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OWL LABS EQUITY RESEARCH
WMT · SIGNATURE REPORT OWL-260729-WMT · JULY 29, 2026
SIGNATURE QUANT PROFILE · CONSUMER STAPLES
Walmart WMT · NASDAQ
Consumer Staples · USD listed
OWL VERDICT
CAUTIOUS
Grade C · Score 46 / 100
LAST PRICE
$113.1
▲ +1.2%
OWL FAIR VALUE
$108.91
-3.7% vs price
STREET TARGET
$138.65
+22.6% · 40 analysts
MARKET CAP
$900.1B
div yield 0.85%
P/E · P/B
39.4 · 9.6
ROE 22.0%
52-WEEK RANGE
95.4–135.2
now at 44th pctile
Investment Summary
01
Quality vs. price, measured. Quality axes (ROE 22.0%, op. margin 4.2%) score 25/40; value axes (P/E 39.4x, P/B 9.55x, EV/EBITDA, dividend) score 18/80. The composite 46/100 (grade C) is that arithmetic.
02
Smart money holds. 1 of 9 tracked 13F managers hold WMT — 0 adding, 1 trimming this quarter. Filed positions, not opinions (details p.3).
03
1 of 5 value strategies pass. Greenblatt Magic Formula admits WMT; the other 4 reject on their coded rules (details p.2).
04
What would change this report. Model fair value is $108.91 (-3.7% vs price); The verdict changes only when the data changes — screening reruns every weekday.
THE OWL VIEW
The composite lands mid-range: 46/100 — 1/5 value screens pass; 1 of 9 tracked managers hold. We grade WMT C — Cautious: the data supports watching, not chasing, at current measurements.
This report aggregates Owl Labs quant modules — 7-axis screener, 5 value strategies, 9 guru 13F filings, fair-value model, technical signals and news. All figures are measured from data sources as of the date above; sentences are rule-based templates (no generative claims). The score is a fitness test of reported fundamentals against today’s price — a screener, not a forecast; forward growth is not part of the score. Not investment advice.
WMT · SIGNATURE REPORT OWL-260729-WMT · JULY 29, 2026
Valuation — Five Value Disciplines
SECTION 02 OF 5
Each strategy is a mechanical screen coded from the discipline's published rules — a stock either passes or it does not. WMT passes 1 of 5. Verdicts are computed, not opined; the measured inputs are shown for audit.
STRATEGY
MECHANICAL CRITERIA
VERDICT
MEASURED INPUTS
Graham Defensive
Low P/E × low P/B composite screen
FAIL
P/E×P/B 376
Greenblatt Magic Formula
Earnings yield + return on capital, top 30%
PASS
E/P 2.5% · ROE 22.0%
Prasad Deep Value
Low P/B, low leverage, positive earnings
FAIL
P/B 9.55x
Simple DCF
OWL LABS EQUITY RESEARCH
WMT · SIGNATURE REPORT OWL-260729-WMT · JULY 29, 2026
Smart-Money Positioning — 9 Tracked Managers
SECTION 03 OF 5
Holdings from SEC 13F filings (latest period 2026-03-31; filed ~45 days after quarter end — stale by design). Weight = % of the manager's disclosed US long book. 1 of 9 managers hold WMT. These are filed positions — not the managers' opinions on this stock.
MANAGER
FUND
STYLE
WEIGHT
ACTION
STYLE LENS (RULE-BASED)
Warren Buffett
Berkshire Hathaway Inc.
Value
—
NO POSITION
Value lens: P/E 39.4x · P/B 9.55x
Ray Dalio
Bridgewater Associates, LP
Macro
0.1%
TRIMMED
0.1% of disclosed book · $31M
OWL LABS EQUITY RESEARCH
WMT · SIGNATURE REPORT OWL-260729-WMT · JULY 29, 2026
Tape, Catalysts & Risk Register
SECTION 04 OF 5
Technical Readout as of Tue Jul 28
RSI (14d)48.6 — neutral
MACD vs signal+0.24 above
MA20 / MA60$112.01 / $119.16
Cross stateNone
Distance to 52-wk high-16.3%
52-wk range position44th percentile
Day change+1.2%
OWL LABS EQUITY RESEARCH
WMT · SIGNATURE REPORT OWL-260729-WMT · JULY 29, 2026
Financial Record & Final Judgment
SECTION 05 OF 5
FISCAL YEAR
FY2024
FY2025
FY2026
Revenue
$648.1B
$681.0B
$713.2B
Operating income
$27.0B
$29.3B
$29.8B
Net income
$15.5B
$19.4B
$21.9B
Op. margin
4.2%
4.3%
4.2%
Net margin
2.4%
2.9%
3.1%
ROE
18.5%
21.4%
22.0%
20/20
Op. margin
5/20
EV/EBIT
2/20
Dividend
6/20
Attention
10/20
Composite (incl. adj.)46 / 100 · C
US universe rank#471 of 623 · top 76%
Value screens passed1 / 5
52-wk range position44%
Next earningsTBA
Axis weights are proprietary; axis names and raw scores are disclosed. Attention measures news & search interest — a crowding proxy, not a quality signal.
One-line read: Consumer Staples name scoring 46/100 (grade C), passing 1/5 value strategies, held by 1 of 9 tracked gurus.
