KR vs. WMT
Compare and contrast key facts about The Kroger Co. (KR) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KR or WMT.
Key characteristics
| KR | WMT | |
|---|---|---|
| YTD Return | 20.36% | 14.24% |
| 1Y Return | 13.86% | 21.12% |
| 3Y Return (Ann) | 15.98% | 10.30% |
| 5Y Return (Ann) | 20.20% | 13.97% |
| 10Y Return (Ann) | 10.83% | 11.09% |
| Sharpe Ratio | 0.65 | 1.27 |
| Daily Std Dev | 20.90% | 15.33% |
| Max Drawdown | -74.33% | -76.80% |
| Current Drawdown | -7.29% | -2.64% |
Fundamentals
| KR | WMT | |
|---|---|---|
| Market Cap | $40.34B | $487.46B |
| EPS | $2.96 | $1.91 |
| PE Ratio | 18.89 | 31.66 |
| PEG Ratio | 1.35 | 2.44 |
| Revenue (TTM) | $150.04B | $648.13B |
| Gross Profit (TTM) | $32.81B | $147.57B |
| EBITDA (TTM) | $8.15B | $38.86B |
Correlation
The correlation between KR and WMT is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KR vs. WMT - Performance Comparison
In the year-to-date period, KR achieves a 20.36% return, which is significantly higher than WMT's 14.24% return. Both investments have delivered pretty close results over the past 10 years, with KR having a 10.83% annualized return and WMT not far ahead at 11.09%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KR vs. WMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) 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.
Dividends
KR vs. WMT - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.13%, more than WMT's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.13% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 1.39% | 2.12% | 3.11% |
WMT Walmart Inc. | 1.33% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
Drawdowns
KR vs. WMT - Drawdown Comparison
The maximum KR drawdown since its inception was -74.33%, roughly equal to the maximum WMT drawdown of -76.80%. Use the drawdown chart below to compare losses from any high point for KR and WMT. For additional features, visit the drawdowns tool.
Volatility
KR vs. WMT - Volatility Comparison
The Kroger Co. (KR) has a higher volatility of 4.74% compared to Walmart Inc. (WMT) at 3.94%. This indicates that KR'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.
Financials
KR vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between The Kroger Co. 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