WMT:NYE-Walmart Inc (USD)

COMMON STOCK | Discount Stores | NYE

Last Closing Price

USD 129.35

Change

-0.46 (-0.35)%

Market Cap

USD 371.11B

Volume

4.65M

Average Target Price

USD 134.87 (+4.27%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Walmart Inc. engages in the retail and wholesale operations in various formats worldwide. The company operates in 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; ecommerce websites, such as walmart.com, walmart.com.mx, asda.com, walmart.ca, flipkart.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, and 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, money transfers, check cashing, and bill payment. It operates approximately 11,500 stores and various e-commerce Websites under the 56 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: 2020-08-06 )

Largest Industry Peers for Discount Stores

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

-0.36 (-0.28%)

USD64.02B 23.44 11.40
DG Dollar General Corporation

-2.73 (-1.40%)

USD48.55B 24.66 18.31
BJ BJ's Wholesale Club Holdings, ..

-0.64 (-1.51%)

USD5.57B 22.50 15.48
BIG Big Lots, Inc

-0.39 (-0.86%)

USD1.61B 5.60 5.69
7532 Pan Pacific International Hold..

N/A

N/A N/A N/A
2651 Lawson Inc

N/A

N/A N/A N/A
2782 Seria Co Ltd

N/A

N/A N/A N/A

ETFs Containing WMT

Symbol Name Weight Mer Price(Change) Market Cap
RYZZ RYZZ Managed Futures Stra.. 121.85 % 0.99 %

N/A

USD2.15M
XLP Consumer Staples Select S.. 9.79 % 0.13 %

-0.01 (-0.02%)

USD13.15B
SXLP:LSE SPDR S&P U.S. Consumer St.. 9.71 % 0.15 %

-0.10 (-0.33%)

USD0.26B
XUCS:XETRA Xtrackers MSCI USA Consum.. 9.57 % 0.12 %

+0.04 (+0.12%)

USD0.15B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 9.48 % 0.15 %

+0.02 (+0.06%)

USD0.29B
ZPDS:F SPDR S&P U.S. Consumer St.. 9.48 % 0.15 %

N/A

USD0.29B
ICSU:LSE iShares S&P 500 Consumer .. 9.45 % 0.15 %

-0.70 (-0.15%)

USD0.08B
2B7D:XETRA iShares S&P 500 Consumer .. 9.45 % 0.15 %

+0.01 (+0.13%)

USD0.08B
XSCS:LSE Xtrackers MSCI USA Consum.. 9.31 % 0.12 %

-4.75 (-0.18%)

USD0.18B
FSTA Fidelity MSCI Consumer St.. 9.27 % 0.08 %

-0.02 (-0.05%)

USD0.63B
RTH VanEck Vectors Retail ETF 9.07 % 0.35 %

-0.26 (-0.18%)

USD0.12B
VDC Vanguard Consumer Staples.. 8.85 % 0.10 %

+0.15 (+0.09%)

USD5.86B
IUCS:LSE iShares V Public Limited .. 8.57 % 0.15 %

-0.02 (-0.30%)

USD0.08B
XUCS:LSE Xtrackers MSCI USA Consum.. 8.54 % 0.12 %

-0.10 (-0.28%)

USD0.04B
FTXD First Trust Nasdaq Retail.. 7.01 % 0.60 %

-0.11 (-0.44%)

USD3.53M
JHMS John Hancock Multifactor .. 6.88 % 0.40 %

-0.06 (-0.21%)

USD0.02B
DIVO Amplify CWP Enhanced Divi.. 5.27 % 0.49 %

+0.11 (+0.37%)

USD0.04B
XDWS:LSE Xtrackers MSCI World Cons.. 5.12 % 0.30 %

-0.31 (-0.80%)

USD0.37B
WCOS:LSE SPDR MSCI World Consumer .. 5.04 % 0.30 %

-0.31 (-0.80%)

USD0.11B
PMR Invesco Dynamic Retail ET.. 4.99 % 0.63 %

N/A

USD8.08M
XDWS:F Xtrackers MSCI World Cons.. 4.92 % 0.30 %

-0.11 (-0.34%)

USD0.27B
XDWS:XETRA Xtrackers MSCI World Cons.. 4.92 % 0.30 %

-0.15 (-0.45%)

