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Walmart Inc. (WMT)

Equity · Currency in USD · Last updated Jun 3, 2023

Walmart Inc. is a multinational retail corporation operating a hypermarket chain, discount department stores, and grocery stores. Founded by Sam Walton in 1962, the company is headquartered in Bentonville, Arkansas, and is one of the world's largest companies by revenue. Walmart is known for its low prices and wide selection of products, and it also offers services such as financial services and home insurance.

Company Info

ISINUS9311421039
CUSIP931142103
SectorConsumer Defensive
IndustryDiscount Stores

Highlights

Market Cap$397.62B
EPS$4.16
PE Ratio35.44
PEG Ratio3.83
Revenue (TTM)$622.02B
Gross Profit (TTM)$147.57B
EBITDA (TTM)$36.56B
Year Range$116.03 - $154.35
Target Price$167.75
Short %0.95%
Short Ratio2.80

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Walmart Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%2023FebruaryMarchAprilMayJune
-0.72%
7.09%
WMT (Walmart Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Walmart Inc.

Popular comparisons: WMT vs. TGT, WMT vs. XLP, WMT vs. VOO, WMT vs. KR, WMT vs. COST, WMT vs. ABBV, WMT vs. IMKTA, WMT vs. TSN, WMT vs. SCHD, WMT vs. VYM

Return

Walmart Inc. had a return of 5.79% year-to-date (YTD) and 20.67% in the last 12 months. Over the past 10 years, Walmart Inc. had an annualized return of 9.43%, while the S&P 500 had an annualized return of 10.30%, indicating that Walmart Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-1.10%5.45%
Year-To-Date5.79%11.53%
6 months-1.73%5.17%
1 year20.67%4.23%
5 years (annualized)13.73%9.30%
10 years (annualized)9.43%10.30%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20231.47%-1.21%4.17%2.39%-2.35%
20227.09%-6.62%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
WMT
Walmart Inc.
0.97
^GSPC
S&P 500
0.21

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Walmart Inc. Sharpe ratio is 0.97. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.002023FebruaryMarchAprilMayJune
0.97
0.21
WMT (Walmart Inc.)
Benchmark (^GSPC)

Dividend History

Walmart Inc. granted a 2.27% dividend yield in the last twelve months. The annual payout for that period amounted to $3.38 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$3.38$2.24$2.20$2.16$2.12$2.08$2.04$2.00$1.96$1.92$1.88$1.59

Dividend yield

2.27%1.59%1.56%1.56%1.89%2.41%2.28%3.28%3.73%2.68%2.93%2.93%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.57$0.00$0.57
2022$0.00$0.00$0.56$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.00$0.56
2021$0.00$0.00$0.55$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.00$0.55
2020$0.00$0.00$0.54$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.00$0.54
2019$0.00$0.00$0.53$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.00$0.53
2018$0.00$0.00$0.52$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.00$0.52
2017$0.00$0.00$0.51$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.00$0.51
2016$0.00$0.00$0.50$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.00$0.50
2015$0.00$0.00$0.49$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.00$0.49
2014$0.00$0.00$0.48$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.00$0.48
2013$0.00$0.00$0.47$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.00$0.47
2012$0.40$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.00$0.40

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%2023FebruaryMarchAprilMayJune
-5.07%
-10.72%
WMT (Walmart Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Walmart Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Walmart Inc. is 76.98%, recorded on Dec 10, 1974. It took 710 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.98%Nov 28, 1972513Dec 10, 1974710Oct 3, 19771223
-50.55%Aug 24, 198772Dec 3, 1987412Jul 21, 1989484
-42.28%Mar 11, 1993723Jan 18, 1996357Jun 17, 19971080
-37.5%Dec 28, 1999213Oct 27, 20002774Nov 8, 20112987
-36.44%Jan 9, 2015215Nov 13, 2015479Oct 10, 2017694

Volatility Chart

The current Walmart Inc. volatility is 3.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%2023FebruaryMarchAprilMayJune
3.34%
3.77%
WMT (Walmart Inc.)
Benchmark (^GSPC)

Portfolios with Walmart Inc.


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
Dividend-Paying Stocks Portfolio-4.66%8.07%4.53%15.06%-35.63%0.00%0.07