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IMKTA vs. WMT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between IMKTA and WMT is 0.30, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

IMKTA vs. WMT - Performance Comparison

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

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%NovemberDecember2025FebruaryMarchApril
2,091.07%
7,933.96%
IMKTA
WMT

Key characteristics

Sharpe Ratio

IMKTA:

-0.57

WMT:

2.52

Sortino Ratio

IMKTA:

-0.66

WMT:

3.38

Omega Ratio

IMKTA:

0.92

WMT:

1.47

Calmar Ratio

IMKTA:

-0.39

WMT:

2.86

Martin Ratio

IMKTA:

-0.99

WMT:

9.79

Ulcer Index

IMKTA:

15.66%

WMT:

6.41%

Daily Std Dev

IMKTA:

27.39%

WMT:

24.90%

Max Drawdown

IMKTA:

-72.55%

WMT:

-77.24%

Current Drawdown

IMKTA:

-38.21%

WMT:

-9.23%

Fundamentals

Market Cap

IMKTA:

$1.20B

WMT:

$762.32B

EPS

IMKTA:

$4.15

WMT:

$2.41

PE Ratio

IMKTA:

14.73

WMT:

39.46

PEG Ratio

IMKTA:

0.89

WMT:

3.78

PS Ratio

IMKTA:

0.22

WMT:

1.12

PB Ratio

IMKTA:

0.74

WMT:

8.38

Total Revenue (TTM)

IMKTA:

$4.08B

WMT:

$680.99B

Gross Profit (TTM)

IMKTA:

$930.28M

WMT:

$169.23B

EBITDA (TTM)

IMKTA:

$171.34M

WMT:

$38.88B

Returns By Period

In the year-to-date period, IMKTA achieves a -4.66% return, which is significantly lower than WMT's 5.54% return. Over the past 10 years, IMKTA has underperformed WMT with an annualized return of 5.04%, while WMT has yielded a comparatively higher 16.18% annualized return.


IMKTA

YTD

-4.66%

1M

-5.09%

6M

-0.29%

1Y

-15.07%

5Y*

9.42%

10Y*

5.04%

WMT

YTD

5.54%

1M

11.05%

6M

15.82%

1Y

59.85%

5Y*

19.13%

10Y*

16.18%

*Annualized

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Risk-Adjusted Performance

IMKTA vs. WMT — Risk-Adjusted Performance Rank

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

IMKTA
The Risk-Adjusted Performance Rank of IMKTA is 2424
Overall Rank
The Sharpe Ratio Rank of IMKTA is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of IMKTA is 2020
Sortino Ratio Rank
The Omega Ratio Rank of IMKTA is 2222
Omega Ratio Rank
The Calmar Ratio Rank of IMKTA is 2727
Calmar Ratio Rank
The Martin Ratio Rank of IMKTA is 2929
Martin Ratio Rank

WMT
The Risk-Adjusted Performance Rank of WMT is 9696
Overall Rank
The Sharpe Ratio Rank of WMT is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of WMT is 9696
Sortino Ratio Rank
The Omega Ratio Rank of WMT is 9696
Omega Ratio Rank
The Calmar Ratio Rank of WMT is 9797
Calmar Ratio Rank
The Martin Ratio Rank of WMT is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IMKTA vs. WMT - Risk-Adjusted Performance Comparison

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


The chart of Sharpe ratio for IMKTA, currently valued at -0.57, compared to the broader market-2.00-1.000.001.002.003.00
IMKTA: -0.57
WMT: 2.52
The chart of Sortino ratio for IMKTA, currently valued at -0.66, compared to the broader market-6.00-4.00-2.000.002.004.00
IMKTA: -0.66
WMT: 3.38
The chart of Omega ratio for IMKTA, currently valued at 0.92, compared to the broader market0.501.001.502.00
IMKTA: 0.92
WMT: 1.47
The chart of Calmar ratio for IMKTA, currently valued at -0.39, compared to the broader market0.001.002.003.004.005.00
IMKTA: -0.39
WMT: 2.86
The chart of Martin ratio for IMKTA, currently valued at -0.99, compared to the broader market-5.000.005.0010.0015.0020.00
IMKTA: -0.99
WMT: 9.79

The current IMKTA Sharpe Ratio is -0.57, which is lower than the WMT Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of IMKTA and WMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
-0.57
2.52
IMKTA
WMT

Dividends

IMKTA vs. WMT - Dividend Comparison

IMKTA's dividend yield for the trailing twelve months is around 1.08%, more than WMT's 0.90% yield.


TTM20242023202220212020201920182017201620152014
IMKTA
Ingles Markets, Incorporated
1.08%1.02%0.76%0.68%0.76%1.55%1.39%2.42%1.91%1.37%1.50%1.78%
WMT
Walmart Inc.
0.90%0.92%1.45%1.58%1.52%1.50%1.78%2.23%2.07%2.89%3.20%2.24%

Drawdowns

IMKTA vs. WMT - Drawdown Comparison

The maximum IMKTA drawdown since its inception was -72.55%, smaller than the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for IMKTA and WMT. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-38.21%
-9.23%
IMKTA
WMT

Volatility

IMKTA vs. WMT - Volatility Comparison

The current volatility for Ingles Markets, Incorporated (IMKTA) is 9.24%, while Walmart Inc. (WMT) has a volatility of 13.04%. This indicates that IMKTA experiences smaller price fluctuations and is considered to be less risky than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.24%
13.04%
IMKTA
WMT

Financials

IMKTA vs. WMT - Financials Comparison

This section allows you to compare key financial metrics between Ingles Markets, Incorporated and Walmart 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


Values in USD except per share items