Walmart Stock Performance

WMT
 Stock
  

USD 153.33  0.26  0.17%   

On a scale of 0 to 100, Walmart holds a performance score of 12. The firm maintains a market beta of 0.6918, 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 0.24% will be sustainable into the future. Please utilizes Walmart value at risk, as well as the relationship between the kurtosis and market facilitation index to make a quick decision on whether Walmart historical returns will revert.
  
Walmart Performance
12 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Walmart are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak primary indicators, Walmart unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0146
Payout Ratio
0.3
Last Split Factor
2:1
Forward Annual Dividend Rate
2.24
Dividend Date
2023-01-03
Ex Dividend Date
2022-12-08

Walmart Price Channel

Quick Ratio0.19
Fifty Two Week Low117.27
Target High Price175.00
Fifty Two Week High160.77
Payout Ratio68.62%
Trailing Annual Dividend Yield1.48%
Target Low Price133.00

Walmart Relative Risk vs. Return Landscape

If you would invest  13,248  in Walmart on August 30, 2022 and sell it today you would earn a total of  2,059  from holding Walmart or generate 15.54% return on investment over 90 days. Walmart is generating 0.2403% of daily returns assuming volatility of 1.488% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Walmart, and above 96% 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 1.09 times more return on investment than the market. However, the company is 1.09 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 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 = 0.1615

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Estimated Market Risk
 1.49
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 0.24
  actual daily
 
 4 %
of total potential
 
44
Risk-Adjusted Return
 0.16
  actual daily
 
 12 %
of total potential
 
1212
Based on monthly moving average Walmart is performing at about 12% 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.

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 ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-1.2 B-1.2 B
Return on Investment 20.28  21.90 
Return on Average Assets 5.50  6.93 
Return on Average Equity 16.66  19.59 
Return on Invested Capital 0.17  0.19 
Return on Sales 0.06  0.06 

Things to note about Walmart

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.

Walmart Alerts

Equity Alerts and Improvement Suggestions

The company has 65.38 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.
Walmart has a strong financial position based on the latest SEC filings
About 48.0% of Walmart outstanding shares are owned by insiders
Latest headline from news.google.com: Walmart Inc. EVP Sells 665350.00 in Stock - MarketBeat
Check out Your Current Watchlist. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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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 YOY
0.24
Market Capitalization
415.5 B
Quarterly Revenue Growth YOY
0.087
Return On Assets
0.0527
Return On Equity
0.11
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.