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Analyses / WMT

WMT Walmart Inc As of Jul 3, 2026
$111.84

Large-cap retail stalwart: valuation stretched, but dividend + macro defensiveness + strong recent momentum merit consideration.

Setup: Defensive Growth + Income Confidence: 68 Horizon: 3–6 months Risk: Medium Category: Large Cap
🔒 Trade Plan — entry · target · stop
Entry Zone
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Target
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Stop Loss
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Risk / Reward
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The Thesis

▲ Bull Case

WMT is a macro hedge in uncertain times. Defensive beta (0.61) limits downside; recession-resistant earnings floor. Recent +2.8% move + 10Y outperformance narrative underscore institutional demand. Dividend yield 0.76% + 34% payout ratio leaves room for increases. Retail leadership (vs Kroger churn) + e-commerce integration support 5%+ long-term growth. At P/E 38x, premium reflects quality, not overvalue—historical WMT trades 25-40x.

▼ Bear Case

Valuation is elevated: P/E 38.4x, P/B 9.9x, price-to-FCF 58.6x are all above historical norms and sector peers. EPS growth (24.2%) is unsustainably strong YoY; 5Y average 11.5% is mid-single-digit. Forward P/E 39.9x signals market pricing in continued upside—little margin for miss. Net margin 3.07% and op margin 4.18% are razor-thin; cost pressures (wages, freight) could compress further. Insider selling (213 sells vs 66 buys) suggests insiders see limited upside here.

Valuation

overvalued — score 38/100

P/E 38.4x and forward 39.9x sit in upper quintile vs historical 25-35x range. P/B 9.9x and price-to-FCF 58.6x both elevated. Yet P/S 1.23x is modest, suggesting market values brand + moat premium. Stretched, but not egregious for a quality large-cap.

Technical Levels

Support · $109.16 (Today's low; intraday pivot) · $107.50 (Entry zone support) · $103.00 (Stop-loss level; psychological floor) · $94.23 (52-week low; longer-term cushion)

Resistance · $112.45 (Today's high) · $120.00 (Psychological; prior consolidation zone) · $130.00 (Target approach) · $135.16 (52-week high; bull-case target)

Financial Health

Score 70/100. Current ratio 0.79 signals tight working capital (typical for just-in-time retail). Quick ratio 0.20 is very low—relies on rapid inventory turnover. Dividend 34% payout is sustainable. No debt data available, but WMT historically uses debt conservatively. Overall: solid operational efficiency, but liquidity is tight; any supply-chain shock could pinch.

Catalysts

Q4 FY2025 earnings (likely Jan–Feb 2025)next 4–8 weekshigh—revenue, margin guidance, and e-commerce growth rates will test bull narrative. Any miss could trigger 5–8% pullback.
Dividend increase announcementtypically Q1 2025medium—consistent raises (5–10% annually) would reinforce dividend-growth thesis; miss would disappoint income investors.
Kroger M&A integration updatesongoing through 2025medium—competitive positioning vs consolidated supermarket landscape; any share loss would pressure multiples.
Macro economic data (jobs, inflation, consumer spending)weekly/monthlyhigh—WMT is a macro proxy; recession fears = defensive rally; inflation surprise = margin pressure.

Risk Flags

P/E 38.4x and P/B 9.9x are at multi-year highs; limited margin of safety if earnings disappoint.
Insider selling (213 sells vs 66 buys) is a caution flag; corporate officers reducing positions.
Quick ratio 0.20 is very tight; working capital pressure if cash flow deteriorates.
Net margin 3.07% leaves no room for cost shocks; any inflation or wage spike could hurt.
Trading 17% below 52-week high (135.16); momentum may be peaking.

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WMT FAQ

Is WMT a buy right now?

Walmart Inc's current read is a Defensive Growth + Income setup with 68 confidence over a 3–6 months horizon. Valuation: overvalued. See the full bull and bear case above, or run a live analysis for the exact entry, target and stop.

Is WMT overvalued?

overvalued (valuation score 38/100). P/E 38.4x and forward 39.9x sit in upper quintile vs historical 25-35x range. P/B 9.9x and price-to-FCF 58.6x both elevated. Yet P/S 1.23x is modest, suggesting market values brand + moat premium. Stretched, but not egregious for a quality large-cap.

What are the risks of buying WMT?

Valuation is elevated: P/E 38.4x, P/B 9.9x, price-to-FCF 58.6x are all above historical norms and sector peers. EPS growth (24.2%) is unsustainably strong YoY; 5Y average 11.5% is mid-single-digit. Forward P/E 39.9x signals market pricing in continued upside—little margin for miss. Net margin 3.07% and op margin 4.18% are razor-thin; cost pressures (wages, freight) could compress further. Insider selling (213 sells vs 66 buys) suggests insiders see limited upside here.