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Company Analysis Whirlpool
1. Summary
Advantages
- Dividends (7.45%) are higher than the sector average (1.41%).
- The stock's return over the last year (0.2344%) is higher than the sector average (-44.76%).
Disadvantages
- Price (94.09 $) is higher than fair price (54.66 $)
- 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 | 1.2% | 0% | -0.3% |
| 90 days | 21.7% | -47.6% | 17.4% |
| 1 year | 0.2% | -44.8% | 11.1% |
WHR vs Sector: Whirlpool has outperformed the "Consumer Discretionary" sector by 44.99% over the past year.
WHR vs Market: Whirlpool has significantly underperformed the market by -10.89% 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 0.0045% 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 (94.09 $) is higher than the fair price (54.66 $).
Price is higher than fair: The current price (94.09 $) is 41.9% 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 (52.42).
P/E vs Market: The company's P/E (13.67) is lower than that of the market as a whole (61.84).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.15) is lower than that of the sector as a whole (4.05).
P/BV vs Market: The company's P/BV (2.15) is lower than that of the market as a whole (20.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3798) is lower than that of the sector as a whole (3.2).
P/S vs Market: The company's P/S indicator (0.3798) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (24.59) is higher than that of the sector as a whole (2.47).
EV/Ebitda vs Market: The company's EV/Ebitda (24.59) is higher than that of the market as a whole (18.41).
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 (42.62%).
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 (23.26%).
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 (9.15%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 7.45% is higher than the average for the sector '1.41%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 7.45% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 7.45% 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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