WMT:NYE-Wal-Mart Stores Inc. (USD)

EQUITY | Discount Stores | New York Stock Exchange

Last Closing

USD 67.71

Change

-0.17 (-0.25)%

Market Cap

USD 218.17B

Volume

9.41M

Analyst Target

USD 146.09
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Wal-Mart Stores Inc operates retail stores in various formats under various banners. Its operations comprise of three reportable business segments, Walmart U.S., Walmart International and Sam's Club in three categories retail, wholesale and others.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-28 )

Largest Industry Peers for Discount Stores

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DG Dollar General Corporation

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BJ BJs Wholesale Club Holdings In..

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TBBB BBB Foods Inc.

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USD 3.44B
BIG Big Lots Inc

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USD 0.01B
TGT Target Corporation

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ETFs Containing WMT

XSCS:LSE Xtrackers MSCI USA Consum.. 12.18 % 0.00 %

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USD 0.35B
XUCS:LSE Xtrackers MSCI USA Consum.. 12.18 % 0.00 %

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USD 0.35B
2B7D:XETRA iShares S&P 500 Consumer .. 12.08 % 0.00 %

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USD 0.33B
XUCS:F Xtrackers (IE) Public Lim.. 11.82 % 0.00 %

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USD 0.09B
XUCS:XETRA Xtrackers MSCI USA Consum.. 11.82 % 0.00 %

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USD 0.09B
XUCS:SW Xtrackers MSCI USA Consum.. 11.82 % 0.00 %

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USD 0.35B
IUCS:LSE iShares S&P 500 Consumer .. 11.76 % 0.00 %

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USD 0.54B
2B7D:F iShares S&P 500 Consumer .. 11.68 % 0.00 %

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ZPDS:F SPDR S&P U.S. Consumer St.. 11.55 % 0.00 %

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USD 0.20B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 11.55 % 0.00 %

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USD 0.20B
SXLP:SW SPDR S&P U.S. Consumer St.. 11.55 % 0.00 %

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IUCS:SW iShares S&P 500 Consumer .. 11.52 % 0.00 %

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USD 0.52B
FSTA Fidelity® MSCI Consumer .. 10.85 % 0.08 %

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USD 1.20B
COSW:PA Amundi S&P Global Consume.. 8.74 % 0.00 %

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USD 0.17B
WELM:XETRA Amundi S&P Global Consume.. 8.23 % 0.00 %

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WELW:XETRA Amundi S&P Global Consume.. 8.23 % 0.00 %

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XDWS:F Xtrackers MSCI World Cons.. 7.56 % 0.00 %

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USD 0.73B
XDWS:XETRA Xtrackers MSCI World Cons.. 7.56 % 0.00 %

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USD 0.73B
XDWS:SW Xtrackers MSCI World Cons.. 7.56 % 0.00 %

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USD 1.10B
XWCS:LSE Xtrackers MSCI World Cons.. 7.56 % 0.00 %

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USD 1.10B
WCOS:SW SPDR® MSCI World Consume.. 7.55 % 0.00 %

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USD 0.10B
PJFV PGIM ETF Trust - PGIM Jen.. 6.25 % 0.00 %

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AHOY Tidal ETF Trust 5.72 % 0.00 %

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USD 3.19M
CUDV:CA CI U.S. Minimum Downside .. 5.67 % 0.00 %

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CAD 8.27M
UGE ProShares Ultra Consumer .. 5.62 % 0.95 %

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USD 0.01B
HBF-U:CA Harvest Brand Leaders Plu.. 5.22 % 0.00 %

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HBF-B:CA Harvest Brand Leaders Plu.. 5.22 % 0.00 %

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NXTI 4.79 % 0.00 %

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LJIM 4.55 % 0.00 %

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KXI iShares Global Consumer S.. 4.50 % 0.46 %

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USD 0.75B
TGLR 4.29 % 0.00 %

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IUAE:CA Invesco S&P US Dividend A.. 4.10 % 0.00 %

