WMK vs. WMT
Compare and contrast key facts about Weis Markets, Inc. (WMK) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMK or WMT.
Key characteristics
| WMK | WMT | |
|---|---|---|
| YTD Return | 8.91% | 14.30% |
| 1Y Return | 2.22% | 19.50% |
| 3Y Return (Ann) | 10.65% | 10.33% |
| 5Y Return (Ann) | 14.39% | 13.88% |
| 10Y Return (Ann) | 6.95% | 11.10% |
| Sharpe Ratio | 0.04 | 1.21 |
| Daily Std Dev | 27.94% | 15.35% |
| Max Drawdown | -48.66% | -76.80% |
| Current Drawdown | -24.56% | -2.59% |
Fundamentals
| WMK | WMT | |
|---|---|---|
| Market Cap | $1.75B | $487.46B |
| EPS | $3.76 | $1.91 |
| PE Ratio | 17.31 | 31.66 |
| PEG Ratio | 0.00 | 2.44 |
| Revenue (TTM) | $4.73B | $648.13B |
| Gross Profit (TTM) | $1.21B | $147.57B |
| EBITDA (TTM) | $241.13M | $38.86B |
Correlation
The correlation between WMK and WMT is 0.22, 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
WMK vs. WMT - Performance Comparison
In the year-to-date period, WMK achieves a 8.91% return, which is significantly lower than WMT's 14.30% return. Over the past 10 years, WMK has underperformed WMT with an annualized return of 6.95%, while WMT has yielded a comparatively higher 11.10% annualized return. 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
WMK vs. WMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weis Markets, Inc. (WMK) 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
WMK vs. WMT - Dividend Comparison
WMK's dividend yield for the trailing twelve months is around 1.97%, more than WMT's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMK Weis Markets, Inc. | 1.97% | 2.13% | 1.58% | 1.90% | 2.59% | 3.06% | 2.53% | 2.90% | 1.80% | 2.71% | 2.51% | 2.28% |
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
WMK vs. WMT - Drawdown Comparison
The maximum WMK drawdown since its inception was -48.66%, smaller than the maximum WMT drawdown of -76.80%. Use the drawdown chart below to compare losses from any high point for WMK and WMT. For additional features, visit the drawdowns tool.
Volatility
WMK vs. WMT - Volatility Comparison
Weis Markets, Inc. (WMK) has a higher volatility of 7.89% compared to Walmart Inc. (WMT) at 3.94%. This indicates that WMK'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
WMK vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Weis Markets, 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