TROW vs WMT
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TROW is a StrongBuy and WMT is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
TROW’s FA Score shows that 0 FA rating(s) are green whileWMT’s FA Score has 3 green FA rating(s).
- TROW’s FA Score: 0 green, 5 red.
- WMT’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
TROW’s TA Score shows that 6 TA indicator(s) are bullish while WMT’s TA Score has 5 bullish TA indicator(s).
- TROW’s TA Score: 6 bullish, 2 bearish.
- WMT’s TA Score: 5 bullish, 4 bearish.
Price Growth
TROW (@Investment Managers) experienced а +1.51% price change this week, while WMT (@Discount Stores) price change was +4.13% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.44%. For the same industry, the average monthly price growth was -4.54%, and the average quarterly price growth was -4.09%.
The average weekly price growth across all stocks in the @Discount Stores industry was +3.09%. For the same industry, the average monthly price growth was +11.43%, and the average quarterly price growth was +3.63%.
Reported Earning Dates
TROW is expected to report earnings on Jul 24, 2025.
WMT is expected to report earnings on May 15, 2025.
Industries' Descriptions
@Investment Managers (+1.44% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
@Discount Stores (+3.09% weekly)Companies in the discount stores industry specialize in offering substantial discounts on a vast array of retail products. Some companies in this industry also operate general merchandise warehouse clubs. Products sold at discount stores are typically similar to those of any department store, but the pricing of the goods is generally much lower (and hence the name “discount”). Think Dollar General Corporation, Dollar Tree, Inc. and Five Below, Inc. Many discount stores target low-income households and/or price-sensitive consumers as their potential market. Discount stores’ profitability could hinge on factors like competitive pricing, sufficient locations, healthy revenue per square foot, and effective advertisement. These store operators could have an edge over other retailers during financial crises or recessions, when many consumers could be looking for less expensive alternatives.
| TROW | WMT | TROW / WMT | |
| Capitalization | 26.9B | 768B | 4% |
| EBITDA | 2.52B | 42B | 6% |
| Gain YTD | -22.299 | 5.391 | -414% |
| P/E Ratio | 15.51 | 39.77 | 39% |
| Revenue | 6.46B | 681B | 1% |
| Total Cash | 2.07B | 9.04B | 23% |
| Total Debt | 308M | 60.1B | 1% |
TROW | WMT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 91 | 8 | |
SMR RATING 1..100 | 44 | 42 | |
PRICE GROWTH RATING 1..100 | 63 | 12 | |
P/E GROWTH RATING 1..100 | 84 | 21 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TROW's Valuation (64) in the Investment Managers industry is in the same range as WMT (93) in the Specialty Stores industry. This means that TROW’s stock grew similarly to WMT’s over the last 12 months.
WMT's Profit vs Risk Rating (8) in the Specialty Stores industry is significantly better than the same rating for TROW (91) in the Investment Managers industry. This means that WMT’s stock grew significantly faster than TROW’s over the last 12 months.
WMT's SMR Rating (42) in the Specialty Stores industry is in the same range as TROW (44) in the Investment Managers industry. This means that WMT’s stock grew similarly to TROW’s over the last 12 months.
WMT's Price Growth Rating (12) in the Specialty Stores industry is somewhat better than the same rating for TROW (63) in the Investment Managers industry. This means that WMT’s stock grew somewhat faster than TROW’s over the last 12 months.
WMT's P/E Growth Rating (21) in the Specialty Stores industry is somewhat better than the same rating for TROW (84) in the Investment Managers industry. This means that WMT’s stock grew somewhat faster than TROW’s over the last 12 months.
| TROW | WMT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 76% | N/A |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 41% |
| Momentum ODDS (%) | 2 days ago 70% | 2 days ago 57% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 53% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 50% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 53% |
| Declines ODDS (%) | 9 days ago 64% | 9 days ago 35% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 35% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 28% |
