Ingles Markets, Incorporated (IMKTA)

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The chart shows the growth of an initial investment of $10,000 in Ingles Markets, Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Ingles Markets, Incorporated (IMKTA) has returned 31.45% so far this year and 39.37% over the past 12 months. Over the last ten years, IMKTA has returned 10.70% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 26, 1990, IMKTA's average daily return is +0.07%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.

Historically, 53% of months were positive and 47% were negative. The best month was Dec 2014 with a return of +36.7%, while the worst month was Nov 2008 at -27.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IMKTA closed higher 46% of trading days. The best single day was Dec 8, 1993 with a return of +26.4%, while the worst single day was Oct 15, 2008 at -16.2%.

Ingles Markets, Incorporated has an annualized alpha of 10.29%, beta of 0.68, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (72.73%) than losses (60.74%) — typical of diversified or defensive assets.
• Beta of 0.68 may look defensive, but with R² of 0.11 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.11 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IMKTA ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Ingles Markets, Incorporated (IMKTA) and compare them to a chosen benchmark (S&P 500 Index).

Ingles Markets, Incorporated provided a 0.73% dividend yield over the last twelve months, with an annual payout of $0.66 per share. The company has been increasing its dividends for 12 consecutive years.

The table displays the monthly dividend distributions for Ingles Markets, Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Ingles Markets, Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Ingles Markets, Incorporated was 72.55%, occurring on Mar 9, 2009. Recovery took 1454 trading sessions.

The current Ingles Markets, Incorporated drawdown is 8.48%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Ingles Markets, Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Ingles Markets, Incorporated is priced in the market compared to other companies in the Grocery Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.