USD0.27B
RWL Invesco S&P 500 Revenue E.. 4.64 % 0.39 %

+0.01 (+0.02%)

USD0.72B
IYC iShares U.S. Consumer Ser.. 4.59 % 0.42 %

+2.21 (+0.92%)

USD0.93B
KXI iShares Global Consumer S.. 4.53 % 0.46 %

-0.16 (-0.29%)

USD0.58B
VIG Vanguard Dividend Appreci.. 4.36 % 0.06 %

+0.41 (+0.33%)

USD51.64B
OSX2:XETRA Ossiam Lux - Ossiam US Mi.. 4.13 % 0.65 %

-0.45 (-0.22%)

N/A
MVUS:PA Ossiam IRL ICAV - Ossiam .. 4.13 % 0.00 %

-1.66 (-0.68%)

N/A
VSMV VictoryShares US Multi-Fa.. 3.54 % 0.35 %

-0.07 (-0.22%)

USD0.16B
UPVL:LSE UBS (Irl) ETF Public Limi.. 3.52 % 0.35 %

-4.50 (-0.42%)

N/A
PFM Invesco Dividend Achiever.. 3.41 % 0.54 %

+0.06 (+0.21%)

USD0.33B
EDOW First Trust Dow 30 Equal .. 3.40 % 0.50 %

+0.08 (+0.35%)

USD0.04B
USMC Principal U.S. Mega-Cap M.. 3.24 % 0.12 %

+0.25 (+0.76%)

USD1.51B
DISC:CA BMO Global Consumer Discr.. 3.19 % 0.35 %

N/A

USD0.02B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 3.19 % 0.35 %

-0.03 (-0.09%)

USD6.28M
PQVG:LSE Invesco S&P 500 QVM UCITS.. 3.19 % 0.35 %

-9.50 (-0.37%)

USD6.28M
QVMP:F Invesco S&P 500 QVM UCITS.. 3.19 % 0.35 %

-0.07 (-0.25%)

USD6.28M
PQVM:PA Invesco S&P 500 QVM UCITS.. 3.19 % 0.35 %

-0.02 (-0.07%)

USD6.28M
UC96:LSE UBS (Irl) ETF plc - Facto.. 2.90 % 0.25 %

N/A

N/A
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 2.90 % 0.25 %

-0.03 (-0.14%)

N/A
UBUW:F UBS (Irl) ETF plc - Facto.. 2.90 % 0.35 %

-0.06 (-0.32%)

N/A
UBUS:F UBS (Irl) ETF plc - Facto.. 2.90 % 0.25 %

-0.05 (-0.26%)

N/A
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 2.90 % 0.35 %

-0.08 (-0.41%)

N/A
QDEF FlexShares Quality Divide.. 2.81 % 0.37 %

+0.13 (+0.29%)

USD0.43B
UFSD:LSE iShares Edge MSCI USA Mul.. 2.81 % 0.35 %

-0.03 (-0.49%)

USD0.07B
IBCY:F iShares Edge MSCI USA Mul.. 2.81 % 0.35 %

-0.02 (-0.31%)

USD0.07B
FSUS:LSE iShares Edge MSCI USA Mul.. 2.81 % 0.35 %

-2.00 (-0.35%)

USD0.07B
IBCY:XETRA iShares Edge MSCI USA Mul.. 2.81 % 0.35 %

-0.01 (-0.09%)

USD0.07B
LRGF iShares Edge MSCI Multifa.. 2.80 % 0.20 %

-0.02 (-0.06%)

USD0.80B
UCC ProShares Ultra Consumer .. 2.72 % 0.95 %

+2.73 (+2.02%)

USD0.02B
CCOR Core Alternative ETF 2.57 % 1.23 %

-0.10 (-0.36%)

USD0.13B
IFSU:LSE iShares IV Public Limited.. 2.53 % 0.35 %

-0.04 (-0.48%)

USD0.08B
XFA:CA iShares MSCI Multifactor .. 2.43 % 0.45 %

+0.66 (+2.46%)

USD0.03B
XFS:CA iShares MSCI Multifactor .. 2.43 % 0.45 %

N/A

USD0.09B
IS07:XETRA iShares IV Public Limited.. 2.33 % 0.55 %

-0.04 (-0.75%)

N/A
IFSW:LSE iShares Edge MSCI World M.. 2.32 % 0.50 %

-0.06 (-0.80%)

