Wesfarmers Ltd.

ISIN AU000000WES1

WKN 876755

Market cap (in EUR)

61,676 m

Country

Australia

Sector

Consumer Cyclicals

Dividend yield

2.39%

Overview

Quote

Description

Wesfarmers Ltd. engages in the provision of fresh food, groceries, general merchandise, liquor, fuel, and financial services. It operates through the following segments: Bunnings Group, Kmart Group, Chemicals, Energy and Fertilizers (WesCEF), Officeworks, Industrial and Safety, Wesfarmers Health, Catch, and Other. The Bunnings Group segment consists of retailers of building materials and home and garden improvement products and servicing households and commercial customers including builders, trades, and businesses. The Kmart Group segment manages Kmart and Target which are retailers of apparel and general merchandise, including toys, leisure, entertainment, home, and consumable. The WesCEF segment refers to manufacturer and marketer of chemicals for industry, mining, mineral processing, broadacre and horticultural fertilizers, marketer and distributor of LPG and LNG. The Officeworks segment covers the retail and supply of office products and solutions for households, small-to-medium sized businesses, and the education sector. The Industrial and Safety segment supplies and distributes maintenance, repair, and operating products. The Wesfarmers Health segment deals with wholesales and retails pharmaceutical, health, wellbeing, and beauty products. The Catch segment operates as an online retailer offering branded products on a first-party basis and a third-party online marketplace. The Other segment includes food and stables retailing, forest products, property, investment banking, OneDigital, and Corporate. The company was founded in 1914 and is headquartered in Perth, Australia.

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Consumer Cyclicals Consumer Retail Home Improvement Retail Australia

Chart

Financials

Key metrics

Market capitalisation, EUR	61,676 m
EPS, EUR	-
P/B ratio	12.9
P/E ratio	33.1
Dividend yield	2.39%

Income statement (2025)

Revenue, EUR	27,163 m
Net income, EUR	1,744 m
Profit margin	6.42%

What ETF is Wesfarmers Ltd. in?

There are 41 ETFs which contain Wesfarmers Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Wesfarmers Ltd. is the iShares MSCI Pacific ex-Japan UCITS ETF (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.20%	Equity World Multi-Factor Strategy	1
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	9,938
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	8,022
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	1,176
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	1.12%	Equity Asia Pacific	1,611
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,411
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	2.88%	Equity Asia Pacific	162
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	913
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.58%	Equity World Social/Environmental	256
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,727
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	45,254
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	8
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	8
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.32%	Equity Asia Pacific Social/Environmental	1
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,934
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	1.12%	Equity Asia Pacific	835
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,036
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	851
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	183
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	2,828
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,637
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,721
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	108
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	57
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	22,401
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	29,494
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.58%	Equity Asia Pacific Social/Environmental	46
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	90
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	236
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	580
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	9,369
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	899
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	2.80%	Equity Asia Pacific	261
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,024
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	590
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist)	0.81%	Equity World Consumer Discretionary	97
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	4
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	120
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100

Performance

Returns overview

YTD	+16.24%
1 month	-1.28%
3 months	+20.35%
6 months	+10.17%
1 year	+12.52%
3 years	+78.69%
5 years	+43.03%
Since inception (MAX)	+77.81%
2025	+8.02%
2024	+23.32%
2023	+19.83%
2022	-24.06%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).