Walmart WMT

equity

Price History

1972-08 · DCA start$0.0208

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

1972-082026-08 · -12.1%

Worst drawdown: −72%, peaking Dec 1972 and bottoming Dec 1974 — 59 months below the prior high before recovering.

DCA Backtest

Start month

Monthly amount (USD)

Invested: $64,900
Value today: $67,952,165
Return: +104602.9%
Months invested: 649

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $165,858 today, so the real (inflation-adjusted) return is +40870.1%.

Lump sum instead — $64,900 all at once in Aug 1972: $361,400,117 (+556756.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2026): $494.91 on $500 invested (-1.0%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

	J	F	M	A	M	J	J	A	S	O	N	D
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026

Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1972-08: +104602.9%

About Walmart

Walmart Inc. is an American multinational omnichannel retail corporation that operates a chain of hypermarkets, discount department stores, grocery stores, pharmacies, and gas stations in the United States and 19 other countries. It is headquartered in Bentonville, Arkansas. The company was founded in 1962 by brothers Sam Walton and James "Bud" Walton in nearby Rogers, Arkansas. It also owns and operates Sam's Club retail warehouses. (Wikipedia)

It's a listed company categorised under consumer staples and consumer staples merchandise retail, with a market cap of about $920.4B.

It rates Low Risk at 1.7/5, meaning the rated factors look benign — steady pricing, deep liquidity, and no obvious structural red flags.

What pushes the score up: market / volatility (2.7/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Low Risk(1.7/5)80% rated

How these ratings work

Market / Volatility2.7/5 · weight 20%

Annualised volatility (3yr)2/519.8
Max drawdown from ATH4/572.5
Beta vs S&P 5002/50.54

Liquidity1.0/5 · weight 15%

Avg daily $ volume1/52.6bn
Float % of shares outstandingnot yet researched

Leverage / Financial1.5/5 · weight 20%

Debt / equity2/50.41
Interest coverage (EBIT / interest)1/512.9

Earnings Quality1.0/5 · weight 15%

3yr EPS volatility1/59.1

Concentrationunrated · weight 10%

Largest customer, % of revenuenot yet researched
Geographic revenue concentrationnot yet researched

Governanceunrated · weight 10%

Board independence %not yet researched
Share structurenot yet researched
Litigation / audit historynot yet researched

Sector / Regulatory2.0/5 · weight 10%

Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.