Walmart Stock Performance
| WMT Stock | USD 59.53 0.27 0.46% |
Walmart has a performance score of 14 on a scale of 0 to 100. The firm maintains a market beta of 0.3, 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. Walmart right now maintains a risk of 0.84%. Please check out Walmart value at risk, as well as the relationship between the kurtosis and price action indicator , to decide if Walmart will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Walmart are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent primary indicators, Walmart may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 0.46 | Five Day Return (1.62) | Year To Date Return 12.11 | Ten Year Return 130.11 | All Time Return 338.6 K |
Forward Dividend Yield 0.0139 | Payout Ratio 0.1461 | Last Split Factor 3:1 | Forward Dividend Rate 0.83 | Dividend Date 2025-01-06 |
| Walmart dividend paid on 1st of April 2024 | 04/01/2024 |
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| Begin Period Cash Flow | 8.6 B |
Walmart |
Walmart Relative Risk vs. Return Landscape
If you would invest 5,395 in Walmart on January 21, 2024 and sell it today you would earn a total of 558.00 from holding Walmart or generate 10.34% return on investment over 90 days. Walmart is generating 0.1598% of daily returns assuming volatility of 0.8448% on return distribution over 90 days investment horizon. In other words, 7% of stocks are less volatile than Walmart, and above 97% 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 = 0.1892
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Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Walmart is performing at about 14% 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 | 0.0681 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 539.82 B | ||||
| Shares Outstanding | 8.06 B | ||||
| Price To Earning | 47.07 X | ||||
| Price To Book | 5.78 X | ||||
| Price To Sales | 0.75 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 | 1.91 X | ||||
| Market Capitalization | 479.7 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
To evaluate Walmart Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Walmart generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Walmart Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Walmart market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Walmart's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 | 0.1 | |
| 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.| The company 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. 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 47.0% of Walmart outstanding shares are owned by insiders | |
| On 1st of April 2024 Walmart paid $ 0.2075 per share dividend to its current shareholders | |
| Latest headline from investorplace.com: 3 Retail Stocks to Buy Now Q2 Edition |
- 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.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Walmart. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population. For more information on how to buy Walmart Stock please use our How to Invest in Walmart guide.You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all 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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Is Walmart's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Walmart. If investors know Walmart will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Walmart listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.12) | Dividend Share 0.76 | Earnings Share 1.91 | Revenue Per Share 80.243 | Quarterly Revenue Growth 0.057 |
The market value of Walmart is measured differently than its book value, which is the value of Walmart that is recorded on the company's balance sheet. Investors also form their own opinion of Walmart's value that differs from its market value or its book value, called intrinsic value, which is Walmart's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Walmart's market value can be influenced by many factors that don't directly affect Walmart's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Walmart's value and its price as these two are different measures arrived at by different means. Investors typically determine if Walmart is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Walmart's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.