WMT:NYE-Walmart Inc (USD)

COMMON STOCK | Discount Stores | NYE

Last Closing Price

USD 114.14

Change

+0.52 (+0.46)%

Market Cap

USD 310.36B

Volume

9.42M

Average Target Price

USD 127.20 (+11.44%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Walmart Inc. engages in the retail and wholesale operations in various formats worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, discount stores, drugstores, and convenience stores; membership-only warehouse clubs; e-commerce Websites, such as walmart.com, jet.com, shoes.com, and samsclub.com; and mobile commerce applications. The company offers grocery products, including meat, produce, natural and organics, deli and bakery, dairy, frozen foods, alcoholic and nonalcoholic beverages, floral and dry grocery, as well as consumables, such as health and beauty aids, baby products, household chemicals, paper goods, and pet supplies; and health and wellness products. It also provides electronics, cameras and supplies, photo processing services, wireless, movies, music, video games, and books; stationery, automotive, hardware and paint, sporting goods, and outdoor living and horticulture; apparel for women, girls, men, boys, and infants, as well as shoes, jewelry, and accessories; and home furnishings, housewares and small appliances, bedding, home decor, toys, fabrics, crafts, and seasonal merchandise, as well as brand name merchandise. In addition, the company offers fuel and financial services and related products, including money orders, prepaid cards, wire and money transfers, check cashing, and bill payment. It operates approximately 11,300 stores and various e-commerce Websites under the 58 banners in 27 countries. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-01 )

Largest Industry Peers for Discount Stores

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
TGT Target Corporation

+2.30 (+2.47%)

USD46.57B 14.61 8.11
DG Dollar General Corporation

+2.15 (+1.42%)

USD38.59B 23.07 17.42
BJ BJ's Wholesale Club Holdings, ..

-0.40 (-1.57%)

USD3.38B 18.31 13.67
BIG Big Lots, Inc

-0.43 (-3.02%)

USD0.54B 2.24 5.92

ETFs Containing WMT

Symbol Name Weight Mer Price(Change) Market Cap
RTH VanEck Vectors Retail ETF 9.12 % 0.35 %

-2.50 (-2.37%)

USD0.08B
XLP Consumer Staples Select S.. 8.62 % 0.13 %

-0.92 (-1.69%)

USD13.10B
ZPDS:F SPDR S&P U.S. Consumer St.. 8.40 % 0.15 %

-0.19 (-0.81%)

USD0.17B
SXLP:LSE SPDR S&P U.S. Consume.. 8.40 % 0.15 %

-0.74 (-2.89%)

USD0.17B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 8.40 % 0.15 %

-0.52 (-2.23%)

USD0.17B
XUCS:XETRA Xtrackers MSCI USA Consum.. 8.36 % 0.12 %

-0.62 (-2.17%)

USD0.04B
ICSU:LSE iShares S&P 500 Consu.. 8.36 % 0.15 %

-10.15 (-2.33%)

USD0.08B
2B7D:XETRA iShares S&P 500 Consumer .. 8.36 % 0.15 %

-0.11 (-2.14%)

USD0.05B
XSCS:LSE Xtrackers MSCI USA Consum.. 8.36 % 0.12 %

-56.75 (-2.27%)

USD0.04B
IUCS:LSE iShares S&P 500 Consumer .. 8.36 % 0.15 %

-0.15 (-2.70%)

USD0.08B
XUCS:LSE Xtrackers MSCI USA Consum.. 8.36 % 0.12 %

-0.80 (-2.57%)

USD0.04B
FSTA Fidelity MSCI Consumer St.. 8.02 % 0.08 %

-0.65 (-2.01%)

USD0.57B
FTXD First Trust Nasdaq Retail.. 7.77 % 0.60 %

-0.79 (-4.32%)

USD4.40M
VDC Vanguard Consumer Staples.. 7.62 % 0.10 %

-3.03 (-2.20%)

USD5.68B
NEED Direxion Daily Cnsmr Stap.. 5.64 % 0.98 %

-1.01 (-5.46%)

USD5.24M
JHMS John Hancock Multifactor .. 5.63 % 0.40 %

-0.57 (-2.21%)

USD0.03B
PMR Invesco Dynamic Retail ET.. 4.99 % 0.63 %

N/A

USD8.08M
DIVO Amplify CWP Enhanced Divi.. 4.91 % 0.49 %

-0.58 (-2.35%)

USD0.03B
AMOM QRAFT AI-Enhanced U.S. La.. 4.87 % 0.75 %

N/A

USD3.08M
IYC iShares U.S. Consumer Ser.. 4.80 % 0.42 %

-7.35 (-4.15%)

USD0.83B
US1:PA Amundi Index Solutions - .. 4.74 % 0.00 %

+0.01 (+0.00%)

