Walmart — Returns

RETURN METRICS

TICKER: [US.WMT - Walmart]
PERIOD: [2010-ANNUAL ~ 2026-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 18.7% (Mean > 15% = high quality)
[~] ROE Stability: CoV 20.3% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 15.8% (> 15% = high quality)
[+] ROIIC Efficiency: 45.6% (> 10% = value creating)
[~] ROIC Trend: -0.22%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                   Value
------------------------------
ROE CoV (Stability)      20.3%
ROIC Trend (Slope)   -0.22%/yr


Period         ROE   ROTE   ROA   ROIC  ROIIC-3Y
------------------------------------------------
2010 ANNUAL  20.4%  26.4%  8.7%      -         -
2011 ANNUAL  23.9%  31.7%  9.4%  18.8%         -
2012 ANNUAL  22.0%  31.0%  8.5%  18.3%         -
2013 ANNUAL  22.3%  30.4%  8.7%  18.2%         -
2014 ANNUAL  21.0%  28.2%  8.2%  17.1%      5.6%
2015 ANNUAL  20.1%  25.9%  8.4%  17.3%      3.5%
2016 ANNUAL  18.2%  23.0%  7.6%  15.6%    -67.6%
2017 ANNUAL  17.5%  22.5%  7.2%  15.1%    394.3%
2018 ANNUAL  12.7%  16.5%  5.1%  13.8%     60.6%
2019 ANNUAL   9.2%  16.1%  3.3%  14.4%     35.2%
2020 ANNUAL  19.9%  34.1%  6.4%  12.5%   -186.1%
2021 ANNUAL  16.7%  26.0%  5.4%  13.5%      8.0%
2022 ANNUAL  16.4%  25.2%  5.7%  16.2%     35.7%
2023 ANNUAL  15.2%  24.1%  4.6%  12.8%     -3.7%
2024 ANNUAL  18.5%  27.8%  6.4%  16.3%    -33.1%
2025 ANNUAL  21.4%  31.2%  7.7%  16.7%     30.3%
2026 ANNUAL  22.0%  30.9%  7.8%  15.8%     45.6%