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WMT$114.60-1.27%
Fair $114.60+0.0%

WMT

Walmart Inc.

Consumer Defensive / Discount StoresNasdaqGS

$114.60

-1.46 (-1.27%)

Fairly Valued+0.0%Fair Value $114.60Fund rank 36/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 21% · confianza 25%

FCF escenarios

weak_data · normalized FCF $14.9B · quality 79.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · WMTLocal privado en este navegador · Walmart Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$912.0B

P/E

39.8x

↑

EV/EBITDA

20.7x

↑

ROE

22.0%

↑

Gross Margin

24.9%

↓

Debt/Equity

0.67

↑
52-Week Range$115
$93$135

TradingView lightweight chart

WMT price, volumen y niveles de valoración

Último $113.14Periodo +408.0%
Fair value: $114.60

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2026 · 18 años de histórico normalizado

Revenue CAGR

+3.7%

FCF CAGR

+5.5%

FCF margin

2.1%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $713.16B · net income $21.89B · FCF $14.92B

2008-FY → 2026-FY

Gross margin

24.9%— pts

Operating margin

4.2%-1.7% pts

Net margin

3.1%-0.3% pts

FCF margin

2.1%+0.6% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$713.16B$713.16B$680.99B$648.13B$611.29B$567.76B$555.23B$519.93B$510.33B$495.76B$481.32B$478.61B$482.23B$473.08B$465.60B$443.42B$418.95B$405.13B$401.09B$373.82B
Net Income$21.89B$21.89B$19.44B$15.51B$11.68B$13.67B$13.51B$14.88B$6.67B$9.86B$13.64B$14.69B$16.36B$16.02B$17.00B$15.70B$16.39B$14.37B$13.38B$12.73B
EBITDA$46.47B$46.47B$42.01B$36.38B$30.09B$36.60B$33.70B$31.55B$32.63B$30.97B$32.84B$33.56B$36.32B$35.74B$36.20B$34.62B$33.18B$31.16B$29.51B$28.27B
EPS2.732.732.411.911.421.621.581.730.751.091.461.521.681.631.671.511.491.241.131.04
Gross Margin24.9%24.9%24.9%24.4%24.1%———————————————
Operating Margin4.2%4.2%4.3%4.2%3.3%4.6%4.1%4.0%4.3%4.1%4.7%5.0%5.6%5.7%6.0%6.0%6.1%5.9%5.7%5.9%
Net Margin3.1%3.1%2.9%2.4%1.9%2.4%2.4%2.9%1.3%2.0%2.8%3.1%3.4%3.4%3.7%3.5%3.9%3.5%3.3%3.4%
Balance Sheet
Debt/Equity0.670.670.660.730.770.420.510.590.600.390.460.470.500.550.500.620.590.470.48—
Current Ratio0.770.77——————————————————
Cash Flow
Free Cash Flow$14.92B$14.92B$12.66B$15.12B$11.98B$11.07B$25.81B$14.55B$17.41B$18.29B$21.05B$16.07B$16.39B$10.14B$12.69B$10.74B$10.94B$14.06B$11.65B$5.71B
Returns
ROE22.0%22.0%21.4%18.5%15.2%16.4%16.7%19.9%9.2%12.7%17.5%18.2%20.1%21.0%22.3%22.0%23.9%20.4%20.5%—
Valuation
P/E39.8339.8341.9729.4933.19———————————————
EV/EBITDA20.7420.7420.6713.9914.55———————————————
P/B9.119.118.985.465.05———————————————
Growth & Yield
Revenue Growth4.7%4.7%5.1%6.0%—2.3%6.8%1.9%2.9%3.0%0.6%-0.7%1.9%1.6%5.0%5.8%3.4%1.0%7.3%—
EPS Growth13.3%13.3%26.0%34.4%—2.3%-8.5%129.6%-31.1%-25.1%-4.2%-9.5%3.5%-2.8%11.1%1.1%20.5%9.4%8.3%—
Dividend Yield0.9%0.9%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

55.0%

muy exigente

EPS terminal req.

$10.17

Spread vs growth

-41.7%

5Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$12.30

Spread vs growth

-21.9%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$19.82

Spread vs growth

-8.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +14.3%

Total return

+14.3%

Start / end P/E

41.4x → 41.4x

EPS bridge

2.41 → 2.73

Residual

+0.0%

EPS growth+13.3%
Multiple rerating+0.1%
Dividend+0.9%
Residual / FX / buybacks / cross-term+0.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.