Company Analysis Whirlpool
1. Summary
Advantages
- Dividends (7.47%) are higher than the sector average (1.45%).
Disadvantages
- Price (87.56 $) is higher than fair price (54.66 $)
- The stock's return over the last year (-15.01%) is lower than the sector average (1.7%).
- Current debt level 45.01% has increased over 5 years from 30.56%.
- The company's current efficiency (ROE=-12.8%) is lower than the sector average (ROE=11.75%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Whirlpool | Consumer Discretionary | Index | |
|---|---|---|---|
| 7 days | 5.5% | -5% | -0.6% |
| 90 days | 2.7% | -2.4% | 5.8% |
| 1 year | -15% | 1.7% | 9.1% |
WHR vs Sector: Whirlpool has significantly underperformed the "Consumer Discretionary" sector by -16.71% over the past year.
WHR vs Market: Whirlpool has significantly underperformed the market by -24.12% 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 -0.2886% 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 (87.56 $) is higher than the fair price (54.66 $).
Price is higher than fair: The current price (87.56 $) is 37.6% 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 (52.44).
P/E vs Market: The company's P/E (13.67) is lower than that of the market as a whole (61.83).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.14) is lower than that of the sector as a whole (4.04).
P/BV vs Market: The company's P/BV (2.14) is lower than that of the market as a whole (20.82).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3777) is lower than that of the sector as a whole (3.2).
P/S vs Market: The company's P/S indicator (0.3777) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (24.57) is higher than that of the sector as a whole (2.63).
EV/Ebitda vs Market: The company's EV/Ebitda (24.57) is lower than that of the market as a whole (27.04).
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 -25.98% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-25.98%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-6.52%).
5.4. ROE
ROE vs Sector: The company's ROE (-12.8%) is lower than that of the sector as a whole (11.75%).
ROE vs Market: The company's ROE (-12.8%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (-1.92%) is lower than that of the sector as a whole (8.74%).
ROA vs Market: The company's ROA (-1.92%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (16.14%) is higher than that of the sector as a whole (7.62%).
ROIC vs Market: The company's ROIC (16.14%) is higher than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 7.47% is higher than the average for the sector '1.45%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 7.47% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 7.47% 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.
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