CSW vs. WMT
CSW (CSW Industrials Inc) and WMT (Walmart Inc.) are both stocks. CSW operates in Specialty Industrial Machinery (Industrials), while WMT operates in Discount Stores (Consumer Defensive). Over the past year, CSW returned -5.19% vs 29.00% for WMT. At a correlation of -0.03, they often move in opposite directions.
Performance
CSW vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, CSW achieves a -6.92% return, which is significantly lower than WMT's 8.88% return.
CSW
- 1D
- 0.22%
- 1M
- 6.52%
- YTD
- -6.92%
- 6M
- -13.70%
- 1Y
- -5.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WMT
- 1D
- -0.18%
- 1M
- -8.09%
- YTD
- 8.88%
- 6M
- 3.86%
- 1Y
- 29.00%
- 3Y*
- 34.03%
- 5Y*
- 23.01%
- 10Y*
- 19.75%
CSW vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CSW CSW Industrials Inc | -6.92% | -4.50% |
WMT Walmart Inc. | 8.88% | 14.80% |
Correlation
The correlation between CSW 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 (All Time) Calculated using the full available price history since Jun 9, 2025 | -0.03 |
Fundamentals
CSW:
$4.56B
WMT:
$966.44B
CSW:
$6.68
WMT:
$2.88
CSW:
40.79
WMT:
41.97
CSW:
2.65
WMT:
2.74
CSW:
4.22
WMT:
1.33
CSW:
4.34
WMT:
10.25
CSW:
$1.08B
WMT:
$725.31B
CSW:
$453.68M
WMT:
$181.16B
CSW:
$211.08M
WMT:
$44.32B
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Return for Risk
CSW vs. WMT — Risk / Return Rank
CSW
WMT
CSW vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CSW Industrials Inc (CSW) 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.
| CSW | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.24 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 1.85 | -2.06 |
| Martin ratioReturn relative to average drawdown | -0.35 | 5.84 | -6.18 |
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Drawdowns
CSW vs. WMT - Drawdown Comparison
The maximum CSW drawdown since its inception was -25.35%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for CSW and WMT.
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Drawdown Indicators
| CSW | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.35% | -77.14% | +51.79% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -15.75% | -8.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.93% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.74% | — |
Current DrawdownCurrent decline from peak | -18.49% | -9.97% | -8.52% |
Average DrawdownAverage peak-to-trough decline | -13.88% | -14.63% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.93% | 4.98% | +9.95% |
Volatility
CSW vs. WMT - Volatility Comparison
CSW Industrials Inc (CSW) has a higher volatility of 12.20% compared to Walmart Inc. (WMT) at 9.79%. This indicates that CSW'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
| CSW | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.20% | 9.79% | +2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 30.57% | 18.38% | +12.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.35% | 23.69% | +16.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.29% | 21.69% | +18.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.29% | 21.73% | +18.56% |
Dividends
CSW vs. WMT - Dividend Comparison
CSW's dividend yield for the trailing twelve months is around 0.41%, less than WMT's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSW CSW Industrials Inc | 0.41% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
CSW vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between CSW Industrials 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
CSW vs. WMT - Profitability Comparison
CSW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a gross profit of 126.61M and revenue of 308.96M. Therefore, the gross margin over that period was 41.0%.
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%.
CSW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported an operating income of 37.44M and revenue of 308.96M, resulting in an operating margin of 12.1%.
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%.
CSW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a net income of 20.20M and revenue of 308.96M, resulting in a net margin of 6.5%.
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
CSW 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.
CSW has higher volatility (12.20%) compared to WMT (9.79%). In terms of maximum drawdown, CSW dropped -25.35% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (1.23 vs -0.13), 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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