Walmart Inc. vs The Coca-Cola Company
WMT and KO are evenly matched across key metrics.
🏆 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 | WMT | KO |
|---|---|---|
| Market Cap | $922.6B | $339.9B |
| P/E Ratio | 40.8x | 24.8x |
| Forward P/E | 35.2x | 22.7x |
| P/B | 9.26x | 10.11x |
| Dividend Yield | 0.86% | 2.68% |
| Beta | 0.65 | 0.36 |
Quantitative Metrics
| Metric | WMT | KO |
|---|---|---|
| DCF Fair Value | $40.45 | $7.28 |
| DCF Upside | -67.5% | -90.5% |
| Piotroski F | 7/9 | 7/9 |
| Altman Z | 6.70 | 5.03 |
| Beneish M | -2.72 | -2.35 |
| FCF Yield | 1.44% | 1.45% |
| Net Debt/EBITDA | 0.5x | 1.7x |
| ROIC | 14.4% | 16.7% |
| WACC | 8.8% | 7.5% |
| ROIC – WACC | 5.6pp | 9.2pp |
| Gross Margin | 24.9% | 61.6% |
| Net Margin | 3.1% | 27.3% |
| Rev Growth YoY | 4.7% | 1.9% |
| Sharpe (1Y) | 1.40 | 0.47 |
| Max Drawdown 3Y | — | — |
| FCF Payout Ratio | 50% | 166% |
WMT Price
KO Price
ETF Exposure
WMT found in:
KO 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.
WMT vs KO: Head-to-Head Analysis
Walmart Inc. (WMT) and The Coca-Cola Company (KO) represent two companies in the Consumer Defensive sector. Our quantitative Tale of the Tape shows these companies are evenly matched across profitability, valuation, and risk metrics.
In terms of capital efficiency, WMT generates a return on invested capital (ROIC) of 14.4% compared to KO's 16.7%. This suggests KO is more effective at deploying capital to generate shareholder returns.
The 252-day rolling correlation between WMT and KO is 0.286, indicating low correlation, making them an effective diversification pair in a portfolio context.
WMT appears in 38 ETFs tracked by SecuritiesDB, while KO appears in 39 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, WMT or KO?
Our quantitative analysis compares WMT and KO across nine fundamental dimensions. WMT and KO are evenly matched across key metrics. 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 WMT and KO correlated?
The 252-day correlation between WMT and KO is 0.286. 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.