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 0.38, 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:
1.77
WMT:
2.53
WRB:
2.27
WMT:
3.37
WRB:
1.33
WMT:
1.47
WRB:
3.53
WMT:
2.85
WRB:
9.29
WMT:
9.54
WRB:
4.52%
WMT:
6.55%
WRB:
24.00%
WMT:
24.88%
WRB:
-69.19%
WMT:
-77.24%
WRB:
-0.49%
WMT:
-7.00%
Fundamentals
WRB:
$27.00B
WMT:
$794.73B
WRB:
$4.31
WMT:
$2.41
WRB:
16.52
WMT:
41.22
WRB:
18.05
WMT:
3.92
WRB:
1.97
WMT:
1.16
WRB:
3.09
WMT:
8.68
WRB:
$13.96B
WMT:
$519.48B
WRB:
$12.06B
WMT:
$129.16B
WRB:
$2.29B
WMT:
$28.91B
Returns By Period
In the year-to-date period, WRB achieves a 24.42% return, which is significantly higher than WMT's 8.13% return. Over the past 10 years, WRB has outperformed WMT with an annualized return of 19.81%, while WMT has yielded a comparatively lower 16.34% annualized return.
WRB
24.42%
11.33%
23.30%
42.27%
28.54%
19.81%
WMT
8.13%
19.12%
16.77%
63.40%
20.62%
16.34%
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Risk-Adjusted Performance
WRB vs. WMT — Risk-Adjusted Performance Rank
WRB
WMT
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 1.93%, more than WMT's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | 1.93% | 2.39% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% | 2.79% |
WMT Walmart Inc. | 1.12% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
Drawdowns
WRB vs. WMT - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.19%, 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) has a higher volatility of 6.92% compared to Walmart Inc. (WMT) at 6.37%. This indicates that WRB's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. 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
WRB vs. WMT - Profitability Comparison
WRB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. R. Berkley Corporation reported a gross profit of 3.53B and revenue of 3.53B. Therefore, the gross margin over that period was 100.0%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Walmart Inc. reported a gross profit of 44.38B and revenue of 180.55B. Therefore, the gross margin over that period was 24.6%.
WRB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. R. Berkley Corporation reported an operating income of 538.61M and revenue of 3.53B, resulting in an operating margin of 15.3%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Walmart Inc. reported an operating income of 7.86B and revenue of 180.55B, resulting in an operating margin of 4.4%.
WRB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. R. Berkley Corporation reported a net income of 417.57M and revenue of 3.53B, resulting in a net margin of 11.8%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Walmart Inc. reported a net income of 5.25B and revenue of 180.55B, resulting in a net margin of 2.9%.