Seek Returns

Walmart (WMT) Stock Analysis

This is a peer-relative look at Walmart (WMT): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Consumer Staples Distribution & Retail peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Walmart (WMT)
Profile ItemWMT
NameWalmart Inc.
Country/RegionUnited States
GICS SectorConsumer Staples
GICS Industry GroupConsumer Staples Distribution & Retail
GICS IndustryConsumer Staples Distribution & Retail
GICS Sub-IndustryConsumer Staples Merchandise Retail
Market Capitalization852.63 billion USD
CurrencyUSD
ExchangeNasdaq
Listing DateAugust 25, 1972
Security TypeCommon Stock

Price Performance

Cumulative Growth

WMT
GSPC
Loading price history…
Walmart (WMT) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Walmart (WMT) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Walmart (WMT) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
Total Return (1Y)7.05%14.87%
Total Return (3Y, Annualized)27.10%13.50%
Total Return (5Y, Annualized)18.05%9.51%

Risk Profile

Drawdown History

WMT
GSPC
Loading price history…
Walmart (WMT) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Walmart (WMT) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
Volatility (1Y, Annualized)25.97%35.96%
Beta (5Y)0.570.64
Max Drawdown (5Y)-25.74%-37.11%

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. WMT is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
Sharpe Ratio (1Y)0.110.25
Sortino Ratio (1Y)0.160.36

Profitability

ROE (TTM)

Walmart (WMT) posts ROE of 22.31%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

WMT

Consumer Staples Distribution & Retail industry group

22.31%

Group distribution
Max
35.20%
WMT
22.31%
Q3
22.31%
Median
15.25%
Q1
7.33%
Min
-2.30%
Largest peers
SYY
77.69%
COST
29.15%
TGT
26.41%
WMT
22.31%
DG
19.69%
CASY
19.15%
KR
13.78%
Loading chart…
Where Walmart (WMT) stands on ROE within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Walmart (WMT) keeps 3.00% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

WMT

Consumer Staples Distribution & Retail industry group

3.00%

Group distribution
Max
5.59%
Q3
3.41%
WMT
3.00%
Median
2.44%
Q1
1.67%
Min
-0.12%
Largest peers
TGT
4.08%
CASY
4.07%
DG
3.90%
COST
3.01%
WMT
3.00%
SYY
2.08%
KR
0.71%
Loading chart…
Where Walmart (WMT) stands on net margin within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Walmart (WMT) turns 3.45% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

WMT

Consumer Staples Distribution & Retail industry group

3.45%

Group distribution
Max
7.49%
Q3
5.70%
Median
3.97%
WMT
3.45%
Q1
1.89%
Min
1.10%
Largest peers
DG
6.81%
TGT
6.04%
CASY
5.35%
SYY
4.85%
COST
3.67%
WMT
3.45%
KR
3.22%
Loading chart…
Where Walmart (WMT) stands on operating margin within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
ROE (TTM)22.31%15.25%
ROA (TTM)6.41%5.69%
Net Margin (TTM)3.00%2.44%
Operating Margin (TTM)3.45%3.97%
Gross Margin (TTM)24.84%24.53%

Growth

Revenue Growth

Walmart (WMT) grew revenue 4.73%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

Loading chart…
Walmart (WMT): Revenue Growth across different time periods, set against Consumer Staples Distribution & Retail industry-group medians.

EPS Growth

Walmart (WMT) grew earnings per share 13.28%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

Loading chart…
Walmart (WMT): EPS Growth across different time periods, set against Consumer Staples Distribution & Retail industry-group medians.

Growth Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
Revenue Growth (YoY)4.73%5.61%
Revenue Growth (3Y CAGR)5.27%5.09%
EPS Growth (YoY)13.28%3.16%
EPS Growth (3Y CAGR)24.25%10.78%

Financial Strength

Current Ratio (MRQ)

Walmart (WMT) has current ratio of 0.77, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.

