Walmart Inc. WMT
Consumer Defensive · Discount Stores · United States · S&P 500
Based on the available data, Walmart Inc. gets an algorithmic score of 30/100. It trades at 106.80 $, with a bearish technical trend (RSI 46.0) and 26.2% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (22.3%): generates strong profit on equity.
- Low beta (0.20): defensive profile.
- Meaningful dividend (93.00%).
Weaknesses
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Fundamentals
| P/E | 38.56 |
| Forward P/E | 33.07 |
| PEG | 4.22 |
| P/B | 9.01 |
| EV/EBITDA | 20.82 |
| P/S | 1.15 |
| ROE % | 22.31 |
| ROA % | 6.41 |
| Gross margin % | 24.84 |
| Operating margin % | 3.45 |
| Net margin % | 3.00 |
| Revenue growth % (y/y) | 5.90 |
| Earnings growth % (y/y) | -9.10 |
| Revenue CAGR % | 5.27 |
| Earnings CAGR % | 23.30 |
| Debt/Equity % | 71.65 |
| Current ratio | 0.77 |
| FCF yield % | 1.76 |
| Dividend yield % | 93.00 |
| Payout % | 34.96 |
Returns
| 1 month | +3.6 % |
| 3 months | -5.5 % |
| 6 months | -13.2 % |
| YTD | -4.7 % |
| 1 year | +4.4 % |
| 3 years | +103.7 % |
| 5 years | +138.5 % |
Risk
| 1-year volatility | 26.2 % |
| Beta | 0.20 |
| 5-year max drawdown | -25.7 % |
| Sharpe 1A | 0.14 |
Macroeconomic context
Defensive sector: stable demand in recessions. Sensitive to agricultural commodity costs and input inflation; competes with bonds for its dividend. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.