COMP <GO>
HSY vs WMT // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
The Hershey Company (NYSE) VS. Walmart Inc. (NYSE) • 15-METRIC TALLY: HSY 8
— WMT 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: WMT
LAST: $165.61 (+3.33%) • MKT CAP: $32.20B
options-implied-move
7.20%
LAST: $123.51 (+1.86%) • MKT CAP: $972.82B
options-implied-move
6.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HSY VS. WMT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HSY | WMT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.50% | 25.23% | +8.27 | HSY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 20.14% | -5.34 | WMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.3x | 22.5x | -3.20 | HSY | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 1.39% | +4.27 | HSY | /fcf-yield <GO> |
| Operating Margin | 12.30% | 4.39% | +7.91 | HSY | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 3.00% | +4.60 | HSY | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 6.16% | -1.76 | WMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 0.80% | +2.57 | HSY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.93 | 6.23 | -2.30 | WMT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.20% | 6.38% | +0.82 | WMT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 72.7 | -24.33 | WMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.57 | +0.51 | HSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.9x | 35.5x | -1.60 | HSY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $32.20B | $972.82B | -$940.62B | WMT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HSY REV | WMT REV | HSY GROSS % | WMT GROSS % | HSY FCF | WMT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $713.16B | — | 24.9% | — | $14.92B |
| FY 2025 | $11.69B | $680.99B | 33.5% | 24.9% | $1.82B | $12.66B |
| FY 2024 | $11.20B | $648.13B | 47.3% | 24.4% | $1.93B | $15.12B |
| FY 2023 | $11.16B | $611.29B | 44.0% | 24.1% | $1.82B | $11.98B |
| FY 2022 | — | $572.75B | — | 25.1% | — | $11.07B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HSY // BETA 1.08
WMT // BETA 0.57