Walmart Stock Performance

WMT
 Stock
  

USD 132.22  2.40  1.85%   

The firm maintains a market beta of 0.6521, 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. Even though it is essential to pay attention to Walmart historical price patterns, it is always good to be careful when utilizing equity current price history. Our philosophy towards determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Walmart exposes twenty-seven different technical indicators, which can help you to evaluate its performance. Walmart has an expected return of -0.14%. Please be advised to check out Walmart value at risk, as well as the relationship between the kurtosis and price action indicator to decide if Walmart performance from the past will be repeated at some point in the near future.
  
Walmart Performance
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Over the last 90 days Walmart has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's primary indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0174
Payout Ratio
0.37
Last Split Factor
2:1
Forward Annual Dividend Rate
2.24
Dividend Date
2023-01-03
Ex Dividend Date
2022-08-11
Last Split Date
1999-04-20

Walmart Price Channel

Quick Ratio0.20
Fifty Two Week Low117.27
Target High Price170.00
Fifty Two Week High160.77
Payout Ratio47.84%
Trailing Annual Dividend Yield1.70%
Target Low Price78.00

Walmart Relative Risk vs. Return Landscape

If you would invest  14,757  in Walmart on May 15, 2022 and sell it today you would lose (1,535)  from holding Walmart or give up 10.4% of portfolio value over 90 days. Walmart is generating negative expected returns assuming volatility of 2.4133% on return distribution over 90 days investment horizon. In other words, 20% 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 under-perform the market. In addition to that, the company is 1.91 times more volatile than its market benchmark. It trades about -0.06 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of volatility.

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 = -0.0598

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Negative ReturnsWMT
Estimated Market Risk
 2.41
  actual daily
 
 20 %
of total potential
 
2020
Expected Return
 -0.14
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.06
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 0 %
of total potential
 
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Based on monthly moving average Walmart is performing at about 0% 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 stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 
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.

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. Our 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

Walmart generated a negative expected return over the last 90 days
The company has 68.48 B in debt with debt to equity (D/E) ratio of 0.8, which is OK given its current industry classification. Walmart has a current ratio of 0.84, 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 www.thestreet.com: Stocks Higher, Apple, Rivian, Walmart, And Inflation - Five Things To Know - TheStreet
Check out Your Current Watchlist. Note that the Walmart information on this page should be used as a complementary analysis to other Walmart's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

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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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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
355.9 B
Quarterly Revenue Growth YOY
0.024
Return On Assets
0.0631
Return On Equity
0.16
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.