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) | $820,398.4 | $5,396.8 | 100% |
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| Shares Out (Mil) | 7,999.0 | 100.7 | 99% |
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| Institutional Ownership | 97.5% | 50.0% | 74% |
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| Float (Mil) | 4,374.5 | 203.2 | 98% |
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| Beta | 0.61 | 0.61 | 36% |
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| Avg Daily Volume (000s) | 34,117 | 113 | 99% |
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| Price Change (52-week) |
7.3% | 77.7% | 53% |
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| Growth | WMT | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 5.0% | 6.4% | 36% |
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| Net Income (5yr) | 10.1% | 10.6% | 55% |
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| EPS (5yr) | 11.5% | 13.1% | 49 |
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| Dividends (5yr) | 5.5% | 0.0% | 78% |
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| Cash Flow (5yr) | (28.7%) | (16.1%) | 20% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 31 | 36 | 40 | |
| Current EPS | $0.635 | $2.879 | $3.223 | |
| Month Ago EPS | $0.684 | $2.901 | $3.282 | |
| # Rev Up | 0 | 1 | 3 | |
| # Rev Down | 2 | 0 | 0 | |
| Three Months Ago EPS | $0.684 | $2.906 | $3.290 | |
| Year/Year Chg | (5.1%) | 5.5% | 32.7% | |
| Financials | WMT | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $725,305 | $9,004 | 100% |
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| Net Income (TTM) (Mil) | $22,736 | $209 | 100% |
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| EPS (TTM) | $2.852 | $0.400 | 77% |
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| Operating Cash Flow (TTM) (Mil) | $40,892 | $554 | 100% |
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| Net Cash Flow (TTM) (Mil) | $1,387 | $4 | 96% |
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| Long-Term Debt (Q1) (Mil) | $58,463 | $990 | 98% |
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| Enterprise Value (Q1) (Mil) | $1,123,074 | $6,174 | 100% |
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| Valuation | WMT | Industry Median |
Percentile (All Stocks) |
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| P/B | 8.70 | 3.21 | 88% |
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| P/E | 36.3 | 21.6 | 76% |
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| Dividend Yield | 1.0% | 0.0% | 67% |
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| PEG (5yr hist) | 3.2 | 1.0 | 79% |
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| Ratios | WMT | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 25.2% | 24.2% | 28% |
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| Net Margin | 3.0% | 2.2% | 41% |
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| ROA | 8.2% | 4.5% | 83% |
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| ROE | 25.5% | 11.6% | 84% |
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| Liabilities to Assets | 65.1% | 68.0% | 60% |
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| F-Score | 8 | 6 | 93% |
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Passing Stock Screens
As of 8/28/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 12.5% |
| +/- S&P 500: | +5.0 |
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