The Yes Case: Investors are treating Walmart as a defensive tech giant. Between its AI driven supply chain, and its massive Walmart+ ecosystem, it is being priced like a growth stock that just happens to have a fortress of physical stores.
The No Case: Critics argue that this valuation is unsustainably high for a mature retailer with single digit growth. When P/E exceeds 45, you are not just buying groceries, you are buying a lot of hope.
As a dividend focused investor, I like Walmart as it is a Dividend King. Walmart has been paying increasing dividends for 53 consecutive years.
That is a great source of passive income while waiting for capital growth.
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