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MSN Moneycentral 2011 , The Beta For Wal-Mart Essay

¶ … MSN Moneycentral (2011), the beta for Wal-Mart (WMT) is 0.33. This indicates that the company has a very low degree of correlation with the broader market, and is a less volatile investment than the broad market. According to Yahoo! Finance (2011), the rate of return on a one-year U.S. Treasury bond is 0.318%. It is assumed that the market risk premium is 7%. This assumption means that the market rate of return is traditionally 7.318%.

The cost of equity for Wal-Mart is therefore as follows:

Rj = RF + ?j [RM - RF]

Rj = 0.318 + 0.33 (7)

Rj = 0.318 + 2.31

Rj = 2.628%

The cost of equity is lower than I had expected. Wal-Mart is a more stable company than I had thought. The beta is very low, indicating that Wal-Mart does not have much volatility. Most companies, especially retailers, struggled during the past recession and I would have thought that this would affect Wal-Mart as much...

Knowing this, it is not a surprise that Wal-Mart has a cost of equity much lower than the average firm. Being as successful as it is, and operating in both major Western markets and in China, Wal-Mart is evidently well insulated from financial crises. Thus, it makes sense that Wal-Mart has a lower cost of equity than most other companies.
3. Some of the other companies that can be compared to Wal-Mart are Target (TGT), Costco (COST) and Amazon (AMZN), each of which is a major competitor for one of Wal-Mart's businesses. According to MSN Moneycentral (2011), Target has a beta of 0.93; Costco has a beta of 0.76 and Amazon has a beta of 1.16. Each of these companies has a higher cost of equity than Wal-Mart, because of these higher betas. This is logical. Wal-Mart is a major competitor in each of these businesses, as…

Sources used in this document:
Works Cited:

Investopedia. (2011). Dividend discount model. Investopedia. Retrieved July 29, 2011 from http://www.investopedia.com/terms/d/ddm.asp

Investopedia. (2011, 2). Arbitrage pricing theory -- APT. Investopedia. Retrieved July 29, 2011 from http://www.investopedia.com/terms/a/apt.asp

LaMotta, L. (2009). Wal-Mart scoffs at recession. Forbes. Retrieved July 29, 2011 from http://www.forbes.com/2009/03/05/walmart-aeropostale-abercrombie-markets-equity_retail.html

MSN Moneycentral. (2011). Wal-Mart. Retrieved July 29, 2011 from http://investing.money.msn.com/investments/stock-price?symbol=wmt
Yahoo! Finance. (2011). Advanced bond screener. Retrieved July 29, 2011 from vhttp://reports.finance.yahoo.com/z1?b=2&cpl=-1.000000&cpu=-1.000000&mtl=6&mtu=12&pr=0&rl=-1&ru=-1&sf=m&so=a&stt=-&tt=1&yl=-1.000000&ytl=-1.000000&ytu=-1.000000&yu=-1.000000
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