Walmart Stock Performance

WMT Stock

USD 144.17 2.37 1.67%

Walmart has a performance score of 1 on a scale of 0 to 100. The firm maintains a market beta of 0.4377, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Walmart's beta means in this case. As returns on the market increase, Walmart returns are expected to increase less than the market. However, during the bear market, the loss on holding Walmart will be expected to be smaller as well. Although it is important to respect Walmart historical price patterns, it is better to be realistic regarding the information on the equity's current price history. The philosophy towards determining future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining Walmart technical indicators, you can presently evaluate if the expected return of 0.0156% will be sustainable into the future. Walmart right now maintains a risk of 1.02%. 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.

Walmart Performance

1 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in Walmart are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable primary indicators, Walmart is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Structure and Payout Changes

Forward Dividend Yield

0.0162

Payout Ratio

0.3583

Last Split Factor

2:1

Forward Dividend Rate

2.28

Dividend Date

2024-01-02

Walmart dividend paid on 3rd of January 2023

01/03/2023

01/31/2023

02/10/2023

02/21/2023

02/24/2023

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03/17/2023

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Check Walmart Sensitivity to Hype

	Begin Period Cash Flow	14.8 B
	Total Cashflows From Investing Activities	-17.7 B

Walmart Relative Risk vs. Return Landscape

If you would invest 14,322 in Walmart on December 27, 2022 and sell it today you would earn a total of 95.00 from holding Walmart or generate 0.66% return on investment over 90 days. Walmart is generating 0.0156% of daily returns assuming volatility of 1.0202% on return distribution over 90 days investment horizon. In other words, 8% of stocks are less volatile than Walmart, and above 99% of all equities are expected to generate higher returns over the next 90 days.

Daily Expected Return (%)

Risk (%)

Considering the 90-day investment horizon Walmart is expected to generate 1.07 times more return on investment than the market. However, the company is 1.07 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.03 per unit of 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 = 0.0153

Best Portfolio	Best Equity
Good Returns
Average Returns
Small Returns
Cash	Small Risk	Average Risk	High Risk	Huge Risk
Negative Returns	WMT

Estimated Market Risk

1.02

actual daily

92% of assets are more volatile

Expected Return

0.02

actual daily

Most of other assets have higher returns

Risk-Adjusted Return

0.02

actual daily

99% of assets perform better

Based on monthly moving average Walmart is performing at about 1% 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	0.13 %
	Return On Asset	0.06 %
	Profit Margin	0.0191 %
	Operating Margin	0.0401 %
	Current Valuation	449.33 B
	Shares Outstanding	2.7 B
	Price to Earning	47.07 X
	Price to Book	5.47 X
	Price to Sales	0.65 X
	Revenue	611.29 B
	Gross Profit	147.57 B
	EBITDA	30.48 B
	Net Income	11.29 B
	Cash and Equivalents	8.88 B
	Cash per Share	4.27 X
	Total Debt	39.49 B
	Debt to Equity	0.81 %
	Current Ratio	0.87 X
	Book Value Per Share	28.48 X
	Cash Flow from Operations	29.1 B
	Earnings Per Share	4.31 X
	Market Capitalization	382.24 B
	Total Asset	243.46 B
	Retained Earnings	68.08 B
	Working Capital	(4.38 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 2023
Effect of Exchange Rate Changes on Cash	-73 M	-78.8 M
Return on Investment	16.51	19.80
Return on Average Assets	0.047	0.05
Return on Average Equity	0.15	0.15
Return on Invested Capital	0.11	0.11
Return on Sales	0.032	0.0351

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 39.49 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 48.0% of Walmart outstanding shares are owned by insiders
	Latest headline from cnbc.com: Can Costco maintain its edge over Sams Club

Evaluating Walmart's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Walmart's stock performance include:

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.

It's essential to remember that evaluating Walmart's stock performance is not an exact science, and many factors can impact Walmart's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Check out Your Current Watchlist. For more information on how to buy Walmart Stock please use our How to Invest in Walmart guide. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for analysis

When running Walmart 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 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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	Fundamental Analysis View fundamental data based on most recent published financial statements

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

0.809

Dividend Share

2.24

Earnings Share

4.31

Revenue Per Share

224.409

Quarterly Revenue Growth

0.073

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 Walmart value 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 Performance

Walmart Performance

1 of 100

Structure and Payout Changes

Walmart Relative Risk vs. Return Landscape

Walmart Market Risk Analysis

Sharpe Ratio = 0.0153

Estimated Market Risk

Expected Return

Risk-Adjusted Return

Walmart Fundamentals Growth

About Walmart Performance

Things to note about Walmart performance evaluation

Complementary Tools for analysis

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