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CAD 1.18M
PVAL Putnam Focused Large Cap .. 4.04 % 0.29 %

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USD 1.16B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 3.84 % 0.00 %

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USD 0.04B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 3.81 % 0.00 %

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USD 0.04B
PQVM:PA Invesco S&P 500 QVM UCITS.. 3.73 % 0.00 %

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USD 0.04B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 3.73 % 0.00 %

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USD 0.02B
USMV:LSE Ossiam US Minimum Varianc.. 3.72 % 0.00 %

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USD 0.01B
MVUS:PA 3.72 % 0.00 %

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SPMV:PA 3.72 % 0.00 %

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OSX2:XETRA Ossiam US Minimum Varianc.. 3.72 % 0.00 %

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USD 0.12B
DISC:CA BMO Global Consumer Discr.. 3.63 % 0.41 %

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CAD 0.02B
BTHM BlackRock ETF Trust - Bla.. 3.63 % 0.00 %

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USD 7.85M
CCOR Core Alternative ETF 3.23 % 1.23 %

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USD 0.13B
ETLH:XETRA L&G Ecommerce Logistics U.. 3.02 % 0.00 %

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USD 0.20B
RSPS Invesco S&P 500 Equal Wei.. 2.90 % 0.00 %

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USD 0.46B
PLDR Putnam Sustainable Leader.. 2.84 % 0.00 %

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USD 0.61B
UFSD:LSE iShares Edge MSCI USA Mul.. 2.83 % 0.00 %

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USD 1.91M
PFM Invesco Dividend Achiever.. 2.79 % 0.54 %

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USD 0.72B
ECOM:SW L&G Ecommerce Logistics U.. 2.79 % 0.00 %

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CAPE Barclays ETN+ Shiller Cap.. 2.73 % 0.00 %

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USD 0.18B
DCPE 2.73 % 0.00 %

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IBCY:XETRA iShares Edge MSCI USA Mul.. 2.72 % 0.00 %

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USD 0.07B
IFSU:SW iShares Edge MSCI USA Mul.. 2.72 % 0.00 %

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USD 0.08B
NTZG Nuveen Global Net Zero Tr.. 2.58 % 0.00 %

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USD 6.67M
DMFC:SW iShares Edge MSCI World M.. 2.52 % 0.00 %

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IBCZ:XETRA iShares Edge MSCI World M.. 2.51 % 0.00 %

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USD 0.40B
IS07:XETRA iShares Edge MSCI World M.. 2.51 % 0.00 %

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USD 0.01B
IFSW:SW iShares Edge MSCI World M.. 2.51 % 0.00 %

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USD 0.57B
RFFC RiverFront Dynamic US Fle.. 2.37 % 0.52 %

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USD 0.02B
CAPS:LSE First Trust Capital Stren.. 2.26 % 0.00 %

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EMOT First Trust Exchange-Trad.. 2.22 % 0.00 %

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MPAY Akros Monthly Payout ETF 2.21 % 0.00 %

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USD 3.08M
BMVP Invesco Bloomberg MVP Mul.. 2.18 % 0.00 %

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SNPV 2.16 % 0.00 %

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XWEB:XETRA Xtrackers MSCI World Mini.. 2.13 % 0.00 %

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USD 0.02B
UDEF:CA Manulife Smart U.S. Defen.. 2.13 % 0.00 %

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CAD 1.27M
FTCS First Trust Capital Stren.. 2.12 % 0.60 %

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USD 9.00B
IWX iShares Russell Top 200 V.. 2.12 % 0.20 %

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USD 3.18B
VALQ American Century STOXX U... 2.10 % 0.29 %

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USD 0.24B
VUSE Vident Core U.S. Equity F.. 2.10 % 0.51 %

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USD 0.58B
IUSA 1.94 % 0.00 %

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GENY:LSE Amundi MSCI Millennials E.. 1.92 % 0.00 %

