NUE vs. WMT
NUE (Nucor Corporation) and WMT (Walmart Inc.) are both stocks. NUE operates in Steel (Basic Materials), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, NUE returned 20.99%/yr vs 19.77%/yr for WMT. At a 0.25 correlation, their price movements are largely independent.
Performance
NUE vs. WMT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NUE achieves a 63.85% return, which is significantly higher than WMT's 9.07% return. Over the past 10 years, NUE has outperformed WMT with an annualized return of 20.99%, while WMT has yielded a comparatively lower 19.77% annualized return.
NUE
- 1D
- 2.09%
- 1M
- 14.39%
- YTD
- 63.85%
- 6M
- 62.42%
- 1Y
- 121.78%
- 3Y*
- 21.70%
- 5Y*
- 21.94%
- 10Y*
- 20.99%
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%
NUE vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUE Nucor Corporation | 63.85% | 42.03% | -31.95% | 33.75% | 17.39% | 118.45% | -1.77% | 11.84% | -16.36% | 9.60% |
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 NUE and WMT is -0.10, 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 | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 1, 1983 | 0.25 |
The correlation between NUE and WMT shifts across timeframes, from -0.10 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
NUE:
$61.07B
WMT:
$968.20B
NUE:
$10.12
WMT:
$2.88
NUE:
26.31
WMT:
42.04
NUE:
1.80
WMT:
1.34
NUE:
2.85
WMT:
10.26
NUE:
$34.16B
WMT:
$725.31B
NUE:
$4.77B
WMT:
$181.16B
NUE:
$3.49B
WMT:
$44.32B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NUE vs. WMT — Risk / Return Rank
NUE
WMT
NUE vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nucor Corporation (NUE) 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.
| NUE | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.21 | ||
| Sortino ratioReturn per unit of downside risk | +3.25 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.23 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 7.00 | 1.83 | +5.17 |
| Martin ratioReturn relative to average drawdown | 21.08 | 5.82 | +15.26 |
Loading charts...
Drawdowns
NUE vs. WMT - Drawdown Comparison
The maximum NUE drawdown since its inception was -68.34%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for NUE and WMT.
Loading charts...
Drawdown Indicators
| NUE | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.34% | -77.14% | +8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -18.43% | -15.75% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | -47.79% | -21.93% | -25.86% |
Max Drawdown (5Y)Largest decline over 5 years | -47.79% | -25.74% | -22.05% |
Max Drawdown (10Y)Largest decline over 10 years | -57.21% | -25.74% | -31.47% |
Current DrawdownCurrent decline from peak | 0.00% | -9.81% | +9.81% |
Average DrawdownAverage peak-to-trough decline | -21.13% | -14.63% | -6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 4.94% | +1.17% |
Volatility
NUE vs. WMT - Volatility Comparison
The current volatility for Nucor Corporation (NUE) is 8.88%, while Walmart Inc. (WMT) has a volatility of 9.86%. This indicates that NUE 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.
Loading charts...
Volatility by Period
| NUE | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 9.86% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 20.49% | 18.49% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.15% | 23.67% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.73% | 21.68% | +16.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.98% | 21.73% | +14.25% |
Dividends
NUE vs. WMT - Dividend Comparison
NUE's dividend yield for the trailing twelve months is around 0.83%, more than WMT's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUE Nucor Corporation | 0.83% | 1.35% | 1.86% | 1.19% | 1.52% | 1.50% | 3.03% | 2.85% | 2.97% | 2.38% | 2.52% | 3.70% |
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
NUE vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Nucor Corporation 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
NUE vs. WMT - Profitability Comparison
NUE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nucor Corporation reported a gross profit of 1.50B and revenue of 9.50B. Therefore, the gross margin over that period was 15.8%.
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%.
NUE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nucor Corporation reported an operating income of 0.00 and revenue of 9.50B, resulting in an operating margin of 0.0%.
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%.
NUE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nucor Corporation reported a net income of 743.00M and revenue of 9.50B, resulting in a net margin of 7.8%.
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
NUE and WMT have a correlation of -0.10, 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 NUE (8.88%). In terms of maximum drawdown, NUE dropped -68.34% vs WMT's -77.14%.
NUE currently has the higher Sharpe Ratio (4.43 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.
Find the right allocation for NUE and WMT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer