Whirlpool Stock Return On Equity

WHR Stock

USD 111.18 1.38 1.26%

Whirlpool fundamentals help investors to digest information that contributes to Whirlpool's financial success or failures. It also enables traders to predict the movement of Whirlpool Stock. The fundamental analysis module provides a way to measure Whirlpool's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Whirlpool stock.

		Last Reported	Projected for Next Year
	Return On Equity	0.20	0.21

As of 11/22/2024, Return On Equity is likely to grow to 0.21.

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Whirlpool Company Return On Equity Analysis

Whirlpool's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Whirlpool Return On Equity

0.21

Most of Whirlpool's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Whirlpool is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Whirlpool Return On Equity Driver Correlations

Understanding the fundamental principles of building solid financial models for Whirlpool is extremely important. It helps to project a fair market value of Whirlpool Stock properly, considering its historical fundamentals such as Return On Equity. Since Whirlpool's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Whirlpool's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Whirlpool's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Good Will	Common Stock	Long Term Debt	Treasury Stock	Property Plant Equipment	Current Deferred Revenue	Short Term Investments	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.61	0.41	0.87	0.86	0.97	0.95	0.38	0.64	0.97	0.76	0.72	0.42	-0.45	0.79	0.72	0.44	-0.2	0.36	0.44	0.24	0.28	-0.17	0.19	-0.08
Total Stockholder Equity	0.61		-0.26	0.34	0.76	0.4	0.67	-0.11	0.16	0.68	0.19	0.18	-0.21	0.24	0.67	0.66	-0.19	0.51	-0.34	-0.22	-0.33	-0.16	0.14	0.26	-0.37
Net Debt	0.41	-0.26		0.5	0.19	0.55	0.27	0.37	0.89	0.27	0.69	0.75	0.95	-0.8	0.33	-0.01	0.8	-0.95	0.82	0.85	0.4	0.46	0.16	-0.02	0.63
Retained Earnings	0.87	0.34	0.5		0.67	0.92	0.84	0.22	0.56	0.83	0.77	0.76	0.61	-0.73	0.54	0.48	0.62	-0.32	0.64	0.71	0.2	0.61	-0.03	0.44	0.1
Net Receivables	0.86	0.76	0.19	0.67		0.75	0.93	0.18	0.46	0.92	0.45	0.46	0.25	-0.29	0.84	0.9	0.32	0.06	0.05	0.2	0.07	0.3	-0.03	0.3	-0.21
Total Liab	0.97	0.4	0.55	0.92	0.75		0.9	0.44	0.7	0.91	0.81	0.8	0.56	-0.62	0.68	0.61	0.55	-0.38	0.53	0.59	0.34	0.4	-0.19	0.18	0.04
Total Current Assets	0.95	0.67	0.27	0.84	0.93	0.9		0.32	0.49	0.98	0.56	0.62	0.33	-0.44	0.75	0.82	0.35	-0.03	0.21	0.35	0.18	0.38	-0.12	0.3	-0.16
Short Term Debt	0.38	-0.11	0.37	0.22	0.18	0.44	0.32		0.33	0.37	0.3	0.41	0.14	-0.23	0.37	0.32	0.28	-0.35	0.14	0.24	0.91	-0.11	-0.61	-0.69	0.11
Intangible Assets	0.64	0.16	0.89	0.56	0.46	0.7	0.49	0.33		0.5	0.79	0.82	0.83	-0.6	0.59	0.21	0.64	-0.76	0.66	0.7	0.23	0.27	0.21	0.0	0.48
Accounts Payable	0.97	0.68	0.27	0.83	0.92	0.91	0.98	0.37	0.5		0.61	0.61	0.29	-0.4	0.82	0.84	0.38	-0.03	0.2	0.34	0.24	0.3	-0.19	0.21	-0.18
Good Will	0.76	0.19	0.69	0.77	0.45	0.81	0.56	0.3	0.79	0.61		0.74	0.68	-0.54	0.61	0.2	0.64	-0.61	0.74	0.69	0.26	0.23	0.03	0.14	0.22
Common Stock	0.72	0.18	0.75	0.76	0.46	0.8	0.62	0.41	0.82	0.61	0.74		0.73	-0.68	0.5	0.25	0.61	-0.58	0.73	0.82	0.29	0.46	0.09	0.07	0.6
Long Term Debt	0.42	-0.21	0.95	0.61	0.25	0.56	0.33	0.14	0.83	0.29	0.68	0.73		-0.89	0.26	-0.01	0.81	-0.88	0.88	0.89	0.2	0.66	0.31	0.29	0.6
Treasury Stock	-0.45	0.24	-0.8	-0.73	-0.29	-0.62	-0.44	-0.23	-0.6	-0.4	-0.54	-0.68	-0.89		-0.19	-0.14	-0.82	0.71	-0.81	-0.88	-0.34	-0.84	-0.09	-0.34	-0.46
Property Plant Equipment	0.79	0.67	0.33	0.54	0.84	0.68	0.75	0.37	0.59	0.82	0.61	0.5	0.26	-0.19		0.74	0.37	-0.11	0.11	0.25	0.25	0.02	0.0	-0.01	-0.05
Current Deferred Revenue	0.72	0.66	-0.01	0.48	0.9	0.61	0.82	0.32	0.21	0.84	0.2	0.25	-0.01	-0.14	0.74		0.18	0.22	-0.2	-0.01	0.22	0.19	-0.37	0.05	-0.35
Short Term Investments	0.44	-0.19	0.8	0.62	0.32	0.55	0.35	0.28	0.64	0.38	0.64	0.61	0.81	-0.82	0.37	0.18		-0.74	0.72	0.82	0.48	0.6	0.01	0.12	0.43
Net Tangible Assets	-0.2	0.51	-0.95	-0.32	0.06	-0.38	-0.03	-0.35	-0.76	-0.03	-0.61	-0.58	-0.88	0.71	-0.11	0.22	-0.74		-0.81	-0.77	-0.44	-0.36	-0.08	0.12	-0.61
Long Term Debt Total	0.36	-0.34	0.82	0.64	0.05	0.53	0.21	0.14	0.66	0.2	0.74	0.73	0.88	-0.81	0.11	-0.2	0.72	-0.81		0.94	0.21	0.62	0.21	0.28	0.64
Capital Surpluse	0.44	-0.22	0.85	0.71	0.2	0.59	0.35	0.24	0.7	0.34	0.69	0.82	0.89	-0.88	0.25	-0.01	0.82	-0.77	0.94		0.3	0.73	0.18	0.25	0.7
Short Long Term Debt	0.24	-0.33	0.4	0.2	0.07	0.34	0.18	0.91	0.23	0.24	0.26	0.29	0.2	-0.34	0.25	0.22	0.48	-0.44	0.21	0.3		0.01	-0.62	-0.63	0.11
Cash And Equivalents	0.28	-0.16	0.46	0.61	0.3	0.4	0.38	-0.11	0.27	0.3	0.23	0.46	0.66	-0.84	0.02	0.19	0.6	-0.36	0.62	0.73	0.01		0.2	0.62	0.42
Net Invested Capital	-0.17	0.14	0.16	-0.03	-0.03	-0.19	-0.12	-0.61	0.21	-0.19	0.03	0.09	0.31	-0.09	0.0	-0.37	0.01	-0.08	0.21	0.18	-0.62	0.2		0.59	0.38
Net Working Capital	0.19	0.26	-0.02	0.44	0.3	0.18	0.3	-0.69	0.0	0.21	0.14	0.07	0.29	-0.34	-0.01	0.05	0.12	0.12	0.28	0.25	-0.63	0.62	0.59		-0.06
Capital Stock	-0.08	-0.37	0.63	0.1	-0.21	0.04	-0.16	0.11	0.48	-0.18	0.22	0.6	0.6	-0.46	-0.05	-0.35	0.43	-0.61	0.64	0.7	0.11	0.42	0.38	-0.06

