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Upturn AI SWOT - About
WMT 
Walmart Inc (WMT)
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Upturn Advisory Summary
04/01/2025: WMT (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 43.28% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 712.14B USD | Price to earnings Ratio 36.86 | 1Y Target Price 108.11 |
Price to earnings Ratio 36.86 | 1Y Target Price 108.11 | ||
Volume (30-day avg) 26030346 | Beta 0.54 | 52 Weeks Range 57.90 - 105.01 | Updated Date 04/1/2025 |
52 Weeks Range 57.90 - 105.01 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.07% | Basic EPS (TTM) 2.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.85% | Operating Margin (TTM) 4.19% |
Management Effectiveness
Return on Assets (TTM) 7.15% | Return on Equity (TTM) 21.41% |
Valuation
Trailing PE 36.86 | Forward PE 33.11 | Enterprise Value 754876212688 | Price to Sales(TTM) 1.05 |
Enterprise Value 754876212688 | Price to Sales(TTM) 1.05 | ||
Enterprise Value to Revenue 1.11 | Enterprise Value to EBITDA 17.97 | Shares Outstanding 8016849920 | Shares Floating 4356516325 |
Shares Outstanding 8016849920 | Shares Floating 4356516325 | ||
Percent Insiders 45.61 | Percent Institutions 35.85 |
Analyst Ratings
Rating 4.45 | Target Price 98.8 | Buy 13 | Strong Buy 25 |
Buy 13 | Strong Buy 25 | ||
Hold 3 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Walmart Inc
Company Overview
History and Background
Walmart Inc. was founded by Sam Walton in 1962 in Rogers, Arkansas. It grew rapidly through discount pricing and efficient logistics. It went public in 1970 and expanded internationally in the 1990s, evolving into a global retail giant.
Core Business Areas
- Walmart U.S.: This segment includes the company's retail operations in the United States, operating under the Walmart and Sam's Club brands. It offers a wide range of merchandise, including groceries, electronics, apparel, and home goods.
- Walmart International: This segment includes the company's retail operations outside of the United States. Walmart International operates in various countries around the world.
- Sam's Club: This segment includes membership-only warehouse clubs in the United States and Puerto Rico. Sam's Club offers a variety of merchandise, including groceries, electronics, apparel, and home goods.
Leadership and Structure
Doug McMillon is the President and CEO of Walmart Inc. The organizational structure is hierarchical, with regional managers overseeing individual stores and reporting to corporate headquarters.
Top Products and Market Share
Key Offerings
- Grocery: Walmart is a major player in the grocery market. Competitors include Kroger, Costco and Albertsons.
- Electronics: Walmart sells a variety of consumer electronics, including televisions, computers, and smartphones. Competitors include Best Buy and Amazon.
- Apparel: Walmart offers a wide selection of clothing for men, women, and children. Competitors include Target and Amazon.
Market Dynamics
Industry Overview
The retail industry is highly competitive and constantly evolving. Factors such as e-commerce, changing consumer preferences, and economic conditions impact the industry.
Positioning
Walmart is positioned as a low-price leader, appealing to price-conscious consumers. It leverages its size and scale to negotiate favorable terms with suppliers.
Total Addressable Market (TAM)
The total addressable market for retail is estimated to be in the trillions of dollars globally. Walmart is well-positioned to capture a significant portion of this market due to its large scale, established brand, and broad product assortment.
Upturn SWOT Analysis
Strengths
- Scale and Market Share
- Strong Brand Recognition
- Efficient Supply Chain
- Low-Price Strategy
- Extensive Store Network
Weaknesses
- Dependence on U.S. Market
- Labor Relations Issues
- Negative Press Coverage (Ethical concerns)
- Slow E-Commerce Adoption (Historically)
Opportunities
- E-Commerce Expansion
- International Growth
- Grocery Delivery Services
- Healthcare Services
- Financial Services
Threats
- Intense Competition (Amazon, Target)
- Economic Downturns
- Changing Consumer Preferences
- Supply Chain Disruptions
- Regulatory Changes
Competitors and Market Share
Key Competitors
- AMZN
- COST
- TGT
- KR
Competitive Landscape
Walmart's advantage is its scale and low prices. Disadvantages include dependence on brick and mortar and negative public perception in some areas.
Major Acquisitions
Flipkart
- Year: 2018
- Acquisition Price (USD millions): 16000
- Strategic Rationale: Expanded Walmart's presence in the Indian e-commerce market.
Memomi
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Augmented reality optical tech for enhancing shopping experience.
Growth Trajectory and Initiatives
Historical Growth: Walmart has experienced significant growth over the past decades, driven by store expansion and same-store sales growth.
Future Projections: Analysts project continued growth for Walmart, driven by e-commerce and international expansion.
Recent Initiatives: Recent initiatives include investments in e-commerce infrastructure, grocery delivery services, and healthcare.
Summary
Walmart is a large and established retailer with a strong brand and extensive store network. Its low-price strategy and efficient supply chain are key strengths. However, it faces increasing competition from e-commerce companies and needs to continue to innovate to maintain its market share.
Similar Companies
AMZN
Amazon.com Inc
AMZN
Amazon.com Inc
COST
Costco Wholesale Corp
COST
Costco Wholesale Corp
HD
Home Depot Inc
HD
Home Depot Inc
KR
Kroger Company
KR
Kroger Company
TGT
Target Corporation
TGT
Target Corporation
Sources and Disclaimers
Data Sources:
- Company Financial Statements
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Walmart Inc
Exchange NYSE | Headquaters Bentonville, AR, United States | ||
IPO Launch date 1972-08-25 | President, CEO & Director Mr. C. Douglas McMillon | ||
Sector Consumer Defensive | Industry Discount Stores | Full time employees 2100000 | Website https://corporate.walmart.com |
Full time employees 2100000 | Website https://corporate.walmart.com | ||
Walmart Inc. engages in the operation of retail and wholesale stores and clubs, eCommerce websites, and mobile applications worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; and ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites. The company also offers grocery items, including dry grocery, snacks, dairy, meat, produce, deli and bakery, frozen foods, alcoholic and nonalcoholic beverages, as well as consumables, such as health and beauty aids, pet supplies, household chemicals, paper goods, and baby products; and fuel and other categories. In addition, it is involved in the provision of health and wellness products covering pharmacy, optical and hearing services, over-the-counter drugs, and protein and nutrition products; and home, hardlines, and seasonal items, including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, and mattresses. Further, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Additionally, it operates digital payment platforms; offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access; and markets lines of merchandise under private and licensed brands. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas.
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