Walmart Stock Ten Year Return

WMT Stock

USD 59.93 0.21 0.35%

Walmart fundamentals help investors to digest information that contributes to Walmart's financial success or failures. It also enables traders to predict the movement of Walmart Stock. The fundamental analysis module provides a way to measure Walmart's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Walmart stock.

Short Long Term Debt Total Total Assets

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Walmart Company Ten Year Return Analysis

Walmart's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Walmart Ten Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Walmart is extremely important. It helps to project a fair market value of Walmart Stock properly, considering its historical fundamentals such as Ten Year Return. Since Walmart's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Walmart's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Walmart's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Common Stock	Long Term Debt	Property Plant Equipment	Current Deferred Revenue	Good Will	Net Tangible Assets	Total Permanent Equity	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Accumulated Depreciation	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.95	0.91	0.95	0.73	0.83	0.97	0.49	0.17	0.97	-0.01	0.72	0.89	0.06	0.75	0.0	0.01	0.35	0.16	0.85	-0.66	0.49	-0.01	0.36	0.06	0.4	0.15
Total Stockholder Equity	0.95		0.86	0.98	0.7	0.75	0.91	0.56	0.42	0.89	0.02	0.74	0.94	0.15	0.54	0.06	-0.18	0.37	-0.05	0.69	-0.54	0.3	-0.03	0.18	-0.06	0.23	0.1
Net Debt	0.91	0.86		0.84	0.64	0.76	0.79	0.64	0.24	0.84	0.11	0.84	0.82	0.23	0.74	0.0	-0.11	0.48	0.04	0.73	-0.51	0.35	0.13	0.14	0.06	0.16	0.09
Retained Earnings	0.95	0.98	0.84		0.65	0.74	0.9	0.46	0.34	0.9	-0.06	0.69	0.91	0.04	0.56	0.09	-0.08	0.36	-0.09	0.72	-0.63	0.35	-0.02	0.2	-0.05	0.25	0.09
Net Receivables	0.73	0.7	0.64	0.65		0.92	0.73	0.39	0.03	0.75	-0.06	0.59	0.82	-0.02	0.63	-0.16	0.13	-0.08	0.33	0.79	-0.62	0.41	-0.18	0.4	0.47	0.29	0.37
Total Liab	0.83	0.75	0.76	0.74	0.92		0.82	0.37	-0.08	0.84	-0.08	0.67	0.8	-0.1	0.8	-0.23	0.27	0.07	0.26	0.89	-0.79	0.58	-0.08	0.54	0.54	0.45	0.26
Total Current Assets	0.97	0.91	0.79	0.9	0.73	0.82		0.38	0.08	0.94	-0.07	0.64	0.83	0.01	0.73	-0.05	0.05	0.28	0.23	0.86	-0.66	0.51	-0.14	0.53	0.1	0.57	0.15
Short Term Debt	0.49	0.56	0.64	0.46	0.39	0.37	0.38		0.58	0.38	-0.02	0.55	0.57	0.41	0.23	-0.02	-0.44	0.29	-0.24	0.16	-0.08	0.03	0.4	-0.23	-0.15	-0.2	-0.12
Intangible Assets	0.17	0.42	0.24	0.34	0.03	-0.08	0.08	0.58		0.02	0.38	0.36	0.4	0.61	-0.42	0.2	-0.77	0.34	-0.6	-0.31	0.38	-0.53	0.12	-0.58	-0.56	-0.5	-0.25
Accounts Payable	0.97	0.89	0.84	0.9	0.75	0.84	0.94	0.38	0.02		-0.08	0.57	0.85	-0.09	0.79	-0.01	0.21	0.18	0.3	0.91	-0.75	0.64	0.04	0.4	0.11	0.43	0.24
