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WMTWalmart Inc.Sell4.8·$116.93-2.08%
SellModerate Confidence
Investment thesis

Three consecutive quarterly earnings beats offer near-term support, but a forward P/E of 36.4x and PEG of 4.68 leave the shares richly valued relative to growth, while free cash flow at only 30% of net income signals a quality shortfall. With approximately 5.9% remaining to the analyst price target and a risk/reward that barely clears 1-to-1, the setup favors patience over new exposure.

Thesis pillars

A forward P/E of 36.4x and PEG of 4.68 place the shares at a significant premium to growth — flagged as a key risk — suggesting that all near-term upside is already priced in and leaving limited room for multiple expansion.

Stable
Valuation breakdown
Expectation
If the valuation thesis proves wrong, the forward P/E should compress toward 25x or below as earnings growth re-rates the multiple over the next 12 months, making the shares attractive on a growth-adjusted basis.

CounterA premium multiple can persist in the absence of a catalyst to compress it; analyst sentiment currently skews constructive, which can sustain the current price even absent fundamental improvement, particularly for a company delivering consistent earnings beats.

An RSI reading of 27 signals an oversold condition within a longer-term uptrend — confirmed by rising on-balance volume and a price still trading above the 200-day moving average — suggesting the current weakness is a pullback rather than a trend reversal.

Stable
Momentum breakdown
Expectation
RSI recovers above 50 within 8 weeks and price advances toward the analyst target of $126.89 without the 200-day moving average being breached, confirming the uptrend remains intact.

CounterMomentum indicators sit only marginally above the minimum passing threshold, with a soft-watch caution attached; an oversold reading within a high-valuation, below-average-quality stock can deepen into a sustained decline if the fundamental headwinds remain unresolved, and the ongoing leadership change introduces near-term headline uncertainty.

Free cash flow represents only 30% of net income — flagged as a red flag in earnings quality — meaning reported profits are converting into cash at a rate that may be insufficient to fully support the current valuation and dividend obligations.

Stable
Quality breakdown
Expectation
If cash conversion improves, the free-cash-flow-to-net-income ratio should recover above 60% over the next 12 months, providing a more durable foundation for dividends and any capital return program.

CounterThe Piotroski F-Score of 7 out of 9 indicates the financial structure is otherwise solid; a low free-cash-conversion rate, if transient, may not immediately impair dividend payments — particularly given that the dividend payout stands at 83% and a rich multiple can persist if investors treat the gap as temporary.

▸ Show 1 more pillar

Three consecutive quarterly earnings beats — the most recent by 2.75%, preceded by beats of 1.79% and 28.79% — following a miss in August 2025 suggest a pattern of delivering ahead of expectations that can sustain near-term investor confidence.

Stable
Earnings
Expectation
The beat streak extends to four or more consecutive quarters over the next 12 months, with positive earnings surprise percentages maintained in each reported period.

CounterA leadership change underway introduces execution risk that can disrupt guidance discipline; the beat streak includes one large outlier of 28.79% that flatters the trailing average, and the two most recent quarters came in at only 2.75% and 1.79% above estimates — margins narrow enough to flip negative if underlying conditions weaken.

Full reasoning →

Open full analysis

Walmart Inc. (WMT) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5Moderate Confidence

Consumer Defensive · Discount Stores

Sell if holding. At $116.93, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 7.2%; Weak overall score: 4.8/10.

Walmart Inc. ("Walmart," the "Company" or "we") is a people-led, technology-powered omnichannel retailer dedicated to helping people around the world save money and live better by providing the opportunity to shop in both retail stores and through eCommerce, and to access our... Read more

$116.93+7.2% A.UpsideScore 4.8/10#7 of 9 Discount Stores
QualityF-score7 / 9FCF yield0.72%
IncomeYield0.83%(5y avg 1.26%)Payout33.54%sustainable
Stop $113.78Target $127.56(analyst − 8%)A.R:R 1.4:1
Analyst target$138.65+18.6%40 analysts
$127.56our TP
$116.93price
$138.65mean
$70
$155

Sell if holding. At $116.93, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 7.2%; Weak overall score: 4.8/10. Chart setup: RSI 58 mid-range, Bollinger mid-band. Score 4.8/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 57d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-25
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 20, 202657d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Thin upside margin: 7.2%
Weak overall score: 4.8/10
Expensive valuation

Key Metrics

P/E (TTM)42.0
P/E (Fwd)36.3
Mkt Cap$950.4B
EV/EBITDA22.8
Profit Mgn3.1%
ROE24.1%
Rev Growth7.3%
Beta0.60
Dividend0.83%
Rating analysts48

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C2.18bearish
IV46%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
1.7
Growth Rank
3.3
Quality Rank
5.0
GatesA.R:R 1.4 < 1.5@spotMomentum 5.1<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.1>=4.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 57d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
58 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $112.73Resistance $122.94

Price Targets

$114
$128
A.Upside+9.1%
A.R:R1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 1.4 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-20 (57d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is WMT stock a buy right now?

Sell if holding. At $116.93, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 7.2%; Weak overall score: 4.8/10. Chart setup: RSI 58 mid-range, Bollinger mid-band. Prior stop was $113.78. Score 4.8/10, moderate confidence.

What is the WMT stock price target?

Take-profit target: $127.56 (+7.2% upside). Prior stop was $113.78. Stop-loss: $113.78.

What are the risks of investing in WMT?

Thin upside margin: 7.2%; Weak overall score: 4.8/10; Expensive valuation.

Is WMT overvalued or undervalued?

Walmart Inc. trades at a P/E of 42.0 (forward 36.3). TrendMatrix value score: 4.0/10. Verdict: Sell.

What do analysts say about WMT?

48 analysts cover WMT with a consensus score of 4.2/5. Average price target: $139.

What does Walmart Inc. do?Walmart Inc. ("Walmart," the "Company" or "we") is a people-led, technology-powered omnichannel retailer dedicated to...

Walmart Inc. ("Walmart," the "Company" or "we") is a people-led, technology-powered omnichannel retailer dedicated to helping people around the world save money and live better by providing the opportunity to shop in both retail stores and through eCommerce, and to access our other service offerings.

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