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UVV vs WMT
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
UVV vs WMT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Tobacco | Specialty Retail |
| Market Cap | $1.34B | $1.04T |
| Revenue (TTM) | $2.05B | $703.06B |
| Net Income (TTM) | $85M | $22.91B |
| Gross Margin | 18.1% | 24.9% |
| Operating Margin | 11.1% | 4.1% |
| Forward P/E | 12.9x | 44.7x |
| Total Debt | $1.10B | $67.09B |
| Cash & Equiv. | $260M | $10.73B |
UVV vs WMT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Universal Corporati… (UVV) | 100 | 122.3 | +22.3% |
| Walmart Inc. (WMT) | 100 | 314.6 | +214.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UVV vs WMT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UVV carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 13 yrs, beta -0.04, yield 5.9%
- Rev growth 7.2%, EPS growth -20.9%, 3Y rev CAGR 11.9%
- Lower volatility, beta -0.04, Low D/E 73.6%, current ratio 2.87x
WMT is the clearest fit if your priority is long-term compounding.
- 5.0% 10Y total return vs UVV's 48.9%
- Lower D/E ratio (67.2% vs 73.6%)
- +33.0% vs UVV's -2.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.2% revenue growth vs WMT's 4.7% | |
| Value | Lower P/E (12.9x vs 44.7x), PEG 2.25 vs 4.06 | |
| Quality / Margins | 4.2% margin vs WMT's 3.3% | |
| Stability / Safety | Lower D/E ratio (67.2% vs 73.6%) | |
| Dividends | 5.9% yield, 13-year raise streak, vs WMT's 0.7% | |
| Momentum (1Y) | +33.0% vs UVV's -2.7% | |
| Efficiency (ROA) | 7.9% ROA vs UVV's 3.2%, ROIC 14.7% vs 7.6% |
UVV vs WMT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UVV vs WMT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — UVV and WMT each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WMT is the larger business by revenue, generating $703.1B annually — 342.9x UVV's $2.1B. Profitability is closely matched — net margins range from 4.2% (UVV) to 3.3% (WMT). On growth, WMT holds the edge at +5.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.1B | $703.1B |
| EBITDAEarnings before interest/tax | $270M | $42.8B |
| Net IncomeAfter-tax profit | $85M | $22.9B |
| Free Cash FlowCash after capex | $53M | $15.3B |
| Gross MarginGross profit ÷ Revenue | +18.1% | +24.9% |
| Operating MarginEBIT ÷ Revenue | +11.1% | +4.1% |
| Net MarginNet income ÷ Revenue | +4.2% | +3.3% |
| FCF MarginFCF ÷ Revenue | +2.6% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -44.3% | +35.1% |
Valuation Metrics
UVV leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 14.3x trailing earnings, UVV trades at a 70% valuation discount to WMT's 47.6x P/E. Adjusting for growth (PEG ratio), UVV offers better value at 2.49x vs WMT's 4.33x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.3B | $1.04T |
| Enterprise ValueMkt cap + debt − cash | $2.2B | $1.09T |
| Trailing P/EPrice ÷ TTM EPS | 14.26x | 47.65x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.93x | 44.67x |
| PEG RatioP/E ÷ EPS growth rate | 2.49x | 4.33x |
| EV / EBITDAEnterprise value multiple | 7.20x | 24.83x |
| Price / SalesMarket cap ÷ Revenue | 0.46x | 1.45x |
| Price / BookPrice ÷ Book value/share | 0.90x | 10.44x |
| Price / FCFMarket cap ÷ FCF | 5.08x | 24.94x |
Profitability & Efficiency
WMT leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
WMT delivers a 22.3% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $6 for UVV. WMT carries lower financial leverage with a 0.67x debt-to-equity ratio, signaling a more conservative balance sheet compared to UVV's 0.74x. On the Piotroski fundamental quality scale (0–9), WMT scores 6/9 vs UVV's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.6% | +22.3% |
| ROA (TTM)Return on assets | +3.2% | +7.9% |
| ROICReturn on invested capital | +7.6% | +14.7% |
| ROCEReturn on capital employed | +10.9% | +17.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.74x | 0.67x |
| Net DebtTotal debt minus cash | $844M | $56.4B |
| Cash & Equiv.Liquid assets | $260M | $10.7B |
| Total DebtShort + long-term debt | $1.1B | $67.1B |
| Interest CoverageEBIT ÷ Interest expense | 1.89x | 11.85x |
Total Returns (Dividends Reinvested)
WMT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WMT five years ago would be worth $28,531 today (with dividends reinvested), compared to $11,930 for UVV. Over the past 12 months, WMT leads with a +33.0% total return vs UVV's -2.7%. The 3-year compound annual growth rate (CAGR) favors WMT at 37.5% vs UVV's 6.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +5.6% | +15.6% |
| 1-Year ReturnPast 12 months | -2.7% | +33.0% |
| 3-Year ReturnCumulative with dividends | +19.1% | +160.2% |
| 5-Year ReturnCumulative with dividends | +19.3% | +185.3% |
| 10-Year ReturnCumulative with dividends | +48.9% | +505.0% |
| CAGR (3Y)Annualised 3-year return | +6.0% | +37.5% |
Risk & Volatility
Evenly matched — UVV and WMT each lead in 1 of 2 comparable metrics.
