BKE vs. IMKTA
Compare and contrast key facts about The Buckle, Inc. (BKE) and Ingles Markets, Incorporated (IMKTA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKE or IMKTA.
Key characteristics
| BKE | IMKTA | |
|---|---|---|
| YTD Return | -16.66% | -13.64% |
| 1Y Return | 18.76% | -19.96% |
| 3Y Return (Ann) | 6.21% | 6.97% |
| 5Y Return (Ann) | 28.05% | 22.86% |
| 10Y Return (Ann) | 8.13% | 14.04% |
| Sharpe Ratio | 0.60 | -0.98 |
| Daily Std Dev | 30.66% | 19.98% |
| Max Drawdown | -71.08% | -72.60% |
| Current Drawdown | -17.63% | -25.67% |
Fundamentals
| BKE | IMKTA | |
|---|---|---|
| Market Cap | $1.86B | $1.43B |
| EPS | $4.40 | $9.73 |
| PE Ratio | 8.32 | 7.74 |
| PEG Ratio | 48.30 | 0.89 |
| Revenue (TTM) | $1.26B | $5.88B |
| Gross Profit (TTM) | $799.66M | $1.42B |
| EBITDA (TTM) | $291.89M | $369.18M |
Correlation
The correlation between BKE and IMKTA is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BKE vs. IMKTA - Performance Comparison
In the year-to-date period, BKE achieves a -16.66% return, which is significantly lower than IMKTA's -13.64% return. Over the past 10 years, BKE has underperformed IMKTA with an annualized return of 8.13%, while IMKTA has yielded a comparatively higher 14.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BKE vs. IMKTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) and Ingles Markets, Incorporated (IMKTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BKE vs. IMKTA - Dividend Comparison
BKE's dividend yield for the trailing twelve months is around 10.63%, more than IMKTA's 0.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 10.63% | 8.52% | 2.32% | 16.52% | 14.21% | 7.40% | 14.22% | 7.37% | 8.77% | 11.99% | 3.96% | 1.11% |
IMKTA Ingles Markets, Incorporated | 0.89% | 0.76% | 0.68% | 0.76% | 1.55% | 1.39% | 2.42% | 1.91% | 1.37% | 1.50% | 1.78% | 1.83% |
Drawdowns
BKE vs. IMKTA - Drawdown Comparison
The maximum BKE drawdown since its inception was -71.08%, roughly equal to the maximum IMKTA drawdown of -72.60%. Use the drawdown chart below to compare losses from any high point for BKE and IMKTA. For additional features, visit the drawdowns tool.
Volatility
BKE vs. IMKTA - Volatility Comparison
The Buckle, Inc. (BKE) has a higher volatility of 7.50% compared to Ingles Markets, Incorporated (IMKTA) at 4.94%. This indicates that BKE's price experiences larger fluctuations and is considered to be riskier than IMKTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BKE vs. IMKTA - Financials Comparison
This section allows you to compare key financial metrics between The Buckle, Inc. and Ingles Markets, Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities