DIS vs. WMT
DIS (The Walt Disney Company) and WMT (Walmart Inc.) are both stocks. DIS operates in Entertainment (Communication Services), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, DIS returned 0.99%/yr vs 19.77%/yr for WMT. At a 0.28 correlation, their price movements are largely independent.
Performance
DIS vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, DIS achieves a -12.07% return, which is significantly lower than WMT's 9.07% return. Over the past 10 years, DIS has underperformed WMT with an annualized return of 0.99%, while WMT has yielded a comparatively higher 19.77% annualized return.
DIS
- 1D
- -0.30%
- 1M
- -4.63%
- YTD
- -12.07%
- 6M
- -9.75%
- 1Y
- -14.72%
- 3Y*
- 2.95%
- 5Y*
- -10.41%
- 10Y*
- 0.99%
WMT
- 1D
- 0.45%
- 1M
- -7.93%
- YTD
- 9.07%
- 6M
- 4.13%
- 1Y
- 28.71%
- 3Y*
- 34.18%
- 5Y*
- 22.42%
- 10Y*
- 19.77%
DIS vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | -12.07% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
WMT Walmart Inc. | 9.07% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between DIS and WMT is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1972 | 0.28 |
The correlation between DIS and WMT shifts across timeframes, from 0.08 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
DIS:
$177.27B
WMT:
$968.20B
DIS:
$6.25
WMT:
$2.88
DIS:
16.00
WMT:
42.04
DIS:
0.22
WMT:
2.75
DIS:
1.85
WMT:
1.34
DIS:
1.63
WMT:
10.26
DIS:
$97.26B
WMT:
$725.31B
DIS:
$36.14B
WMT:
$181.16B
DIS:
$20.74B
WMT:
$44.32B
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Return for Risk
DIS vs. WMT — Risk / Return Rank
DIS
WMT
DIS vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) 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.
| DIS | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.53 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.23 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.83 | -2.42 |
| Martin ratioReturn relative to average drawdown | -1.18 | 5.82 | -7.00 |
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Drawdowns
DIS vs. WMT - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.66%, which is greater than WMT's maximum drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for DIS and WMT.
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Drawdown Indicators
| DIS | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.66% | -77.14% | -8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -15.75% | -9.22% |
Max Drawdown (3Y)Largest decline over 3 years | -32.86% | -21.93% | -10.93% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -25.74% | -31.59% |
Max Drawdown (10Y)Largest decline over 10 years | -60.72% | -25.74% | -34.98% |
Current DrawdownCurrent decline from peak | -49.29% | -9.81% | -39.48% |
Average DrawdownAverage peak-to-trough decline | -26.78% | -14.63% | -12.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.47% | 4.94% | +7.53% |
Volatility
DIS vs. WMT - Volatility Comparison
The current volatility for The Walt Disney Company (DIS) is 5.56%, while Walmart Inc. (WMT) has a volatility of 9.86%. This indicates that DIS 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
| DIS | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 9.86% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 19.26% | 18.49% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 23.67% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.33% | 21.68% | +7.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.77% | 21.73% | +7.04% |
Dividends
DIS vs. WMT - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 1.25%, more than WMT's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
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
DIS vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between The Walt Disney Company 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
DIS vs. WMT - Profitability Comparison
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
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%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
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%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
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
DIS and WMT have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMT has higher volatility (9.86%) compared to DIS (5.56%). In terms of maximum drawdown, DIS dropped -85.66% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (1.22 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.
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