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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

Competition

Predict Whirlpool

Return On Equity Over Time

Whirlpool Total Stockholder Equity

Total Stockholder Equity

2.86 Billion

At this time, Whirlpool's Total Stockholder Equity is relatively stable compared to the past year.

Based on the latest financial disclosure, Whirlpool has a Return On Equity of 0.2086. This is 94.21% lower than that of the Household Durables sector and significantly higher than that of the Consumer Discretionary industry. The return on equity for all United States stocks is 167.29% lower than that of the firm.

Whirlpool Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Whirlpool's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Whirlpool could also be used in its relative valuation, which is a method of valuing Whirlpool by comparing valuation metrics of similar companies.

Whirlpool is currently under evaluation in return on equity category among its peers.

Whirlpool ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Whirlpool's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Whirlpool's managers, analysts, and investors.

Environmental

Governance

Social

Whirlpool Fundamentals

	Return On Equity	0.21
	Return On Asset	0.0313
	Profit Margin	0.03 %
	Operating Margin	0.06 %
	Current Valuation	13.04 B
	Shares Outstanding	55.14 M
	Shares Owned By Insiders	1.06 %
	Shares Owned By Institutions	84.53 %
	Number Of Shares Shorted	5.6 M
	Price To Earning	6.81 X
	Price To Book	1.99 X
	Price To Sales	0.34 X
	Revenue	19.45 B
	Gross Profit	3.07 B
	EBITDA	1.38 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	55.31 X
	Cash Flow From Operations	915 M
	Short Ratio	7.02 X
	Earnings Per Share	10.16 X
	Price To Earnings To Growth	1.65 X
	Target Price	111.15
	Number Of Employees	59 K
	Beta	1.42
	Market Capitalization	6.05 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
	Annual Yield	0.06 %
	Five Year Return	3.15 %
	Net Asset	17.31 B
	Last Dividend Paid	7.0

About Whirlpool Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Whirlpool's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Whirlpool using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Whirlpool based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Whirlpool

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Whirlpool position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Whirlpool will appreciate offsetting losses from the drop in the long position's value.

Moving together with Whirlpool Stock

0.66

FLXS

Flexsteel Industries

Pair Corr

Moving against Whirlpool Stock

0.76	DIBS	1StdibsCom	Pair Corr
0.7	NVFY	Nova Lifestyle I	Pair Corr
0.65	PRPL	Purple Innovation	Pair Corr
0.64	ATER	Aterian	Pair Corr
0.52	HBB	Hamilton Beach Brands	Pair Corr

The ability to find closely correlated positions to Whirlpool could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Whirlpool when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Whirlpool - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Whirlpool to buy it.

The correlation of Whirlpool is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Whirlpool moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Whirlpool moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Whirlpool can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional 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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