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.
IMKTA vs. WMT
Compare and contrast key facts about Ingles Markets, Incorporated (IMKTA) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMKTA or WMT.
Performance
IMKTA vs. WMT - Performance Comparison
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Key characteristics
IMKTA:
-0.44
WMT:
2.25
IMKTA:
-0.52
WMT:
2.97
IMKTA:
0.94
WMT:
1.41
IMKTA:
-0.33
WMT:
2.43
IMKTA:
-0.77
WMT:
7.88
IMKTA:
16.93%
WMT:
6.77%
IMKTA:
27.26%
WMT:
24.07%
IMKTA:
-72.55%
WMT:
-77.24%
IMKTA:
-37.02%
WMT:
-5.54%
Fundamentals
IMKTA:
$1.20B
WMT:
$789.85B
IMKTA:
$3.23
WMT:
$2.38
IMKTA:
19.29
WMT:
41.48
IMKTA:
0.89
WMT:
3.71
IMKTA:
0.22
WMT:
1.15
IMKTA:
0.75
WMT:
9.27
IMKTA:
$5.41B
WMT:
$519.48B
IMKTA:
$1.24B
WMT:
$129.16B
IMKTA:
$226.42M
WMT:
$28.91B
Returns By Period
In the year-to-date period, IMKTA achieves a -2.82% return, which is significantly lower than WMT's 9.83% return. Over the past 10 years, IMKTA has underperformed WMT with an annualized return of 3.88%, while WMT has yielded a comparatively higher 17.03% annualized return.
IMKTA
-2.82%
0.61%
-15.26%
-13.94%
-10.46%
8.97%
3.88%
WMT
9.83%
1.59%
7.51%
51.66%
33.83%
20.72%
17.03%
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Risk-Adjusted Performance
IMKTA vs. WMT — Risk-Adjusted Performance Rank
IMKTA
WMT
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.
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Dividends
IMKTA vs. WMT - Dividend Comparison
IMKTA's dividend yield for the trailing twelve months is around 1.06%, more than WMT's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 1.06% | 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.
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Volatility
IMKTA vs. WMT - Volatility Comparison
Ingles Markets, Incorporated (IMKTA) has a higher volatility of 6.86% compared to Walmart Inc. (WMT) at 4.34%. 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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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
IMKTA vs. WMT - Profitability Comparison
IMKTA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Ingles Markets, Incorporated reported a gross profit of 310.98M and revenue of 1.33B. Therefore, the gross margin over that period was 23.4%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported a gross profit of 44.38B and revenue of 180.55B. Therefore, the gross margin over that period was 24.6%.
IMKTA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Ingles Markets, Incorporated reported an operating income of 21.64M and revenue of 1.33B, resulting in an operating margin of 1.6%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported an operating income of 7.86B and revenue of 180.55B, resulting in an operating margin of 4.4%.
IMKTA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Ingles Markets, Incorporated reported a net income of 15.11M and revenue of 1.33B, resulting in a net margin of 1.1%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported a net income of 5.25B and revenue of 180.55B, resulting in a net margin of 2.9%.