COMP <GO>
WMT vs PEP // ALTMAN Z-SCORE & DEBT/EQUITY
Walmart Inc. (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: WMT 7
— PEP 8
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: WMT
LAST: $123.51 (+1.86%) • MKT CAP: $972.82B
balance-sheet
6.23
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
balance-sheet
3.38
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WMT VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WMT | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.23% | 54.10% | -28.87 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.14% | 17.00% | +3.14 | WMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.5x | 14.3x | +8.20 | PEP | /valuation <GO> |
| Free Cash Flow Yield | 1.39% | 4.31% | -2.92 | PEP | /fcf-yield <GO> |
| Operating Margin | 4.39% | 12.20% | -7.81 | PEP | /operating-margins <GO> |
| Net Profit Margin | 3.00% | 8.80% | -5.80 | PEP | /net-margins <GO> |
| Revenue Growth (YoY) | 6.16% | 2.30% | +3.86 | WMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.80% | 4.19% | -3.39 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 6.23 | 3.38 | +2.85 | WMT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | WMT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.38% | 6.50% | -0.12 | WMT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.7 | 61.1 | +11.62 | WMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.57 | 0.89 | -0.32 | PEP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.5x | 20.6x | +14.90 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $972.82B | $182.32B | $790.50B | WMT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WMT REV | PEP REV | WMT GROSS % | PEP GROSS % | WMT FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2026 | $713.16B | — | 24.9% | — | $14.92B | — |
| FY 2025 | $680.99B | $93.92B | 24.9% | 54.1% | $12.66B | $7.86B |
| FY 2024 | $648.13B | $91.85B | 24.4% | 54.6% | $15.12B | $8.37B |
| FY 2023 | $611.29B | $91.47B | 24.1% | 44.0% | $11.98B | $9.33B |
| FY 2022 | $572.75B | — | 25.1% | — | $11.07B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WMT // BETA 0.57
PEP // BETA 0.89