N/A
MFUS PIMCO RAFI Dynamic Multi-.. 2.29 % 0.29 %

+0.05 (+0.17%)

USD0.03B
FTLS First Trust Long/Short Eq.. 2.26 % 1.60 %

+0.01 (+0.02%)

USD0.27B
AUSF Global X Adaptive U.S. Fa.. 2.24 % 0.27 %

-0.05 (-0.24%)

USD0.14B
FSWD:LSE iShares Edge MSCI World M.. 2.22 % 0.50 %

-3.00 (-0.55%)

N/A
IS07:F iShares Edge MSCI World M.. 2.22 % 0.55 %

-0.03 (-0.56%)

N/A
IBCZ:XETRA iShares Edge MSCI World M.. 2.22 % 0.50 %

-0.02 (-0.31%)

N/A
IBCZ:F iShares Edge MSCI World M.. 2.22 % 0.50 %

-0.02 (-0.30%)

N/A
ESGF Invesco Global ESG Revenu.. 2.06 % 0.45 %

N/A

USD0.02B
DSTL Distillate U.S. Fundament.. 2.03 % 0.39 %

+0.12 (+0.38%)

USD0.12B
RWDC Direxion MSCI Defensives .. 1.99 % 0.46 %

-0.50 (-1.00%)

USD7.11M
QDF FlexShares Quality Divide.. 1.97 % 0.37 %

+0.20 (+0.45%)

USD1.31B
QRFT QRAFT AI-Enhanced U.S. La.. 1.91 % 0.75 %

+0.12 (+0.36%)

USD3.75M
NEED Direxion Daily Cnsmr Stap.. 1.90 % 0.98 %

-0.02 (-0.08%)

USD6.79M
DFU:CA Desjardins USA Multifacto.. 1.85 % 0.50 %

-0.09 (-0.37%)

USD0.02B
PHE:CA Purpose Tactical Hedged E.. 1.85 % 1.01 %

N/A

USD0.01B
SPYV SPDR Portfolio S&P 500 Va.. 1.73 % 0.04 %

N/A

USD4.77B
VLU SPDR S&P 1500 Value Tilt .. 1.73 % 0.13 %

-0.14 (-0.14%)

USD0.02B
PRID InsightShares LGBT Employ.. 1.70 % 0.65 %

N/A

USD2.80M
SZNE Pacer CFRA-Stovall Equal .. 1.56 % 0.60 %

-0.18 (-0.64%)

USD0.06B
SFY SoFi Select 500 ETF 1.54 % 0.00 %

+0.06 (+0.50%)

USD0.09B
IUSV iShares Core S&P U.S. Val.. 1.52 % 0.04 %

N/A

USD6.01B
SPXB ProShares S&P 500 Bond ET.. 1.51 % 0.15 %

+0.23 (+0.24%)

USD0.03B
FNDX Schwab Fundamental U.S. L.. 1.49 % 0.25 %

+0.10 (+0.26%)

USD4.30B
FNDB Schwab Fundamental U.S. B.. 1.38 % 0.25 %

+0.04 (+0.10%)

USD0.23B
SCIU Global X Scientific Beta .. 1.38 % 0.19 %

+0.02 (+0.06%)

USD0.02B
IUS Invesco RAFI Strategic US.. 1.36 % 0.19 %

+0.13 (+0.47%)

USD0.13B
HEWA:LSE HSBC Economic Scale World.. 1.31 % 0.25 %

-0.06 (-0.53%)

USD0.09B
H41I:XETRA HSBC Economic Scale World.. 1.31 % 0.25 %

-0.03 (-0.23%)

USD0.09B
H41I:F HSBC Economic Scale World.. 1.31 % 0.25 %

-0.03 (-0.22%)

USD0.09B
CMUE:CA CIBC Multifactor U.S. Equ.. 1.23 % 0.30 %

N/A

USD0.13B
CMUE-F:CA CIBC Multifactor U.S. Equ.. 1.23 % 0.29 %

N/A

N/A
RALS ProShares RAFI Long/Short 1.20 % 0.95 %

-0.11 (-0.36%)

USD5.27M
6PSA:XETRA Invesco FTSE RAFI US 1000.. 1.15 % 0.39 %

+0.03 (+0.20%)

