Walmart (WMT) is a consumer staples merchandise retail company in the Consumer Staples sector. Listed on the NASDAQ, Walmart is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $120.59.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $120.59 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 22.62% |
| Risk / Std Dev (Annualized) | 21.70% |
| Sharpe Ratio (rf=4.5%) | 0.84 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Consumer Staples Merchandise Retail
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 22.62% with an annualized volatility of 21.70%. The Sharpe ratio of 0.84 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 959.66B |
| Enterprise Value | 1031.13B |
| Trailing P/E | 42.31 |
| Forward P/E | 36.68 |
| Price to Book | 9.65 |
| Price to Sales | 1.32 |
| EV/Revenue | 1.42 |
| EV/EBITDA | 23.0 |
| Profitability | | | Profit Margin | 3.14% | | Operating Margin | 4.22% | | ROE | 24.13% | | ROA | 6.83% |
| Growth | | | Revenue Growth | 7.3% | | Earnings Growth | 19.4% |
| Dividend | | | Dividend Yield | 82.0% | | Payout Ratio | 33.54% | | 5Y Avg Yield | 126.0% |
| Financial Health | | | Total Revenue | 725.3B | | Total Debt | 75.55B | | Total Cash | 10.73B | | Free Cash Flow | 6.86B | | Operating Cash Flow | 40.89B |
| Price & Technical | | | 52W High | $135.16$ | | 52W Low | $93.43$ | | 50-Day Avg | $125.81$ | | 200-Day Avg | $115.65$ | | Beta | 0.6 | | Shares Outstanding | 7.96B | | Float Shares | 4.37B | | Insider Holdings | 44.95% | | Institutional Holdings | 38.09% | | Short Ratio | 3.79 | | Short % of Float | 1.8% |
| Analyst Targets | | | Target High | $155.0$ | | Target Low | $70.0$ | | Target Mean | $137.93$ | | Target Median | $140.0$ | | # of Analysts | 42 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.