Walmart Stock Hands $132 Bil Back – Worth a Look?

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Downside
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Market
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Trefis
WMT: Walmart logo
WMT
Walmart

In the last decade, Walmart (WMT) stock has returned an impressive $132 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market’s biggest capital-return machines.

As it turns out, WMT stock has returned the 13th highest amount to shareholders in history.

  WMT S&P Median
Dividends $63 Bil $4.5 Bil
Share Repurchase $69 Bil $5.6 Bil
Total Returned $132 Bil $9.4 Bil
Total Returned as % of Current Market Cap 13.8% 24.5%

Why should you care? Because dividends and share repurchases represent direct, tangible returns of capital to shareholders. They also signal management’s confidence in the company’s financial health and ability to generate sustainable cash flows. And there are more stocks like that. Here is a list of the top 10 companies ranked by total capital returned to shareholders via dividends and stock repurchases.

Top 10 Stocks By Total Shareholder Return

Relevant Articles
  1. Why Walmart Stock May Drop Soon
  2. Walmart Stock To $80?
  3. Walmart Stock Capital Return Hits $131 Bil
  4. WMT Capital Return Hits $131 Bil in 10 Years
  5. WMT Stock Up 5.1% after 6-Day Win Streak
  6. A Decade of Rewards: WMT Returns $130 Bil to Investors

  Total Money Returned As % Of Current Market Cap via Dividends via Share Repurchases
AAPL $847 Bil 22.2% $141 Bil $706 Bil
MSFT $368 Bil 10.8% $169 Bil $200 Bil
GOOGL $357 Bil 9.0% $15 Bil $342 Bil
XOM $218 Bil 39.1% $146 Bil $72 Bil
WFC $212 Bil 75.2% $58 Bil $153 Bil
META $183 Bil 11.7% $9.1 Bil $174 Bil
JPM $181 Bil 21.0% $0.0 $181 Bil
JNJ $159 Bil 30.2% $105 Bil $54 Bil
ORCL $158 Bil 28.9% $35 Bil $123 Bil
CVX $157 Bil 48.6% $99 Bil $58 Bil

For full ranking, visit Buybacks & Dividends Ranking

What do you notice here? The total capital returned to shareholders as a % of the current market cap appears inversely proportional to growth prospects for reinvestments. Stocks like Meta (META) and Microsoft (MSFT) are growing much faster, in a more predictable way, compared to the others, but they have returned a much lower fraction of their market cap to shareholders.

That’s the flip side to high capital returns. Sure, they are attractive, but you have to ask yourself the question: Am I sacrificing growth and sound fundamentals? With that in mind, let’s look at some numbers for WMT. (see Buy or Sell Walmart Stock for more details)

Walmart Fundamentals

  • Revenue Growth: 4.3% LTM and 5.4% last 3-year average.
  • Cash Generation: Nearly 2.2% free cash flow margin and 4.1% operating margin LTM.
  • Recent Revenue Shocks: The minimum annual revenue growth in the last 3 years for WMT was 4.3%.
  • Valuation: Walmart stock trades at a P/E multiple of 41.7

  WMT S&P Median
Sector Consumer Staples
Industry Consumer Staples Merchandise Retail
PE Ratio 41.7 24.6

   
LTM* Revenue Growth 4.3% 6.4%
3Y Average Annual Revenue Growth 5.4% 5.7%
Min Annual Revenue Growth Last 3Y 4.3% 0.2%

   
LTM* Operating Margin 4.1% 18.8%
3Y Average Operating Margin 4.1% 18.4%
LTM* Free Cash Flow Margin 2.2% 13.5%

*LTM: Last Twelve Months

The table gives good overview of what you get from WMT stock, but what about the risk?

WMT Historical Risk

Walmart isn’t immune to big sell-offs. It fell about 38% in the Dot-Com Bubble and dropped 26% during the Global Financial Crisis. The 2018 Correction wiped out nearly 24%, while Covid triggered a smaller but still notable 13% dip. Even the recent Inflation Shock caused a 26% slide. Solid fundamentals matter, but when the market turns, even steady giants like Walmart take hits.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.