Thoughts on Wallmart as a long term hold?

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Asked on February 28, 2026 11:32 pm
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Too expensive for me really. If I was going to buy a retailer at a similar valuation, I'd look to Costco instead. I like the business model better and it is growing faster. Both still quite pricey here.

I cannot justify paying 45x earnings for a defensive retailer growing at a mid single digit pace. But the market seems to want to pay that much! One of those puzzling holdings, for sure.

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Posted by Dan Kent
Answered on March 2, 2026 8:40 am