Walmart Stock Analysis

WMT Stock  USD 59.53  0.27  0.46%   
Walmart is undervalued with Real Value of 68.62 and Target Price of 168.89. The main objective of Walmart stock analysis is to determine its intrinsic value, which is an estimate of what Walmart is worth, separate from its market price. There are two main types of Walmart's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Walmart's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Walmart's stock to identify patterns and trends that may indicate its future price movements.
The Walmart stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Walmart is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Walmart Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Walmart's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Walmart. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
For more information on how to buy Walmart Stock please use our How to Invest in Walmart guide.

Walmart Stock Analysis Notes

About 47.0% of the company outstanding shares are owned by insiders. The company has Price/Earnings To Growth (PEG) ratio of 2.48. Walmart last dividend was issued on the 9th of May 2024. The entity had 3:1 split on the 26th of February 2024. Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company was founded in 1945 and is based in Bentonville, Arkansas. Walmart operates under Discount Stores classification in the United States and is traded on New York Stock Exchange. It employs 2300000 people. For more information please call John Furner at 479 273 4000 or visit https://corporate.walmart.com.

Walmart Quarterly Total Revenue

173.39 Billion

Walmart Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Walmart's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Walmart or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The company has 60.44 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 47.0% of Walmart outstanding shares are owned by insiders
On 1st of April 2024 Walmart paid $ 0.2075 per share dividend to its current shareholders
Latest headline from investorplace.com: 3 Retail Stocks to Buy Now Q2 Edition

Walmart Upcoming and Recent Events

Earnings reports are used by Walmart to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Walmart previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
20th of February 2024
Upcoming Quarterly Report
View
16th of May 2024
Next Financial Report
View
31st of January 2024
Next Fiscal Quarter End
View
20th of February 2024
Next Fiscal Year End
View
31st of October 2023
Last Quarter Report
View
31st of January 2023
Last Financial Announcement
View

Walmart Largest EPS Surprises

Earnings surprises can significantly impact Walmart's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
1998-05-12
1998-04-300.170.190.0211 
1999-08-10
1999-07-310.280.310.0310 
1999-05-11
1999-04-300.220.250.0313 
View All Earnings Estimates

Walmart Thematic Classifications

In addition to having Walmart stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Macroaxis Index Idea
Macroaxis Index
Macroaxis power theme of selected equities with solid fundamentals
Impulse Idea
Impulse
Macroaxis evolving impulse stocks
Robots And Drones Idea
Robots And Drones
Cross-sector firms and funds that develop or invest in technology that can replicate repetitive human actions
Giant Impact Idea
Giant Impact
Public companies with mega capitalization

Walmart Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Walmart is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Walmart backward and forwards among themselves. Walmart's institutional investor refers to the entity that pools money to purchase Walmart's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Northern Trust Corp2023-12-31
14.2 M
State Farm Mutual Automobile Ins Co2023-12-31
13.1 M
Ameriprise Financial Inc2023-12-31
13 M
Legal & General Group Plc2023-12-31
12.3 M
Charles Schwab Investment Management Inc2023-12-31
10.5 M
Bank Of New York Mellon Corp2023-12-31
10.3 M
Fisher Asset Management, Llc2023-12-31
9.5 M
Nuveen Asset Management, Llc2023-12-31
9.3 M
Amvescap Plc.2023-12-31
9.3 M
Vanguard Group Inc2023-12-31
137.5 M
Blackrock Inc2023-12-31
97.3 M
Note, although Walmart's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Walmart Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 479.7 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Walmart's market, we take the total number of its shares issued and multiply it by Walmart's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Walmart Profitablity

Walmart's profitability indicators refer to fundamental financial ratios that showcase Walmart's ability to generate income relative to its revenue or operating costs. If, let's say, Walmart is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Walmart's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Walmart's profitability requires more research than a typical breakdown of Walmart's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.02 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.04 %, which entails that for every 100 dollars of revenue, it generated $0.04 of operating income.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.07  0.1 
Return On Capital Employed 0.17  0.23 
Return On Assets 0.06  0.09 
Return On Equity 0.18  0.23 

