WM
Walmart Inc.
WMT · Consumer Discretionary
Company brief
WM
WMTConsumer Discretionary$582B

Walmart Inc.

America's largest retailer operating a complex ecosystem of stores, distribution centers, e-commerce platforms, and supply chain systems serving 230+ million customers weekly

Moat score
9.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$122
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+36%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
43.9x

Forward P/E around 43.9x means investors pay about $43.9 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
47.9x

A P/E around 47.9x means investors pay about $47.9 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$2.73
Market Cap
$1.05T
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

You are basically betting that Walmart Inc. can keep turning walmart u.s. into durable value while managing execution, competition, valuation, or demand cycles.

Watch signal

Forward P/E around 43.9x remains reasonable versus growth.

What you own

Walmart Inc. is exposure to consumer discretionary operating model with high switching costs and 127% net revenue retention.

Base thesis

Walmart's scale creates massive switching costs - suppliers integrate deeply into forecasting, EDI, and compliance systems that take years to replicate

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

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Investor Snapshot
9.2Moat Score
Net Revenue Retention127%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Walmart's scale creates massive switching costs - suppliers integrate deeply into forecasting, EDI, and compliance systems that take years to replicate
  • Proprietary logistics network with 150+ distribution centers creates competitive moat that pure-play e-commerce cannot easily match
  • Every Day Low Price (EDLP) strategy backed by supply chain efficiency creates customer retention through predictable value proposition
  • Private label products (Great Value, Equate) generate 25%+ margins while building customer dependency on Walmart-exclusive brands
  • Real-time inventory systems across 10,500+ stores create data advantages for demand forecasting and supplier negotiations
  • Integrated omnichannel platform (stores + e-commerce + fulfillment) creates convenience moat that competitors struggle to replicate