Company Analysis Whirlpool
1. Summary
Advantages
- Dividends (7.12%) are higher than the sector average (1.37%).
- The company's current efficiency (ROE=20.36%) is higher than the sector average (ROE=11.38%)
Disadvantages
- Price (91.05 $) is higher than fair price (86.61 $)
- The stock's return over the last year (-16.23%) is lower than the sector average (-3.7%).
- 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 | -3% | -7% | 2.7% |
| 90 days | -26.3% | -12.5% | -4.5% |
| 1 year | -16.2% | -3.7% | 10% |
WHR vs Sector: Whirlpool has significantly underperformed the "Consumer Discretionary" sector by -12.52% over the past year.
WHR vs Market: Whirlpool has significantly underperformed the market by -26.27% 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 -0.3121% 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 (91.05 $) is higher than the fair price (86.61 $).
Price is higher than fair: The current price (91.05 $) is 4.9% 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 (34.01).
P/E vs Market: The company's P/E (13.67) is lower than that of the market as a whole (73.05).
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 (3.84).
P/BV vs Market: The company's P/BV (2.59) is lower than that of the market as a whole (22.32).
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 (15.91).
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 (49.26).
EV/Ebitda vs Market: The company's EV/Ebitda (8.58) is lower than that of the market as a whole (23.05).
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 (-47.7%).
5.4. ROE
ROE vs Sector: The company's ROE (20.36%) is higher than that of the sector as a whole (11.38%).
ROE vs Market: The company's ROE (20.36%) is lower than that of the market as a whole (25.12%).
5.5. ROA
ROA vs Sector: The company's ROA (2.78%) is lower than that of the sector as a whole (7.75%).
ROA vs Market: The company's ROA (2.78%) is lower than that of the market as a whole (6.65%).
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 7.12% is higher than the average for the sector '1.37%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 7.12% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 7.12% 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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