Walmart's valuation is too high for a grocery and household retailer. At about 36 times next year's earnings, it exceeds its five-year norm of 25 and the roughly 20 times this business should command; Target trades near 16 times. Stay away from Walmart here. x.com 

Costco and Walmart's valuations have diverged from most US food and beverage stocks. Most of the group trades near 20-year valuation lows, while these two have entered a mini-bubble. x.com 

Walmart and Costco should gain as soaring diesel costs push consumers to trade down. Diesel is up 35% in 40 days and moves the trucks that stock every US shelf, and though America produces about as much oil as it uses, oil trades globally, so Europe's shortage hits US prices. Retailers must raise prices and lose volume or absorb costs and miss guidance. Discounters are big enough to absorb the shock and win trade-down shoppers; packaged food, staples and restaurants look best avoided. x.com  … Show more

Walmart's 41x P/E looks hard to justify when gas prices are going through the roof. x.com 

Walmart's 43.28x earnings multiple makes the stock impossible to buy for a long time. Its historical median is 31.13x, and even at 30x it would not be attractive. x.com 

Discount retailers are a built-in recession hedge because consumers trade down rather than stop spending. Walmart, Costco, TJX, and Dollar General should benefit as worsening economic conditions send more shoppers through their doors. x.com 

Walmart does not deserve 40x forward earnings, especially with comparable sales growth at its slowest in over six years. Per @negligible_cap, the stock fell 6% on decelerating comps and could eventually have a Target- or Nike-style moment as investors realize it can't hold that multiple forever. x.com  x.com 

Walmart at 50x earnings looks overvalued, with the market seemingly bidding it up on egg-price inflation. x.com 

Walmart may be setting up for a big bounce, with its pullback matching the pattern of its last two bottoms. The stock is down about 25% from its all-time high, as it was before both prior bottoms, which also showed RSI divergence. Its forward P/E has fallen from near 40 earlier this year to a more respectable 31, and it is holding just above the psychological $100 level near a prior breakout area. x.com 

Walmart's valuation looks like a bubble about to pop: investors pay 37x earnings for 6% revenue growth. Amazon is a more direct comparison and is way cheaper with roughly three times faster growth. x.com  x.com