BPXXY vs. WMT
BPXXY (Bper Banca SpA ADR) and WMT (Walmart Inc.) are both stocks. BPXXY operates in Banks - Regional (Financial Services), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, BPXXY returned 22.25%/yr vs 19.44%/yr for WMT. At a 0.02 correlation, their price movements are largely independent.
Performance
BPXXY vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, BPXXY achieves a 32.81% return, which is significantly higher than WMT's 7.61% return. Over the past 10 years, BPXXY has outperformed WMT with an annualized return of 22.25%, while WMT has yielded a comparatively lower 19.44% annualized return.
BPXXY
- 1D
- 0.00%
- 1M
- 13.39%
- YTD
- 32.81%
- 6M
- 32.81%
- 1Y
- 85.48%
- 3Y*
- 93.92%
- 5Y*
- 57.09%
- 10Y*
- 22.25%
WMT
- 1D
- 1.91%
- 1M
- -0.71%
- YTD
- 7.61%
- 6M
- 8.11%
- 1Y
- 23.04%
- 3Y*
- 33.53%
- 5Y*
- 22.77%
- 10Y*
- 19.44%
BPXXY vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPXXY Bper Banca SpA ADR | 32.81% | 158.64% | 92.56% | 60.97% | 4.36% | -31.19% | -24.67% | 19.03% | -17.32% | 0.43% |
WMT Walmart Inc. | 7.61% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between BPXXY and WMT is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2015 | 0.02 |
Fundamentals
BPXXY:
$32.61B
WMT:
$955.24B
BPXXY:
€2.07
WMT:
$2.88
BPXXY:
13.97
WMT:
41.48
BPXXY:
0.34
WMT:
2.71
BPXXY:
2.99
WMT:
1.32
BPXXY:
1.88
WMT:
10.13
BPXXY:
€8.88B
WMT:
$725.31B
BPXXY:
€7.06B
WMT:
$181.16B
BPXXY:
€3.21B
WMT:
$44.32B
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Return for Risk
BPXXY vs. WMT — Risk / Return Rank
BPXXY
WMT
BPXXY vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bper Banca SpA ADR (BPXXY) 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.
| BPXXY | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.87 | 1.19 | +0.68 |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | 1.47 | +1.76 |
| Martin ratioReturn relative to average drawdown | 8.82 | 4.40 | +4.42 |
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Drawdowns
BPXXY vs. WMT - Drawdown Comparison
The maximum BPXXY drawdown since its inception was -83.37%, which is greater than WMT's maximum drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for BPXXY and WMT.
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Drawdown Indicators
| BPXXY | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.37% | -77.14% | -6.23% |
Max Drawdown (1Y)Largest decline over 1 year | -26.65% | -15.75% | -10.90% |
Max Drawdown (3Y)Largest decline over 3 years | -26.65% | -21.93% | -4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -25.74% | -14.54% |
Max Drawdown (10Y)Largest decline over 10 years | -76.15% | -25.74% | -50.41% |
Current DrawdownCurrent decline from peak | 0.00% | -11.01% | +11.01% |
Average DrawdownAverage peak-to-trough decline | -41.72% | -14.63% | -27.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.73% | 5.25% | +4.48% |
Volatility
BPXXY vs. WMT - Volatility Comparison
Bper Banca SpA ADR (BPXXY) has a higher volatility of 18.18% compared to Walmart Inc. (WMT) at 6.40%. This indicates that BPXXY'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
| BPXXY | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.18% | 6.40% | +11.78% |
Volatility (6M)Calculated over the trailing 6-month period | 38.87% | 18.56% | +20.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.76% | 23.82% | +17.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.76% | 21.70% | +34.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 110.43% | 21.76% | +88.67% |
Dividends
BPXXY vs. WMT - Dividend Comparison
BPXXY's dividend yield for the trailing twelve months is around 4.68%, more than WMT's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPXXY Bper Banca SpA ADR | 4.68% | 6.13% | 5.75% | 4.07% | 3.10% | 1.53% | 14.36% | 1.93% | 2.09% | 2.19% | 4.35% | 0.32% |
WMT Walmart Inc. | 0.81% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
BPXXY vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Bper Banca SpA ADR 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
BPXXY vs. WMT - Profitability Comparison
BPXXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported a gross profit of 1.61B and revenue of 1.70B. Therefore, the gross margin over that period was 94.9%.
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%.
BPXXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported an operating income of 844.22M and revenue of 1.70B, resulting in an operating margin of 49.6%.
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%.
BPXXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported a net income of 527.07M and revenue of 1.70B, resulting in a net margin of 31.0%.
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
BPXXY and WMT have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPXXY has higher volatility (18.18%) compared to WMT (6.40%). In terms of maximum drawdown, BPXXY dropped -83.37% vs WMT's -77.14%.
BPXXY currently has the higher Sharpe Ratio (2.06 vs 0.97), 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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