WMT vs. AHR

Last updated Jun 9, 2026

WMT (Walmart Inc.) and AHR (American Healthcare REIT, Inc.) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while AHR operates in REIT - Healthcare Facilities (Real Estate). Over the past year, WMT returned 23.97% vs 31.87% for AHR. At a 0.20 correlation, their price movements are largely independent.

Performance

WMT vs. AHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Walmart Inc. (WMT) and American Healthcare REIT, Inc. (AHR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WMT achieves a 7.98% return, which is significantly higher than AHR's -2.37% return.

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%

AHR

• 1D: -3.75%
• 1M: -11.62%
• YTD: -2.37%
• 6M: -7.33%
• 1Y: 31.87%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WMT vs. AHR - Yearly Performance Comparison

	2026 (YTD)	2025	2024
WMT Walmart Inc.	7.98%	24.49%	61.94%
AHR American Healthcare REIT, Inc.	-2.37%	70.03%	126.69%

Correlation

The correlation between WMT and AHR is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.15
Correlation (All Time) Calculated using the full available price history since Feb 8, 2024	0.20

Fundamentals

Market Cap WMT : $958.52B AHR : $8.59B
EPS WMT : $2.88 AHR : $140.17
PE Ratio WMT : 41.62 AHR : 0.33
PEG Ratio WMT : 2.72 AHR : 0.00
PS Ratio WMT : 1.32 AHR : 0.01
PB Ratio WMT : 10.16 AHR : 0.00
Total Revenue (TTM) WMT : $725.31B AHR : $652.49B
Gross Profit (TTM) WMT : $181.16B AHR : $637.91B
EBITDA (TTM) WMT : $44.32B AHR : $72.76B

Return for Risk

WMT vs. AHR — Risk / Return Rank

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

WMT

WMT Risk / Return Rank: 71
WMT Sharpe Ratio Rank: 73
WMT Sortino Ratio Rank: 67
WMT Omega Ratio Rank: 67
WMT Calmar Ratio Rank: 70
WMT Martin Ratio Rank: 76

AHR

AHR Risk / Return Rank: 78
AHR Sharpe Ratio Rank: 80
AHR Sortino Ratio Rank: 74
AHR Omega Ratio Rank: 74
AHR Calmar Ratio Rank: 79
AHR Martin Ratio Rank: 82

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.

WMT vs. AHR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and American Healthcare REIT, Inc. (AHR). 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.

	WMT	AHR	Difference
Sharpe ratio: Return per unit of total volatility	1.02	1.34	-0.32
Sortino ratio: Return per unit of downside risk	1.54	1.86	-0.32
Omega ratio: Gain probability vs. loss probability	1.20	1.24	-0.04
Calmar ratio: Return relative to maximum drawdown	1.53	2.35	-0.82
Martin ratio: Return relative to average drawdown	5.02	6.89	-1.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WMT vs. AHR - Sharpe Ratio Comparison

The current WMT Sharpe Ratio is 1.02, which is comparable to the AHR Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of WMT and AHR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WMT	AHR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.02	1.34	-0.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.04	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.91	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	2.88	-2.24

Drawdowns

WMT vs. AHR - Drawdown Comparison

The maximum WMT drawdown since its inception was -77.14%, which is greater than AHR's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for WMT and AHR.

Drawdown Indicators

	WMT	AHR	Difference
Max Drawdown Largest peak-to-trough decline	-77.14%	-13.62%	-63.52%
Max Drawdown (1Y) Largest decline over 1 year	-15.75%	-13.62%	-2.13%
Max Drawdown (3Y) Largest decline over 3 years	-21.93%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.74%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-25.74%	—	—
Current Drawdown Current decline from peak	-10.71%	-13.62%	+2.91%
Average Drawdown Average peak-to-trough decline	-14.63%	-2.99%	-11.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.79%	4.64%	+0.15%

Volatility

WMT vs. AHR - Volatility Comparison

Walmart Inc. (WMT) and American Healthcare REIT, Inc. (AHR) have volatilities of 10.26% and 10.27%, 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.

Volatility by Period

	WMT	AHR	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.26%	10.27%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	18.59%	19.04%	-0.45%
Volatility (1Y) Calculated over the trailing 1-year period	23.72%	23.92%	-0.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.68%	26.83%	-5.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.73%	26.83%	-5.10%

Dividends

WMT vs. AHR - Dividend Comparison

WMT's dividend yield for the trailing twelve months is around 0.81%, less than AHR's 2.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AHR American Healthcare REIT, Inc.	2.19%	2.12%	3.52%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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

WMT vs. AHR - Profitability Comparison

The chart below illustrates the profitability comparison between Walmart Inc. and American Healthcare REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

AHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.

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%.

AHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.

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%.

AHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.

Frequently Asked Questions

Can I hold both WMT and AHR in my portfolio?

WMT and AHR have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WMT or AHR?

AHR has higher volatility (10.27%) compared to WMT (10.26%). In terms of maximum drawdown, WMT dropped -77.14% vs AHR's -13.62%.

Which has better risk-adjusted returns?

AHR currently has the higher Sharpe Ratio (1.34 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.