WRB vs. WMT
Compare and contrast key facts about W. R. Berkley Corporation (WRB) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WRB or WMT.
Correlation
The correlation between WRB and WMT is 0.22, 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
WRB vs. WMT - Performance Comparison
Key characteristics
WRB:
1.36
WMT:
4.75
WRB:
1.83
WMT:
6.92
WRB:
1.27
WMT:
1.90
WRB:
2.24
WMT:
9.69
WRB:
4.87
WMT:
52.93
WRB:
6.14%
WMT:
1.55%
WRB:
21.97%
WMT:
17.31%
WRB:
-69.20%
WMT:
-77.24%
WRB:
-8.94%
WMT:
-3.40%
Fundamentals
WRB:
$22.43B
WMT:
$766.55B
WRB:
$3.90
WMT:
$2.42
WRB:
15.09
WMT:
39.43
WRB:
2.45
WMT:
2.87
WRB:
$13.17B
WMT:
$673.82B
WRB:
$9.54B
WMT:
$166.41B
WRB:
$2.08B
WMT:
$38.20B
Returns By Period
In the year-to-date period, WRB achieves a 27.30% return, which is significantly lower than WMT's 77.63% return. Over the past 10 years, WRB has outperformed WMT with an annualized return of 16.87%, while WMT has yielded a comparatively lower 14.65% annualized return.
WRB
27.30%
-4.84%
11.70%
28.22%
16.37%
16.87%
WMT
77.63%
4.59%
36.52%
78.77%
20.22%
14.65%
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Risk-Adjusted Performance
WRB vs. WMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) and Walmart Inc. (WMT). 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
WRB vs. WMT - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 2.38%, more than WMT's 0.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | 2.38% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% | 2.79% | 0.90% |
WMT Walmart Inc. | 0.90% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
Drawdowns
WRB vs. WMT - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.20%, smaller than the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for WRB and WMT. For additional features, visit the drawdowns tool.
Volatility
WRB vs. WMT - Volatility Comparison
W. R. Berkley Corporation (WRB) and Walmart Inc. (WMT) have volatilities of 5.08% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WRB vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between W. R. Berkley Corporation and Walmart 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