WMT vs. IMKTA
Compare and contrast key facts about Walmart Inc. (WMT) and Ingles Markets, Incorporated (IMKTA).
Performance
WMT vs. IMKTA - Performance Comparison
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WMT vs. IMKTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 12.19% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
IMKTA Ingles Markets, Incorporated | 31.91% | 7.44% | -24.70% | -9.77% | 12.58% | 104.80% | -8.75% | 78.27% | -19.72% | -26.73% |
Fundamentals
WMT:
$2.73
IMKTA:
$7.51
WMT:
45.71
IMKTA:
12.01
WMT:
1.40
IMKTA:
0.21
WMT:
$713.16B
IMKTA:
$5.42B
WMT:
$177.77B
IMKTA:
$1.31B
WMT:
$48.50B
IMKTA:
$267.08M
Returns By Period
In the year-to-date period, WMT achieves a 12.19% return, which is significantly lower than IMKTA's 31.91% return. Over the past 10 years, WMT has outperformed IMKTA with an annualized return of 20.52%, while IMKTA has yielded a comparatively lower 10.74% annualized return.
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%
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%
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Return for Risk
WMT vs. IMKTA — Risk / Return Rank
WMT
IMKTA
WMT vs. IMKTA - Risk-Adjusted Trends 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.
| WMT | IMKTA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 1.54 | +0.20 |
Sortino ratioReturn per unit of downside risk | 2.66 | 2.16 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.97 | 3.41 | +0.56 |
Martin ratioReturn relative to average drawdown | 10.92 | 7.94 | +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
| WMT | IMKTA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.54 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | 0.33 | +0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.33 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.27 | +0.37 |
Correlation
The correlation between WMT and IMKTA 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
WMT vs. IMKTA - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.76%, more than IMKTA's 0.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
WMT vs. IMKTA - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.14%, 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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Drawdown Indicators
| WMT | IMKTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.14% | -72.55% | -4.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -11.70% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -39.58% | +13.84% |
Max Drawdown (10Y)Largest decline over 10 years | -25.74% | -59.08% | +33.34% |
Current DrawdownCurrent decline from peak | -6.64% | -8.15% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -14.66% | -23.79% | +9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 5.02% | -1.05% |
Volatility
WMT vs. IMKTA - Volatility Comparison
The current volatility for Walmart Inc. (WMT) is 5.93%, while Ingles Markets, Incorporated (IMKTA) has a volatility of 7.03%. 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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Volatility by Period
| WMT | IMKTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 7.03% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 17.03% | 18.28% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.17% | 26.05% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.09% | 26.11% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 32.74% | -11.04% |
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