WFC vs. WMT
WFC (Wells Fargo & Company) and WMT (Walmart Inc.) are both stocks. WFC operates in Banks - Diversified (Financial Services), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, WFC returned 8.96%/yr vs 18.44%/yr for WMT. At a 0.26 correlation, their price movements are largely independent.
Performance
WFC vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, WFC achieves a -6.38% return, which is significantly lower than WMT's 1.11% return. Over the past 10 years, WFC has underperformed WMT with an annualized return of 8.96%, while WMT has yielded a comparatively higher 18.44% annualized return.
WFC
- 1D
- -1.35%
- 1M
- 5.02%
- 6M
- -1.28%
- YTD
- -6.38%
- 1Y
- 9.41%
- 3Y*
- 26.50%
- 5Y*
- 16.28%
- 10Y*
- 8.96%
- ALL TIME*
- 11.09%
WMT
- 1D
- -1.79%
- 1M
- -4.25%
- 6M
- -5.89%
- YTD
- 1.11%
- 1Y
- 19.03%
- 3Y*
- 29.98%
- 5Y*
- 20.51%
- 10Y*
- 18.44%
- ALL TIME*
- 18.39%
WFC vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | -6.38% | 35.57% | 46.48% | 22.94% | -11.92% | 61.15% | -41.65% | 21.44% | -21.83% | 13.21% |
WMT Walmart Inc. | 1.11% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between WFC 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 | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1972 | 0.26 |
Over the past year, the correlation between WFC and WMT has dropped to 0.02 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.
Fundamentals
WFC:
$264.23B
WMT:
$892.90B
WFC:
$7.11
WMT:
$2.88
WFC:
12.13
WMT:
38.97
WFC:
1.05
WMT:
2.54
WFC:
2.13
WMT:
1.24
WFC:
1.61
WMT:
9.51
WFC:
$129.11B
WMT:
$725.31B
WFC:
$83.28B
WMT:
$181.16B
WFC:
$33.13B
WMT:
$44.32B
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Return for Risk
WFC vs. WMT — Risk / Return Rank
WFC
WMT
WFC vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) 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.
| WFC | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.01 | -0.60 |
| Martin ratioReturn relative to average drawdown | 0.88 | 2.88 | -2.00 |
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Drawdowns
WFC vs. WMT - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, roughly equal to the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for WFC and WMT.
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Drawdown Indicators
| WFC | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.01% | -77.14% | -1.87% |
Max Drawdown (1Y)Largest decline over 1 year | -23.02% | -18.91% | -4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -21.93% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -25.74% | -11.36% |
Max Drawdown (10Y)Largest decline over 10 years | -64.46% | -25.74% | -38.72% |
Current DrawdownCurrent decline from peak | -9.48% | -16.39% | +6.91% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -14.63% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.67% | 6.63% | +4.04% |
Volatility
WFC vs. WMT - Volatility Comparison
Wells Fargo & Company (WFC) and Walmart Inc. (WMT) have volatilities of 7.53% and 7.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFC | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 7.51% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 20.20% | 19.19% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.61% | 24.48% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.91% | 21.88% | +8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.30% | 21.87% | +10.43% |
Dividends
WFC vs. WMT - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.09%, more than WMT's 0.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | 2.09% | 1.82% | 2.14% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% |
WMT Walmart Inc. | 0.86% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
WFC vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Wells Fargo & Company 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
WFC vs. WMT - Profitability Comparison
WFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported a gross profit of 21.71B and revenue of 33.59B. Therefore, the gross margin over that period was 64.6%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
WFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported an operating income of 8.05B and revenue of 33.59B, resulting in an operating margin of 24.0%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
WFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported a net income of 6.41B and revenue of 33.59B, resulting in a net margin of 19.1%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
WFC 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.
WFC has higher volatility (7.53%) compared to WMT (7.51%). In terms of maximum drawdown, WFC dropped -79.01% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (0.78 vs 0.36), 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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