WMT vs. III.L

Last updated Jun 16, 2026

WMT (Walmart Inc.) and III.L (3I Group plc) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while III.L operates in Investment Banking & Investment Services (Financial Services). Over the past 10 years, WMT returned 19.75%/yr vs 18.63%/yr for III.L. At a 0.15 correlation, their price movements are largely independent.

Performance

WMT vs. III.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Walmart Inc. (WMT) and 3I Group plc (III.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

WMT is traded in USD, while III.L is traded in GBp. To make them comparable, the III.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, WMT achieves a 8.88% return, which is significantly higher than III.L's -30.19% return. Over the past 10 years, WMT has outperformed III.L with an annualized return of 19.75%, while III.L has yielded a comparatively lower 18.63% annualized return.

WMT

• 1D: -0.18%
• 1M: -8.09%
• YTD: 8.88%
• 6M: 3.86%
• 1Y: 29.00%
• 3Y*: 34.03%
• 5Y*: 23.01%
• 10Y*: 19.75%

III.L

• 1D: -0.90%
• 1M: 4.13%
• YTD: -30.19%
• 6M: -27.35%
• 1Y: -43.98%
• 3Y*: 8.77%
• 5Y*: 14.94%
• 10Y*: 18.63%

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

WMT vs. III.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WMT Walmart Inc.	8.88%	24.49%	73.99%	12.88%	-0.46%	1.97%	23.32%	30.16%	-3.43%	46.56%
III.L 3I Group plc	-30.19%	0.62%	47.61%	95.24%	-13.78%	27.82%	12.71%	53.02%	-16.76%	46.43%

Correlation

The correlation between WMT and III.L is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (10Y) Calculated over the trailing 10-year period	0.12
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007	0.15

Fundamentals

Market Cap WMT : $966.44B III.L : £23.26B
EPS WMT : $2.88 III.L : £10.41
PE Ratio WMT : 41.97 III.L : 2.20
PEG Ratio WMT : 2.74 III.L : 0.27
PS Ratio WMT : 1.33 III.L : 10.70
PB Ratio WMT : 10.25 III.L : 0.75
Total Revenue (TTM) WMT : $725.31B III.L : £2.12B
Gross Profit (TTM) WMT : $181.16B III.L : £5.57B
EBITDA (TTM) WMT : $44.32B III.L : £9.82B

Return for Risk

WMT vs. III.L — Risk / Return Rank

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

WMT

WMT Risk / Return Rank: 76
WMT Sharpe Ratio Rank: 78
WMT Sortino Ratio Rank: 73
WMT Omega Ratio Rank: 73
WMT Calmar Ratio Rank: 74
WMT Martin Ratio Rank: 79

III.L

III.L Risk / Return Rank: 7
III.L Sharpe Ratio Rank: 5
III.L Sortino Ratio Rank: 8
III.L Omega Ratio Rank: 6
III.L Calmar Ratio Rank: 11
III.L Martin Ratio Rank: 4

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. III.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and 3I Group plc (III.L). 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	III.L	Difference
Sharpe ratio: Return per unit of total volatility	1.23	-1.00	+2.23
Sortino ratio: Return per unit of downside risk	1.81	-1.32	+3.13
Omega ratio: Gain probability vs. loss probability	1.24	0.81	+0.43
Calmar ratio: Return relative to maximum drawdown	1.85	-0.83	+2.68
Martin ratio: Return relative to average drawdown	5.84	-1.64	+7.47

WMT vs. III.L - Sharpe Ratio Comparison

The current WMT Sharpe Ratio is 1.23, which is higher than the III.L Sharpe Ratio of -1.00. The chart below compares the historical Sharpe Ratios of WMT and III.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WMT vs. III.L - Drawdown Comparison

The maximum WMT drawdown since its inception was -77.14%, smaller than the maximum III.L drawdown of -88.62%. Use the drawdown chart below to compare losses from any high point for WMT and III.L.

Drawdown Indicators

	WMT	III.L	Difference
Max Drawdown Largest peak-to-trough decline	-77.14%	-88.62%	+11.48%
Max Drawdown (1Y) Largest decline over 1 year	-15.75%	-52.57%	+36.82%
Max Drawdown (3Y) Largest decline over 3 years	-21.93%	-52.57%	+30.64%
Max Drawdown (5Y) Largest decline over 5 years	-25.74%	-52.57%	+26.83%
Max Drawdown (10Y) Largest decline over 10 years	-25.74%	-54.36%	+28.62%
Current Drawdown Current decline from peak	-9.97%	-48.02%	+38.05%
Average Drawdown Average peak-to-trough decline	-14.63%	-27.22%	+12.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.98%	26.86%	-21.88%

Volatility

WMT vs. III.L - Volatility Comparison

The current volatility for Walmart Inc. (WMT) is 9.79%, while 3I Group plc (III.L) has a volatility of 11.99%. This indicates that WMT experiences smaller price fluctuations and is considered to be less risky than III.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WMT	III.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.79%	11.99%	-2.20%
Volatility (6M) Calculated over the trailing 6-month period	18.38%	37.87%	-19.49%
Volatility (1Y) Calculated over the trailing 1-year period	23.69%	44.04%	-20.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.69%	33.15%	-11.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.73%	33.05%	-11.32%

Dividends

WMT vs. III.L - Dividend Comparison

WMT's dividend yield for the trailing twelve months is around 0.80%, less than III.L's 3.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
III.L 3I Group plc	3.46%	2.42%	1.82%	2.32%	3.76%	2.78%	3.02%	3.42%	4.78%	2.90%	3.41%	2.37%
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

Frequently Asked Questions

Can I hold both WMT and III.L in my portfolio?

WMT and III.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.