| Ʒ Ư ũ(valuewalk.com) Դϴ. ֽĿ ǰ ڿʹ մϴ.
Ʈ, ȣ
3 ° (3 15~19) ü 0.77% ϶߰, 44% ȸߴ. 3 19 Ʈ(NYSE: WMT) ǰŷȸ 2020 ߴ. ̷ν 츮 2020 4б Ʈ ġ, Ʒ ְ Ǿ.
ü 5.25% 3б 5.3% Ҵ( ణ ̾). ü ͷ ϶ . (κ ǰ) ͷ(EBITDA ͷ) Ƽ 6б ϶ ߴ.
ͷ̴
̷ ͷ ϶ ȸ ū ǰ ִ. 30Ⱓ ̱ ߴ ǰ (ä Ű) 뵿(ؿܳ뵿 ̿뵵 Ҵ) ν ͷ ־ ̾.
̵ USA
̷ 30 ̱ ȭ ̿ â ־. ֱ ǰ ִ ǰ ̱ ȸͷ 뵿 ź ǰ ͷ й ̸, ̴ ̱ 帧 ȸ ֹ ۿ ɼ ִ.
̴ ְ ų ̰ ִ. ֱ ä ͷ 6 1.2% 2.4% ߴ. ̴ Ⱓ ֿ ְ 26% Ű ϴ ̿ ̴.
Һ ְ ȸ ֵϰ ִ
ͷ Բ Ǵ ٴ ϶ϴ ־ ñ ٴ ָ, ǥ Ͽ ߴ Һ ְ ̲ ȸ ǹѴ.
ݸ Ρ
ܱ ݸ ٿ ſ ر . ̱ ä Ʈ ġ Covid-19 ҵ â ̴ ۳ 6( 30 ̱ ä ͷ 1.3%) ݱ 18% ϶ߴ.
ξ ̻ ֱ ܱ ݸ ϶̴. ̱ 3 ܱ ä(ڻ) ͷ 0.036% αݸ ´. ó ڻ ͷ ϶ ſ ڵ ũ ڻ ۿ Ȳ Ǿ.
̷ Ȳ ?
żؾ Ѵ. ͷ Ǹ鼭 ϰ ִ¡ Ѵ( Ұ ȭϴ Ư¡̴). ֱ ް 忡 ũ ȯŰ ־, ̰ ŷҸ ü ε ݿ ŷǰ ִ. ̷ ְ κ Ʈ ÿ ִ ߿ ȸ ȴ.
° ũ δϴ ̴ ̷ ְ ﴭԴ. Ư ֱ ȭǰ ִ 鿡 Ѵ. κ ȣޱ ؼ ̷ Ʈ ؾ ̴.
̱ Ÿ ֿ ȯ⸦ ؼ, ù ܰ Ư¡ Ʈ ؾ Ѵ. Ʈ ͼ ̱ ϸ鼭 ̰ ȸǰ ִ ź ִ ǥ Һ ִ.
Ʈ ְ(3 19 131.74), żص
Ʈ 20 14.2% Ȱ帧 ڼͷ(Cash from Operations ROI = Ȱ帧 ں) ͼ ſ ̴. Ʈ ְ ü äǽ 22% ´.
2020 4б Ʈ 6.7% ְ ̸, 3б ؼ ̴. ä ϶ϰ ִµ, ̴ ִٴ ش.
Ʈ ͷ , ִ. ڻ ϶ϰ ִµ, ̴ ǰ Ǹ ӵ ִٴ ǹѴ. ǰ 2019 ϰ ִ. Ʈ ͷ(EBITD: , , ) ִ ɷ ϰ ִ.
ֱ ͷ ߴ Ȱ帧 ڼͷ Ŵν 帧 ȭְ ִ.
缺嵵 ̴
ְ ؿ Ʈ ͷ 1.7%̸, 5 缺 2.1%̴. 12 Ȱ帧 4.3 ִ ̴.
Ʈ ְ 26 ְ ϴܿ ִ. ̷ ְ ȸ ȭǰ ִ и Ʈ ֽ ż ȸ ش.
[] Ʈ: ְ
* û-Ʈ ְ( ); -Ʈ ( )
[] Ʈ: ְ ͷ
* û-Ʈ ְ( ); -Ʈ ͷ( )
[] Ʈ: ְ Ȱ帧 ڼͷ
* û-Ʈ ְ( ); -Ʈ Ȱ帧 ڼͷ( )
()
* ó: ǿ ̸(Pierre Raymond), Global Equity Analytics & Research Services , ںм Otos(https://otos.io/) Ʈ, WALMART: STABLE & RELIABLE COMPANY," 2021 3 23, https://www.valuewalk.com/walmart-inc-nysewmt-stable-reliable-company/
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