IMKTA vs. SFM

Last updated Jun 3, 2026

IMKTA (Ingles Markets, Incorporated) and SFM (Sprouts Farmers Market, Inc.) are both stocks. Both operate in the Grocery Stores industry within the Consumer Defensive sector. Over the past 10 years, IMKTA returned 10.23%/yr vs 12.31%/yr for SFM. At a 0.36 correlation, their price movements are largely independent.

Performance

IMKTA vs. SFM - Performance Comparison

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

Returns By Period

In the year-to-date period, IMKTA achieves a 29.80% return, which is significantly higher than SFM's -2.03% return. Over the past 10 years, IMKTA has underperformed SFM with an annualized return of 10.23%, while SFM has yielded a comparatively higher 12.31% annualized return.

IMKTA

• 1D: -0.23%
• 1M: -2.96%
• YTD: 29.80%
• 6M: 16.77%
• 1Y: 45.11%
• 3Y*: 3.00%
• 5Y*: 7.64%
• 10Y*: 10.23%

SFM

• 1D: -2.12%
• 1M: -3.87%
• YTD: -2.03%
• 6M: -7.97%
• 1Y: -56.53%
• 3Y*: 33.15%
• 5Y*: 23.15%
• 10Y*: 12.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IMKTA vs. SFM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IMKTA Ingles Markets, Incorporated	29.80%	7.44%	-24.70%	-9.77%	12.58%	104.80%	-8.75%	78.27%	-19.72%	-26.73%
SFM Sprouts Farmers Market, Inc.	-2.03%	-37.30%	164.12%	48.63%	9.06%	47.66%	3.88%	-17.69%	-3.45%	28.70%

Correlation

The correlation between IMKTA and SFM is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Aug 2, 2013	0.36

The correlation between IMKTA and SFM shifts across timeframes, from 0.24 (3 years) to 0.39 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS IMKTA : $7.32 SFM : $5.20
PE Ratio IMKTA : 12.11 SFM : 15.02
PS Ratio IMKTA : 0.23 SFM : 0.86
Total Revenue (TTM) IMKTA : $5.40B SFM : $8.90B
Gross Profit (TTM) IMKTA : $1.32B SFM : $3.41B
EBITDA (TTM) IMKTA : $279.31M SFM : $837.54M

Return for Risk

IMKTA vs. SFM — Risk / Return Rank

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

IMKTA

IMKTA Risk / Return Rank: 83
IMKTA Sharpe Ratio Rank: 84
IMKTA Sortino Ratio Rank: 81
IMKTA Omega Ratio Rank: 78
IMKTA Calmar Ratio Rank: 86
IMKTA Martin Ratio Rank: 84

SFM

SFM Risk / Return Rank: 5
SFM Sharpe Ratio Rank: 2
SFM Sortino Ratio Rank: 2
SFM Omega Ratio Rank: 2
SFM Calmar Ratio Rank: 7
SFM Martin Ratio Rank: 14

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. SFM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ingles Markets, Incorporated (IMKTA) and Sprouts Farmers Market, Inc. (SFM). 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.

	IMKTA	SFM	Difference
Sharpe ratio Return per unit of total volatility	1.76	-1.24	+3.00
Sortino ratio Return per unit of downside risk	2.44	-1.99	+4.43
Omega ratio Gain probability vs. loss probability	1.29	0.73	+0.56
Calmar ratio Return relative to maximum drawdown	3.72	-0.86	+4.58
Martin ratio Return relative to average drawdown	8.59	-1.19	+9.78
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IMKTA vs. SFM - Sharpe Ratio Comparison

The current IMKTA Sharpe Ratio is 1.76, which is higher than the SFM Sharpe Ratio of -1.24. The chart below compares the historical Sharpe Ratios of IMKTA and SFM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IMKTA	SFM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.76	-1.24	+3.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.29	0.59	-0.30
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.32	0.33	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.14	+0.13

Drawdowns

IMKTA vs. SFM - Drawdown Comparison

The maximum IMKTA drawdown since its inception was -72.55%, roughly equal to the maximum SFM drawdown of -72.88%. Use the drawdown chart below to compare losses from any high point for IMKTA and SFM.

Drawdown Indicators

	IMKTA	SFM	Difference
Max Drawdown Largest peak-to-trough decline	-72.55%	-72.88%	+0.33%
Max Drawdown (1Y) Largest decline over 1 year	-11.70%	-62.58%	+50.88%
Max Drawdown (3Y) Largest decline over 3 years	-31.98%	-63.48%	+31.50%
Max Drawdown (5Y) Largest decline over 5 years	-39.58%	-63.48%	+23.90%
Max Drawdown (10Y) Largest decline over 10 years	-59.08%	-63.48%	+4.40%
Current Drawdown Current decline from peak	-9.62%	-56.53%	+46.91%
Average Drawdown Average peak-to-trough decline	-23.72%	-40.26%	+16.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.06%	46.08%	-41.02%

Volatility

IMKTA vs. SFM - Volatility Comparison

The current volatility for Ingles Markets, Incorporated (IMKTA) is 7.33%, while Sprouts Farmers Market, Inc. (SFM) has a volatility of 13.13%. This indicates that IMKTA experiences smaller price fluctuations and is considered to be less risky than SFM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IMKTA	SFM	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.33%	13.13%	-5.80%
Volatility (6M) Calculated over the trailing 6-month period	18.53%	29.86%	-11.33%
Volatility (1Y) Calculated over the trailing 1-year period	25.81%	45.86%	-20.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.19%	39.18%	-12.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.40%	37.78%	-5.38%

Dividends

IMKTA vs. SFM - Dividend Comparison

IMKTA's dividend yield for the trailing twelve months is around 0.74%, while SFM has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IMKTA Ingles Markets, Incorporated	0.74%	0.96%	1.02%	0.76%	0.68%	0.76%	1.55%	1.39%	2.42%	1.91%	1.37%	1.50%
SFM Sprouts Farmers Market, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both IMKTA and SFM in my portfolio?

IMKTA and SFM have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IMKTA or SFM?

SFM has higher volatility (13.13%) compared to IMKTA (7.33%). In terms of maximum drawdown, IMKTA dropped -72.55% vs SFM's -72.88%.

Which has better risk-adjusted returns?

IMKTA currently has the higher Sharpe Ratio (1.76 vs -1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.