Conservative discounted cash flow vs price
FAIL
Model $108.91 vs $113.1
Damodaran Relative
Multiples vs sector median, growth-adjusted
FAIL
P/E 39.4x · rev +4.7%
Fair-Value Bridge method blend, measured
Growth/quality-adjusted PER (w17%)$64.92
Justified PBR (ROE-based) (w17%)$33.93
Analyst target (40) (w67%)$138.65
Owl fair value / share$108.91
Upside at $113.1-3.7%
MODEL INPUTS (DISCLOSED)
P/E · P/B39.4x · 9.55x
ROE (latest FY)22.0%
ROE (3-yr avg, normalized)20.6%
Revenue CAGR (2-yr)+4.9%
Band: FAIR · justified-multiple model with quality/growth adjustments — an estimate, not a promise.
Sensitivity value per share
EARNINGS ↓ / MULTIPLE →
-10%
base
+10%
-10%
$52.58
$58.43
$64.27
base (measured)
$58.43
$64.92
$71.41
+10%
$64.27
$71.41
$78.55
Simple sensitivity (reference): ±10% arithmetic on the measured P/E-method value — earnings basis × fair multiple. Not a forecast; no projected figures are used.
Read this like a memo: the model says $108.91 and the Street consensus says $138.65 (40 analysts). The gap is the assumption set — both are computed from disclosed inputs above; underwrite the difference yourself.
Information only — not investment advice · Sources: exchange data · SEC EDGAR · DART · Owl Labs models
1 of 9 tracked managers hold WMT; net flow skews to distribution (1 trimming vs 0 adding). These are filed positions, not opinions — the lens column restates each manager's public style against measured metrics only.
13F filings disclose US-listed long positions ~45 days after quarter end (latest period: 2026-03-31). "Style lens" lines relate this stock to each investor's public style using measured metrics only — they are not the managers' actual views.
Information only — not investment advice · Sources: exchange data · SEC EDGAR · DART · Owl Labs models
Measured state: RSI 48.6 (neutral), MACD above its signal, no MA cross is active. Read the tape as one input, not a verdict.
Catalyst Calendar
No confirmed earnings date in calendar
Every weekday — quant screening refreshscore update
Quarterly — 13F filing window (~45d after quarter end)13F refresh
Forward Signals (unscored) consensus data · never scored
Street target consensus$138.65 (40)
Implied upside vs price+22.6%
Next-quarter EPS estimate—
Next-quarter revenue estimate—
Shown for context, never scored: the composite grades only reported fundamentals. Forward numbers are third-party consensus — treat them as the market’s assumption set, not ours.
Risk Register
MEDIUM
Drawdown state. Price sits -16.3% below the 52-week high (44th percentile of the range) — measured tape, not a judgment of cause.
WHAT THE BEARS MUST PROVE / WHAT THE BULLS MUST PROVE
Bears: that the measured quality base cracks — ROE 22.0% and op. margin 4.2% are what the score leans on. Bulls: that the premium is earned — price sits 3.7% above the model's $108.91; measured growth (revenue YoY +4.7%) has to carry that gap.
Information only — not investment advice · Sources: exchange data · SEC EDGAR · DART · Owl Labs models
Source: company filings (annual). Only reported fiscal years are shown — no forward estimates. ROE 22.0% · Net margin 3.1%.
News Digest RSS · external media
07/28 — Walmart (WMT) Stock Could Be Pricey After The Salad Recall (Yahoo Finance UK)
07/28 — Form 144 Walmart Inc. For: 28 July By Investing.com (Investing.com Canada)
07/28 — Walmart (WMT) insider schedules 5,936-share sale and discloses prior 10,000-share trade (Stock Titan)
07/28 — Walmart Inc Stock (WMT) Moved Up by 3.63% on Jul 28: What Investors Need To Know (TradingKey)
External media — accuracy rests with each outlet.
Methodology & how to use
Every number in this report is measured — pulled from the screener database, SEC EDGAR 13F filings, DART disclosures, company financials, or deterministic models (justified-multiple fair value). Sentences are rule-based templates bound to those numbers; nothing is generated, so nothing is hallucinated. Axis weights and the sector adjustment are proprietary; axis names, raw scores, and every input above are disclosed for audit.
Known limits, stated plainly. ① Backward-looking — the score grades reported fundamentals and today's price; future inflections (a cycle turn, next year's earnings) are not scored and appear only as unscored context (street target, catalysts). A low score can mean "great business, full price". ② The composite is this framework's ranking, not an absolute quality of the company. ③ 13F covers US-listed holdings only. Use the report as a screener; pair it with your own forward and qualitative work before acting.
C
CAUTIOUS
Final judgment. WMT scores 46/100 (grade C) — rank #471 of 623 in the US universe. Axis split: quality 25/40 · value 18/80 · attention 10/20. Model fair value $108.91 (-3.7% vs price). The verdict changes only when the data changes.
Grade rubric: A 85+ (top conviction basket) · B 65+ (sound, price matters) · C 45+ (no rush) · D below (weak case). The verdict changes only when the data changes — next screening runs every weekday.
Owl Labs is an online information provider. This document is compiled from public data sources (exchange quotes, SEC EDGAR 13F, DART filings, company financials, news RSS) and Owl Labs quantitative models. It is not investment advice, not a solicitation to trade any security, and past data does not guarantee future results. Figures may differ from real-time values. Final investment decisions and responsibility rest solely with the investor. Unauthorized redistribution prohibited.
