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Walmart Inc. (WMT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9311421039
CUSIP931142103
SectorConsumer Defensive
IndustryDiscount Stores

Highlights

Market Cap$536.50B
EPS (TTM)$2.33
PE Ratio28.63
PEG Ratio2.44
Total Revenue (TTM)$657.33B
Gross Profit (TTM)$161.04B
EBITDA (TTM)$39.20B
Year Range$49.68 - $67.57
Target Price$67.31
Short %1.00%
Short Ratio2.90

Share Price Chart


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Compare to other instruments

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Walmart Inc.

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

Performance

Performance Chart

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.


0.00%100,000.00%200,000.00%300,000.00%400,000.00%500,000.00%600,000.00%2024FebruaryMarchAprilMayJune
569,985.47%
4,809.86%
WMT (Walmart Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Walmart Inc. had a return of 27.36% year-to-date (YTD) and 28.92% in the last 12 months. Over the past 10 years, Walmart Inc. had an annualized return of 12.55%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.


PeriodReturnBenchmark
Year-To-Date27.36%13.92%
1 month11.43%3.57%
6 months31.94%15.13%
1 year28.92%24.27%
5 years (annualized)14.65%13.51%
10 years (annualized)12.55%10.88%

Monthly Returns

The table below presents the monthly returns of WMT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.82%6.40%3.01%-1.36%10.80%27.36%
20231.47%-1.21%4.17%2.39%-2.35%7.02%1.71%2.08%-1.65%2.18%-4.72%1.63%12.88%
2022-3.37%-3.33%10.61%2.73%-15.62%-5.48%8.61%0.82%-2.15%9.74%7.09%-6.62%-0.46%
2021-2.54%-7.52%4.99%3.00%1.91%-0.71%1.09%4.28%-5.89%7.20%-5.88%3.30%1.97%
2020-3.66%-5.95%5.98%6.98%2.51%-3.45%8.03%7.74%0.76%-0.83%10.12%-5.31%23.32%
20192.88%3.30%-0.94%5.44%-0.84%8.92%-0.10%4.03%3.87%-1.20%1.56%0.24%30.16%
20187.95%-15.56%-0.57%-0.57%-6.10%3.77%4.18%8.05%-2.03%6.78%-2.62%-4.08%-3.43%
2017-3.44%6.28%2.37%4.30%5.25%-3.71%5.69%-1.79%0.09%11.74%11.36%2.10%46.56%
20168.25%-0.03%4.01%-2.37%6.62%3.16%-0.07%-1.43%0.95%-2.91%0.59%-1.16%16.03%
2015-1.05%-1.24%-1.41%-5.11%-4.24%-4.50%1.48%-9.46%0.17%-11.72%2.80%5.05%-26.64%
2014-5.10%0.03%2.98%4.29%-3.09%-2.21%-1.98%3.29%1.28%-0.26%14.78%-1.35%11.87%
20132.52%1.19%6.40%3.86%-3.13%-0.47%4.63%-5.79%1.34%3.77%5.55%-2.30%18.16%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WMT is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of WMT is 9191
WMT (Walmart Inc.)
The Sharpe Ratio Rank of WMT is 9191Sharpe Ratio Rank
The Sortino Ratio Rank of WMT is 8787Sortino Ratio Rank
The Omega Ratio Rank of WMT is 9090Omega Ratio Rank
The Calmar Ratio Rank of WMT is 9595Calmar Ratio Rank
The Martin Ratio Rank of WMT is 9090Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Walmart Inc. (WMT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


WMT
Sharpe ratio
The chart of Sharpe ratio for WMT, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for WMT, currently valued at 2.41, compared to the broader market-4.00-2.000.002.004.006.002.41
Omega ratio
The chart of Omega ratio for WMT, currently valued at 1.37, compared to the broader market0.501.001.502.001.37
Calmar ratio
The chart of Calmar ratio for WMT, currently valued at 2.80, compared to the broader market0.002.004.006.002.80
Martin ratio
The chart of Martin ratio for WMT, currently valued at 8.27, compared to the broader market-10.000.0010.0020.008.27
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-2.00-1.000.001.002.003.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.06, compared to the broader market-4.00-2.000.002.004.006.003.06
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.72, compared to the broader market0.002.004.006.001.72
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.07, compared to the broader market-10.000.0010.0020.008.07

Sharpe Ratio

The current Walmart Inc. Sharpe ratio is 1.79. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Walmart Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.002024FebruaryMarchAprilMayJune
1.79
2.15
WMT (Walmart Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Walmart Inc. granted a 1.19% dividend yield in the last twelve months. The annual payout for that period amounted to $0.80 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.80$0.76$0.75$0.73$0.72$0.71$0.69$0.68$0.67$0.65$0.64$0.63

Dividend yield

1.19%1.45%1.58%1.52%1.50%1.78%2.23%2.07%2.89%3.20%2.24%2.39%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.21$0.00$0.21$0.00$0.42
2023$0.00$0.00$0.19$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.00$0.19$0.76
2022$0.00$0.00$0.19$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.00$0.19$0.75
2021$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.00$0.18$0.73
2020$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.00$0.18$0.72
2019$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.00$0.18$0.71
2018$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.17$0.69
2017$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.17$0.68
2016$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.17$0.67
2015$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.00$0.16$0.65
2014$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.00$0.16$0.64
2013$0.16$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.00$0.16$0.63

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.2%
Walmart Inc. has a dividend yield of 1.19%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%17.4%
Walmart Inc. has a payout ratio of 17.40%, which is below the market average. This means Walmart Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-0.67%
0
WMT (Walmart Inc.)
Benchmark (^GSPC)

Worst Drawdowns

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 76.80%, occurring on Dec 10, 1974. Recovery took 710 trading sessions.

The current Walmart Inc. drawdown is 0.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.8%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

Volatility Chart

The current Walmart Inc. volatility is 7.67%, 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%4.00%6.00%8.00%10.00%2024FebruaryMarchAprilMayJune
7.67%
2.49%
WMT (Walmart Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items