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USD 0.14B
GENY:XETRA Amundi MSCI Millennials E.. 1.87 % 0.00 %

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USD 0.11B
MILL:PA Lyxor Index Fund - Lyxor .. 1.87 % 0.00 %

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MILL:SW Amundi MSCI Millennials E.. 1.87 % 0.00 %

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USD 0.14B
VLU SPDR® S&P 1500 Value Til.. 1.78 % 0.13 %

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USD 0.39B
FELV Fidelity Covington Trust 1.76 % 0.00 %

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USD 2.00B
QRFT QRAFT AI-Enhanced U.S. La.. 1.74 % 0.00 %

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USD 0.01B
MFUS PIMCO RAFI Dynamic Multi-.. 1.68 % 0.29 %

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USD 0.18B
AVLV American Century ETF Trus.. 1.64 % 0.00 %

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USD 4.46B
USMV 1.59 % 0.15 %

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XMU-U:CA iShares MSCI Min Vol USA .. 1.59 % 0.00 %

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VOOV Vanguard S&P 500 Value In.. 1.58 % 0.15 %

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USD 5.21B
IUSV iShares Core S&P U.S. Val.. 1.57 % 0.04 %

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USD 19.21B
XWBS:LSE Xtrackers MSCI World Mini.. 1.53 % 0.00 %

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USD 0.02B
WMVG:LSE iShares Edge MSCI World M.. 1.51 % 0.00 %

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USD 0.06B
IQQ0:XETRA iShares Edge MSCI World M.. 1.49 % 0.00 %

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USD 3.63B
SXR0:F iShares VI Public Limited.. 1.47 % 0.00 %

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SXR0:XETRA iShares Edge MSCI World M.. 1.47 % 0.00 %

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USD 0.09B
UEEH:XETRA iShares Edge MSCI World M.. 1.47 % 0.00 %

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USD 0.03B
MVOL:SW iShares Edge MSCI World M.. 1.47 % 0.00 %

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USD 3.08B
MVSH:SW iShares Edge MSCI World M.. 1.47 % 0.00 %

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USD 0.04B
XDEB:F db x-trackers MSCI World .. 1.46 % 0.00 %

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USD 0.45B
XDEB:XETRA db x-trackers MSCI World .. 1.46 % 0.00 %

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USD 0.42B
XDEB:SW Xtrackers MSCI World Mini.. 1.46 % 0.00 %

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FNDX Schwab Fundamental U.S. L.. 1.44 % 0.25 %

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USD 17.02B
HEWA:LSE 1.41 % 0.00 %

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H41I:F 1.41 % 0.00 %

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H41I:XETRA 1.41 % 0.00 %

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GSLC:LSE Goldman Sachs ActiveBeta .. 1.36 % 0.00 %

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USD 0.15B
VRVIX Vanguard Russell 1000 Val.. 1.35 % 0.00 %

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USD 9.85B
VONV Vanguard Russell 1000 Val.. 1.35 % 0.12 %

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USD 9.42B
GVUS Goldman Sachs ETF Trust 1.34 % 0.00 %

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USD 0.39B
FNDB Schwab Fundamental U.S. B.. 1.32 % 0.25 %

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USD 0.85B
SPLW:LSE Invesco S&P 500 Low Volat.. 1.29 % 0.00 %

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LGLV SPDR® SSGA US Large Cap .. 1.29 % 0.12 %

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USD 0.83B
ALTL Pacer Lunt Large Cap Alte.. 1.15 % 0.00 %

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USD 0.23B
SPLV Invesco S&P 500® Low Vol.. 1.15 % 0.25 %

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USD 7.54B
FLXU:SW Franklin U.S. Equity UCIT.. 1.14 % 0.00 %

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PRUS:LSE Invesco Markets III plc -.. 1.14 % 0.00 %

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USD 0.48B
PSRF:LSE Invesco Markets III plc -.. 1.14 % 0.00 %

