Walmart Inc. (WMT)

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Walmart Inc. (WMT) is up 7.1% since the beginning of the year. At $119 per share, WMT is trading 12.0% below its 52-week high of $135. Investors who bought $1,000 worth of WMT shares 5 years ago would now be looking at an investment worth $2,680.

Walmart Inc. (WMT) has returned 7.13% so far this year and 22.37% over the past 12 months. Looking at the last ten years, WMT has achieved an annualized return of 19.54%, outperforming the S&P 500 Index benchmark, which averaged 13.33% per year.

Based on dividend-adjusted daily data since Aug 25, 1972, WMT's average daily return is +0.08%, while the average monthly return is +1.77%. At this rate, an investment would double in approximately 3.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jul 1973 with a return of +58.7%, while the worst month was Nov 1973 at -34.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WMT closed higher 48% of trading days. The best single day was Jan 3, 1974 with a return of +15.6%, while the worst single day was Mar 22, 1973 at -16.8%.

Walmart Inc. has an annualized alpha of 15.06%, beta of 0.77, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 28, 1972.

• This stock captured 115.03% of S&P 500 Index gains but only 67.52% of its losses - a favorable profile for investors.
• R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WMT ranks 69 for risk / return — better than 69% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Walmart Inc. (WMT) and compare them to S&P 500 Index.

Walmart Inc. provided a 0.81% dividend yield over the last twelve months, with an annual payout of $0.97 per share. The company has been increasing its dividends for 38 consecutive years, earning it the status of a dividend aristocrat.

The table displays the monthly dividend distributions for Walmart Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Walmart Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Walmart Inc. was 77.14%, occurring on Dec 10, 1974. Recovery took 715 trading sessions.

The current Walmart Inc. drawdown is 11.42%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Walmart Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Walmart Inc. is priced in the market compared to other companies in the Discount Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.