WMT vs. KR
Compare and contrast key facts about Walmart Inc. (WMT) and The Kroger Co. (KR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMT or KR.
Key characteristics
| WMT | KR | |
|---|---|---|
| YTD Return | 13.15% | 22.35% |
| 1Y Return | 20.24% | 19.98% |
| 3Y Return (Ann) | 10.04% | 16.57% |
| 5Y Return (Ann) | 13.34% | 19.21% |
| 10Y Return (Ann) | 10.97% | 11.60% |
| Sharpe Ratio | 1.36 | 0.92 |
| Daily Std Dev | 15.01% | 20.68% |
| Max Drawdown | -76.80% | -74.33% |
| Current Drawdown | -3.56% | -5.76% |
Fundamentals
| WMT | KR | |
|---|---|---|
| Market Cap | $484.85B | $41.13B |
| EPS | $1.91 | $2.96 |
| PE Ratio | 31.50 | 19.30 |
| PEG Ratio | 2.48 | 1.40 |
| Revenue (TTM) | $648.13B | $150.04B |
| Gross Profit (TTM) | $147.57B | $32.81B |
| EBITDA (TTM) | $38.86B | $8.11B |
Correlation
The correlation between WMT and KR is 0.28, 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.
Performance
WMT vs. KR - Performance Comparison
In the year-to-date period, WMT achieves a 13.15% return, which is significantly lower than KR's 22.35% return. Over the past 10 years, WMT has underperformed KR with an annualized return of 10.97%, while KR has yielded a comparatively higher 11.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WMT vs. KR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and The Kroger Co. (KR). 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.
Dividends
WMT vs. KR - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 1.31%, less than KR's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 1.31% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
KR The Kroger Co. | 2.03% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% | 1.06% | 1.56% |
Drawdowns
WMT vs. KR - Drawdown Comparison
The maximum WMT drawdown since its inception was -76.80%, roughly equal to the maximum KR drawdown of -74.33%. Use the drawdown chart below to compare losses from any high point for WMT and KR. For additional features, visit the drawdowns tool.
Volatility
WMT vs. KR - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 2.94%, while The Kroger Co. (KR) has a volatility of 5.28%. This indicates that WMT experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.