BAJFINANCE.NS vs. WMT
BAJFINANCE.NS (Bajaj Finance Limited) and WMT (Walmart Inc.) are both stocks. BAJFINANCE.NS operates in Credit Services (Financial Services), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, BAJFINANCE.NS returned 29.85%/yr vs 23.94%/yr for WMT. At a correlation of -0.03, they often move in opposite directions.
Performance
BAJFINANCE.NS vs. WMT - Performance Comparison
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Different Trading Currencies
BAJFINANCE.NS is traded in INR, while WMT is traded in USD. To make them comparable, the WMT values have been converted to INR using the latest available exchange rates.
Returns By Period
In the year-to-date period, BAJFINANCE.NS achieves a -6.94% return, which is significantly lower than WMT's 15.47% return. Over the past 10 years, BAJFINANCE.NS has outperformed WMT with an annualized return of 29.85%, while WMT has yielded a comparatively lower 23.94% annualized return.
BAJFINANCE.NS
- 1D
- 5.49%
- 1M
- 2.47%
- YTD
- -6.94%
- 6M
- -9.73%
- 1Y
- -1.98%
- 3Y*
- 9.74%
- 5Y*
- 9.36%
- 10Y*
- 29.85%
WMT
- 1D
- -0.23%
- 1M
- -8.43%
- YTD
- 15.47%
- 6M
- 9.37%
- 1Y
- 43.11%
- 3Y*
- 40.83%
- 5Y*
- 28.96%
- 10Y*
- 23.94%
BAJFINANCE.NS vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAJFINANCE.NS Bajaj Finance Limited | -6.94% | 46.42% | -5.95% | 12.40% | -5.07% | 32.19% | 25.62% | 60.66% | 51.09% | 119.91% |
WMT Walmart Inc. | 15.47% | 30.45% | 79.26% | 13.66% | 10.23% | 4.00% | 26.42% | 33.46% | 5.31% | 37.46% |
Correlation
The correlation between BAJFINANCE.NS and WMT is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.00 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2007 | -0.03 |
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Return for Risk
BAJFINANCE.NS vs. WMT — Risk / Return Rank
BAJFINANCE.NS
WMT
BAJFINANCE.NS vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bajaj Finance Limited (BAJFINANCE.NS) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAJFINANCE.NS | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.33 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 2.57 | -2.64 |
| Martin ratioReturn relative to average drawdown | -0.18 | 9.47 | -9.65 |
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Drawdowns
BAJFINANCE.NS vs. WMT - Drawdown Comparison
The maximum BAJFINANCE.NS drawdown since its inception was -90.67%, which is greater than WMT's maximum drawdown of -32.77%. Use the drawdown chart below to compare losses from any high point for BAJFINANCE.NS and WMT.
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Drawdown Indicators
| BAJFINANCE.NS | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.67% | -32.77% | -57.90% |
Max Drawdown (1Y)Largest decline over 1 year | -26.74% | -16.86% | -9.88% |
Max Drawdown (3Y)Largest decline over 3 years | -26.74% | -22.08% | -4.66% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -24.14% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -62.35% | -24.14% | -38.21% |
Current DrawdownCurrent decline from peak | -16.07% | -11.14% | -4.93% |
Average DrawdownAverage peak-to-trough decline | -16.96% | -7.63% | -9.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.27% | 4.57% | +6.70% |
Volatility
BAJFINANCE.NS vs. WMT - Volatility Comparison
The current volatility for Bajaj Finance Limited (BAJFINANCE.NS) is 8.60%, while Walmart Inc. (WMT) has a volatility of 10.73%. This indicates that BAJFINANCE.NS experiences smaller price fluctuations and is considered to be less risky 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
| BAJFINANCE.NS | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.60% | 10.73% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 22.61% | 18.92% | +3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.04% | 24.09% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.95% | 21.73% | +6.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.84% | 21.75% | +14.09% |
Dividends
BAJFINANCE.NS vs. WMT - Dividend Comparison
BAJFINANCE.NS has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAJFINANCE.NS Bajaj Finance Limited | 0.00% | 1.13% | 1.06% | 0.82% | 0.61% | 0.29% | 0.38% | 0.28% | 0.30% | 4.10% | 0.00% | 0.00% |
WMT Walmart Inc. | 0.80% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
BAJFINANCE.NS vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Bajaj Finance Limited 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
Frequently Asked Questions
BAJFINANCE.NS and WMT have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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