Correlation
The correlation between WMT and IMKTA 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.
WMT vs. IMKTA
Compare and contrast key facts about Walmart Inc. (WMT) and Ingles Markets, Incorporated (IMKTA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMT or IMKTA.
Performance
WMT vs. IMKTA - Performance Comparison
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Key characteristics
WMT:
2.24
IMKTA:
-0.55
WMT:
3.07
IMKTA:
-0.56
WMT:
1.42
IMKTA:
0.93
WMT:
2.54
IMKTA:
-0.35
WMT:
8.21
IMKTA:
-0.81
WMT:
6.78%
IMKTA:
17.06%
WMT:
24.06%
IMKTA:
27.19%
WMT:
-77.24%
IMKTA:
-72.55%
WMT:
-4.33%
IMKTA:
-38.39%
Fundamentals
WMT:
$799.93B
IMKTA:
$1.17B
WMT:
$2.34
IMKTA:
$3.27
WMT:
42.73
IMKTA:
18.64
WMT:
3.81
IMKTA:
0.89
WMT:
1.17
IMKTA:
0.22
WMT:
9.53
IMKTA:
0.74
WMT:
$519.48B
IMKTA:
$5.41B
WMT:
$129.16B
IMKTA:
$1.24B
WMT:
$28.91B
IMKTA:
$226.42M
Returns By Period
In the year-to-date period, WMT achieves a 11.23% return, which is significantly higher than IMKTA's -4.94% return. Over the past 10 years, WMT has outperformed IMKTA with an annualized return of 17.41%, while IMKTA has yielded a comparatively lower 3.53% annualized return.
WMT
11.23%
1.49%
7.71%
53.46%
35.57%
21.41%
17.41%
IMKTA
-4.94%
-3.58%
-15.46%
-14.88%
-11.61%
8.57%
3.53%
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Risk-Adjusted Performance
WMT vs. IMKTA — Risk-Adjusted Performance Rank
WMT
IMKTA
WMT vs. IMKTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) 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.
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Dividends
WMT vs. IMKTA - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.89%, less than IMKTA's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 0.89% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.87% | 3.17% | 2.22% |
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% |
Drawdowns
WMT vs. IMKTA - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.24%, which is greater than IMKTA's maximum drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for WMT and IMKTA.
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Volatility
WMT vs. IMKTA - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 4.26%, while Ingles Markets, Incorporated (IMKTA) has a volatility of 6.67%. This indicates that WMT experiences smaller price fluctuations and is considered to be less risky than IMKTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WMT vs. IMKTA - Financials Comparison
This section allows you to compare key financial metrics between Walmart 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.
Total Revenue: Total amount of money received from sales and other business activities
WMT vs. IMKTA - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.