ASTE vs. WMT
ASTE (Astec Industries, Inc.) and WMT (Walmart Inc.) are both stocks. ASTE operates in Farm & Heavy Construction Machinery (Industrials), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, ASTE returned 0.54%/yr vs 19.42%/yr for WMT. At a 0.16 correlation, their price movements are largely independent.
Performance
ASTE vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, ASTE achieves a 19.62% return, which is significantly higher than WMT's 6.10% return. Over the past 10 years, ASTE has underperformed WMT with an annualized return of 0.54%, while WMT has yielded a comparatively higher 19.42% annualized return.
ASTE
- 1D
- 0.66%
- 1M
- -17.54%
- YTD
- 19.62%
- 6M
- 11.78%
- 1Y
- 31.17%
- 3Y*
- 9.75%
- 5Y*
- -4.63%
- 10Y*
- 0.54%
WMT
- 1D
- 0.73%
- 1M
- -9.81%
- YTD
- 6.10%
- 6M
- 3.14%
- 1Y
- 19.50%
- 3Y*
- 34.55%
- 5Y*
- 21.56%
- 10Y*
- 19.42%
ASTE vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASTE Astec Industries, Inc. | 19.62% | 30.57% | -8.37% | -7.33% | -40.62% | 20.47% | 39.49% | 40.91% | -47.94% | -12.65% |
WMT Walmart Inc. | 6.10% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between ASTE and WMT is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1986 | 0.16 |
Fundamentals
ASTE:
$1.20B
WMT:
$941.80B
ASTE:
$1.12
WMT:
$2.88
ASTE:
46.18
WMT:
40.90
ASTE:
0.25
WMT:
2.67
ASTE:
0.81
WMT:
1.30
ASTE:
1.77
WMT:
9.98
ASTE:
$1.48B
WMT:
$725.31B
ASTE:
$385.20M
WMT:
$181.16B
ASTE:
$88.80M
WMT:
$44.32B
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Return for Risk
ASTE vs. WMT — Risk / Return Rank
ASTE
WMT
ASTE vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Astec Industries, Inc. (ASTE) and Walmart Inc. (WMT). 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.
| ASTE | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.24 | -0.11 |
| Martin ratioReturn relative to average drawdown | 3.22 | 4.17 | -0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ASTE | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.83 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 1.00 | -1.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.90 | -0.88 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.64 | -0.49 |
Drawdowns
ASTE vs. WMT - Drawdown Comparison
The maximum ASTE drawdown since its inception was -89.53%, which is greater than WMT's maximum drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for ASTE and WMT.
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Drawdown Indicators
| ASTE | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.53% | -77.14% | -12.39% |
Max Drawdown (1Y)Largest decline over 1 year | -27.65% | -15.75% | -11.90% |
Max Drawdown (3Y)Largest decline over 3 years | -47.04% | -21.93% | -25.11% |
Max Drawdown (5Y)Largest decline over 5 years | -60.17% | -25.74% | -34.43% |
Max Drawdown (10Y)Largest decline over 10 years | -62.54% | -25.74% | -36.80% |
Current DrawdownCurrent decline from peak | -30.77% | -12.27% | -18.50% |
Average DrawdownAverage peak-to-trough decline | -39.33% | -14.63% | -24.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.70% | 4.74% | +4.96% |
Volatility
ASTE vs. WMT - Volatility Comparison
Astec Industries, Inc. (ASTE) has a higher volatility of 19.49% compared to Walmart Inc. (WMT) at 10.09%. This indicates that ASTE's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASTE | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.49% | 10.09% | +9.40% |
Volatility (6M)Calculated over the trailing 6-month period | 32.42% | 18.63% | +13.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.15% | 23.71% | +16.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.88% | 21.68% | +20.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.28% | 21.72% | +20.56% |
Dividends
ASTE vs. WMT - Dividend Comparison
ASTE's dividend yield for the trailing twelve months is around 1.01%, more than WMT's 0.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASTE Astec Industries, Inc. | 1.01% | 1.20% | 1.55% | 1.40% | 1.21% | 0.65% | 0.95% | 1.05% | 1.39% | 0.68% | 0.59% | 0.98% |
WMT Walmart Inc. | 0.82% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
ASTE vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Astec Industries, Inc. and Walmart Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ASTE vs. WMT - Profitability Comparison
ASTE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Astec Industries, Inc. reported a gross profit of 99.10M and revenue of 396.30M. Therefore, the gross margin over that period was 25.0%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
ASTE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Astec Industries, Inc. reported an operating income of 9.00M and revenue of 396.30M, resulting in an operating margin of 2.3%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
ASTE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Astec Industries, Inc. reported a net income of 1.30M and revenue of 396.30M, resulting in a net margin of 0.3%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
Frequently Asked Questions
ASTE and WMT have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASTE has higher volatility (19.49%) compared to WMT (10.09%). In terms of maximum drawdown, ASTE dropped -89.53% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (0.83 vs 0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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