WALMART INC 5625 Performance
| 931142CS0 | 107.75 1.98 1.87% |
The entity maintains a market beta of -0.082, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WALMART are expected to decrease at a much lower rate. During the bear market, WALMART is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days WALMART INC 5625 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, WALMART is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 5.445 |
WALMART |
WALMART Relative Risk vs. Return Landscape
If you would invest 11,177 in WALMART INC 5625 on August 24, 2024 and sell it today you would lose (402.00) from holding WALMART INC 5625 or give up 3.6% of portfolio value over 90 days. WALMART INC 5625 is generating negative expected returns and assumes 0.8985% volatility on return distribution over the 90 days horizon. Simply put, 8% of bonds are less volatile than WALMART, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
WALMART Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WALMART's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as WALMART INC 5625, and traders can use it to determine the average amount a WALMART's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0739
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 931142CS0 |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WALMART is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WALMART by adding WALMART to a well-diversified portfolio.
About WALMART Performance
By analyzing WALMART's fundamental ratios, stakeholders can gain valuable insights into WALMART's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WALMART has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WALMART has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Walmart is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools.| WALMART INC 5625 generated a negative expected return over the last 90 days |
Other Information on Investing in WALMART Bond
WALMART financial ratios help investors to determine whether WALMART Bond is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WALMART with respect to the benefits of owning WALMART security.