WMT vs. DFS
WMT (Walmart Inc.) and DFS (Discover Financial Services) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while DFS operates in Credit Services (Financial Services). At a 0.28 correlation, their price movements are largely independent.
Performance
WMT vs. DFS - Performance Comparison
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Returns By Period
WMT
- 1D
- 0.45%
- 1M
- -7.93%
- YTD
- 9.07%
- 6M
- 4.13%
- 1Y
- 28.71%
- 3Y*
- 34.18%
- 5Y*
- 22.42%
- 10Y*
- 19.77%
DFS
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WMT vs. DFS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 9.07% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
DFS Discover Financial Services | 0.00% | 15.88% | 57.32% | 18.20% | -13.55% | 29.78% | 10.13% | 46.94% | -21.80% | 8.92% |
Correlation
The correlation between WMT and DFS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007 | 0.28 |
The correlation between WMT and DFS shifts across timeframes, from 0.08 (3 years) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WMT:
$725.31B
DFS:
$10.25B
WMT:
$181.16B
DFS:
$7.81B
WMT:
$44.32B
DFS:
$4.40B
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Return for Risk
WMT vs. DFS — Risk / Return Rank
WMT
DFS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WMT vs. DFS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and Discover Financial Services (DFS). 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.
| WMT | DFS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | — | — |
| Martin ratioReturn relative to average drawdown | 5.82 | — | — |
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Drawdowns
WMT vs. DFS - Drawdown Comparison
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Drawdown Indicators
| WMT | DFS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | — | — |
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 DrawdownCurrent decline from peak | -9.81% | — | — |
Average DrawdownAverage peak-to-trough decline | -14.63% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | — | — |
Volatility
WMT vs. DFS - Volatility Comparison
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Volatility by Period
| WMT | DFS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.86% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 18.49% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.67% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | — | — |
Dividends
WMT vs. DFS - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.80%, while DFS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 0.00% | 0.35% | 1.62% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% |
WMT Walmart Inc. | 0.80% | 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. DFS - Financials Comparison
This section allows you to compare key financial metrics between Walmart Inc. and Discover Financial Services. 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
Frequently Asked Questions
WMT and DFS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for WMT and DFS
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