WMT vs. SMNEY

Last updated Jun 13, 2026

WMT (Walmart Inc.) and SMNEY (Siemens Energy AG) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.10 correlation, their price movements are largely independent.

Performance

WMT vs. SMNEY - Performance Comparison

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

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%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WMT vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
WMT Walmart Inc.	9.07%	24.49%	73.99%	12.88%	-0.46%	1.97%	-1.94%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between WMT and SMNEY is -0.01, 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	-0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.08
Correlation (5Y) Calculated over the trailing 5-year period	0.10
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.10

The correlation between WMT and SMNEY shifts across timeframes, from -0.01 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap WMT : $968.20B SMNEY : $152.45B
EPS WMT : $2.88 SMNEY : €2.16
PE Ratio WMT : 42.04 SMNEY : 81.35
PEG Ratio WMT : 2.75 SMNEY : 0.76
PS Ratio WMT : 1.34 SMNEY : 3.93
PB Ratio WMT : 10.26 SMNEY : 13.51
Total Revenue (TTM) WMT : $725.31B SMNEY : €39.81B
Gross Profit (TTM) WMT : $181.16B SMNEY : €7.27B
EBITDA (TTM) WMT : $44.32B SMNEY : €4.73B

Return for Risk

WMT vs. SMNEY — 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: 74
WMT Calmar Ratio Rank: 75
WMT Martin Ratio Rank: 80

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and Siemens Energy AG (SMNEY). 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	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	1.22	—	—
Sortino ratio: Return per unit of downside risk	1.79	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.83	—	—
Martin ratio: Return relative to average drawdown	5.82	—	—

Drawdowns

Drawdown Indicators

	WMT	SMNEY	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-9.81%	—	—
Average Drawdown Average peak-to-trough decline	-14.63%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.94%	—	—

Volatility

Volatility by Period

	WMT	SMNEY	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. SMNEY - Dividend Comparison

WMT's dividend yield for the trailing twelve months is around 0.80%, while SMNEY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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. SMNEY - Profitability Comparison

The chart below illustrates the profitability comparison between Walmart Inc. and Siemens Energy AG 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%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

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%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

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%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

Frequently Asked Questions

Can I hold both WMT and SMNEY in my portfolio?

WMT and SMNEY have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.