Risk & Volatility
UVV is the less volatile stock with a -0.04 beta — it tends to amplify market swings less than WMT's 0.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WMT currently trades 96.6% from its 52-week high vs UVV's 80.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.04x | 0.12x |
| 52-Week HighHighest price in past year | $67.33 | $134.69 |
| 52-Week LowLowest price in past year | $49.96 | $91.89 |
| % of 52W HighCurrent price vs 52-week peak | +80.1% | +96.6% |
| RSI (14)Momentum oscillator 0–100 | 56.6 | 58.1 |
| Avg Volume (50D)Average daily shares traded | 190K | 17.2M |
Analyst Outlook
Evenly matched — UVV and WMT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates UVV as "Buy" and WMT as "Buy". For income investors, UVV offers the higher dividend yield at 5.88% vs WMT's 0.72%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $137.04 |
| # AnalystsCovering analysts | 1 | 64 |
| Dividend YieldAnnual dividend ÷ price | +5.9% | +0.7% |
| Dividend StreakConsecutive years of raises | 13 | 37 |
| Dividend / ShareAnnual DPS | $3.17 | $0.94 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.8% |
WMT leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). UVV leads in 1 (Valuation Metrics). 3 tied.
UVV vs WMT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is UVV or WMT a better buy right now?
For growth investors, Universal Corporation (UVV) is the stronger pick with 7.
2% revenue growth year-over-year, versus 4. 7% for Walmart Inc. (WMT). Universal Corporation (UVV) offers the better valuation at 14. 3x trailing P/E (12. 9x forward), making it the more compelling value choice. Analysts rate Universal Corporation (UVV) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — UVV or WMT?
On trailing P/E, Universal Corporation (UVV) is the cheapest at 14.
3x versus Walmart Inc. at 47. 6x. On forward P/E, Universal Corporation is actually cheaper at 12. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Universal Corporation wins at 2. 25x versus Walmart Inc. 's 4. 06x.
03Which is the better long-term investment — UVV or WMT?
Over the past 5 years, Walmart Inc.
(WMT) delivered a total return of +185. 3%, compared to +19. 3% for Universal Corporation (UVV). Over 10 years, the gap is even starker: WMT returned +505. 0% versus UVV's +48. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — UVV or WMT?
By beta (market sensitivity over 5 years), Universal Corporation (UVV) is the lower-risk stock at -0.
04β versus Walmart Inc. 's 0. 12β — meaning WMT is approximately -433% more volatile than UVV relative to the S&P 500. On balance sheet safety, Walmart Inc. (WMT) carries a lower debt/equity ratio of 67% versus 74% for Universal Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — UVV or WMT?
By revenue growth (latest reported year), Universal Corporation (UVV) is pulling ahead at 7.
2% versus 4. 7% for Walmart Inc. (WMT). On earnings-per-share growth, the picture is similar: Walmart Inc. grew EPS 13. 3% year-over-year, compared to -20. 9% for Universal Corporation. Over a 3-year CAGR, UVV leads at 11. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — UVV or WMT?
Universal Corporation (UVV) is the more profitable company, earning 3.
2% net margin versus 3. 1% for Walmart Inc. — meaning it keeps 3. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UVV leads at 8. 3% versus 4. 2% for WMT. At the gross margin level — before operating expenses — WMT leads at 24. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is UVV or WMT more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Universal Corporation (UVV) is the more undervalued stock at a PEG of 2. 25x versus Walmart Inc. 's 4. 06x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Universal Corporation (UVV) trades at 12. 9x forward P/E versus 44. 7x for Walmart Inc. — 31. 7x cheaper on a one-year earnings basis.
08Which pays a better dividend — UVV or WMT?
All stocks in this comparison pay dividends.
Universal Corporation (UVV) offers the highest yield at 5. 9%, versus 0. 7% for Walmart Inc. (WMT).
09Is UVV or WMT better for a retirement portfolio?
For long-horizon retirement investors, Walmart Inc.
(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +505. 0% 10Y return). Both have compounded well over 10 years (WMT: +505. 0%, UVV: +48. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between UVV and WMT?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: UVV is a small-cap deep-value stock; WMT is a mega-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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