USD0.05B
XDWS:XETRA Xtrackers MSCI World Cons.. 4.49 % 0.30 %

-0.61 (-2.00%)

USD0.23B
XDWS:LSE Xtrackers MSCI World Cons.. 4.49 % 0.30 %

-0.87 (-2.59%)

USD0.23B
XDWS:F Xtrackers MSCI World Cons.. 4.49 % 0.30 %

-0.37 (-1.23%)

USD0.23B
KXI iShares Global Consumer S.. 4.45 % 0.46 %

-1.01 (-2.11%)

USD0.70B
WCOS:LSE SPDR MSCI World Consumer .. 4.40 % 0.30 %

-0.88 (-2.63%)

USD0.04B
RWL Invesco S&P 500 Revenue E.. 4.18 % 0.39 %

-1.85 (-4.21%)

USD0.86B
VIG Vanguard Dividend Appreci.. 3.96 % 0.06 %

-4.08 (-3.95%)

USD48.41B
UCC ProShares Ultra Consumer .. 3.95 % 0.95 %

-5.09 (-7.14%)

USD0.02B
PFM Invesco Dividend Achiever.. 3.66 % 0.54 %

-0.87 (-3.53%)

USD0.29B
EDOW First Trust Dow 30 Equal .. 3.38 % 0.50 %

-0.85 (-4.21%)

USD0.01B
UC96:LSE UBS (Irl) ETF plc - Facto.. 3.05 % 0.25 %

N/A

N/A
UPVL:LSE UBS (Irl) ETF plc - Facto.. 3.05 % 0.35 %

-46.50 (-5.09%)

N/A
VSMV VictoryShares US Multi-Fa.. 3.03 % 0.35 %

-0.78 (-2.91%)

USD0.15B
UBUW:F UBS (Irl) ETF plc - Facto.. 2.92 % 0.35 %

-0.46 (-3.12%)

N/A
UBUS:F UBS (Irl) ETF plc - Facto.. 2.92 % 0.25 %

-0.44 (-2.76%)

N/A
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 2.92 % 0.25 %

-0.72 (-4.33%)

N/A
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 2.92 % 0.35 %

-0.75 (-4.84%)

N/A
DISC:CA BMO Global Consumer Discr.. 2.73 % 0.35 %

-0.65 (-3.26%)

USD0.01B
LRGF iShares Edge MSCI Multifa.. 2.64 % 0.20 %

-1.28 (-4.84%)

USD0.85B
VLU SPDR S&P 1500 Value Tilt .. 2.58 % 0.13 %

-3.94 (-4.79%)

USD0.02B
XFS:CA iShares Edge MSCI Multifa.. 2.46 % 0.51 %

-0.54 (-2.25%)

USD0.09B
XFA:CA iShares Edge MSCI Multifa.. 2.46 % 0.51 %

-1.23 (-5.53%)

USD0.03B
FSUS:LSE iShares Edge MSCI USA Mul.. 2.45 % 0.35 %

-24.55 (-4.93%)

USD0.08B
IBCY:XETRA iShares Edge MSCI USA Mul.. 2.45 % 0.35 %

N/A

USD0.08B
UFSD:LSE iShares Edge MSCI USA Mul.. 2.45 % 0.35 %

-0.23 (-5.31%)

USD0.08B
IFSU:LSE iShares Edge MSCI USA Mul.. 2.45 % 0.35 %

-0.33 (-5.31%)

USD0.08B
IBCY:F iShares Edge MSCI USA Mul.. 2.45 % 0.35 %

-0.21 (-3.78%)

USD0.08B
QRFT QRAFT AI-Enhanced U.S. La.. 2.33 % 0.75 %

-0.88 (-3.75%)

USD3.24M
IFSW:LSE iShares Edge MSCI World M.. 2.25 % 0.50 %

-0.22 (-3.81%)

N/A
IS07:XETRA iShares Edge MSCI World M.. 2.25 % 0.55 %

-0.19 (-3.97%)

N/A
FSWD:LSE iShares Edge MSCI World M.. 2.25 % 0.50 %

-18.00 (-3.84%)

N/A
IS07:F iShares Edge MSCI World M.. 2.25 % 0.55 %

-0.13 (-2.90%)

N/A
IBCZ:XETRA iShares Edge MSCI World M.. 2.25 % 0.50 %

-0.19 (-3.65%)

N/A
IBCZ:F iShares Edge MSCI World M.. 2.25 % 0.50 %

-0.16 (-3.16%)

N/A
FTCS First Trust Capital Stren.. 2.11 % 0.60 %

-1.92 (-3.86%)

USD3.30B
ESGF Invesco Global ESG Revenu.. 2.06 % 0.45 %

N/A

USD0.02B
MFUS PIMCO RAFI Dynamic Multi-.. 1.94 % 0.29 %

-1.14 (-4.81%)

USD0.10B
DSTL Distillate U.S. Fundament.. 1.90 % 0.39 %

-0.97 (-3.92%)

USD0.07B
SPXB ProShares S&P 500 Bond ET.. 1.75 % 0.15 %

-1.94 (-2.22%)

USD0.03B
UC86:LSE UBS ETF - Bloomberg Barcl.. 1.71 % 0.18 %

N/A

N/A
PRID InsightShares LGBT Employ.. 1.70 % 0.65 %

N/A

USD2.80M
FNDX Schwab Fundamental U.S. L.. 1.36 % 0.25 %

-1.41 (-4.50%)

USD5.55B
IUS Invesco RAFI Strategic US.. 1.27 % 0.19 %

-1.00 (-4.71%)

USD0.12B
FNDB Schwab Fundamental U.S. B.. 1.26 % 0.25 %

-1.47 (-4.79%)

USD0.26B
HUSV First Trust Horizon Manag.. 1.22 % 0.70 %

-0.72 (-3.32%)

USD0.26B
HEWA:LSE HSBC Economic Scale World.. 1.19 % 0.25 %

N/A

USD0.39B
H41I:F HSBC Economic Scale World.. 1.19 % 0.25 %

-0.40 (-3.40%)

USD0.39B
H41I:XETRA HSBC Economic Scale World.. 1.19 % 0.25 %

-0.45 (-3.77%)

USD0.39B
DFU:CA Desjardins USA Multifacto.. 0.96 % 0.58 %

N/A

USD0.03B
SSPY Syntax Stratified LargeCa.. 0.72 % 0.30 %

-1.65 (-4.37%)

USD0.02B
JPGE JPMorgan Diversified Retu.. 0.00 % 0.29 %

-1.91 (-3.99%)

USD0.10B
SYBS:XETRA SPDR Bloomberg Barclays S.. 0.00 % 0.20 %

+0.55 (+0.81%)

USD0.24B
GSLC Goldman Sachs ActiveBeta .. 0.00 % 0.09 %

-2.25 (-4.31%)

USD7.49B
PFIG Invesco Fundamental Inves.. 0.00 % 0.22 %

-0.31 (-1.22%)

USD0.07B
IBDO iShares iBonds Dec 2023 T.. 0.00 % 0.10 %

-0.22 (-0.88%)

USD1.07B
SPLB SPDR Portfolio Long Term .. 0.00 % 0.07 %

-0.31 (-1.09%)

USD0.74B
IBDT iShares iBonds Dec 2028 T.. 0.00 % 0.10 %

-0.41 (-1.56%)

USD0.14B
BSCN Invesco BulletShares 2023.. 0.00 % 0.10 %

-0.26 (-1.23%)

USD1.15B
IIGD Invesco Investment Grade .. 0.00 % 0.13 %

-0.06 (-0.23%)

USD0.07B
SYBS:F SPDR Bloomberg Barclays S.. 0.00 % 0.20 %

+0.98 (+1.48%)

USD0.24B
RWDC Direxion MSCI Defensives .. 0.00 % 0.46 %

-1.42 (-3.17%)

USD9.59M
BSCS Invesco BulletShares 2028.. 0.00 % 0.10 %

-0.28 (-1.34%)

USD0.11B
SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

+1.49 (+8.82%)

USD0.94M

Market Performance

  Market Performance vs.
Industry/Classification (Discount Stores)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.95% 60% D- 89% B+
Dividend Return 0.45% 50% F 26% F
Total Return -3.50% 60% D- 89% B+
Trailing 12 Months  
Capital Gain 17.74% 60% D- 94% A
Dividend Return 2.20% 50% F 53% F
Total Return 19.94% 60% D- 94% A
Trailing 5 Years  
Capital Gain 41.38% 75% C 89% B+
Dividend Return 13.33% 75% C 53% F
Total Return 54.71% 75% C 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 14.41% 80% B- 82% B-
Dividend Return 2.81% 75% C 60% D-
Total Return 17.22% 80% B- 83% B
Risk Return Profile  
Volatility (Standard Deviation) 13.97% 80% B- 48% F
Risk Adjusted Return 123.27% 80% B- 83% B
Market Capitalization 310.36B 100% A+ 100% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Discount Stores)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.11 40% F 28% F
Price/Book Ratio 4.16 50% F 13% F
Price / Cash Flow Ratio 12.29 40% F 25% F
EV/EBITDA 11.57 60% D- 33% F
Management Effectiveness  
Return on Equity 18.86% 25% F 83% B
Return on Invested Capital 12.93% 40% F 81% B-
Return on Assets 5.89% 60% D- 81% B-
Debt to Equity Ratio 58.54% 40% F 56% F
Technical Ratios  
Short Ratio 1.56 80% B- 56% F
Short Percent 1.20% 100% A+ 86% B
Beta 0.43 100% A+ 80% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.