FTAI vs. WMT
FTAI (Fortress Transportation and Infrastructure Investors LLC) and WMT (Walmart Inc.) are both stocks. FTAI operates in Rental & Leasing Services (Industrials), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, FTAI returned 45.39%/yr vs 19.77%/yr for WMT. At a 0.08 correlation, their price movements are largely independent.
Performance
FTAI vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, FTAI achieves a 23.33% return, which is significantly higher than WMT's 9.07% return. Over the past 10 years, FTAI has outperformed WMT with an annualized return of 45.39%, while WMT has yielded a comparatively lower 19.77% annualized return.
FTAI
- 1D
- 0.26%
- 1M
- -9.41%
- YTD
- 23.33%
- 6M
- 37.23%
- 1Y
- 97.05%
- 3Y*
- 104.30%
- 5Y*
- 55.62%
- 10Y*
- 45.39%
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%
FTAI vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTAI Fortress Transportation and Infrastructure Investors LLC | 23.33% | 38.01% | 214.72% | 181.65% | -36.67% | 29.27% | 33.15% | 48.05% | -22.18% | 62.27% |
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 FTAI 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 | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since May 15, 2015 | 0.08 |
The correlation between FTAI and WMT shifts across timeframes, from -0.02 (1 year) to 0.13 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
FTAI:
$25.23B
WMT:
$968.20B
FTAI:
$5.13
WMT:
$2.88
FTAI:
47.14
WMT:
42.04
FTAI:
0.03
WMT:
2.75
FTAI:
8.86
WMT:
1.34
FTAI:
58.44
WMT:
10.26
FTAI:
$2.84B
WMT:
$725.31B
FTAI:
$922.62M
WMT:
$181.16B
FTAI:
$992.07M
WMT:
$44.32B
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Return for Risk
FTAI vs. WMT — Risk / Return Rank
FTAI
WMT
FTAI vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fortress Transportation and Infrastructure Investors LLC (FTAI) 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.
| FTAI | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 1.83 | +1.30 |
| Martin ratioReturn relative to average drawdown | 7.47 | 5.82 | +1.64 |
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Drawdowns
FTAI vs. WMT - Drawdown Comparison
The maximum FTAI drawdown since its inception was -72.79%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for FTAI and WMT.
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Drawdown Indicators
| FTAI | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.79% | -77.14% | +4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -31.15% | -15.75% | -15.40% |
Max Drawdown (3Y)Largest decline over 3 years | -52.11% | -21.93% | -30.18% |
Max Drawdown (5Y)Largest decline over 5 years | -54.08% | -25.74% | -28.34% |
Max Drawdown (10Y)Largest decline over 10 years | -72.79% | -25.74% | -47.05% |
Current DrawdownCurrent decline from peak | -21.69% | -9.81% | -11.88% |
Average DrawdownAverage peak-to-trough decline | -17.37% | -14.63% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.04% | 4.94% | +8.10% |
Volatility
FTAI vs. WMT - Volatility Comparison
Fortress Transportation and Infrastructure Investors LLC (FTAI) has a higher volatility of 18.22% compared to Walmart Inc. (WMT) at 9.86%. This indicates that FTAI'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
| FTAI | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.22% | 9.86% | +8.36% |
Volatility (6M)Calculated over the trailing 6-month period | 47.49% | 18.49% | +29.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.59% | 23.67% | +39.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.34% | 21.68% | +34.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.10% | 21.73% | +29.37% |
Dividends
FTAI vs. WMT - Dividend Comparison
FTAI's dividend yield for the trailing twelve months is around 0.62%, less than WMT's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTAI Fortress Transportation and Infrastructure Investors LLC | 0.62% | 0.64% | 0.83% | 2.59% | 7.54% | 4.56% | 5.63% | 6.76% | 9.21% | 6.62% | 9.92% | 4.26% |
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
FTAI vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Fortress Transportation and Infrastructure Investors LLC 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
FTAI vs. WMT - Profitability Comparison
FTAI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.
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%.
FTAI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.
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%.
FTAI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.
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
FTAI 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.
FTAI has higher volatility (18.22%) compared to WMT (9.86%). In terms of maximum drawdown, FTAI dropped -72.79% vs WMT's -77.14%.
FTAI currently has the higher Sharpe Ratio (1.54 vs 1.22), 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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