
Forward Dividend Yield 0.0663 | Payout Ratio 0.4329 | Last Split Factor 2:1 | Forward Dividend Rate 7 | Dividend Date 2024-03-15 |
1 | Bull Market and Beyond 2 Stocks Just Waiting to Soar | 03/11/2024 |
| Whirlpool dividend paid on 15th of March 2024 | 03/15/2024 |
2 | Everstream Analytics Named 1 in Data Science by Fast Companys 2024 Worlds Most Innovative Companies List | 03/19/2024 |
3 | Whirlpool Unusual Options Activity | 04/02/2024 |
4 | C.F. Martin Co. Welcomes New Strings Business Leader | 04/08/2024 |
5 | How Dangerous Is a Microwave Oven Thats Running With the Door Open | 04/09/2024 |
6 | Lawsuit filed against Whirlpool over appliance malfunction Most consumers are forced to purchase an entirely new refrigerator | 04/10/2024 |
7 | Best Buy Drops New 3-Day Sale With Massive Savings on All Things Tech | 04/12/2024 |
8 | Whirlpool and Magnusmode Introduce an Empathy-First Approach to Customer Service | 04/15/2024 |
9 | WHIRLPOOL CORPORATION TO ANNOUNCE FIRST-QUARTER RESULTS ON APRIL 24TH AND HOLD CONFERENCE CALL ON APRIL 25TH | 04/17/2024 |
| Begin Period Cash Flow | 2 B |
Whirlpool |
Whirlpool Relative Risk vs. Return Landscape
If you would invest 11,079 in Whirlpool on January 19, 2024 and sell it today you would lose (612.00) from holding Whirlpool or give up 5.52% of portfolio value over 90 days. Whirlpool is generating negative expected returns assuming volatility of 2.0792% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Whirlpool, and above 99% of all equities are expected to generate higher returns over the next 90 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 = -0.033
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Estimated Market Risk
| 2.08 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Whirlpool is not performing at its full potential. However, 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 Whirlpool 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 | 0.19 | |||
| Return On Asset | 0.0417 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.05 % | |||
| Current Valuation | 12.43 B | |||
| Shares Outstanding | 54.46 M | |||
| Price To Earning | 6.81 X | |||
| Price To Book | 2.49 X | |||
| Price To Sales | 0.30 X | |||
| Revenue | 19.45 B | |||
| Gross Profit | 3.07 B | |||
| EBITDA | 1.5 B | |||
| Net Income | 488 M | |||
| Cash And Equivalents | 1.96 B | |||
| Cash Per Share | 32.93 X | |||
| Total Debt | 7.84 B | |||
| Debt To Equity | 1.30 % | |||
| Current Ratio | 1.16 X | |||
| Book Value Per Share | 42.95 X | |||
| Cash Flow From Operations | 915 M | |||
| Earnings Per Share | 8.72 X | |||
| Market Capitalization | 5.8 B | |||
| Total Asset | 17.31 B | |||
| Retained Earnings | 8.36 B | |||
| Working Capital | (741 M) | |||
| Current Asset | 7.33 B | |||
| Current Liabilities | 7.74 B | |||
About Whirlpool Performance
To evaluate Whirlpool Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Whirlpool generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Whirlpool Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Whirlpool market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Whirlpool's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 50.24 | 62.08 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.11 | 0.15 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.20 | 0.21 |
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 generated a negative expected return over the last 90 days | |
| Whirlpool has a strong financial position based on the latest SEC filings | |
| Over 95.0% 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: WHIRLPOOL CORPORATION TO ANNOUNCE FIRST-QUARTER RESULTS ON APRIL 24TH AND HOLD CONFERENCE CALL ON APRIL 25TH |
- 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.
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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
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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| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
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.