IOT vs. WMT
IOT (Samsara Inc.) and WMT (Walmart Inc.) are both stocks. IOT operates in Software - Infrastructure (Technology), while WMT operates in Discount Stores (Consumer Defensive). Over the past 3 years, IOT returned 3.56%/yr vs 34.18%/yr for WMT. At a 0.11 correlation, their price movements are largely independent.
Performance
IOT vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, IOT achieves a -5.05% return, which is significantly lower than WMT's 9.07% return.
IOT
- 1D
- 4.34%
- 1M
- 20.26%
- YTD
- -5.05%
- 6M
- -18.68%
- 1Y
- -14.15%
- 3Y*
- 3.56%
- 5Y*
- —
- 10Y*
- —
WMT
- 1D
- 0.45%
- 1M
- -8.62%
- YTD
- 9.07%
- 6M
- 4.13%
- 1Y
- 29.24%
- 3Y*
- 34.18%
- 5Y*
- 22.42%
- 10Y*
- 19.77%
IOT vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IOT Samsara Inc. | -5.05% | -18.86% | 30.89% | 168.54% | -55.78% | 12.89% |
WMT Walmart Inc. | 9.07% | 24.49% | 73.99% | 12.88% | -0.46% | -0.17% |
Correlation
The correlation between IOT and WMT is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.11 |
The correlation between IOT and WMT shifts across timeframes, from -0.13 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.
Fundamentals
IOT:
$19.78B
WMT:
$968.20B
IOT:
$0.10
WMT:
$2.88
IOT:
338.97
WMT:
42.04
IOT:
11.26
WMT:
1.34
IOT:
13.12
WMT:
10.26
IOT:
$1.73B
WMT:
$725.31B
IOT:
$1.32B
WMT:
$181.16B
IOT:
-$14.10M
WMT:
$44.32B
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Return for Risk
IOT vs. WMT — Risk / Return Rank
IOT
WMT
IOT vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Samsara Inc. (IOT) 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.
| IOT | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -1.87 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.83 | -2.20 |
| Martin ratioReturn relative to average drawdown | -0.75 | 5.82 | -6.57 |
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Drawdowns
IOT vs. WMT - Drawdown Comparison
The maximum IOT drawdown since its inception was -70.38%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for IOT and WMT.
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Drawdown Indicators
| IOT | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.38% | -77.14% | +6.76% |
Max Drawdown (1Y)Largest decline over 1 year | -46.37% | -15.75% | -30.62% |
Max Drawdown (3Y)Largest decline over 3 years | -60.22% | -21.93% | -38.29% |
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 | -44.78% | -9.81% | -34.97% |
Average DrawdownAverage peak-to-trough decline | -31.39% | -14.63% | -16.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.26% | 4.94% | +18.32% |
Volatility
IOT vs. WMT - Volatility Comparison
Samsara Inc. (IOT) has a higher volatility of 19.99% compared to Walmart Inc. (WMT) at 9.86%. This indicates that IOT'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
| IOT | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.99% | 9.86% | +10.13% |
Volatility (6M)Calculated over the trailing 6-month period | 44.50% | 18.49% | +26.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.78% | 23.67% | +34.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.87% | 21.68% | +44.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 65.87% | 21.73% | +44.14% |
Dividends
IOT vs. WMT - Dividend Comparison
IOT has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOT Samsara Inc. | 0.00% | 0.00% | 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
IOT vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Samsara 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
IOT vs. WMT - Profitability Comparison
IOT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported a gross profit of 361.14M and revenue of 478.84M. Therefore, the gross margin over that period was 75.4%.
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%.
IOT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported an operating income of 7.20M and revenue of 478.84M, resulting in an operating margin of 1.5%.
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%.
IOT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported a net income of 44.51M and revenue of 478.84M, resulting in a net margin of 9.3%.
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
IOT and WMT have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IOT has higher volatility (19.99%) compared to WMT (9.86%). In terms of maximum drawdown, IOT dropped -70.38% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (1.22 vs -0.30), 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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