Walmart has agreed to acquire Vibe.co, a self-serve connected-TV, or CTV, advertising platform for small businesses and midmarket advertisers for a reported $1.4 billion. The deal is expected to close by fiscal year-end and has no impact on fiscal 2027 sales or profitability guidance.
Walmart Connect is profitably compounding sales at a high-double-digit rate, with 70% operating margins, creating a durable profit stream as it captures retail media advertising spending using real-time data from 270 million weekly shoppers.
Digitally native rivals like Amazon, Shein, and Temu could erode wallet share in discretionary categories, which make up 25% of Walmart’s sales and carry higher margins than grocery.
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Metric
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WMT
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COST
|
KR
|
|---|---|---|---|
Price/Earnings (Normalized) | 41.31 | 47.66 | 11.83 |
Price/Book Value | 9.41 | 12.54 | 5.58 |
Price/Sales | 1.23 | 1.43 | 0.25 |
Price/Cash Flow | 21.30 | 33.52 | 4.92 |
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Metric
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WMT
|
COST
|
KR
|
|---|---|---|---|
Quick Ratio | 0.19 | 0.56 | 0.34 |
Current Ratio | 0.77 | 1.07 | 0.79 |
Interest Coverage | 11.58 | 77.38 | 2.97 |
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Metric
|
WMT
|
COST
|
KR
|
|---|---|---|---|
Return on Assets (Normalized) | 8.28% | 11.74% | 6.16% |
Return on Equity (Normalized) | 24.92% | 31.29% | 42.30% |
Return on Invested Capital (Normalized) | 14.91% | 23.79% | 11.48% |
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1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
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Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Costco Wholesale Corp
COST
| LOCK|H>hh$r! | LOCK|?vT | $406B | |||
| Target Corp
TGT
| LOCK|mj#<l#x | LOCK|qc? | $61B | |||
| Wal - Mart de Mexico SAB de CV ADR
WMMVY
| — | LOCK|wMh> | $49B | |||
| Wal - Mart de Mexico SAB de CV
WMMVF
| — | LOCK|HRG& | $49B | |||
| Dollarama Inc ADR
DLMAY
| — | LOCK|Qb&P? | $35B | |||
| Dollar General Corp
DG
| LOCK|K#L<R!b | LOCK|P>>c$ | $26B | |||
| Dollar Tree Inc
DLTR
| LOCK|^Rjt$>$ | LOCK|NP | $24B | |||
| BJ's Wholesale Club Holdings Inc
BJ
| LOCK|Z#GFX$ | LOCK|g$X | $11B | |||
| Former BL Stores Inc
BIGGQ
| — | — | $8,908 |
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United States