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WMMVY vs. WMT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WMMVY vs. WMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wal Mart de Mexico SAB de CV ADR (WMMVY) and Walmart Inc. (WMT). The values are adjusted to include any dividend payments, if applicable.

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WMMVY vs. WMT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WMMVY
Wal Mart de Mexico SAB de CV ADR
4.36%21.40%-35.04%24.21%-3.70%35.33%1.62%15.94%6.58%41.89%
WMT
Walmart Inc.
11.78%24.49%73.99%12.88%-0.46%1.97%23.32%30.16%-3.43%46.56%

Fundamentals

Market Cap

WMMVY:

$56.53B

WMT:

$995.36B

EPS

WMMVY:

$28.59

WMT:

$2.73

PE Ratio

WMMVY:

1.14

WMT:

45.54

PEG Ratio

WMMVY:

0.61

WMT:

2.97

PS Ratio

WMMVY:

0.06

WMT:

1.40

PB Ratio

WMMVY:

0.24

WMT:

9.99

Total Revenue (TTM)

WMMVY:

$1.00T

WMT:

$713.16B

Gross Profit (TTM)

WMMVY:

$243.02B

WMT:

$177.77B

EBITDA (TTM)

WMMVY:

$98.04B

WMT:

$48.50B

Returns By Period

In the year-to-date period, WMMVY achieves a 4.36% return, which is significantly lower than WMT's 11.78% return. Over the past 10 years, WMMVY has underperformed WMT with an annualized return of 6.21%, while WMT has yielded a comparatively higher 20.48% annualized return.


WMMVY

1D
1.66%
1M
0.12%
YTD
4.36%
6M
8.46%
1Y
21.41%
3Y*
-3.35%
5Y*
3.45%
10Y*
6.21%

WMT

1D
0.63%
1M
-2.67%
YTD
11.78%
6M
21.08%
1Y
42.82%
3Y*
37.81%
5Y*
24.04%
10Y*
20.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Wal Mart de Mexico SAB de CV ADR

Walmart Inc.

Return for Risk

WMMVY vs. WMT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WMMVY
WMMVY Risk / Return Rank: 6262
Overall Rank
WMMVY Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
WMMVY Sortino Ratio Rank: 6060
Sortino Ratio Rank
WMMVY Omega Ratio Rank: 5757
Omega Ratio Rank
WMMVY Calmar Ratio Rank: 6262
Calmar Ratio Rank
WMMVY Martin Ratio Rank: 6565
Martin Ratio Rank

WMT
WMT Risk / Return Rank: 9090
Overall Rank
WMT Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
WMT Sortino Ratio Rank: 8989
Sortino Ratio Rank
WMT Omega Ratio Rank: 8686
Omega Ratio Rank
WMT Calmar Ratio Rank: 9292
Calmar Ratio Rank
WMT Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WMMVY vs. WMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wal Mart de Mexico SAB de CV ADR (WMMVY) 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.


WMMVYWMTDifference

Sharpe ratio

Return per unit of total volatility

0.71

1.78

-1.07

Sortino ratio

Return per unit of downside risk

1.19

2.72

-1.52

Omega ratio

Gain probability vs. loss probability

1.15

1.34

-0.19

Calmar ratio

Return relative to maximum drawdown

0.97

4.33

-3.35

Martin ratio

Return relative to average drawdown

2.71

11.97

-9.26

WMMVY vs. WMT - Sharpe Ratio Comparison

The current WMMVY Sharpe Ratio is 0.71, which is lower than the WMT Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of WMMVY and WMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WMMVYWMTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

1.78

-1.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

1.15

-1.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

0.95

-0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.64

-0.45

Correlation

The correlation between WMMVY and WMT is 0.12, 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.


Dividends

WMMVY vs. WMT - Dividend Comparison

WMMVY's dividend yield for the trailing twelve months is around 2.81%, more than WMT's 0.77% yield.


TTM20252024202320222021202020192018201720162015
WMMVY
Wal Mart de Mexico SAB de CV ADR
2.81%2.93%3.99%3.13%2.11%2.10%3.08%3.12%2.28%3.60%4.71%0.00%
WMT
Walmart Inc.
0.77%0.84%0.92%1.45%1.58%1.52%1.50%1.78%2.23%2.07%2.89%3.20%

Drawdowns

WMMVY vs. WMT - Drawdown Comparison

The maximum WMMVY drawdown since its inception was -39.68%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for WMMVY and WMT.


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Drawdown Indicators


WMMVYWMTDifference

Max Drawdown

Largest peak-to-trough decline

-39.68%

-77.14%

+37.46%

Max Drawdown (1Y)

Largest decline over 1 year

-20.22%

-10.92%

-9.30%

Max Drawdown (5Y)

Largest decline over 5 years

-39.68%

-25.74%

-13.94%

Max Drawdown (10Y)

Largest decline over 10 years

-39.68%

-25.74%

-13.94%

Current Drawdown

Current decline from peak

-18.85%

-6.99%

-11.86%

Average Drawdown

Average peak-to-trough decline

-11.76%

-14.66%

+2.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.25%

3.95%

+3.30%

Volatility

WMMVY vs. WMT - Volatility Comparison

Wal Mart de Mexico SAB de CV ADR (WMMVY) has a higher volatility of 9.19% compared to Walmart Inc. (WMT) at 5.96%. This indicates that WMMVY'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.


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Volatility by Period


WMMVYWMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.19%

5.96%

+3.23%

Volatility (6M)

Calculated over the trailing 6-month period

17.28%

17.03%

+0.25%

Volatility (1Y)

Calculated over the trailing 1-year period

30.32%

24.35%

+5.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.88%

21.09%

+8.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.89%

21.70%

+9.19%

Financials

WMMVY vs. WMT - Financials Comparison

This section allows you to compare key financial metrics between Wal Mart de Mexico SAB de CV ADR 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


150.00B200.00B250.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
278.31B
190.66B
(WMMVY) Total Revenue
(WMT) Total Revenue
Values in USD except per share items

WMMVY vs. WMT - Profitability Comparison

The chart below illustrates the profitability comparison between Wal Mart de Mexico SAB de CV ADR and Walmart Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

23.0%23.5%24.0%24.5%25.0%25.5%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
24.0%
24.7%
Portfolio components
WMMVY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Wal Mart de Mexico SAB de CV ADR reported a gross profit of 66.85B and revenue of 278.31B. Therefore, the gross margin over that period was 24.0%.

WMT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported a gross profit of 47.04B and revenue of 190.66B. Therefore, the gross margin over that period was 24.7%.

WMMVY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Wal Mart de Mexico SAB de CV ADR reported an operating income of 22.62B and revenue of 278.31B, resulting in an operating margin of 8.1%.

WMT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported an operating income of 8.71B and revenue of 190.66B, resulting in an operating margin of 4.6%.

WMMVY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Wal Mart de Mexico SAB de CV ADR reported a net income of 14.37B and revenue of 278.31B, resulting in a net margin of 5.2%.

WMT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported a net income of 4.24B and revenue of 190.66B, resulting in a net margin of 2.2%.