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

Company Info

ISIN

US9311421039

CUSIP

931142103

Sector

Consumer Defensive

IPO Date

Aug 25, 1972

Highlights

Market Cap

$731.06B

EPS (TTM)

$2.41

PE Ratio

37.84

PEG Ratio

3.72

Total Revenue (TTM)

$680.99B

Gross Profit (TTM)

$169.23B

EBITDA (TTM)

$38.88B

Year Range

$57.90 - $105.01

Target Price

$106.59

Short %

0.86%

Short Ratio

1.46

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WMT vs. COST WMT vs. VOO WMT vs. TGT WMT vs. KR WMT vs. XLP WMT vs. SCHD WMT vs. ABBV WMT vs. IMKTA WMT vs. TSN WMT vs. VYM
Popular comparisons:
WMT vs. COST WMT vs. VOO WMT vs. TGT WMT vs. KR WMT vs. XLP WMT vs. SCHD WMT vs. ABBV WMT vs. IMKTA WMT vs. TSN 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%200,000.00%400,000.00%600,000.00%800,000.00%1,000,000.00%NovemberDecember2025FebruaryMarchApril
786,020.69%
4,667.06%
WMT (Walmart Inc.)
Benchmark (^GSPC)

Returns By Period

Walmart Inc. had a return of 1.21% year-to-date (YTD) and 54.12% in the last 12 months. Over the past 10 years, Walmart Inc. had an annualized return of 15.68%, outperforming the S&P 500 benchmark which had an annualized return of 9.77%.


WMT

YTD

1.21%

1M

4.55%

6M

12.83%

1Y

54.12%

5Y*

17.44%

10Y*

15.68%

^GSPC (Benchmark)

YTD

-10.30%

1M

-7.04%

6M

-9.70%

1Y

4.44%

5Y*

12.96%

10Y*

9.77%

*Annualized

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
20258.64%0.46%-10.73%3.87%1.21%
20244.82%6.40%3.01%-1.36%11.18%2.97%1.37%12.84%4.56%1.49%12.87%-2.11%73.99%
20231.47%-1.21%4.17%2.39%-2.35%7.02%1.71%2.08%-1.65%2.18%-4.72%1.64%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%1.08%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, WMT is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WMT is 9595
Overall Rank
The Sharpe Ratio Rank of WMT is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of WMT is 9595
Sortino Ratio Rank
The Omega Ratio Rank of WMT is 9595
Omega Ratio Rank
The Calmar Ratio Rank of WMT is 9696
Calmar Ratio Rank
The Martin Ratio Rank of WMT is 9494
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for WMT, currently valued at 2.18, compared to the broader market-2.00-1.000.001.002.003.00
WMT: 2.18
^GSPC: 0.22
The chart of Sortino ratio for WMT, currently valued at 3.00, compared to the broader market-6.00-4.00-2.000.002.004.00
WMT: 3.00
^GSPC: 0.44
The chart of Omega ratio for WMT, currently valued at 1.41, compared to the broader market0.501.001.502.00
WMT: 1.41
^GSPC: 1.06
The chart of Calmar ratio for WMT, currently valued at 2.46, compared to the broader market0.001.002.003.004.00
WMT: 2.46
^GSPC: 0.22
The chart of Martin ratio for WMT, currently valued at 8.66, compared to the broader market-5.000.005.0010.0015.0020.00
WMT: 8.66
^GSPC: 1.02

The current Walmart Inc. Sharpe ratio is 2.18. 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 Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
2.18
0.22
WMT (Walmart Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Walmart Inc. provided a 0.94% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The company has been increasing its dividends for 42 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.86$0.83$0.76$0.75$0.73$0.72$0.71$0.69$0.68$0.67$0.65$0.64

Dividend yield

0.94%0.92%1.45%1.58%1.52%1.50%1.78%2.23%2.07%2.89%3.20%2.24%

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
2025$0.00$0.00$0.24$0.00$0.24
2024$0.00$0.00$0.21$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.00$0.21$0.83
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$0.16$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.00$0.16$0.64

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
WMT: 0.9%
Walmart Inc. has a dividend yield of 0.94%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
WMT: 35.3%
Walmart Inc. has a payout ratio of 35.30%, which is quite average when compared to the overall market. This suggests that Walmart Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.96%
-14.13%
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 77.24%, occurring on Dec 10, 1974. Recovery took 710 trading sessions.

The current Walmart Inc. drawdown is 12.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.24%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 13.22%, 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.22%
13.66%
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

Valuation

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.


PE Ratio
20.040.060.080.0
WMT: 37.8
The chart displays the Price-to-Earnings (P/E) ratio for WMT, comparing it with other companies in the Discount Stores industry. Currently, WMT has a P/E ratio of 37.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.0
WMT: 3.7
The chart shows the Price/Earnings to Growth (PEG) ratio for WMT compared to other companies in the Discount Stores industry. WMT currently has a PEG ratio of 3.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
1.02.03.04.05.06.0
WMT: 1.1
This chart shows the Price-to-Sales (P/S) ratio for WMT relative to other companies in the Discount Stores industry. Currently, WMT has a P/S ratio of 1.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
WMT: 8.3
The chart illustrates the Price-to-Book (P/B) ratio for WMT in comparison with other companies in the Discount Stores industry. Currently, WMT has a P/B value of 8.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Walmart Inc..


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Income Statement



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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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