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USD 0.47B
FLXU:LSE Franklin LibertyQ U.S. Eq.. 1.14 % 0.00 %

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USD 0.09B
FRUE:LSE Franklin LibertyQ U.S. Eq.. 1.14 % 0.00 %

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USD 0.09B
PFT:PA Invesco FTSE RAFI US 1000.. 1.10 % 0.00 %

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USD 0.48B
6PSA:F Invesco Markets III plc -.. 1.10 % 0.00 %

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USD 0.50B
6PSA:XETRA Invesco Markets III plc -.. 1.10 % 0.00 %

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USD 0.50B
PFT:SW Invesco FTSE RAFI US 1000.. 1.10 % 0.00 %

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USD 0.48B
WVOL:AU iShares Edge MSCI World M.. 1.09 % 0.00 %

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USD 0.30B
WOEE:LSE iShares World Equity Enha.. 1.06 % 0.00 %

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USD 0.01B
SSPY Exchange Listed Funds Tru.. 0.88 % 0.00 %

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USD 0.10B
FLSP Franklin Liberty Systemat.. 0.73 % 0.00 %

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USD 0.21B
PAPI Morgan Stanley ETF Trust 0.68 % 0.00 %

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USD 0.04B
SMRT:PA 0.60 % 0.00 %

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SM8T:XETRA Amundi Index Solutions - .. 0.60 % 0.00 %

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USD 0.04B
SMRU:PA Amundi Index Solutions - .. 0.60 % 0.00 %

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USD 3.55M
PSRW:PA Invesco FTSE RAFI All Wor.. 0.56 % 0.00 %

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USD 0.07B
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.56 % 0.00 %

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USD 0.06B
PSRW:SW Invesco FTSE RAFI All Wor.. 0.56 % 0.00 %

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USD 0.07B
UKCO:LSE SSgA SPDR Barclays Cap St.. 0.50 % 0.00 %

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USD 0.40B
SYBS:F SSgA SPDR ETFs Europe I P.. 0.38 % 0.00 %

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USD 0.43B
SYBS:XETRA SSgA SPDR Barclays Cap St.. 0.38 % 0.00 %

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USD 0.43B
ACWV 0.00 % 0.20 %

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DEF 0.00 % 0.59 %

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IBDD 0.00 % 0.10 %

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IBDO 0.00 % 0.10 %

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IVE iShares S&P 500 Value ETF 0.00 % 0.18 %

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IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

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IYC iShares US Consumer Discr.. 0.00 % 0.42 %

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JHMS 0.00 % 0.47 %

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JPGE 0.00 % 0.38 %

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OVLC 0.00 % 0.30 %

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PHE.B:CA 0.00 % 0.97 %

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PMR 0.00 % 0.63 %

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PRID 0.00 % 0.65 %

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VSMV VictoryShares US Multi-Fa.. 0.00 % 0.35 %

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USD 0.13B
QARP DBX ETF Trust - Xtrackers.. 0.00 % 0.19 %

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USD 0.07B
SZNE Pacer CFRA-Stovall Equal .. 0.00 % 0.60 %

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USD 0.04B
AUSF Global X Adaptive U.S. Fa.. 0.00 % 0.27 %

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USD 0.31B
DVOL First Trust Dorsey Wright.. 0.00 % 0.60 %

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USD 0.05B
IBDT iShares iBonds Dec 2028 T.. 0.00 % 0.10 %

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USD 2.22B
RWDC 0.00 % 0.00 %

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FCUL:CA 0.00 % 0.00 %

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RYZZ 0.00 % 0.00 %

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RWU-B:CA 0.00 % 0.00 %

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ROUS Hartford Multifactor US E.. 0.00 % 0.21 %

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RTH VanEck Retail ETF 0.00 % 0.35 %

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RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

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RWU:CA 0.00 % 0.67 %

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SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

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SCHV Schwab U.S. Large-Cap Val.. 0.00 % 0.04 %

