Company context

Walmart Inc.

NASDAQ:WMT

Specialty Stores · benchmarked against Retail Trade inside the XLP constituent company universe.

Active tabPeers

Current readMixed

Last close109.69

1M return-0.86%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5101 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NASDAQ:WMT 1W -4.57%, 1M -0.86%, 3M -18.26%, 6M -14.17%, 1Y +12.11%, 3Y +107.34%; NASDAQ:COST 1W -1.62%, 1M -2.11%, 3M -14.99%, 6M -7.60%, 1Y -0.91%, 3Y +73.49%; NYSE:TGT 1W -0.48%, 1M +10.66%, 3M +9.67%, 6M +16.21%, 1Y +50.95%, 3Y +13.05%; NASDAQ:CASY 1W +4.69%, 1M +7.27%, 3M +1.61%, 6M +26.61%, 1Y +73.87%, 3Y +254.82%; NYSE:KR 1W +0.02%, 1M +0.64%, 3M -16.97%, 6M -13.78%, 1Y -14.60%, 3Y +25.71%; NYSE:DG 1W -2.88%, 1M +6.22%, 3M +19.35%, 6M -18.54%, 1Y +11.81%, 3Y -21.12%; NASDAQ:DLTR 1W -2.21%, 1M +3.42%, 3M +38.63%, 6M +6.58%, 1Y +12.81%, 3Y +0.84%; NASDAQ:MDLZ 1W -1.71%, 1M +2.03%, 3M -1.50%, 6M +2.86%, 1Y -2.30%, 3Y -15.63%; NYSE:ADM 1W +5.28%, 1M +12.13%, 3M +10.06%, 6M +29.99%, 1Y +40.82%, 3Y +8.05%; NYSE:PG 1W -2.24%, 1M -0.81%, 3M +4.01%, 6M -7.28%, 1Y -5.69%, 3Y -3.54%; NYSE:BG 1W +6.97%, 1M +11.10%, 3M -0.92%, 6M +4.58%, 1Y +50.56%, 3Y +6.73%

Company1W1M3M

6M

1Y

3Y

NASDAQ:WMT-4.57%-0.86%-18.26%-14.17%+12.11%+107.34%

NASDAQ:COST-1.62%-2.11%-14.99%-7.60%-0.91%+73.49%

NYSE:TGT-0.48%+10.66%+9.67%+16.21%+50.95%+13.05%

NASDAQ:CASY+4.69%+7.27%+1.61%+26.61%+73.87%+254.82%

NYSE:KR+0.02%+0.64%-16.97%-13.78%-14.60%+25.71%

NYSE:DG-2.88%+6.22%+19.35%-18.54%+11.81%-21.12%

NASDAQ:DLTR-2.21%+3.42%+38.63%+6.58%+12.81%+0.84%

NASDAQ:MDLZ-1.71%+2.03%-1.50%+2.86%-2.30%-15.63%

NYSE:ADM+5.28%+12.13%+10.06%+29.99%+40.82%+8.05%

NYSE:PG-2.24%-0.81%+4.01%-7.28%-5.69%-3.54%

NYSE:BG+6.97%+11.10%-0.92%+4.58%+50.56%+6.73%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:CASY+73.87% 1Y · +254.82% 3Y

NYSE:TGT+50.95% 1Y · +13.05% 3Y

NYSE:BG+50.56% 1Y · +6.73% 3Y

NYSE:ADM+40.82% 1Y · +8.05% 3Y

Risk and quality spread

NYSE:PGGM +50.88% · ROE +31.12%

NASDAQ:DLTRGM +36.71% · ROE +33.98%

NASDAQ:WMTGM +24.98% · ROE +25.53%

NYSE:TGTGM +25.65% · ROE +22.02%

Valuation screen

NYSE:DGP/E 17.42 · FCF yield +8.10%

NYSE:TGTP/E 18.27 · FCF yield +4.82%

NASDAQ:DLTRP/E 19.65 · FCF yield +6.45%

NYSE:PGP/E 21.66 · FCF yield +4.36%

Valuation versus growth

P/E against 1Y return

NASDAQ:WMT P/E 38.89 1Y +12.11%, NASDAQ:COST P/E 46.74 1Y -0.91%, NYSE:TGT P/E 18.27 1Y +50.95%, NASDAQ:CASY P/E 44.78 1Y +73.87%, NYSE:KR P/E 33.79 1Y -14.60%, NYSE:DG P/E 17.42 1Y +11.81%, NASDAQ:DLTR P/E 19.65 1Y +12.81%, NASDAQ:MDLZ P/E 29.68 1Y -2.30%, NYSE:ADM P/E 38.59 1Y +40.82%, NYSE:PG P/E 21.66 1Y -5.69%, NYSE:BG P/E 28.29 1Y +50.56%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NASDAQ:WMTWalmart Inc.

38.8943rd pctile1.2457th pctile+1.43%14th pctile+24.98%57th pctile+25.53%71st pctile0.7971st pctile

NASDAQ:COSTCostco Wholesale Corporation

46.740th pctile1.4229th pctile+2.14%14th pctile+12.88%0th pctile+29.15%86th pctile0.25100th pctile

NYSE:TGTTarget Corporation

18.2786th pctile0.6086th pctile+4.82%57th pctile+25.65%57th pctile+22.02%57th pctile1.1743rd pctile

NASDAQ:CASYCaseys General Stores, Inc.

44.7814th pctile1.8314th pctile+2.27%29th pctile+22.04%29th pctile+19.15%43rd pctile0.7486th pctile

NYSE:KRKroger Company (The)

33.7943rd pctile0.24100th pctile+8.13%100th pctile+20.98%14th pctile+13.49%14th pctile3.740th pctile

NYSE:DGDollar General Corporation

17.42100th pctile0.6471st pctile+8.10%86th pctile+28.36%71st pctile+18.91%29th pctile1.7929th pctile

NASDAQ:DLTRDollar Tree, Inc.

19.6571st pctile1.2643rd pctile+6.45%71st pctile+36.71%100th pctile+33.98%100th pctile2.1714th pctile

NASDAQ:MDLZMondelez International, Inc.

29.6857th pctile1.970th pctile+3.35%43rd pctile+31.19%86th pctile+10.13%0th pctile0.8457th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.