Factor Report

Data as of market close on 10/15/2021.

Validea's factor report analyzes any stock using the major investing factors, including value, quality, momentum, and low volatility.
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Latest Close: $206.72 Market Cap ($ mil): $12,962 Sector: Consumer Cyclical Industry: Appliance & Tool 52 Week High: $257.68 52 Week Low: $171.33 Relative Strength: 28 Twelve Minus One Return: 7.6% Standard Deviation: 44.0%
PE Ratio: 6.9 Price/Sales: 0.6 Price/Book: 2.6 Price/Cash Flow: 5.6 EV/EBITDA: 5.03 Yield: 2.71% Shareholder Yield: 3.75% F Score: 6 G Score: 5
Return on Equity: 47.9% Return on Assets: 9.9% Return on Tangible Capital: 33.8% Return on Invested Capital: 29.6% WACC: 8.6% Debt/Equity: 1.07 LT EPS Growth: 20.8% LT Sales Growth: -1.8% Beta: 1.80
Whirlpool Corporation is a kitchen and laundry appliance company. The Company's segments include North America; Europe, Middle East and Africa (EMEA); Latin America and Asia. In North America segment, the Company markets and distributes home appliances and other consumer products under the Whirlpool, Maytag, KitchenAid, JennAir, Amana, Roper, Affresh, Swash, everydrop and Gladiator brand names. In the EMEA segment, it markets and distributes its home appliances primarily under the Whirlpool, Hotpoint, Bauknecht, Indesit, Ignis, Maytag and Privileg and KitchenAid brand names. In Latin America segment, it markets and distributes its home appliances and small domestic appliances primarily under the Consul, Brastemp, Whirlpool, KitchenAid, Acros, Maytag and Eslabon de Lujo brand names. In Asia segment, the Company markets and distributes its products in Asia primarily under the Whirlpool, Maytag, KitchenAid, Ariston, Indesit, Bauknecht, Diqua and Royalstar brand names.

Factor Profile

WHR's exposure to the major factors (100 is highest).

Comparable Stocks

Stocks with the closest factor profiles to WHR.

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Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.