WRB vs. WMT
Compare and contrast key facts about W. R. Berkley Corporation (WRB) and Walmart Inc. (WMT).
Performance
WRB vs. WMT - Performance Comparison
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WRB vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | -6.78% | 23.02% | 27.19% | 0.25% | 33.92% | 27.39% | -3.14% | 43.80% | 5.96% | 10.21% |
WMT Walmart Inc. | 12.19% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Fundamentals
WRB:
$4.76
WMT:
$2.73
WRB:
13.71
WMT:
45.71
WRB:
0.34
WMT:
2.98
WRB:
1.78
WMT:
1.40
WRB:
$14.65B
WMT:
$713.16B
WRB:
$3.07B
WMT:
$177.77B
WRB:
$2.52B
WMT:
$48.50B
Returns By Period
In the year-to-date period, WRB achieves a -6.78% return, which is significantly lower than WMT's 12.19% return. Over the past 10 years, WRB has underperformed WMT with an annualized return of 17.16%, while WMT has yielded a comparatively higher 20.52% annualized return.
WRB
- 1D
- -1.51%
- 1M
- -10.87%
- YTD
- -6.78%
- 6M
- -11.94%
- 1Y
- -4.59%
- 3Y*
- 19.12%
- 5Y*
- 16.68%
- 10Y*
- 17.16%
WMT
- 1D
- 0.37%
- 1M
- -1.66%
- YTD
- 12.19%
- 6M
- 22.84%
- 1Y
- 41.67%
- 3Y*
- 37.98%
- 5Y*
- 24.13%
- 10Y*
- 20.52%
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Return for Risk
WRB vs. WMT — Risk / Return Rank
WRB
WMT
WRB vs. WMT - Risk-Adjusted Trends 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.
| WRB | WMT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.21 | 1.73 | -1.94 |
Sortino ratioReturn per unit of downside risk | -0.13 | 2.66 | -2.79 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.33 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | 3.97 | -4.32 |
Martin ratioReturn relative to average drawdown | -0.80 | 10.92 | -11.72 |
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
| WRB | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.21 | 1.73 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.15 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.95 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.64 | -0.06 |
Correlation
The correlation between WRB and WMT is 0.21, 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.
Dividends
WRB vs. WMT - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 2.85%, more than WMT's 0.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | 2.85% | 2.64% | 2.39% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% |
WMT Walmart Inc. | 0.76% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Drawdowns
WRB vs. WMT - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.33%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for WRB and WMT.
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Drawdown Indicators
| WRB | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.33% | -77.14% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -10.92% | -5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -26.29% | -25.74% | -0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -45.35% | -25.74% | -19.61% |
Current DrawdownCurrent decline from peak | -15.36% | -6.64% | -8.72% |
Average DrawdownAverage peak-to-trough decline | -14.58% | -14.66% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.23% | 3.97% | +3.26% |
Volatility
WRB vs. WMT - Volatility Comparison
W. R. Berkley Corporation (WRB) and Walmart Inc. (WMT) have volatilities of 5.95% and 5.93%, 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.
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Volatility by Period
| WRB | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 5.93% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 17.03% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.20% | 24.17% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 21.09% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.43% | 21.70% | +2.73% |
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
WRB vs. WMT - Profitability Comparison
WRB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, W. R. Berkley Corporation reported a gross profit of 687.06M and revenue of 3.77B. Therefore, the gross margin over that period was 18.2%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported a gross profit of 47.04B and revenue of 190.66B. Therefore, the gross margin over that period was 24.7%.
WRB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, W. R. Berkley Corporation reported an operating income of 667.30M and revenue of 3.77B, resulting in an operating margin of 17.7%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported an operating income of 8.71B and revenue of 190.66B, resulting in an operating margin of 4.6%.
WRB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, W. R. Berkley Corporation reported a net income of 511.03M and revenue of 3.77B, resulting in a net margin of 13.6%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported a net income of 4.24B and revenue of 190.66B, resulting in a net margin of 2.2%.