Walmart Inc. (WMT)
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
| ISIN | US9311421039 |
|---|---|
| CUSIP | 931142103 |
| Sector | Consumer Defensive |
| Industry | Discount Stores |
Highlights
| Market Cap | $397.62B |
|---|---|
| EPS | $4.16 |
| PE Ratio | 35.44 |
| PEG Ratio | 3.83 |
| 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 Ratio | 2.80 |
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.
Compare to other instruments
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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.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.10% | 5.45% |
| Year-To-Date | 5.79% | 11.53% |
| 6 months | -1.73% | 5.17% |
| 1 year | 20.67% | 4.23% |
| 5 years (annualized) | 13.73% | 9.30% |
| 10 years (annualized) | 9.43% | 10.30% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.47% | -1.21% | 4.17% | 2.39% | -2.35% | |||||||
| 2022 | 7.09% | -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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
WMT Walmart Inc. | 0.97 | ||||
^GSPC S&P 500 | 0.21 |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 1972 | 513 | Dec 10, 1974 | 710 | Oct 3, 1977 | 1223 |
| -50.55% | Aug 24, 1987 | 72 | Dec 3, 1987 | 412 | Jul 21, 1989 | 484 |
| -42.28% | Mar 11, 1993 | 723 | Jan 18, 1996 | 357 | Jun 17, 1997 | 1080 |
| -37.5% | Dec 28, 1999 | 213 | Oct 27, 2000 | 2774 | Nov 8, 2011 | 2987 |
| -36.44% | Jan 9, 2015 | 215 | Nov 13, 2015 | 479 | Oct 10, 2017 | 694 |
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.
Portfolios with Walmart Inc.
| Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend-Paying Stocks Portfolio | -4.66% | 8.07% | 4.53% | 15.06% | -35.63% | 0.00% | 0.07 |