Walmart (Germany) Performance

WMT Stock  EUR 78.37  0.34  0.44%   
The firm maintains a market beta of 0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Walmart's returns are expected to increase less than the market. However, during the bear market, the loss of holding Walmart is expected to be smaller as well. At this point, Walmart has a negative expected return of -0.23%. Please make sure to check out Walmart's maximum drawdown, kurtosis, day median price, as well as the relationship between the potential upside and daily balance of power , to decide if Walmart performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Walmart has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
Begin Period Cash Flow14.8 B
  

Walmart Relative Risk vs. Return Landscape

If you would invest  9,060  in Walmart on December 17, 2024 and sell it today you would lose (1,223) from holding Walmart or give up 13.5% of portfolio value over 90 days. Walmart is currently producing negative expected returns and takes up 1.7033% volatility of returns over 90 trading days. Put another way, 15% of traded stocks are less volatile than Walmart, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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Assuming the 90 days horizon Walmart is expected to under-perform the market. In addition to that, the company is 1.89 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of volatility.

Walmart Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Walmart's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Walmart, and traders can use it to determine the average amount a Walmart's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1332

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Negative ReturnsWMT

Estimated Market Risk

 1.7
  actual daily
15
85% of assets are more volatile

Expected Return

 -0.23
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Walmart is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Walmart by adding Walmart to a well-diversified portfolio.

Walmart Fundamentals Growth

Walmart Stock prices reflect investors' perceptions of the future prospects and financial health of Walmart, and Walmart fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Walmart Stock performance.

About Walmart Performance

By analyzing Walmart's fundamental ratios, stakeholders can gain valuable insights into Walmart's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Walmart has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Walmart has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. WALMART DL operates under Discount Stores classification in Germany and is traded on Frankfurt Stock Exchange. It employs 2300000 people.

Things to note about Walmart performance evaluation

Checking the ongoing alerts about Walmart for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Walmart help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Walmart generated a negative expected return over the last 90 days
Walmart has accumulated 34.65 B in total debt with debt to equity ratio (D/E) of 0.71, which is about average as compared to similar companies. Walmart has a current ratio of 0.94, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Walmart until it has trouble settling it off, either with new capital or with free cash flow. So, Walmart's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Walmart sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Walmart to invest in growth at high rates of return. When we think about Walmart's use of debt, we should always consider it together with cash and equity.
About 48.0% of Walmart outstanding shares are owned by insiders
Evaluating Walmart's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Walmart's stock performance include:
  • Analyzing Walmart's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Walmart's stock is overvalued or undervalued compared to its peers.
  • Examining Walmart's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Walmart's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Walmart's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Walmart's stock. These opinions can provide insight into Walmart's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Walmart's stock performance is not an exact science, and many factors can impact Walmart's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Walmart Stock analysis

When running Walmart's price analysis, check to measure Walmart's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Walmart is operating at the current time. Most of Walmart's value examination focuses on studying past and present price action to predict the probability of Walmart's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Walmart's price. Additionally, you may evaluate how the addition of Walmart to your portfolios can decrease your overall portfolio volatility.
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