Moatly / Stocks / WMT

Walmart Inc. (WMT) — what is it worth?

$106.73 · $849.4B market cap · Discount Stores
Scored from reported financial statements. Data as of 2026-09-19.
Moat
69
Durability of advantage
Management
92
Returns and capital use
Margin of safety
5
Price against value
Buy price
$28.05
Consensus of three methods
Intrinsic value
$11.11
What the business is worth
Margin of safety price
$5.55
Intrinsic value less 50%
10-CAP price
$27.99
Ten times owner earnings
Payback time price
$28.05
Eight years of free cash flow
MoatlyAI Insights

Walmart's management score of 92 reflects a business that earns 11.9% on invested capital while carrying only 0.7 times debt to equity, a combination that points to disciplined capital allocation and a conservative balance sheet. The moat score of 69 suggests a durable but not dominant competitive position, consistent with a 24.9% gross margin in a low-margin business.

The current price of $113.26 sits far above every valuation anchor here: $5.71 at a 50% margin of safety, and $26.32 to $26.37 under the 10-cap, payback, and consensus methods. That gap produces a margin of safety score of just 5. Those figures rest on a growth rate of 5.0%, which the model deliberately capped below what Walmart has actually achieved historically, a conservative choice rather than an aggressive one.

The tension is straightforward. The underlying business scores well on quality and balance sheet strength, but the market price of $113.26, at 39.7 times earnings and a 1.6% free cash flow yield, is asking for far more than the model's conservative history-based figures would support.

Key figures

Price$106.73
Market cap$849.4B
P/E ratio38.5x
Return on invested capital11.9%
Gross margin24.9%
Debt to equity0.67x
Free cash flow yield1.6%
Growth rate used5.0%
Growth rate measured5.0%
Exit multiple assumed10.0x

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Every number above is built on assumptions that can be changed. In Moatly you can move the growth rate, the exit multiple and the margin of safety and watch every figure recalculate, so you are testing your own view of Walmart Inc. rather than accepting ours.

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Not investment advice. Estimates only, built on stated assumptions that could be wrong. Figures are drawn from reported financial statements and were current as of the date shown. Do your own research.