Common Stock	-0.01	0.02	0.11	-0.06	-0.06	-0.08	-0.07	-0.02	0.38	-0.08		0.3	0.05	0.67	-0.08	-0.18	-0.4	0.35	0.04	-0.15	0.45	-0.28	0.01	-0.19	-0.19	-0.17	-0.09
Long Term Debt	0.72	0.74	0.84	0.69	0.59	0.67	0.64	0.55	0.36	0.57	0.3		0.71	0.4	0.56	-0.29	-0.33	0.7	-0.21	0.51	-0.32	-0.01	-0.05	0.12	0.19	0.14	-0.04
Property Plant Equipment	0.89	0.94	0.82	0.91	0.82	0.8	0.83	0.57	0.4	0.85	0.05	0.71		0.16	0.51	0.02	-0.15	0.21	0.06	0.71	-0.5	0.28	-0.03	0.1	0.05	0.09	0.32
Current Deferred Revenue	0.06	0.15	0.23	0.04	-0.02	-0.1	0.01	0.41	0.61	-0.09	0.67	0.4	0.16		-0.18	-0.04	-0.66	0.46	-0.24	-0.23	0.5	-0.48	-0.02	-0.31	-0.38	-0.26	-0.22
Good Will	0.75	0.54	0.74	0.56	0.63	0.8	0.73	0.23	-0.42	0.79	-0.08	0.56	0.51	-0.18		-0.34	0.42	0.25	0.47	0.9	-0.74	0.69	0.06	0.6	0.47	0.6	0.2
Net Tangible Assets	0.0	0.06	0.0	0.09	-0.16	-0.23	-0.05	-0.02	0.2	-0.01	-0.18	-0.29	0.02	-0.04	-0.34		-0.21	-0.33	-0.03	-0.12	0.16	-0.07	-0.13	-0.34	-0.55	-0.37	0.02
Total Permanent Equity	0.01	-0.18	-0.11	-0.08	0.13	0.27	0.05	-0.44	-0.77	0.21	-0.4	-0.33	-0.15	-0.66	0.42	-0.21		-0.46	0.47	0.44	-0.63	0.73	0.14	0.5	0.57	0.42	0.3
Long Term Debt Total	0.35	0.37	0.48	0.36	-0.08	0.07	0.28	0.29	0.34	0.18	0.35	0.7	0.21	0.46	0.25	-0.33	-0.46		-0.46	0.05	0.03	-0.31	0.06	-0.12	-0.24	0.05	-0.45
Capital Surpluse	0.16	-0.05	0.04	-0.09	0.33	0.26	0.23	-0.24	-0.6	0.3	0.04	-0.21	0.06	-0.24	0.47	-0.03	0.47	-0.46		0.51	-0.15	0.53	-0.16	0.48	0.28	0.4	0.55
Deferred Long Term Liab	0.85	0.69	0.73	0.72	0.79	0.89	0.86	0.16	-0.31	0.91	-0.15	0.51	0.71	-0.23	0.9	-0.12	0.44	0.05	0.51		-0.8	0.72	-0.09	0.6	0.43	0.56	0.42
Accumulated Depreciation	-0.66	-0.54	-0.51	-0.63	-0.62	-0.79	-0.66	-0.08	0.38	-0.75	0.45	-0.32	-0.5	0.5	-0.74	0.16	-0.63	0.03	-0.15	-0.8		-0.77	-0.09	-0.55	-0.49	-0.52	-0.1
Long Term Investments	0.49	0.3	0.35	0.35	0.41	0.58	0.51	0.03	-0.53	0.64	-0.28	-0.01	0.28	-0.48	0.69	-0.07	0.73	-0.31	0.53	0.72	-0.77		0.34	0.58	0.42	0.54	0.32
Short Long Term Debt	-0.01	-0.03	0.13	-0.02	-0.18	-0.08	-0.14	0.4	0.12	0.04	0.01	-0.05	-0.03	-0.02	0.06	-0.13	0.14	0.06	-0.16	-0.09	-0.09	0.34		-0.38	-0.12	-0.32	-0.1
Cash And Equivalents	0.36	0.18	0.14	0.2	0.4	0.54	0.53	-0.23	-0.58	0.4	-0.19	0.12	0.1	-0.31	0.6	-0.34	0.5	-0.12	0.48	0.6	-0.55	0.58	-0.38		0.62	0.96	0.13
Net Invested Capital	0.06	-0.06	0.06	-0.05	0.47	0.54	0.1	-0.15	-0.56	0.11	-0.19	0.19	0.05	-0.38	0.47	-0.55	0.57	-0.24	0.28	0.43	-0.49	0.42	-0.12	0.62		0.45	0.38
Net Working Capital	0.4	0.23	0.16	0.25	0.29	0.45	0.57	-0.2	-0.5	0.43	-0.17	0.14	0.09	-0.26	0.6	-0.37	0.42	0.05	0.4	0.56	-0.52	0.54	-0.32	0.96	0.45		0.0
Capital Stock	0.15	0.1	0.09	0.09	0.37	0.26	0.15	-0.12	-0.25	0.24	-0.09	-0.04	0.32	-0.22	0.2	0.02	0.3	-0.45	0.55	0.42	-0.1	0.32	-0.1	0.13	0.38	0.0

