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WMK vs. IMKTA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WMK vs. IMKTA - Performance Comparison

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

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WMK vs. IMKTA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WMK
Weis Markets, Inc.
7.20%-3.57%8.00%-20.81%27.10%40.93%21.27%-12.73%18.61%-36.57%
IMKTA
Ingles Markets, Incorporated
31.45%7.44%-24.70%-9.77%12.58%104.80%-8.75%78.27%-19.72%-26.73%

Fundamentals

EPS

WMK:

$3.66

IMKTA:

$7.51

PE Ratio

WMK:

18.68

IMKTA:

11.97

PS Ratio

WMK:

0.35

IMKTA:

0.21

Total Revenue (TTM)

WMK:

$4.96B

IMKTA:

$5.42B

Gross Profit (TTM)

WMK:

$1.24B

IMKTA:

$1.31B

EBITDA (TTM)

WMK:

$113.65M

IMKTA:

$267.08M

Returns By Period

In the year-to-date period, WMK achieves a 7.20% return, which is significantly lower than IMKTA's 31.45% return. Over the past 10 years, WMK has underperformed IMKTA with an annualized return of 6.56%, while IMKTA has yielded a comparatively higher 10.70% annualized return.


WMK

1D
-0.51%
1M
0.93%
YTD
7.20%
6M
-3.90%
1Y
-9.58%
3Y*
-5.06%
5Y*
5.76%
10Y*
6.56%

IMKTA

1D
-0.16%
1M
5.63%
YTD
31.45%
6M
29.83%
1Y
39.37%
3Y*
1.37%
5Y*
8.56%
10Y*
10.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WMK vs. IMKTA — Risk / Return Rank

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

WMK
WMK Risk / Return Rank: 2727
Overall Rank
WMK Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
WMK Sortino Ratio Rank: 2323
Sortino Ratio Rank
WMK Omega Ratio Rank: 2323
Omega Ratio Rank
WMK Calmar Ratio Rank: 3131
Calmar Ratio Rank
WMK Martin Ratio Rank: 3333
Martin Ratio Rank

IMKTA
IMKTA Risk / Return Rank: 8484
Overall Rank
IMKTA Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
IMKTA Sortino Ratio Rank: 8181
Sortino Ratio Rank
IMKTA Omega Ratio Rank: 7777
Omega Ratio Rank
IMKTA Calmar Ratio Rank: 8989
Calmar Ratio Rank
IMKTA Martin Ratio Rank: 8686
Martin Ratio Rank
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.

WMK vs. IMKTA - Risk-Adjusted Trends Comparison

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


WMKIMKTADifference

Sharpe ratio

Return per unit of total volatility

-0.35

1.52

-1.86

Sortino ratio

Return per unit of downside risk

-0.30

2.14

-2.44

Omega ratio

Gain probability vs. loss probability

0.96

1.26

-0.30

Calmar ratio

Return relative to maximum drawdown

-0.34

3.62

-3.95

Martin ratio

Return relative to average drawdown

-0.51

8.43

-8.93

WMK vs. IMKTA - Sharpe Ratio Comparison

The current WMK Sharpe Ratio is -0.35, which is lower than the IMKTA Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of WMK and IMKTA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WMKIMKTADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

1.52

-1.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.33

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.33

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.27

-0.09

Correlation

The correlation between WMK and IMKTA is 0.36, 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

WMK vs. IMKTA - Dividend Comparison

WMK's dividend yield for the trailing twelve months is around 1.99%, more than IMKTA's 0.73% yield.


TTM20252024202320222021202020192018201720162015
WMK
Weis Markets, Inc.
1.99%2.12%2.01%2.13%1.58%1.90%2.59%3.06%2.53%2.90%1.80%2.71%
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%

Drawdowns

WMK vs. IMKTA - Drawdown Comparison

The maximum WMK drawdown since its inception was -48.66%, smaller than the maximum IMKTA drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for WMK and IMKTA.


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Drawdown Indicators


WMKIMKTADifference

Max Drawdown

Largest peak-to-trough decline

-48.66%

-72.55%

+23.89%

Max Drawdown (1Y)

Largest decline over 1 year

-29.37%

-11.70%

-17.67%

Max Drawdown (5Y)

Largest decline over 5 years

-36.18%

-39.58%

+3.40%

Max Drawdown (10Y)

Largest decline over 10 years

-48.66%

-59.08%

+10.42%

Current Drawdown

Current decline from peak

-22.67%

-8.48%

-14.19%

Average Drawdown

Average peak-to-trough decline

-16.06%

-23.79%

+7.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.39%

5.02%

+14.37%

Volatility

WMK vs. IMKTA - Volatility Comparison

Weis Markets, Inc. (WMK) has a higher volatility of 8.24% compared to Ingles Markets, Incorporated (IMKTA) at 7.05%. This indicates that WMK's price experiences larger fluctuations and is considered to be riskier than IMKTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMKIMKTADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.24%

7.05%

+1.19%

Volatility (6M)

Calculated over the trailing 6-month period

18.70%

18.28%

+0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

27.87%

26.12%

+1.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.50%

26.12%

+2.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.70%

32.75%

-3.05%

Financials

WMK vs. IMKTA - Financials Comparison

This section allows you to compare key financial metrics between Weis Markets, Inc. and Ingles Markets, Incorporated. 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


1.00B1.10B1.20B1.30B1.40B1.50B1.60BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.30B
1.37B
(WMK) Total Revenue
(IMKTA) Total Revenue
Values in USD except per share items