BPXXY vs. WMT

Last updated Jun 3, 2026

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 16.64%/yr vs 18.97%/yr for WMT. At a 0.02 correlation, their price movements are largely independent.

Performance

BPXXY vs. WMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bper Banca SpA ADR (BPXXY) and Walmart Inc. (WMT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BPXXY achieves a 10.07% return, which is significantly higher than WMT's 1.88% return. Over the past 10 years, BPXXY has underperformed WMT with an annualized return of 16.64%, while WMT has yielded a comparatively higher 18.97% annualized return.

BPXXY

• 1D: 1.15%
• 1M: 0.20%
• YTD: 10.07%
• 6M: 10.07%
• 1Y: 51.42%
• 3Y*: 82.15%
• 5Y*: 51.95%
• 10Y*: 16.64%

WMT

• 1D: -1.34%
• 1M: -13.92%
• YTD: 1.88%
• 6M: 1.18%
• 1Y: 14.27%
• 3Y*: 33.04%
• 5Y*: 20.62%
• 10Y*: 18.97%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BPXXY vs. WMT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BPXXY Bper Banca SpA ADR	10.07%	158.64%	92.56%	60.97%	4.36%	-31.19%	-24.67%	19.03%	-17.32%	0.43%
WMT Walmart Inc.	1.88%	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	0.02
Correlation (10Y) Calculated over the trailing 10-year period	0.02
Correlation (All Time) Calculated using the full available price history since Mar 31, 2015	0.02

Fundamentals

Market Cap BPXXY : $27.03B WMT : $904.37B
EPS BPXXY : $2.07 WMT : $2.88
PE Ratio BPXXY : 13.17 WMT : 39.27
PEG Ratio BPXXY : 0.32 WMT : 2.56
PS Ratio BPXXY : 2.82 WMT : 1.25
PB Ratio BPXXY : 1.77 WMT : 9.59
Total Revenue (TTM) BPXXY : $8.88B WMT : $725.31B
Gross Profit (TTM) BPXXY : $7.06B WMT : $181.16B
EBITDA (TTM) BPXXY : $3.21B WMT : $44.32B

Return for Risk

BPXXY vs. WMT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BPXXY

BPXXY Risk / Return Rank: 81
BPXXY Sharpe Ratio Rank: 78
BPXXY Sortino Ratio Rank: 75
BPXXY Omega Ratio Rank: 95
BPXXY Calmar Ratio Rank: 76
BPXXY Martin Ratio Rank: 79

WMT

WMT Risk / Return Rank: 59
WMT Sharpe Ratio Rank: 61
WMT Sortino Ratio Rank: 54
WMT Omega Ratio Rank: 53
WMT Calmar Ratio Rank: 61
WMT Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	BPXXY	WMT	Difference
Sharpe ratio Return per unit of total volatility	1.34	0.61	+0.73
Sortino ratio Return per unit of downside risk	2.04	1.02	+1.02
Omega ratio Gain probability vs. loss probability	1.57	1.13	+0.44
Calmar ratio Return relative to maximum drawdown	2.25	0.98	+1.27
Martin ratio Return relative to average drawdown	6.34	3.32	+3.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BPXXY vs. WMT - Sharpe Ratio Comparison

The current BPXXY Sharpe Ratio is 1.34, which is higher than the WMT Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of BPXXY and WMT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BPXXY	WMT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	0.61	+0.73
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.95	0.96	-0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.15	0.88	-0.72
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	0.63	-0.53

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.

Drawdown Indicators

	BPXXY	WMT	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-12.72%	-15.75%	+3.03%
Average Drawdown Average peak-to-trough decline	-41.91%	-14.63%	-27.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.48%	4.67%	+4.81%

Volatility

BPXXY vs. WMT - Volatility Comparison

Bper Banca SpA ADR (BPXXY) has a higher volatility of 10.58% compared to Walmart Inc. (WMT) at 9.21%. 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.

Volatility by Period

	BPXXY	WMT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.58%	9.21%	+1.37%
Volatility (6M) Calculated over the trailing 6-month period	35.44%	18.36%	+17.08%
Volatility (1Y) Calculated over the trailing 1-year period	38.98%	23.49%	+15.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	55.21%	21.63%	+33.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	110.60%	21.70%	+88.90%

Dividends

BPXXY vs. WMT - Dividend Comparison

BPXXY's dividend yield for the trailing twelve months is around 5.65%, more than WMT's 0.85% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPXXY Bper Banca SpA ADR	5.65%	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.	0.85%	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 - Profitability Comparison

The chart below illustrates the profitability comparison between Bper Banca SpA ADR and Walmart Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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

Can I hold both BPXXY and WMT in my portfolio?

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.

Which is riskier, BPXXY or WMT?

BPXXY has higher volatility (10.58%) compared to WMT (9.21%). In terms of maximum drawdown, BPXXY dropped -83.37% vs WMT's -77.14%.

Which has better risk-adjusted returns?

BPXXY currently has the higher Sharpe Ratio (1.34 vs 0.61), 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.