WMT

Consumer Staples Distribution & Retail industry group

0.77

Group distribution
Max
2.03
Q3
1.45
Median
1.19
Q1
1.00
WMT
0.77
Min
0.68
Largest peers
SYY
1.28
DG
1.21
COST
1.07
CASY
1.01
TGT
0.99
KR
0.79
WMT
0.77
Loading chart…
Where Walmart (WMT) stands on current ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Walmart (WMT) has debt-to-equity ratio of 0.72, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

WMT

Consumer Staples Distribution & Retail industry group

0.72

Group distribution
Max
3.73
Q3
1.90
Median
1.26
WMT
0.72
Q1
0.68
Min
0.01
Largest peers
SYY
5.65
KR
3.73
DG
1.70
TGT
1.08
CASY
0.74
WMT
0.72
COST
0.60
Loading chart…
Where Walmart (WMT) stands on debt-to-equity ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
Current Ratio (MRQ)0.771.19
Debt / Equity (MRQ)0.721.26
Net Debt / EBITDA1.442.64

Dividends

Dividend Yield (TTM)

Walmart (WMT) has dividend yield of 0.89%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

WMT

Consumer Staples Distribution & Retail industry group

0.89%

Group distribution
Max
2.78%
Q3
1.80%
WMT
0.89%
Median
0.44%
Q1
0.00%
Min
0.00%
Largest peers
TGT
2.78%
SYY
2.68%
DG
1.80%
KR
1.79%
WMT
0.89%
COST
0.58%
CASY
0.30%
Loading chart…
Where Walmart (WMT) stands on dividend yield within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Walmart (WMT) has payout ratio of 34.96%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.

WMT

Consumer Staples Distribution & Retail industry group

34.96%

Group distribution
Max
59.29%
WMT
34.96%
Q3
29.94%
Median
11.99%
Q1
0.00%
Min
0.00%
Largest peers
KR
80.12%
SYY
59.29%
TGT
47.30%
WMT
34.96%
DG
30.65%
COST
27.01%
CASY
11.90%
Loading chart…
Where Walmart (WMT) stands on payout ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
Dividend Yield (TTM)0.89%0.44%
Dividend Payout Ratio (TTM)34.96%11.99%

Valuation

P/E Ratio (TTM)

Walmart (WMT) trades at P/E ratio of 38.82, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.

WMT

Consumer Staples Distribution & Retail industry group

38.82

Group distribution
Max
54.46
WMT
38.82
Q3
37.68
Median
21.21
Q1
16.34
Min
11.82
Largest peers
COST
46.09
CASY
39.52
WMT
38.82
KR
34.26
SYY
21.87
DG
17.30
TGT
17.06
Loading chart…
Where Walmart (WMT) stands on P/E ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Walmart (WMT) trades at 1.16 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

WMT

Consumer Staples Distribution & Retail industry group

1.16

Group distribution
Max
1.59
WMT
1.16
Q3
0.92
Median
0.47
Q1
0.25
Min
0.03
Largest peers
CASY
1.59
COST
1.38
WMT
1.16
TGT
0.69
DG
0.67
SYY
0.45
KR
0.24
Loading chart…
Where Walmart (WMT) stands on P/S ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Walmart (WMT) trades at 9.04 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

WMT

Consumer Staples Distribution & Retail industry group

9.04

Group distribution
WMT
9.04
Max
9.04
Q3
7.06
Median
4.19
Q1
2.31
Min
0.94
Largest peers
COST
24.57
SYY
14.37
WMT
9.04
CASY
7.06
KR
6.33
TGT
4.19
DG
3.16
Loading chart…
Where Walmart (WMT) stands on P/B ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Walmart (WMT) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: WMTIndustry group median
P/E Ratio (TTM)38.8221.21
P/S Ratio (TTM)1.160.47
P/B Ratio (MRQ)9.044.19
Free Cash Flow Yield (TTM)0.84%4.26%