Stock Analysis on Net

Walmart Inc. (NYSE:WMT)

$24.99

Return on Assets (ROA)
since 2005

Microsoft Excel

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Calculation

Walmart Inc., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2025-01-31), 10-K (reporting date: 2024-01-31), 10-K (reporting date: 2023-01-31), 10-K (reporting date: 2022-01-31), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-01-31), 10-K (reporting date: 2019-01-31), 10-K (reporting date: 2018-01-31), 10-K (reporting date: 2017-01-31), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-01-31), 10-K (reporting date: 2014-01-31), 10-K (reporting date: 2013-01-31), 10-K (reporting date: 2012-01-31), 10-K (reporting date: 2011-01-31), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-01-31), 10-K (reporting date: 2008-01-31), 10-K (reporting date: 2007-01-31), 10-K (reporting date: 2006-01-31), 10-K (reporting date: 2005-01-31).

1 US$ in millions


Consolidated Net Income
The consolidated net income attributable shows an overall increasing trend from 2005 to 2025 with some fluctuations. Initially, net income grew steadily from 10,267 million USD in 2005 to a peak of 16,389 million USD in 2011. Following this peak, net income declined over the next several years, reaching a low of 6,670 million USD in 2019. However, from 2019 onwards, there was a recovery and a notable rise to 19,436 million USD by 2025, indicating a strong rebound.
Total Assets
Total assets demonstrate a generally consistent upward trajectory from 2005 through 2025. Starting at 120,223 million USD in 2005, assets gradually increased to 219,295 million USD by 2019. There was a slight dip and some fluctuation around 2021-2023, but assets rose again, reaching 260,823 million USD by 2025. This growth reflects ongoing asset accumulation and expansion over the period.
Return on Assets (ROA)
ROA experienced variability over the examined years, beginning at 8.54% in 2005 and mostly declining through the next decade. It reached a low point of 3.04% in 2019, coinciding with the net income trough. Subsequently, ROA recovered to 7.45% by 2025, demonstrating improved asset utilization efficiency following the downturn period.
Overall Insights
The data indicate a phase of growth in profitability and asset base from 2005 to roughly 2011, followed by a period of decline in both net income and ROA up to 2019. Despite minor asset fluctuations during that time, total assets mostly increased. Post-2019, both profitability and efficiency saw significant recovery, with net income and ROA showing strong improvement by 2025, suggesting effective operational adjustments and asset management in recent years.

Comparison to Competitors


Comparison to Sector (Consumer Staples Distribution & Retail)

Walmart Inc., ROA, long-term trends, comparison to sector (consumer staples distribution & retail)

Microsoft Excel

Based on: 10-K (reporting date: 2025-01-31), 10-K (reporting date: 2024-01-31), 10-K (reporting date: 2023-01-31), 10-K (reporting date: 2022-01-31), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-01-31), 10-K (reporting date: 2019-01-31), 10-K (reporting date: 2018-01-31), 10-K (reporting date: 2017-01-31), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-01-31), 10-K (reporting date: 2014-01-31), 10-K (reporting date: 2013-01-31), 10-K (reporting date: 2012-01-31), 10-K (reporting date: 2011-01-31), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-01-31), 10-K (reporting date: 2008-01-31), 10-K (reporting date: 2007-01-31), 10-K (reporting date: 2006-01-31), 10-K (reporting date: 2005-01-31).


Comparison to Industry (Consumer Staples)