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Market Cap

US$2.3b

Last Updated

2021/04/18 23:18 UTC

Data Sources

Company Financials +

Executive Summary

Welbilt, Inc., designs, manufactures, and supplies foodservice equipment for commercial foodservice market worldwide. More Details


Snowflake Analysis

High growth potential and overvalued.


Similar Companies

Share Price & News

How has Welbilt's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: WBT is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 7% a week.

Volatility Over Time: WBT's weekly volatility (7%) has been stable over the past year.


Market Performance


7 Day Return

0.8%

WBT

1.1%

US Machinery

1.3%

US Market


1 Year Return

274.2%

WBT

88.6%

US Machinery

53.8%

US Market

Return vs Industry: WBT exceeded the US Machinery industry which returned 88.6% over the past year.

Return vs Market: WBT exceeded the US Market which returned 53.8% over the past year.


Shareholder returns

WBTIndustryMarket
7 Day0.8%1.1%1.3%
30 Day-3.2%2.3%5.1%
90 Day12.7%13.3%8.9%
1 Year274.2%274.2%93.2%88.6%56.6%53.8%
3 Year-17.6%-17.6%61.7%50.2%64.4%53.6%
5 Year3.4%3.4%158.7%132.4%120.4%95.7%

Long-Term Price Volatility Vs. Market

How volatile is Welbilt's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Welbilt undervalued compared to its fair value and its price relative to the market?

5.3%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: WBT ($15.98) is trading below our estimate of fair value ($16.88)

Significantly Below Fair Value: WBT is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: WBT is unprofitable, so we can't compare its PE Ratio to the US Machinery industry average.

PE vs Market: WBT is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate WBT's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: WBT is overvalued based on its PB Ratio (8.3x) compared to the US Machinery industry average (3.3x).


Future Growth

How is Welbilt forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

65.7%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: WBT is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2%).

Earnings vs Market: WBT is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: WBT's is expected to become profitable in the next 3 years.

Revenue vs Market: WBT's revenue (10.5% per year) is forecast to grow faster than the US market (9.3% per year).

High Growth Revenue: WBT's revenue (10.5% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: WBT's Return on Equity is forecast to be high in 3 years time (26.2%)


Past Performance

How has Welbilt performed over the past 5 years?

-31.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: WBT is currently unprofitable.

Growing Profit Margin: WBT is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: WBT is unprofitable, and losses have increased over the past 5 years at a rate of 31.2% per year.

Accelerating Growth: Unable to compare WBT's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: WBT is unprofitable, making it difficult to compare its past year earnings growth to the Machinery industry (-14.7%).


Return on Equity

High ROE: WBT has a negative Return on Equity (-2.71%), as it is currently unprofitable.


Financial Health

How is Welbilt's financial position?


Financial Position Analysis

Short Term Liabilities: WBT's short term assets ($522.0M) exceed its short term liabilities ($281.5M).

Long Term Liabilities: WBT's short term assets ($522.0M) do not cover its long term liabilities ($1.6B).


Debt to Equity History and Analysis

Debt Level: WBT's debt to equity ratio (515.2%) is considered high.

Reducing Debt: WBT's debt to equity ratio has increased from 2.6% to 515.2% over the past 5 years.

Debt Coverage: WBT's debt is not well covered by operating cash flow (1.1%).

Interest Coverage: WBT is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet


Dividend

What is Welbilt current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate WBT's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate WBT's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if WBT's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if WBT's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of WBT's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.2yrs

Average management tenure


CEO

Bill Johnson (57 yo)

2.42yrs

Tenure

US$4,294,678

Compensation

Mr. William C. Johnson, also known as Bill, is the Director at Welbilt, Inc. since October 29, 2018 and has been its President and Chief Executive Officer since November 21, 2018. Mr. Johnson served as the...


CEO Compensation Analysis

Compensation vs Market: Bill's total compensation ($USD4.29M) is about average for companies of similar size in the US market ($USD3.75M).

Compensation vs Earnings: Bill's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: WBT's management team is considered experienced (2.2 years average tenure).


Board Members

Experienced Board: WBT's board of directors are considered experienced (5.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Welbilt, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Welbilt, Inc.
  • Ticker: WBT
  • Exchange: NYSE
  • Founded: 1902
  • Industry: Industrial Machinery
  • Sector: Capital Goods
  • Market Cap: US$2.261b
  • Shares outstanding: 141.63m
  • Website: https://www.welbilt.com

Number of Employees


Location

  • Welbilt, Inc.
  • 2227 Welbilt Boulevard
  • New Port Richey
  • Florida
  • 34655
  • United States

Listings


Biography

Welbilt, Inc., designs, manufactures, and supplies foodservice equipment for commercial foodservice market worldwide. The company offers commercial upright and undercounter refrigerators and freezers, blas...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/04/18 23:18
End of Day Share Price2021/04/16 00:00
Earnings2020/12/31
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.