USD0.23B
6PSA:F Invesco FTSE RAFI US 1000.. 1.15 % 0.39 %

-0.03 (-0.19%)

USD0.23B
PSRF:LSE Invesco FTSE RAFI US 1000.. 1.15 % 0.39 %

-1.50 (-0.10%)

USD0.23B
PFT:PA Invesco FTSE RAFI US 1000.. 1.15 % 0.39 %

+0.02 (+0.15%)

USD0.23B
PRF Invesco FTSE RAFI US 1000.. 1.12 % 0.39 %

+0.13 (+0.11%)

USD3.79B
ROUS Hartford Multifactor US E.. 1.05 % 0.19 %

+0.01 (+0.03%)

USD0.26B
GSLC Goldman Sachs ActiveBeta .. 1.01 % 0.09 %

+0.34 (+0.50%)

USD8.22B
SSPY Syntax Stratified LargeCa.. 0.87 % 0.30 %

-0.02 (-0.03%)

USD0.03B
SMRU:LSE Amundi Index Solutions - .. 0.85 % 0.00 %

-2.70 (-0.58%)

N/A
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.69 % 0.39 %

-0.02 (-0.10%)

USD0.05B
PSRW:PA Invesco FTSE RAFI All Wor.. 0.69 % 0.39 %

-0.05 (-0.29%)

USD0.05B
PSWD:F Invesco FTSE RAFI All Wor.. 0.69 % 0.39 %

+0.06 (+0.41%)

USD0.05B
PSRW:LSE Invesco FTSE RAFI All Wor.. 0.69 % 0.39 %

-6.00 (-0.43%)

USD0.05B
SYBS:XETRA SPDR Bloomberg Barclays S.. 0.44 % 0.20 %

+0.52 (+0.72%)

USD0.27B
SYBS:F SPDR Bloomberg Barclays S.. 0.44 % 0.20 %

+0.51 (+0.71%)

USD0.27B
CFA VictoryShares US 500 Vola.. 0.38 % 0.35 %

+0.01 (+0.02%)

USD0.67B
CFO VictoryShares US 500 Enha.. 0.21 % 0.35 %

+0.06 (+0.11%)

USD0.61B
BSCN Invesco BulletShares 2023.. 0.00 % 0.10 %

-0.01 (-0.05%)

USD1.27B
IBDT iShares iBonds Dec 2028 T.. 0.00 % 0.10 %

+0.09 (+0.31%)

USD0.16B
IIGD Invesco Investment Grade .. 0.00 % 0.13 %

+0.03 (+0.13%)

USD0.08B
IBDO iShares iBonds Dec 2023 T.. 0.00 % 0.10 %

N/A

USD1.12B
SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

-0.14 (-1.74%)

USD1.39M
JPGE JPMorgan Diversified Retu.. 0.00 % 0.29 %

N/A

USD0.07B

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 8.84% 40% F 83% B
Dividend Return 0.91% 50% F 38% F
Total Return 9.75% 40% F 83% B
Trailing 12 Months  
Capital Gain 19.55% 20% F 83% B
Dividend Return 1.98% 50% F 44% F
Total Return 21.52% 20% F 84% B
Trailing 5 Years  
Capital Gain 81.54% 75% C 86% B
Dividend Return 14.48% 75% C 55% F
Total Return 96.03% 75% C 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.53% 80% B- 82% B-
Dividend Return 2.76% 75% C 60% D-
Total Return 19.28% 80% B- 83% B
Risk Return Profile  
Volatility (Standard Deviation) 12.28% 80% B- 48% F
Risk Adjusted Return 156.99% 80% B- 83% B
Market Capitalization 371.11B 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 24.60 40% F 27% F
Price/Book Ratio 5.37 80% B- 15% F
Price / Cash Flow Ratio 14.69 60% D- 23% F
EV/EBITDA 12.64 60% D- 44% F
Management Effectiveness  
Return on Equity 20.63% 25% F 88% B+
Return on Invested Capital 12.65% 40% F 79% C+
Return on Assets 6.06% 60% D- 85% B
Debt to Equity Ratio 58.54% 40% F 57% F
Technical Ratios  
Short Ratio 1.18 100% A+ 64% D
Short Percent 0.88% 100% A+ 87% B+
Beta 0.30 100% A+ 86% 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.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.