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IMKTA vs. BKE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

IMKTA vs. BKE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ingles Markets, Incorporated (IMKTA) and The Buckle, Inc. (BKE). The values are adjusted to include any dividend payments, if applicable.

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IMKTA vs. BKE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IMKTA
Ingles Markets, Incorporated
31.91%7.44%-24.70%-9.77%12.58%104.80%-8.75%78.27%-19.72%-26.73%
BKE
The Buckle, Inc.
1.28%13.95%17.49%15.02%10.91%49.40%25.01%55.19%-7.63%15.42%

Fundamentals

EPS

IMKTA:

$7.51

BKE:

$4.14

PE Ratio

IMKTA:

12.01

BKE:

12.29

PS Ratio

IMKTA:

0.21

BKE:

1.99

Total Revenue (TTM)

IMKTA:

$5.42B

BKE:

$1.30B

Gross Profit (TTM)

IMKTA:

$1.31B

BKE:

$635.86M

EBITDA (TTM)

IMKTA:

$267.08M

BKE:

$282.89M

Returns By Period

In the year-to-date period, IMKTA achieves a 31.91% return, which is significantly higher than BKE's 1.28% return. Over the past 10 years, IMKTA has underperformed BKE with an annualized return of 10.74%, while BKE has yielded a comparatively higher 13.74% annualized return.


IMKTA

1D
0.36%
1M
4.22%
YTD
31.91%
6M
28.56%
1Y
39.82%
3Y*
1.49%
5Y*
8.64%
10Y*
10.74%

BKE

1D
0.93%
1M
-2.70%
YTD
1.28%
6M
-5.59%
1Y
44.21%
3Y*
23.03%
5Y*
13.90%
10Y*
13.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

IMKTA vs. BKE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IMKTA
IMKTA Risk / Return Rank: 8282
Overall Rank
IMKTA Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
IMKTA Sortino Ratio Rank: 8080
Sortino Ratio Rank
IMKTA Omega Ratio Rank: 7575
Omega Ratio Rank
IMKTA Calmar Ratio Rank: 8787
Calmar Ratio Rank
IMKTA Martin Ratio Rank: 8484
Martin Ratio Rank

BKE
BKE Risk / Return Rank: 7979
Overall Rank
BKE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
BKE Sortino Ratio Rank: 7777
Sortino Ratio Rank
BKE Omega Ratio Rank: 7777
Omega Ratio Rank
BKE Calmar Ratio Rank: 8181
Calmar Ratio Rank
BKE Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IMKTA vs. BKE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ingles Markets, Incorporated (IMKTA) and The Buckle, Inc. (BKE). 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.


IMKTABKEDifference

Sharpe ratio

Return per unit of total volatility

1.54

1.44

+0.10

Sortino ratio

Return per unit of downside risk

2.16

2.00

+0.16

Omega ratio

Gain probability vs. loss probability

1.26

1.27

-0.01

Calmar ratio

Return relative to maximum drawdown

3.41

2.49

+0.92

Martin ratio

Return relative to average drawdown

7.94

5.64

+2.30

IMKTA vs. BKE - Sharpe Ratio Comparison

The current IMKTA Sharpe Ratio is 1.54, which is comparable to the BKE Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of IMKTA and BKE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IMKTABKEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.54

1.44

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

0.38

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.31

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.35

-0.07

Correlation

The correlation between IMKTA and BKE 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.


Dividends

IMKTA vs. BKE - Dividend Comparison

IMKTA's dividend yield for the trailing twelve months is around 0.73%, less than BKE's 8.66% yield.


TTM20252024202320222021202020192018201720162015
IMKTA
Ingles Markets, Incorporated
0.73%0.96%1.02%0.76%0.68%0.76%1.55%1.39%2.42%1.91%1.37%1.50%
BKE
The Buckle, Inc.
8.66%7.30%7.68%8.52%2.32%3.17%14.21%7.40%14.22%8.42%8.77%11.99%

Drawdowns

IMKTA vs. BKE - Drawdown Comparison

The maximum IMKTA drawdown since its inception was -72.55%, roughly equal to the maximum BKE drawdown of -71.08%. Use the drawdown chart below to compare losses from any high point for IMKTA and BKE.


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Drawdown Indicators


IMKTABKEDifference

Max Drawdown

Largest peak-to-trough decline

-72.55%

-71.08%

-1.47%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-17.92%

+6.22%

Max Drawdown (5Y)

Largest decline over 5 years

-39.58%

-48.89%

+9.31%

Max Drawdown (10Y)

Largest decline over 10 years

-59.08%

-55.52%

-3.56%

Current Drawdown

Current decline from peak

-8.15%

-11.57%

+3.42%

Average Drawdown

Average peak-to-trough decline

-23.79%

-27.80%

+4.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.02%

7.90%

-2.88%

Volatility

IMKTA vs. BKE - Volatility Comparison

Ingles Markets, Incorporated (IMKTA) and The Buckle, Inc. (BKE) have volatilities of 7.03% and 7.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IMKTABKEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

7.16%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

18.28%

19.10%

-0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

26.05%

30.90%

-4.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.11%

36.60%

-10.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.74%

43.76%

-11.02%

Financials

IMKTA vs. BKE - Financials Comparison

This section allows you to compare key financial metrics between Ingles Markets, Incorporated and The Buckle, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B1.40B1.60BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.37B
399.14M
(IMKTA) Total Revenue
(BKE) Total Revenue
Values in USD except per share items