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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Walmart Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
WMT
(Walmart Inc.)
Benchmark (^GSPC)
Returns By Period
Walmart Inc. had a return of 53.06% year-to-date (YTD) and 47.18% in the last 12 months. Over the past 10 years, Walmart Inc. had an annualized return of 14.50%, outperforming the S&P 500 benchmark which had an annualized return of 10.95%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 53.06% | 17.32% |
| 1 month | 17.26% | 2.97% |
| 6 months | 31.37% | 8.65% |
| 1 year | 47.18% | 25.26% |
| 5 years (annualized) | 17.11% | 13.26% |
| 10 years (annualized) | 14.50% | 10.95% |
Monthly Returns
The table below presents the monthly returns of WMT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.82% | 6.40% | 3.01% | -1.36% | 11.18% | 2.97% | 1.37% | 12.83% | 53.06% | ||||
| 2023 | 1.47% | -1.21% | 4.17% | 2.39% | -2.35% | 7.02% | 1.71% | 2.08% | -1.65% | 2.18% | -4.72% | 1.63% | 12.88% |
| 2022 | -3.37% | -3.33% | 10.61% | 2.73% | -15.62% | -5.48% | 8.61% | 0.82% | -2.15% | 9.74% | 7.09% | -6.62% | -0.46% |
| 2021 | -2.54% | -7.52% | 4.99% | 3.00% | 1.91% | -0.71% | 1.09% | 4.28% | -5.89% | 7.20% | -5.88% | 3.30% | 1.97% |
| 2020 | -3.66% | -5.95% | 5.98% | 6.98% | 2.51% | -3.45% | 8.03% | 7.74% | 0.76% | -0.83% | 10.12% | -5.31% | 23.32% |
| 2019 | 2.88% | 3.30% | -0.94% | 5.44% | -0.84% | 8.92% | -0.10% | 4.03% | 3.87% | -1.20% | 1.56% | 0.24% | 30.16% |
| 2018 | 7.95% | -15.56% | -0.57% | -0.57% | -6.10% | 3.77% | 4.18% | 8.05% | -2.03% | 6.78% | -2.62% | -4.08% | -3.43% |
| 2017 | -3.44% | 6.28% | 2.37% | 4.30% | 5.25% | -3.71% | 5.69% | -1.79% | 0.09% | 11.74% | 11.36% | 2.10% | 46.56% |
| 2016 | 8.25% | -0.03% | 4.01% | -2.37% | 6.62% | 3.16% | -0.07% | -1.43% | 0.95% | -2.91% | 0.59% | -1.16% | 16.03% |
| 2015 | -1.05% | -1.24% | -1.41% | -5.11% | -4.24% | -4.50% | 1.48% | -9.46% | 0.17% | -11.72% | 2.80% | 5.05% | -26.64% |
| 2014 | -5.10% | 0.03% | 2.98% | 4.29% | -3.09% | -2.21% | -1.98% | 3.29% | 1.28% | -0.26% | 14.78% | -1.35% | 11.87% |
| 2013 | 2.52% | 1.19% | 6.40% | 3.86% | -3.13% | -0.47% | 4.63% | -5.79% | 1.34% | 3.77% | 5.55% | -2.30% | 18.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WMT is 96, placing it in the top 4% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
WMT
(Walmart Inc.)
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Walmart Inc. (WMT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
WMT
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
^GSPC
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
Sharpe Ratio
The current Walmart Inc. Sharpe ratio is 2.57. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.
Use the chart below to compare the Sharpe ratio of Walmart Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.
WMT
(Walmart Inc.)
Benchmark (^GSPC)
Dividends
Dividend History
Walmart Inc. granted a 1.02% dividend yield in the last twelve months. The annual payout for that period amounted to $0.81 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.81 | $0.76 | $0.75 | $0.73 | $0.72 | $0.71 | $0.69 | $0.68 | $0.67 | $0.65 | $0.64 | $0.63 |
Dividend yield | 1.02% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Walmart Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.62 | |||
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 | $0.76 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 | $0.75 |
| 2021 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | $0.73 |
| 2020 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | $0.72 |
| 2019 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | $0.71 |
| 2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.69 |
| 2017 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.68 |
| 2016 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.67 |
| 2015 | $0.00 | $0.00 | $0.16 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.16 | $0.65 |
| 2014 | $0.00 | $0.00 | $0.16 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.16 | $0.64 |
| 2013 | $0.16 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.16 | $0.63 |
Dividend Yield & Payout
Dividend Yield
Walmart Inc. has a dividend yield of 1.02%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Walmart Inc. has a payout ratio of 23.90%, which is quite average when compared to the overall market. This suggests that Walmart Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
WMT
(Walmart Inc.)
Benchmark (^GSPC)
Worst Drawdowns
The table below displays the maximum drawdowns of the Walmart Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Walmart Inc. was 77.42%, occurring on Dec 10, 1974. Recovery took 710 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.42% | Nov 28, 1972 | 513 | Dec 10, 1974 | 710 | Oct 3, 1977 | 1223 |
| -50.55% | Aug 24, 1987 | 72 | Dec 3, 1987 | 412 | Jul 21, 1989 | 484 |
| -42.28% | Mar 3, 1993 | 729 | Jan 18, 1996 | 357 | Jun 17, 1997 | 1086 |
| -37.5% | Dec 28, 1999 | 213 | Oct 27, 2000 | 2774 | Nov 8, 2011 | 2987 |
| -36.44% | Jan 9, 2015 | 215 | Nov 13, 2015 | 479 | Oct 10, 2017 | 694 |
Volatility
Volatility Chart
The current Walmart Inc. volatility is 6.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
WMT
(Walmart Inc.)
Benchmark (^GSPC)
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Walmart Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
Valuation
The Valuation section provides an assessment of the market value of Walmart Inc. compared to its peers in the Discount Stores industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WMT in comparison to other companies of the Discount Stores industry. Currently, WMT has a PE value of 41.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WMT in comparison to other companies of the Discount Stores industry. Currently, WMT has a PEG value of 3.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Walmart Inc..
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Income Statement
Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly
| TTM | |
|---|---|
| Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
| Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Values in undefined except per share items
