WMT vs. TXRH
WMT (Walmart Inc.) and TXRH (Texas Roadhouse, Inc.) are both stocks. WMT operates in Discount Stores (Consumer Defensive), while TXRH operates in Restaurants (Consumer Cyclical). Over the past 10 years, WMT returned 19.62%/yr vs 15.77%/yr for TXRH. At a 0.25 correlation, their price movements are largely independent.
Performance
WMT vs. TXRH - Performance Comparison
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Returns By Period
In the year-to-date period, WMT achieves a 7.98% return, which is significantly higher than TXRH's 1.95% return. Over the past 10 years, WMT has outperformed TXRH with an annualized return of 19.62%, while TXRH has yielded a comparatively lower 15.77% annualized return.
WMT
- 1D
- 0.80%
- 1M
- -8.13%
- YTD
- 7.98%
- 6M
- 6.15%
- 1Y
- 23.97%
- 3Y*
- 34.37%
- 5Y*
- 22.47%
- 10Y*
- 19.62%
TXRH
- 1D
- -1.57%
- 1M
- -5.01%
- YTD
- 1.95%
- 6M
- 2.54%
- 1Y
- -12.60%
- 3Y*
- 17.69%
- 5Y*
- 12.92%
- 10Y*
- 15.77%
WMT vs. TXRH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 7.98% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
TXRH Texas Roadhouse, Inc. | 1.95% | -6.57% | 49.78% | 37.15% | 4.16% | 15.71% | 39.83% | -3.62% | 15.11% | 11.16% |
Correlation
The correlation between WMT and TXRH is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.25 |
The correlation between WMT and TXRH shifts across timeframes, from 0.12 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WMT:
$958.52B
TXRH:
$11.09B
WMT:
$2.88
TXRH:
$6.26
WMT:
41.62
TXRH:
26.81
WMT:
2.72
TXRH:
1.67
WMT:
1.32
TXRH:
1.84
WMT:
$725.31B
TXRH:
$6.06B
WMT:
$181.16B
TXRH:
$1.14B
WMT:
$44.32B
TXRH:
$701.29M
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Return for Risk
WMT vs. TXRH — Risk / Return Rank
WMT
TXRH
WMT vs. TXRH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and Texas Roadhouse, Inc. (TXRH). 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.
| WMT | TXRH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.95 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | -0.65 | +2.17 |
| Martin ratioReturn relative to average drawdown | 5.02 | -1.12 | +6.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WMT | TXRH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.43 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.42 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.44 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.41 | +0.23 |
Drawdowns
WMT vs. TXRH - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.14%, roughly equal to the maximum TXRH drawdown of -76.59%. Use the drawdown chart below to compare losses from any high point for WMT and TXRH.
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Drawdown Indicators
| WMT | TXRH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | -76.59% | -0.55% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -19.61% | +3.86% |
Max Drawdown (3Y)Largest decline over 3 years | -21.93% | -24.82% | +2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -30.45% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -25.74% | -58.04% | +32.30% |
Current DrawdownCurrent decline from peak | -10.71% | -16.01% | +5.30% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -16.15% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 11.36% | -6.57% |
Volatility
WMT vs. TXRH - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 10.26%, while Texas Roadhouse, Inc. (TXRH) has a volatility of 15.63%. This indicates that WMT experiences smaller price fluctuations and is considered to be less risky than TXRH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMT | TXRH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 15.63% | -5.37% |
Volatility (6M)Calculated over the trailing 6-month period | 18.59% | 22.41% | -3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.72% | 29.32% | -5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 30.59% | -8.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 35.62% | -13.89% |
Dividends
WMT vs. TXRH - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.81%, less than TXRH's 1.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TXRH Texas Roadhouse, Inc. | 1.70% | 1.64% | 1.35% | 1.80% | 2.02% | 1.34% | 0.46% | 2.13% | 1.68% | 1.59% | 1.58% | 1.90% |
WMT Walmart Inc. | 0.81% | 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. TXRH - Financials Comparison
This section allows you to compare key financial metrics between Walmart Inc. and Texas Roadhouse, Inc.. 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. TXRH - 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%.
TXRH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported a gross profit of 499.53M and revenue of 1.63B. Therefore, the gross margin over that period was 30.6%.
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%.
TXRH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported an operating income of 146.34M and revenue of 1.63B, resulting in an operating margin of 9.0%.
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%.
TXRH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported a net income of 123.43M and revenue of 1.63B, resulting in a net margin of 7.6%.
Frequently Asked Questions
WMT and TXRH have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TXRH has higher volatility (15.63%) compared to WMT (10.26%). In terms of maximum drawdown, WMT dropped -77.14% vs TXRH's -76.59%.
WMT currently has the higher Sharpe Ratio (1.02 vs -0.43), 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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