Click cells to compare fundamentals

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

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Walmart Return On Tangible Assets

Return On Tangible Assets

0.0966

At this time, Walmart's Return On Tangible Assets are comparatively stable compared to the past year.

Based on the latest financial disclosure, Walmart has a Ten Year Return of 0.0%. This indicator is about the same for the Consumer Staples Distribution & Retail average (which is currently at 0.0) sector and about the same as Consumer Staples (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Walmart Ten Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Walmart's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Walmart could also be used in its relative valuation, which is a method of valuing Walmart by comparing valuation metrics of similar companies.

Walmart is currently under evaluation in ten year return category among related companies.

Walmart Current Valuation Drivers

We derive many important indicators used in calculating different scores of Walmart from analyzing Walmart's financial statements. These drivers represent accounts that assess Walmart's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Walmart's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	326.3B	394.2B	390.3B	391.9B	444.9B	467.1B
Enterprise Value	389.2B	439.8B	432.9B	442.0B	496.3B	521.2B

Walmart ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Walmart's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Walmart's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

Walmart Fundamentals

	Return On Equity	0.19
	Return On Asset	0.0681
	Profit Margin	0.02 %
	Operating Margin	0.04 %
	Current Valuation	543.04 B
	Shares Outstanding	8.06 B
	Shares Owned By Insiders	46.63 %
	Shares Owned By Institutions	34.94 %
	Number Of Shares Shorted	37.14 M
	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
	Short Ratio	2.13 X
	Earnings Per Share	1.91 X
	Price To Earnings To Growth	2.48 X
	Target Price	65.74
	Number Of Employees	2.1 M
	Beta	0.49
	Market Capitalization	482.92 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
	Annual Yield	0.01 %
	Five Year Return	1.82 %
	Net Asset	252.4 B
	Last Dividend Paid	0.76

About Walmart Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Walmart's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Walmart using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Walmart based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Walmart Investors Sentiment

The influence of Walmart's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Walmart. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to Walmart's public news can be used to forecast risks associated with an investment in Walmart. The trend in average sentiment can be used to explain how an investor holding Walmart can time the market purely based on public headlines and social activities around Walmart. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Walmart's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Walmart's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Walmart's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Walmart.

Walmart Implied Volatility

18.89

Walmart's implied volatility exposes the market's sentiment of Walmart stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Walmart's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Walmart stock will not fluctuate a lot when Walmart's options are near their expiration.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Walmart in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Walmart's short interest history, or implied volatility extrapolated from Walmart options trading.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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When determining whether Walmart is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Walmart Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Walmart Stock. Highlighted below are key reports to facilitate an investment decision about Walmart Stock:

How To Invest In Walmart

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Is Walmart Stock a good investment?

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What is Walmart's Net Worth?

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Largest Consumer Staples Distribution & Retail Companies

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Largest Consumer Defensive Companies

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Check out Walmart Piotroski F Score and Walmart Altman Z Score analysis.

For more information on how to buy Walmart Stock please use our How to Invest in Walmart guide.

You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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.

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Walmart Stock Ten Year Return

Walmart Company Ten Year Return Analysis

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

Walmart Ten Year Return Driver Correlations

Walmart Return On Tangible Assets

Return On Tangible Assets

0.0966

Walmart Ten Year Return Peer Comparison

Walmart Current Valuation Drivers

Walmart ESG Sustainability

Walmart Fundamentals

About Walmart Fundamental Analysis

Walmart Investors Sentiment

Walmart Implied Volatility

Also Currently Popular

Complementary Tools for Walmart Stock analysis

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