Ingles Markets Incorporated Stock Performance
| IMKTA Stock | USD 61.89 2.83 4.37% |
The company retains a Market Volatility (i.e., Beta) of -0.057, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ingles Markets are expected to decrease at a much lower rate. During the bear market, Ingles Markets is likely to outperform the market. At this point, Ingles Markets has a negative expected return of -0.28%. Please make sure to check out Ingles Markets' skewness, and the relationship between the treynor ratio and rate of daily change , to decide if Ingles Markets performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Ingles Markets Incorporated has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return (1.11) | Five Day Return (1.39) | Year To Date Return (0.44) | Ten Year Return 46.02 | All Time Return 392.31 |
Forward Dividend Yield 0.0102 | Payout Ratio | Forward Dividend Rate 0.66 | Dividend Date 2025-01-16 | Ex Dividend Date 2025-01-10 |
1 | Ingles Markets, Incorporated Shares Acquired by Charles Schwab Investment Management Inc. - MarketBeat | 12/05/2024 |
2 | Insider Trading | 12/06/2024 |
3 | DGS Capital Management LLC Acquires 3,802 Shares of Ingles Markets, Incorporated | 12/13/2024 |
4 | Ingles Markets, Incorporated Reports Receipt of Notice from Nasdaq Regarding Delayed Filing of Annual Report on Form 10-K | 12/26/2024 |
5 | Ingles Markets Upgraded at StockNews.com | 01/02/2025 |
| Ingles Markets dividend paid on 16th of January 2025 | 01/16/2025 |
6 | Disposition of 4000 shares by Ingle Sharp Laura of Ingles Markets at 76.25 subject to Rule 16b-3 | 01/17/2025 |
7 | Ingles Markets, Incorporated Reports Results for the First Quarter of Fiscal 2025 | 02/06/2025 |
| Begin Period Cash Flow | 328.5 B |
Ingles |
Ingles Markets Relative Risk vs. Return Landscape
If you would invest 7,370 in Ingles Markets Incorporated on November 29, 2024 and sell it today you would lose (1,181) from holding Ingles Markets Incorporated or give up 16.02% of portfolio value over 90 days. Ingles Markets Incorporated is currently producing negative expected returns and takes up 1.4626% volatility of returns over 90 trading days. Put another way, 13% of traded stocks are less volatile than Ingles, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ingles Markets Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ingles Markets' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Ingles Markets Incorporated, and traders can use it to determine the average amount a Ingles Markets' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1915
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| Negative Returns | IMKTA |
Estimated Market Risk
| 1.46 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ingles Markets is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ingles Markets by adding Ingles Markets to a well-diversified portfolio.
Ingles Markets Fundamentals Growth
Ingles Stock prices reflect investors' perceptions of the future prospects and financial health of Ingles Markets, and Ingles Markets fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ingles Stock performance.
| Return On Equity | 0.0515 | ||||
| Return On Asset | 0.035 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 1.5 B | ||||
| Shares Outstanding | 14.55 M | ||||
| Price To Earning | 9.19 X | ||||
| Price To Book | 0.78 X | ||||
| Price To Sales | 0.23 X | ||||
| Revenue | 5.64 B | ||||
| Gross Profit | 1.28 B | ||||
| EBITDA | 282.98 M | ||||
| Net Income | 105.54 B | ||||
| Cash And Equivalents | 241.26 M | ||||
| Cash Per Share | 12.70 X | ||||
| Total Debt | 564.96 M | ||||
| Debt To Equity | 0.52 % | ||||
| Current Ratio | 2.44 X | ||||
| Book Value Per Share | 82.21 X | ||||
| Cash Flow From Operations | 262.52 B | ||||
| Earnings Per Share | 4.10 X | ||||
| Market Capitalization | 1.23 B | ||||
| Total Asset | 2.53 B | ||||
| Retained Earnings | 1.54 B | ||||
| Working Capital | 604.93 M | ||||
| Current Asset | 418.49 M | ||||
| Current Liabilities | 241.6 M | ||||
About Ingles Markets Performance
By analyzing Ingles Markets' fundamental ratios, stakeholders can gain valuable insights into Ingles Markets' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Ingles Markets has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ingles Markets has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 40.17 | 47.05 | |
| Return On Tangible Assets | 0.09 | 0.09 | |
| Return On Capital Employed | 0.14 | 0.11 | |
| Return On Assets | 0.09 | 0.09 | |
| Return On Equity | 0.14 | 0.09 |
Things to note about Ingles Markets performance evaluation
Checking the ongoing alerts about Ingles Markets for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Ingles Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ingles Markets generated a negative expected return over the last 90 days | |
| Ingles Markets has a strong financial position based on the latest SEC filings | |
| Over 90.0% of the company shares are owned by institutional investors | |
| On 16th of January 2025 Ingles Markets paid $ 0.165 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Ingles Markets, Incorporated Reports Results for the First Quarter of Fiscal 2025 |
- Analyzing Ingles Markets' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ingles Markets' stock is overvalued or undervalued compared to its peers.
- Examining Ingles Markets' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ingles Markets' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ingles Markets' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Ingles Markets' stock. These opinions can provide insight into Ingles Markets' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Ingles Stock analysis
When running Ingles Markets' price analysis, check to measure Ingles Markets' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ingles Markets is operating at the current time. Most of Ingles Markets' value examination focuses on studying past and present price action to predict the probability of Ingles Markets' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ingles Markets' price. Additionally, you may evaluate how the addition of Ingles Markets to your portfolios can decrease your overall portfolio volatility.
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