Kroger Is a Steal Compared to Walmart

Welp, WMT outgaining KR to date up by about 8.5%:-

! KRvsWMT.png
 
vanzandt said:
Ok.... well fair enough. Now.... what am I supposed to do with these numbers? Because without a more detailed explanation, I have no idea what you are talking about.

They're not fibs obviously, so exactly how do they apply to trading? Which btw.... this thread is not about. Maybe I should re-title it Elite Investor? Or... "ideas for Cramer"--- but either way... what is one to do with these numbers?

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Here’s a few more.


upload_2023-10-23_11-59-34.jpeg
 
vanzandt said:
Kroger reported yesterday and it got hammered because the ceo merely "confirmed" guidance.
In the past it has always up'd guidance and that's what the Street expected.

It doesn't matter. It was a great report. I did some homework and I can't believe my eyes. Either WMT is way overpriced, or Krogers is dirt cheap.

There is not one metric where Krogers isn't better. Maybe the net margin, but they even improved that. And FCF went up huge. They paid down a lot of debt.

Look at this:

WMT forward PE 25
KR PE forward PE 10

WMT 5 year projected eps growth:5.9%
KR 5 year projected eps growth: 12%

WMT Price/cashflow 18
KR Price/cashflow 6.45

WMT P/S .67
KR P/S .23

WMT EV/EBITDA 12.7
KR EV/EBITDA 6.38

WMT dividend: 1.45%
KR dividend: 2.26%

WMT ROE 15%
KR ROE 22.8%

WMT net profit margin 1.8%
KR net profit margin 1.6%

I mean in uncertain times Wall Street loves safe stocks... and I understand why they love Walmart... but Kroger is here to stay too. It's a well run conservative company and right now at $45.50, I think it's a steal for any IRA or retirement account.
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Most of the CD stocks are down over 10% since you posted. The XLP ETF about -10%. I would gladly have take a 4% loss on KR over HSY, PEP, STZ, MDLZ, KO, THS, ect.
 
vanzandt said:
You mean "steal"?

Yes. I said it's a long term play. If you read the thread, it's range-bound because of the Albertsons merger.
And fwiw... the SPX is down nearly 5% over the same period. WMT up .3% KR down 3.2%
Check back in a year.

Where's your stock picks at btw?
All you ever do is post the exact same posts. Blah blah blah... the chart.
Never one pick. You don't even make calls on the ES for god sake.
Armchair QB. Put up or shut up.
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It is not mandatory for you (or anyone else) to make a call.

Since you made a call, you might get a performance review from the readers.
 
TrailerParkTed said:
Most of the CD stocks are down over 10% since you posted. The XLP ETF about -10%. I would gladly have take a 4% loss on KR over HSY, PEP, STZ, MDLZ, KO, THS, ect.
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Yeah, the fact that it has held up so well speaks volumes. Look at that chart I post of its performance since 1990. I think it outperformed AMZN and Apple. Or close at least. Definitely the S&P.
https://www.elitetrader.com/et/thre...ompared-to-walmart.374955/page-3#post-5825977
Very well run company. Plus somewhere in this thread I said it could hit $42 easy. But check back in 5 years.

And those charts don't include 33 years of dividends.

vanzandt said:
SCVL hanging tough.
$24.40
Doubt there's much upside left near term though.

KR ---> $43.80
It'll probably go lower, tough to call a bottom with so many unknowns on the merger, but for the retirement accounts with a 5 year plus horizon... just keep buying little by little on the way down.
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vanzandt said:
Ok.... well fair enough. Now.... what am I supposed to do with these numbers? Because without a more detailed explanation, I have no idea what you are talking about.

They're not fibs obviously, so exactly how do they apply to trading? Which btw.... this thread is not about. Maybe I should re-title it Elite Investor? Or... "ideas for Cramer"--- but either way... what is one to do with these numbers?

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Is this a MMPI-2 test? Otherwise I think the obvious answer is 42.
 
TrailerParkTed said:
Is this a MMPI-2 test? Otherwise I think the obvious answer is 42.
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Unless the world ends, DAL is back on the "start buying now little by little" list too.

2 things here:

1)When has an airline never passed along fuel costs?
2)And when has making a reservation for a certain date been met with, "I'm sorry sir, all those flights are full"... ?

PE of 5 and the best CEO in the Fortune 100. :rolleyes:
 
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