WMT vs. TGT
Compare and contrast key facts about Walmart Inc. (WMT) and Target Corporation (TGT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMT or TGT.
Key characteristics
| WMT | TGT | |
|---|---|---|
| YTD Return | 13.15% | 17.83% |
| 1Y Return | 20.24% | 5.94% |
| 3Y Return (Ann) | 10.04% | -5.04% |
| 5Y Return (Ann) | 13.34% | 17.61% |
| 10Y Return (Ann) | 10.97% | 14.01% |
| Sharpe Ratio | 1.36 | 0.19 |
| Daily Std Dev | 15.01% | 32.18% |
| Max Drawdown | -76.80% | -62.96% |
| Current Drawdown | -3.56% | -33.59% |
Fundamentals
| WMT | TGT | |
|---|---|---|
| Market Cap | $484.85B | $81.82B |
| EPS | $1.91 | $8.93 |
| PE Ratio | 31.50 | 19.84 |
| PEG Ratio | 2.48 | 2.73 |
| Revenue (TTM) | $648.13B | $107.41B |
| Gross Profit (TTM) | $147.57B | $26.89B |
| EBITDA (TTM) | $38.86B | $8.70B |
Correlation
The correlation between WMT and TGT is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WMT vs. TGT - Performance Comparison
In the year-to-date period, WMT achieves a 13.15% return, which is significantly lower than TGT's 17.83% return. Over the past 10 years, WMT has underperformed TGT with an annualized return of 10.97%, while TGT has yielded a comparatively higher 14.01% 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. TGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and Target Corporation (TGT). 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. TGT - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 1.31%, less than TGT's 2.63% 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% |
TGT Target Corporation | 2.63% | 3.06% | 2.66% | 1.37% | 1.52% | 2.03% | 3.81% | 3.74% | 3.21% | 2.97% | 2.50% | 2.50% |
Drawdowns
WMT vs. TGT - Drawdown Comparison
The maximum WMT drawdown since its inception was -76.80%, which is greater than TGT's maximum drawdown of -62.96%. Use the drawdown chart below to compare losses from any high point for WMT and TGT. For additional features, visit the drawdowns tool.
Volatility
WMT vs. TGT - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 2.94%, while Target Corporation (TGT) has a volatility of 5.82%. This indicates that WMT experiences smaller price fluctuations and is considered to be less risky than TGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.