Company Analysis Whirlpool
1. Summary
Advantages
- Dividends (6.84%) are higher than the sector average (1.36%).
- The stock's return over the last year (-9.6%) is higher than the sector average (-23.23%).
- The company's current efficiency (ROE=20.36%) is higher than the sector average (ROE=10.9%)
Disadvantages
- Price (98.36 $) is higher than fair price (86.61 $)
- Current debt level 41.77% has increased over 5 years from 30.56%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
18 november 15:58 Whirlpool warns inflation to deliver $1B blow
2.3. Market efficiency
| Whirlpool | Consumer Discretionary | Index | |
|---|---|---|---|
| 7 days | -4.4% | -0.5% | 0.5% |
| 90 days | -13.7% | -26.8% | 3.8% |
| 1 year | -9.6% | -23.2% | 23.4% |
WHR vs Sector: Whirlpool has outperformed the "Consumer Discretionary" sector by 13.63% over the past year.
WHR vs Market: Whirlpool has significantly underperformed the market by -32.99% over the past year.
Stable price: WHR is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WHR with weekly volatility of -0.1847% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (98.36 $) is higher than the fair price (86.61 $).
Price is higher than fair: The current price (98.36 $) is 11.9% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (13.67) is lower than that of the sector as a whole (35.14).
P/E vs Market: The company's P/E (13.67) is lower than that of the market as a whole (70.26).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.59) is lower than that of the sector as a whole (3.93).
P/BV vs Market: The company's P/BV (2.59) is lower than that of the market as a whole (22.61).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.338) is lower than that of the sector as a whole (3.02).
P/S vs Market: The company's P/S indicator (0.338) is lower than that of the market as a whole (15.24).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (8.58) is lower than that of the sector as a whole (49.12).
EV/Ebitda vs Market: The company's EV/Ebitda (8.58) is lower than that of the market as a whole (24.37).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -11.09% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-11.09%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-56.39%).
5.4. ROE
ROE vs Sector: The company's ROE (20.36%) is higher than that of the sector as a whole (10.9%).
ROE vs Market: The company's ROE (20.36%) is higher than that of the market as a whole (18.07%).
5.5. ROA
ROA vs Sector: The company's ROA (2.78%) is lower than that of the sector as a whole (7.52%).
ROA vs Market: The company's ROA (2.78%) is lower than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (16.14%) is higher than that of the sector as a whole (8.22%).
ROIC vs Market: The company's ROIC (16.14%) is higher than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 6.84% is higher than the average for the sector '1.36%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 6.84% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 6.84% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (79.83%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 01.03.2024 | Puente Juan Carlos EVP & PRES. WHIRLPOOL LAR |
Purchase | 103.76 | 104 180 | 1 004 |
| 01.03.2024 | Peters James W EXEC VICE PRESIDENT AND CFO |
Purchase | 103.76 | 996 767 | 9 606 |
| 01.03.2024 | Perucchetti Alessandro EVP, Whirlpool North America |
Purchase | 103.76 | 68 277 | 658 |
| 01.03.2024 | Conley Christopher S Vice President and Controller |
Purchase | 103.76 | 100 445 | 968 |
| 08.02.2021 | Brega Joao Carlos EXECUTIVE VICE PRESIDENT |
Sale | 199.53 | 1 644 730 | 8 243 |
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