Monster Beverage Corporation vs Walmart Inc.
MNST wins the Tale of the Tape 6–3.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Low correlation — excellent diversification pair.
Fundamentals
| Metric | MNST | WMT |
|---|---|---|
| Market Cap | $86.1B | $922.6B |
| P/E Ratio | 42.6x | 40.8x |
| Forward P/E | 34.1x | 35.2x |
| P/B | 9.87x | 9.26x |
| Dividend Yield | — | 0.86% |
| Beta | 0.50 | 0.65 |
Quantitative Metrics
| Metric | MNST | WMT |
|---|---|---|
| DCF Fair Value | $62.38 | $40.45 |
| DCF Upside | -17.0% | -67.5% |
| Piotroski F | 5/9 | 7/9 |
| Altman Z | 29.03 | 6.70 |
| Beneish M | -2.29 | -2.72 |
| FCF Yield | 2.70% | 1.44% |
| Net Debt/EBITDA | — | 0.5x |
| ROIC | 22.4% | 14.4% |
| WACC | — | 8.8% |
| ROIC – WACC | — | 5.6pp |
| Gross Margin | 55.9% | 24.9% |
| Net Margin | 23.0% | 3.1% |
| Rev Growth YoY | 10.7% | 4.7% |
| Sharpe (1Y) | 1.04 | 1.40 |
| Max Drawdown 3Y | -26.0% | — |
| FCF Payout Ratio | — | 50% |
MNST Price
WMT Price
ETF Exposure
MNST found in:
WMT found in:
More Comparisons
Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
MNST vs WMT: Head-to-Head Analysis
Monster Beverage Corporation (MNST) and Walmart Inc. (WMT) represent two companies in the Consumer Defensive sector. In our quantitative Tale of the Tape scoring, MNST leads 6–3 across nine fundamental and risk metrics including profitability, valuation, capital efficiency, and financial health.
In terms of capital efficiency, MNST generates a return on invested capital (ROIC) of 22.4% compared to WMT's 14.4%. This suggests MNST is more effective at deploying capital to generate shareholder returns.
The 252-day rolling correlation between MNST and WMT is 0.262, indicating low correlation, making them an effective diversification pair in a portfolio context.
MNST appears in 30 ETFs tracked by SecuritiesDB, while WMT appears in 38 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, MNST or WMT?
Our quantitative analysis compares MNST and WMT across nine fundamental dimensions. MNST wins the Tale of the Tape 6–3. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are MNST and WMT correlated?
The 252-day correlation between MNST and WMT is 0.262. They have low correlation, offering good diversification.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.