An Opportunistic, and Disciplined, Approach to Small-Cap Investing
Finding good companies trading at reasonable valuations that can be owned for the long term.
John Deysher
| SECTOR | INDUSTRY |
| Consumer Staples | Consumer Staples Distribution & Retail |
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Finding good companies trading at reasonable valuations that can be owned for the long term.
John Deysher
Sustainable value creation requires a competitive advantage that has both magnitude and duration.
Brian Haughey
Omar Beirat
Omar Beirat
Omar Beirat
| Share Statistics | WMT | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $935,150.7 | $5,107.0 | 100% |
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| Shares Out (Mil) | 7,978.0 | 100.9 | 99% |
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| Institutional Ownership | 97.9% | 50.0% | 76% |
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| Float (Mil) | 4,850.1 | 214.8 | 98% |
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| Beta | 0.59 | 0.63 | 34% |
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| Avg Daily Volume (000s) | 20,575 | 147 | 98% |
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| Price Change (52-week) |
9.9% | 80.0% | 61% |
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| Growth | WMT | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 5.0% | 6.3% | 37% |
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| Net Income (5yr) | 10.1% | 10.6% | 55% |
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| EPS (5yr) | 11.5% | 13.0% | 50 |
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| Dividends (5yr) | 5.5% | 0.0% | 78% |
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| Cash Flow (5yr) | (28.7%) | (15.8%) | 21% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 35 | 39 | 42 | |
| Current EPS | $0.636 | $2.886 | $3.226 | |
| Month Ago EPS | $0.636 | $2.887 | $3.230 | |
| # Rev Up | 0 | 1 | 1 | |
| # Rev Down | 2 | 0 | 0 | |
| Three Months Ago EPS | $0.684 | $2.902 | $3.286 | |
| Year/Year Chg | (20.5%) | 5.7% | 33.1% | |
| Financials | WMT | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $735,840 | $9,101 | 100% |
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| Net Income (TTM) (Mil) | $22,076 | $218 | 99% |
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| EPS (TTM) | $2.771 | $0.900 | 77% |
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| Operating Cash Flow (TTM) (Mil) | $42,923 | $583 | 100% |
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| Net Cash Flow (TTM) (Mil) | $2,115 | $5 | 97% |
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| Long-Term Debt (Q1) (Mil) | $58,549 | $940 | 98% |
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| Enterprise Value (Q1) (Mil) | $911,815 | $5,748 | 100% |
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| Valuation | WMT | Industry Median |
Percentile (All Stocks) |
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| P/B | 9.53 | 3.18 | 90% |
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| P/E | 42.7 | 22.5 | 82% |
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| Dividend Yield | 0.8% | 0.0% | 65% |
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| PEG (5yr hist) | 3.7 | 1.0 | 83% |
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| Ratios | WMT | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 24.8% | 24.1% | 27% |
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| Net Margin | 3.0% | 2.2% | 41% |
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| ROA | 7.8% | 4.5% | 82% |
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| ROE | 23.4% | 13.2% | 83% |
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| Liabilities to Assets | 64.3% | 67.8% | 59% |
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| F-Score | 6 | 6 | 67% |
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Passing Stock Screens
As of 10/15/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 12.2% |
| +/- S&P 500: | +4.7 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors