Walmart Stock Performance
| WMT Stock | USD 91.88 0.57 0.62% |
On a scale of 0 to 100, Walmart holds a performance score of 20. The firm maintains a market beta of 0.0992, 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. Please check Walmart's value at risk, as well as the relationship between the kurtosis and price action indicator , to make a quick decision on whether Walmart's historical returns will revert.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Walmart are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain primary indicators, Walmart unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.71 | Five Day Return 2.85 | Year To Date Return 73.17 | Ten Year Return 215.13 | All Time Return 523 K |
Forward Dividend Yield 0.0099 | Payout Ratio 0.2089 | Last Split Factor 3:1 | Forward Dividend Rate 0.83 | Dividend Date 2025-01-06 |
1 | 100 Invested In This Stock 10 Years Ago Would Be Worth 300 Today | 11/06/2024 |
2 | Jupiter Wealth Management LLC Acquires 2,742 Shares of Walmart Inc. | 11/11/2024 |
3 | Gear Up for Walmart Q3 Earnings Wall Street Estimates for Key Metrics | 11/14/2024 |
4 | Disposition of 281 shares by David Chojnowski of Walmart at 84.08 subject to Rule 16b-3 | 11/19/2024 |
5 | Is Costco Stock a Buying Opportunity or Overpriced Post October Sales | 11/20/2024 |
6 | Charles Schwab Investment Management Inc. Acquires 350,881 Shares of Walmart Inc. | 11/21/2024 |
7 | Best Buys Growth Hinges On Computing And Services As Q3 Approaches Analyst | 11/22/2024 |
8 | Walmart closing South Jersey fulfillment center | 11/25/2024 |
| Begin Period Cash Flow | 8.8 B |
Walmart |
Walmart Relative Risk vs. Return Landscape
If you would invest 7,723 in Walmart on August 30, 2024 and sell it today you would earn a total of 1,465 from holding Walmart or generate 18.97% return on investment over 90 days. Walmart is generating 0.2817% of daily returns assuming volatility of 1.0698% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Walmart, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
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 = 0.2633
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Walmart is performing at about 20% of its full potential. 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 it 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.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0695 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.05 % | ||||
| Current Valuation | 771.12 B | ||||
| Shares Outstanding | 8.04 B | ||||
| Price To Earning | 47.07 X | ||||
| Price To Book | 8.17 X | ||||
| Price To Sales | 1.10 X | ||||
| Revenue | 648.12 B | ||||
| Gross Profit | 147.57 B | ||||
| EBITDA | 38.87 B | ||||
| Net Income | 15.51 B | ||||
| Cash And Equivalents | 8.88 B | ||||
| Cash Per Share | 4.27 X | ||||
| Total Debt | 60.44 B | ||||
| Debt To Equity | 0.81 % | ||||
| Current Ratio | 0.87 X | ||||
| Book Value Per Share | 10.41 X | ||||
| Cash Flow From Operations | 35.73 B | ||||
| Earnings Per Share | 2.42 X | ||||
| Market Capitalization | 733.97 B | ||||
| Total Asset | 252.4 B | ||||
| Retained Earnings | 89.81 B | ||||
| Working Capital | (15.54 B) | ||||
| Current Asset | 60.24 B | ||||
| Current Liabilities | 64.62 B | ||||
About Walmart Performance
Assessing Walmart's fundamental ratios provides investors with valuable insights into Walmart's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Walmart is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 40.88 | 62.02 | |
| Return On Tangible Assets | 0.07 | 0.10 | |
| Return On Capital Employed | 0.17 | 0.23 | |
| Return On Assets | 0.06 | 0.09 | |
| Return On Equity | 0.18 | 0.23 |
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 is unlikely to experience financial distress in the next 2 years | |
| Walmart has 60.44 B in debt with debt to equity (D/E) ratio of 0.81, which is OK given its current industry classification. Walmart has a current ratio of 0.85, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Walmart to invest in growth at high rates of return. | |
| About 46.0% of Walmart outstanding shares are owned by insiders | |
| Latest headline from bizjournals.com: Walmart closing South Jersey fulfillment center |
- 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.
Additional 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.