WMT
Research Snapshot
Static fundamentals, valuation context, and investor signals for Walmart Inc. (WMT).
CONSUMER DEFENSIVE
DISCOUNT STORES
DCF ready
Valuation
N/A
EV/FCF, N/A FCF yield
Quality
15.9%
ROIC, 2.1% FCF margin
Growth
4.9%
5Y sales (revenue) CAGR
Balance sheet
0.4x
Debt/equity, 0.8x current ratio
Superinvestors
6
Top: Bill & Melinda Gates Foundation Trust (3.3%)
Strengths to research
- Return on equity is strong at 22.0%.
- Debt/equity looks manageable at 0.4x.
- 6 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Current ratio is below 1 at 0.8x.
- Valuation multiples are limited or unavailable.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for WMT.
Grade C
55
/ 100
Financial Charts
No financial data available for WMT (annual).
6 superinvestors own WMT
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill & Melinda Gates Foundation Trust Bill & Melinda Gates Foundation Trust | 8,390,477 | $1.0B | 3.29% | 0.0% |
| Dodge & Cox Dodge & Cox | 174,310 | $22M | 0.01% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 15,700 | $2M | 0.02% | 0.0% |
| Thomas Russo Gardner Russo & Quinn | 9,740 | $1M | 0.01% | 0.0% |
| David Katz Matrix Asset Advisors | 3,191 | $397,000 | 0.04% | 0.0% |
| Bill Nygren Oakmark Select Fund | 2,080 | $259,000 | 0.00% | 0.0% |