WMT vs BRK-A

Comparison between Walmart Inc (WMT, Company) and Berkshire Hathaway Inc - Class A (BRK-A, Company).

WMT is from the Consumer Defensive sector, while BRK-A is from the Financial Services sector.

5-Year PerformanceWMT has outperformed BRK-A, delivering a return of +24.4% compared to +10.4%

WMT vs BRK-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WMT(COMPANY)	BRK-A(COMPANY)
Market Cap	$1.04T	$1.16T
Max Drawdown	39.13%	51.47%
Sharpe Ratio	1.26	-0.78
5Y Beta	0.48	0.43
Industry	Discount Stores	Insurance - Diversified
P/E Ratio	47.44	49.95
Forward P/E	44.05	21.88
PEG Ratio	0.93	4.07
Dividend Yield	0.72%	N/A
5Y Dividends CAGR	10.55%	N/A
5Y EPS CAGR	23.21%	N/A
Debt to Equity	38.31%	0.00%
Free Cash Flow Yield	1.44%	2.06%
P/S Ratio	1.45	2.70
P/B Ratio	10.47	1.38

Market Cap

WMT

$1.04T

Winner

BRK-A

$1.16T

Max Drawdown

Winner

WMT

39.13%

BRK-A

51.47%

Sharpe Ratio

Winner

WMT

1.26

BRK-A

-0.78

5Y Beta

WMT

0.48

Winner

BRK-A

0.43

Industry

WMT

Discount Stores

BRK-A

Insurance - Diversified

P/E Ratio

Winner

WMT

47.44

BRK-A

49.95

Forward P/E

WMT

44.05

Winner

BRK-A

21.88

PEG Ratio

Winner

WMT

0.93

BRK-A

4.07

Dividend Yield

WMT

0.72%

BRK-A

N/A

5Y Dividends CAGR

WMT

10.55%

BRK-A

N/A

5Y EPS CAGR

WMT

23.21%

BRK-A

N/A

Debt to Equity

WMT

38.31%

Winner

BRK-A

0.00%

Free Cash Flow Yield

WMT

1.44%

Winner

BRK-A

2.06%

P/S Ratio

Winner

WMT

1.45

BRK-A

2.70

P/B Ratio

WMT

10.47

Winner

BRK-A

1.38

WMT vs BRK-A - Historical Returns

Returns include dividend reinvestment.

Period	WMT	BRK-A
1 month	+2.69%	-0.52%
3 months	+1.50%	-4.15%
6 months	+27.90%	-4.22%
1 year	+35.32%	-6.80%
5 years(CAGR)	+24.35%	+10.39%
10 years(CAGR)	+21.11%	+12.83%
Max(CAGR)	+9.45%	+9.56%

Winner

WMT

+2.69%

BRK-A

-0.52%

Winner

WMT

+1.50%

BRK-A

-4.15%

Winner

WMT

+27.90%

BRK-A

-4.22%

Winner

WMT

+35.32%

BRK-A

-6.80%

5Y(CAGR)

Winner

WMT

+24.35%

BRK-A

+10.39%

10Y(CAGR)

Winner

WMT

+21.11%

BRK-A

+12.83%

Max(CAGR)

WMT

+9.45%

Winner

BRK-A

+9.56%

WMT vs BRK-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WMT	BRK-A
2026	+16.13%	-3.68%
2025	+24.97%	+11.74%
2024	+72.19%	+23.85%
2023	+11.46%	+15.57%
2022	-0.44%	+3.17%
2021	+0.31%	+31.19%
2020	+23.23%	+1.62%
2019	+29.89%	+11.69%
2018	-3.28%	+3.46%
2017	+47.52%	+21.05%
2016	+15.74%	+24.36%
2015	-26.66%	-11.54%
2014	+11.55%	+28.18%
2013	+16.44%	+27.43%
2012	+15.87%	+15.25%
2011	+12.55%	-4.77%
2010	+1.74%	+20.93%
2009	-4.49%	-0.79%
2008	+21.61%	-30.65%
2007	+1.88%	+29.91%
2006	+1.37%	+23.17%
2005	-11.19%	+1.75%
2004	+1.95%	+4.33%
2003	+3.49%	+17.50%
2002	-12.52%	-2.09%
2001	+7.41%	+4.42%
2000	-20.11%	+29.56%
1999	+22.99%	-11.93%

WMT vs BRK-A Drawdown Comparison

The maximum drawdown for WMT was -37.51%, occurring on Oct 27, 2000. Recovery took 2987 trading sessions.

The maximum drawdown for BRK-A was -51.47%, occurring on Mar 5, 2009. Recovery took 1304 trading sessions.

The current WMT drawdown is -2.20%. The current BRK-A drawdown is -11.44%.

Rank	WMT	BRK-A
#1	-37.51% Dec 27, 1999 - Nov 8, 2011	-51.47% Dec 10, 2007 - Feb 14, 2013
#2	-36.44% Jan 8, 2015 - Oct 10, 2017	-37.33% Nov 4, 1999 - Nov 14, 2000
#3	-25.74% Apr 21, 2022 - Jun 14, 2023	-30.43% Jan 17, 2020 - Nov 16, 2020
#4	-23.86% Jan 29, 2018 - Jun 7, 2019	-25.98% Mar 28, 2022 - Aug 3, 2023
#5	-21.93% Feb 13, 2025 - Sep 17, 2025	-21.84% May 15, 2002 - Nov 3, 2003
#6	-16.23% Nov 30, 2020 - Aug 16, 2021	-18.45% Dec 18, 2014 - Nov 10, 2016
#7	-14.21% Dec 17, 2019 - Mar 18, 2020	-15.84% Apr 12, 2004 - Aug 21, 2006
#8	-11.88% Oct 15, 2012 - Apr 5, 2013	-15.79% Oct 9, 2018 - Dec 12, 2019
#9	-11.48% Aug 20, 2021 - Apr 1, 2022	-15.19% Jan 2, 2001 - Oct 3, 2001
#10	-10.92% Feb 13, 2026 - Mar 20, 2026	-14.43% May 2, 2025 - Aug 4, 2025
#11	-10.81% Nov 15, 2023 - Feb 2, 2024	-13.60% Jan 26, 2018 - Sep 18, 2018
#12	-10.63% Apr 16, 2020 - Jul 14, 2020	-10.94% Oct 10, 2001 - Dec 31, 2001
#13	-10.35% Mar 18, 2020 - Apr 6, 2020	-10.60% Sep 19, 2023 - Jan 23, 2024
#14	-10.00% Dec 3, 2013 - Nov 10, 2014	-8.84% Mar 1, 2017 - Aug 2, 2017
#15	-9.46% May 15, 2013 - Nov 22, 2013	-8.64% Apr 2, 2025 - May 2, 2025