Ingles Markets, Incorporated (IMKTA)
Company Info
Highlights
$1.30B
$8.40
8.13
0.89
$4.24B
$1.00B
$231.33M
$59.73 - $88.77
6.99%
5.35
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Ingles Markets, Incorporated had a return of -21.40% year-to-date (YTD) and -19.76% in the last 12 months. Over the past 10 years, Ingles Markets, Incorporated had an annualized return of 8.64%, while the S&P 500 had an annualized return of 11.01%, indicating that Ingles Markets, Incorporated did not perform as well as the benchmark.
IMKTA
-21.40%
-3.67%
-3.04%
-19.76%
8.07%
8.64%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of IMKTA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.27% | -8.59% | -0.43% | -6.22% | 1.94% | -6.19% | 18.41% | -8.70% | 0.81% | -14.17% | 15.72% | -21.40% | |
| 2023 | -1.34% | -5.89% | -0.78% | 3.96% | -12.79% | 2.96% | 2.80% | -7.87% | -3.58% | 6.71% | 1.75% | 5.82% | -9.78% |
| 2022 | -10.73% | 6.88% | 8.31% | 4.76% | -4.36% | -2.59% | 10.25% | -8.31% | -9.51% | 19.38% | 7.13% | -4.59% | 12.58% |
| 2021 | 11.92% | 9.25% | 18.65% | -0.32% | 1.06% | -5.93% | 2.85% | 13.60% | -2.74% | 5.04% | 10.97% | 12.45% | 104.80% |
| 2020 | -11.94% | -14.20% | 1.09% | 13.41% | 4.36% | 1.08% | -6.17% | 0.37% | -5.84% | -5.33% | 4.82% | 13.49% | -8.75% |
| 2019 | 5.44% | 9.04% | -11.25% | -0.01% | 8.60% | 4.43% | 1.65% | 23.51% | -0.05% | 1.90% | 12.71% | 6.91% | 78.27% |
| 2018 | -2.41% | -4.17% | 5.12% | 1.68% | -16.20% | 10.80% | -5.95% | 20.84% | -4.73% | -3.33% | -11.69% | -6.43% | -19.72% |
| 2017 | -5.61% | 3.54% | -7.90% | 8.64% | -21.63% | -9.02% | -10.97% | -25.59% | 17.08% | -8.76% | 19.10% | 24.68% | -26.73% |
| 2016 | -12.60% | -12.07% | 11.18% | -3.37% | 3.35% | 0.05% | 4.56% | -2.58% | 4.52% | 0.32% | 16.20% | 4.79% | 11.04% |
| 2015 | 15.46% | 1.38% | 14.43% | -15.14% | 16.77% | -2.27% | -2.78% | 7.39% | -3.76% | 4.77% | 9.07% | -19.07% | 20.52% |
| 2014 | 0.92% | -13.61% | 1.45% | -2.81% | 14.05% | 0.50% | -6.36% | 2.94% | -6.14% | 14.33% | 0.89% | 36.66% | 40.51% |
| 2013 | 11.18% | 7.14% | 4.47% | 0.02% | 3.28% | 14.67% | 13.46% | -12.19% | 14.97% | -9.61% | 1.78% | 3.16% | 60.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IMKTA is 15, meaning it’s performing worse than 85% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ingles Markets, Incorporated (IMKTA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Ingles Markets, Incorporated provided a 0.98% dividend yield over the last twelve months, with an annual payout of $0.66 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.66 | $0.50 |
Dividend yield | 0.98% | 0.76% | 0.68% | 0.76% | 1.55% | 1.39% | 2.42% | 1.91% | 1.37% | 1.50% | 1.78% | 1.83% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2023 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2022 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2021 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2020 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2019 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2018 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2017 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2016 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2015 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2014 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.66 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.50 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 72.60%, occurring on Mar 9, 2009. Recovery took 1454 trading sessions.
The current Ingles Markets, Incorporated drawdown is 32.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.6% | Feb 20, 2007 | 517 | Mar 9, 2009 | 1454 | Dec 15, 2014 | 1971 |
| -61.85% | Nov 27, 2015 | 442 | Aug 29, 2017 | 866 | Feb 8, 2021 | 1308 |
| -43.08% | Mar 27, 1990 | 651 | Oct 20, 1992 | 268 | Nov 11, 1993 | 919 |
| -42.24% | Jul 1, 1999 | 218 | May 10, 2000 | 925 | Jan 16, 2004 | 1143 |
| -38.97% | Dec 13, 2022 | 456 | Oct 7, 2024 | — | — | — |
Volatility
Volatility Chart
The current Ingles Markets, Incorporated volatility is 7.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Ingles Markets, Incorporated compared to its peers in the Grocery Stores industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for IMKTA in comparison to other companies of the Grocery Stores industry. Currently, IMKTA has a PE value of 8.1. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for IMKTA in comparison to other companies of the Grocery Stores industry. Currently, IMKTA has a PEG value of 0.9. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ingles Markets, Incorporated.
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Income Statement
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EBIT | — |
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