RTX vs. WMT
RTX (RTX Corporation) and WMT (Walmart Inc.) are both stocks. RTX operates in Aerospace & Defense (Industrials), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, RTX returned 15.28%/yr vs 19.62%/yr for WMT. At a 0.28 correlation, their price movements are largely independent.
Performance
RTX vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, RTX achieves a -1.85% return, which is significantly lower than WMT's 7.98% return. Over the past 10 years, RTX has underperformed WMT with an annualized return of 15.28%, while WMT has yielded a comparatively higher 19.62% annualized return.
RTX
- 1D
- -1.29%
- 1M
- 1.88%
- YTD
- -1.85%
- 6M
- 4.94%
- 1Y
- 30.49%
- 3Y*
- 24.21%
- 5Y*
- 17.55%
- 10Y*
- 15.28%
WMT
- 1D
- 0.80%
- 1M
- -8.13%
- YTD
- 7.98%
- 6M
- 6.15%
- 1Y
- 23.97%
- 3Y*
- 34.37%
- 5Y*
- 22.47%
- 10Y*
- 19.62%
RTX vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RTX RTX Corporation | -1.85% | 61.44% | 40.76% | -14.44% | 20.01% | 23.27% | -7.70% | 43.82% | -14.66% | 19.13% |
WMT Walmart Inc. | 7.98% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between RTX 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 | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1972 | 0.28 |
Over the past year, the correlation between RTX and WMT has dropped to 0.08 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
RTX:
$243.80B
WMT:
$958.52B
RTX:
$5.34
WMT:
$2.88
RTX:
33.48
WMT:
41.62
RTX:
1.33
WMT:
2.72
RTX:
2.69
WMT:
1.32
RTX:
3.68
WMT:
10.16
RTX:
$90.37B
WMT:
$725.31B
RTX:
$18.27B
WMT:
$181.16B
RTX:
$13.81B
WMT:
$44.32B
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Return for Risk
RTX vs. WMT — Risk / Return Rank
RTX
WMT
RTX vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RTX Corporation (RTX) 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.
| RTX | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.53 | +0.06 |
| Martin ratioReturn relative to average drawdown | 4.44 | 5.02 | -0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RTX | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.02 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.04 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.91 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Drawdowns
RTX vs. WMT - Drawdown Comparison
The maximum RTX drawdown since its inception was -55.14%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for RTX and WMT.
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Drawdown Indicators
| RTX | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.14% | -77.14% | +22.00% |
Max Drawdown (1Y)Largest decline over 1 year | -19.32% | -15.75% | -3.57% |
Max Drawdown (3Y)Largest decline over 3 years | -29.92% | -21.93% | -7.99% |
Max Drawdown (5Y)Largest decline over 5 years | -32.84% | -25.74% | -7.10% |
Max Drawdown (10Y)Largest decline over 10 years | -51.98% | -25.74% | -26.24% |
Current DrawdownCurrent decline from peak | -15.44% | -10.71% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -14.63% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.88% | 4.79% | +2.09% |
Volatility
RTX vs. WMT - Volatility Comparison
The current volatility for RTX Corporation (RTX) is 7.46%, while Walmart Inc. (WMT) has a volatility of 10.26%. This indicates that RTX 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
| RTX | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 10.26% | -2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 17.86% | 18.59% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.06% | 23.72% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.86% | 21.68% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.74% | 21.73% | +6.01% |
Dividends
RTX vs. WMT - Dividend Comparison
RTX's dividend yield for the trailing twelve months is around 1.55%, more than WMT's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RTX RTX Corporation | 1.55% | 1.46% | 2.14% | 2.76% | 2.14% | 2.33% | 21.21% | 1.96% | 2.66% | 2.13% | 2.39% | 2.66% |
WMT Walmart Inc. | 0.81% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
RTX vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between RTX 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
RTX vs. WMT - Profitability Comparison
RTX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a gross profit of 4.59B and revenue of 22.08B. Therefore, the gross margin over that period was 20.8%.
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%.
RTX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported an operating income of 2.56B and revenue of 22.08B, resulting in an operating margin of 11.6%.
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%.
RTX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a net income of 2.06B and revenue of 22.08B, 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
RTX 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 (10.26%) compared to RTX (7.46%). In terms of maximum drawdown, RTX dropped -55.14% vs WMT's -77.14%.
RTX currently has the higher Sharpe Ratio (1.28 vs 1.02), 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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