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USD 11.82B
SCIU 0.00 % 0.19 %

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SPYV SPDR® Portfolio S&P 500 .. 0.00 % 0.06 %

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USMR 0.00 % 0.30 %

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VYM Vanguard High Dividend Yi.. 0.00 % 0.06 %

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XFA:CA 0.00 % 0.51 %

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XFS:CA 0.00 % 0.51 %

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XMU:CA iShares MSCI Min Vol USA .. 0.00 % 0.33 %

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CAD 0.31B
DFU:CA 0.00 % 0.59 %

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FSUS:LSE iShares Edge MSCI USA Mul.. 0.00 % 0.00 %

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FSWD:LSE iShares Edge MSCI World M.. 0.00 % 0.00 %

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IFSU:LSE iShares Edge MSCI USA Mul.. 0.00 % 0.00 %

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IFSW:LSE iShares Edge MSCI World M.. 0.00 % 0.00 %

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MINV:LSE iShares VI Public Limited.. 0.00 % 0.00 %

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MVOL:LSE iShares Edge MSCI World M.. 0.00 % 0.00 %

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SMRU:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

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ECOG:LSE Legal & General UCITS ETF.. 0.00 % 0.00 %

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ECOM:LSE L&G Ecommerce Logistics U.. 0.00 % 0.00 %

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LOWV:LSE SPDR® S&P 500 Low Volati.. 0.00 % 0.00 %

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VMVL:LSE 0.00 % 0.00 %

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WCOS:LSE SPDR® MSCI World Consume.. 0.00 % 0.00 %

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XDWS:LSE Xtrackers MSCI World Cons.. 0.00 % 0.00 %

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XDEB:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

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ETLH:F Legal & General UCITS ETF.. 0.00 % 0.00 %

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FLXU:F Franklin LibertyShares IC.. 0.00 % 0.00 %

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IBCY:F iShares IV Public Limited.. 0.00 % 0.00 %

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IBCZ:F iShares IV Public Limited.. 0.00 % 0.00 %

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IQQ0:F iShares Edge MSCI World M.. 0.00 % 0.00 %

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IS07:F iShares IV Public Limited.. 0.00 % 0.00 %

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QVMP:F PowerShares Global Funds .. 0.00 % 0.00 %

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SM8T:F Amundi Index Solutions - .. 0.00 % 0.00 %

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SPY1:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

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VMVL:XETRA 0.00 % 0.00 %

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IXI:AU iShares Global Consumer S.. 0.00 % 0.00 %

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USD 0.14B
GBLO 0.00 % 0.00 %

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XFS-U:CA 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Discount Stores) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 28.85% 86% B+ 94% A
Dividend Return 0.79% 20% F 22% F
Total Return 29.64% 86% B+ 94% A
Trailing 12 Months  
Capital Gain 29.23% 86% B+ 88% B+
Dividend Return 1.52% 40% F 22% F
Total Return 30.75% 86% B+ 87% B+
Trailing 5 Years  
Capital Gain 83.84% 83% B 84% B
Dividend Return 10.12% 40% F 40% F
Total Return 93.97% 83% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 10.15% 43% F 71% C-
Dividend Return 11.79% 43% F 70% C-
Total Return 1.64% 33% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 12.21% 100% F 70% C-
Risk Adjusted Return 96.57% 86% B+ 97% N/A
Market Capitalization 218.17B 100% F 100% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Discount Stores) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 442.20 14% 24%
Price/Book Ratio 5.68 71% 15%
Price / Cash Flow Ratio 15.18 29% 24%
Price/Free Cash Flow Ratio 14.50 29% 26%
Management Effectiveness  
Return on Equity 23.46% 43% 87%
Return on Invested Capital 17.85% 50% 84%
Return on Assets 6.92% 57% 83%
Debt to Equity Ratio 43.09% 67% 65%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
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.

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.

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.

Superior Dividend Growth

This stock has shown top quartile dividend 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:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector