IMKTA vs. WMT
Compare and contrast key facts about Ingles Markets, Incorporated (IMKTA) and Walmart Inc. (WMT).
Performance
IMKTA vs. WMT - Performance Comparison
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IMKTA vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 31.91% | 7.44% | -24.70% | -9.77% | 12.58% | 104.80% | -8.75% | 78.27% | -19.72% | -26.73% |
WMT Walmart Inc. | 12.19% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Fundamentals
IMKTA:
$7.51
WMT:
$2.73
IMKTA:
12.01
WMT:
45.71
IMKTA:
0.21
WMT:
1.40
IMKTA:
$5.42B
WMT:
$713.16B
IMKTA:
$1.31B
WMT:
$177.77B
IMKTA:
$267.08M
WMT:
$48.50B
Returns By Period
In the year-to-date period, IMKTA achieves a 31.91% return, which is significantly higher than WMT's 12.19% return. Over the past 10 years, IMKTA has underperformed WMT with an annualized return of 10.74%, while WMT has yielded a comparatively higher 20.52% 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%
WMT
- 1D
- 0.37%
- 1M
- -1.66%
- YTD
- 12.19%
- 6M
- 22.84%
- 1Y
- 41.67%
- 3Y*
- 37.98%
- 5Y*
- 24.13%
- 10Y*
- 20.52%
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Return for Risk
IMKTA vs. WMT — Risk / Return Rank
IMKTA
WMT
IMKTA vs. WMT - Risk-Adjusted Trends 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.
| IMKTA | WMT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 1.73 | -0.20 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.66 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.41 | 3.97 | -0.56 |
Martin ratioReturn relative to average drawdown | 7.94 | 10.92 | -2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IMKTA | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 1.73 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.15 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.95 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.64 | -0.37 |
Correlation
The correlation between IMKTA and WMT is 0.18, 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. WMT - Dividend Comparison
IMKTA's dividend yield for the trailing twelve months is around 0.73%, less than WMT's 0.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WMT Walmart Inc. | 0.76% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Drawdowns
IMKTA vs. WMT - Drawdown Comparison
The maximum IMKTA drawdown since its inception was -72.55%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for IMKTA and WMT.
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Drawdown Indicators
| IMKTA | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.55% | -77.14% | +4.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -10.92% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.58% | -25.74% | -13.84% |
Max Drawdown (10Y)Largest decline over 10 years | -59.08% | -25.74% | -33.34% |
Current DrawdownCurrent decline from peak | -8.15% | -6.64% | -1.51% |
Average DrawdownAverage peak-to-trough decline | -23.79% | -14.66% | -9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.02% | 3.97% | +1.05% |
Volatility
IMKTA vs. WMT - Volatility Comparison
Ingles Markets, Incorporated (IMKTA) has a higher volatility of 7.03% compared to Walmart Inc. (WMT) at 5.93%. This indicates that IMKTA's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMKTA | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 5.93% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.28% | 17.03% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.05% | 24.17% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.11% | 21.09% | +5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.74% | 21.70% | +11.04% |
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.
Total Revenue: Total amount of money received from sales and other business activities