WMT vs. FTAI
WMT (Walmart Inc.) and FTAI (Fortress Transportation and Infrastructure Investors LLC) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while FTAI operates in Rental & Leasing Services (Industrials). Over the past 10 years, WMT returned 19.77%/yr vs 45.39%/yr for FTAI. At a 0.08 correlation, their price movements are largely independent.
Performance
WMT vs. FTAI - Performance Comparison
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Returns By Period
In the year-to-date period, WMT achieves a 9.07% return, which is significantly lower than FTAI's 23.33% return. Over the past 10 years, WMT has underperformed FTAI with an annualized return of 19.77%, while FTAI has yielded a comparatively higher 45.39% annualized return.
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%
FTAI
- 1D
- 0.26%
- 1M
- -9.41%
- YTD
- 23.33%
- 6M
- 37.23%
- 1Y
- 97.05%
- 3Y*
- 104.30%
- 5Y*
- 55.62%
- 10Y*
- 45.39%
WMT vs. FTAI - 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% |
FTAI Fortress Transportation and Infrastructure Investors LLC | 23.33% | 38.01% | 214.72% | 181.65% | -36.67% | 29.27% | 33.15% | 48.05% | -22.18% | 62.27% |
Correlation
The correlation between WMT and FTAI 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 | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since May 15, 2015 | 0.08 |
The correlation between WMT and FTAI shifts across timeframes, from -0.02 (1 year) to 0.13 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
WMT:
$968.20B
FTAI:
$25.23B
WMT:
$2.88
FTAI:
$5.13
WMT:
42.04
FTAI:
47.14
WMT:
2.75
FTAI:
0.03
WMT:
1.34
FTAI:
8.86
WMT:
10.26
FTAI:
58.44
WMT:
$725.31B
FTAI:
$2.84B
WMT:
$181.16B
FTAI:
$922.62M
WMT:
$44.32B
FTAI:
$992.07M
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Return for Risk
WMT vs. FTAI — Risk / Return Rank
WMT
FTAI
WMT vs. FTAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and Fortress Transportation and Infrastructure Investors LLC (FTAI). 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 | FTAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 3.13 | -1.30 |
| Martin ratioReturn relative to average drawdown | 5.82 | 7.47 | -1.64 |
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Drawdowns
WMT vs. FTAI - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.14%, which is greater than FTAI's maximum drawdown of -72.79%. Use the drawdown chart below to compare losses from any high point for WMT and FTAI.
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Drawdown Indicators
| WMT | FTAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | -72.79% | -4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -31.15% | +15.40% |
Max Drawdown (3Y)Largest decline over 3 years | -21.93% | -52.11% | +30.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -54.08% | +28.34% |
Max Drawdown (10Y)Largest decline over 10 years | -25.74% | -72.79% | +47.05% |
Current DrawdownCurrent decline from peak | -9.81% | -21.69% | +11.88% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -17.37% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 13.04% | -8.10% |
Volatility
WMT vs. FTAI - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 9.86%, while Fortress Transportation and Infrastructure Investors LLC (FTAI) has a volatility of 18.22%. This indicates that WMT experiences smaller price fluctuations and is considered to be less risky than FTAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMT | FTAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.86% | 18.22% | -8.36% |
Volatility (6M)Calculated over the trailing 6-month period | 18.49% | 47.49% | -29.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.67% | 63.59% | -39.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 56.34% | -34.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 51.10% | -29.37% |
Dividends
WMT vs. FTAI - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.80%, more than FTAI's 0.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTAI Fortress Transportation and Infrastructure Investors LLC | 0.62% | 0.64% | 0.83% | 2.59% | 7.54% | 4.56% | 5.63% | 6.76% | 9.21% | 6.62% | 9.92% | 4.26% |
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. FTAI - Financials Comparison
This section allows you to compare key financial metrics between Walmart Inc. and Fortress Transportation and Infrastructure Investors LLC. 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
WMT vs. FTAI - Profitability Comparison
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%.
FTAI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.
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%.
FTAI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.
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%.
FTAI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.
Frequently Asked Questions
WMT and FTAI 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.
FTAI has higher volatility (18.22%) compared to WMT (9.86%). In terms of maximum drawdown, WMT dropped -77.14% vs FTAI's -72.79%.
FTAI currently has the higher Sharpe Ratio (1.54 vs 1.22), 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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