IMKTA vs. WMT
IMKTA (Ingles Markets, Incorporated) and WMT (Walmart Inc.) are both stocks. Both are in the Consumer Defensive sector — IMKTA in Grocery Stores, WMT in Discount Stores. Over the past 10 years, IMKTA returned 10.32%/yr vs 19.44%/yr for WMT. At a 0.19 correlation, their price movements are largely independent.
Performance
IMKTA vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, IMKTA achieves a 30.42% return, which is significantly higher than WMT's 7.61% return. Over the past 10 years, IMKTA has underperformed WMT with an annualized return of 10.32%, while WMT has yielded a comparatively higher 19.44% annualized return.
IMKTA
- 1D
- -0.80%
- 1M
- 0.69%
- YTD
- 30.42%
- 6M
- 26.54%
- 1Y
- 41.55%
- 3Y*
- 3.05%
- 5Y*
- 9.22%
- 10Y*
- 10.32%
WMT
- 1D
- 1.91%
- 1M
- -0.71%
- YTD
- 7.61%
- 6M
- 8.11%
- 1Y
- 23.04%
- 3Y*
- 33.53%
- 5Y*
- 22.77%
- 10Y*
- 19.44%
IMKTA vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 30.42% | 7.44% | -24.70% | -9.77% | 12.58% | 104.80% | -8.75% | 78.27% | -19.72% | -26.73% |
WMT Walmart Inc. | 7.61% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between IMKTA and WMT is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.19 |
The correlation between IMKTA and WMT shifts across timeframes, from 0.17 (3 years) to 0.30 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
IMKTA:
$7.32
WMT:
$2.88
IMKTA:
12.17
WMT:
41.48
IMKTA:
0.24
WMT:
1.32
IMKTA:
$5.40B
WMT:
$725.31B
IMKTA:
$1.32B
WMT:
$181.16B
IMKTA:
$279.31M
WMT:
$44.32B
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IMKTA | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 1.47 | +2.10 |
| Martin ratioReturn relative to average drawdown | 7.94 | 4.40 | +3.54 |
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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% | -15.75% | +4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -31.98% | -21.93% | -10.05% |
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 | -9.20% | -11.01% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -23.70% | -14.63% | -9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.25% | 5.25% | 0.00% |
Volatility
IMKTA vs. WMT - Volatility Comparison
Ingles Markets, Incorporated (IMKTA) has a higher volatility of 8.08% compared to Walmart Inc. (WMT) at 6.40%. 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 | 8.08% | 6.40% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 18.46% | 18.56% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.59% | 23.82% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.34% | 21.70% | +4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.46% | 21.76% | +10.70% |
Dividends
IMKTA vs. WMT - Dividend Comparison
IMKTA's dividend yield for the trailing twelve months is around 0.74%, less than WMT's 0.81% yield.
| 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% |
WMT Walmart Inc. | 0.81% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
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
Frequently Asked Questions
IMKTA and WMT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMKTA has higher volatility (8.08%) compared to WMT (6.40%). In terms of maximum drawdown, IMKTA dropped -72.55% vs WMT's -77.14%.
IMKTA currently has the higher Sharpe Ratio (1.57 vs 0.97), 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.
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