Management Efficiency

Walmart has Return on Asset of 0.0681 % which means that on every $100 spent on assets, it made $0.0681 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1864 %, implying that it generated $0.1864 on every 100 dollars invested. Walmart's management efficiency ratios could be used to measure how well Walmart manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.1 in 2024. Return On Capital Employed is likely to gain to 0.23 in 2024. At this time, Walmart's Total Current Liabilities is comparatively stable compared to the past year. Non Current Liabilities Other is likely to gain to about 15.4 B in 2024, whereas Liabilities And Stockholders Equity is likely to drop slightly above 132.1 B in 2024.
Last ReportedProjected for Next Year
Book Value Per Share 10.38  10.90 
Net Current Asset Value 0.00  0.00 
Tangible Asset Value 0.00  0.00 
Tangible Book Value Per Share 7.73  8.12 
Enterprise Value Over EBITDA 12.77  14.31 
Price Book Value Ratio 5.30  5.57 
Enterprise Value Multiple 12.77  14.31 
Price Fair Value 5.30  5.57 
Enterprise Value496.3 B521.2 B
The analysis of Walmart's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Walmart's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Walmart Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0139
Forward Dividend Yield
0.0139
Forward Dividend Rate
0.83
Beta
0.494

Technical Drivers

As of the 20th of April, Walmart maintains the Mean Deviation of 0.6304, market risk adjusted performance of 0.5318, and Downside Deviation of 0.7123. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Walmart, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We have collected data for nineteen technical drivers for Walmart, which can be compared to its peers. Please check out Walmart standard deviation, value at risk, as well as the relationship between the Value At Risk and kurtosis to decide if Walmart is priced fairly, providing market reflects its latest price of 59.53 per share. Given that Walmart has jensen alpha of 0.1327, we strongly advise you to confirm Walmart's prevalent market performance to make sure the company can sustain itself at a future point.

Walmart Price Movement Analysis

Execute Study
The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Walmart middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Walmart. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Walmart Outstanding Bonds

Walmart issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Walmart uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Walmart bonds can be classified according to their maturity, which is the date when Walmart has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Walmart Predictive Daily Indicators

Walmart intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Walmart stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Walmart Corporate Filings

F4
11th of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
2nd of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
1st of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
28th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
27th of March 2024
Other Reports
ViewVerify
10K
15th of March 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
F4
14th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
6th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Walmart Forecast Models

Walmart's time-series forecasting models are one of many Walmart's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Walmart's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Walmart Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Walmart prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Walmart shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Walmart. By using and applying Walmart Stock analysis, traders can create a robust methodology for identifying Walmart entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.03  0.06 
Operating Profit Margin 0.04  0.06 
Net Profit Margin 0.02  0.04 
Gross Profit Margin 0.24  0.19 

Current Walmart Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Walmart analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Walmart analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
168.89Strong Buy41Odds
Walmart current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Walmart analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Walmart stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Walmart, talking to its executives and customers, or listening to Walmart conference calls.
Walmart Analyst Advice Details

Walmart Stock Analysis Indicators

Walmart stock analysis indicators help investors evaluate how Walmart stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Walmart shares will generate the highest return on investment. By understating and applying Walmart stock analysis, traders can identify Walmart position entry and exit signals to maximize returns.
Begin Period Cash Flow8.6 B
Long Term Debt36.1 B
Common Stock Shares Outstanding1.6 B
Total Stockholder Equity83.9 B
Tax Provision5.6 B
Quarterly Earnings Growth Y O Y-0.124
Property Plant And Equipment Net130.3 B
Cash And Short Term Investments9.9 B
Cash9.9 B
Accounts Payable56.8 B
Net Debt50.6 B
50 Day M A59.4883
Total Current Liabilities92.4 B
Other Operating Expenses621.1 B
Non Current Assets Total175.5 B
Forward Price Earnings25.5754
Non Currrent Assets Other17.1 B
Stock Based Compensation-20 B
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:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Walmart. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
For more information on how to buy Walmart Stock please use our How to Invest in Walmart guide.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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.
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Money Managers
Screen money managers from public funds and ETFs managed around the world
Commodity Directory
Find actively traded commodities issued by global exchanges
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Transaction History
View history of all your transactions and understand their impact on performance
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.