ADAMZ vs IMKTA

Comparison between Adamas Trust Inc (ADAMZ, Company) and Ingles Markets Inc - Class A (IMKTA, Company).

ADAMZ is from the Real Estate sector, while IMKTA is from the Consumer Defensive sector.

5-Year PerformanceIMKTA has outperformed ADAMZ, delivering a return of +10.2% compared to +2.0%

ADAMZ vs IMKTA - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	ADAMZ(COMPANY)	IMKTA(COMPANY)
Market Cap	$1.71B	$1.70B
Max Drawdown	40.33%	73.96%
Sharpe Ratio	0.54	1.21
5Y Beta	0.09	0.29
Industry	Reit - Mortgage	Grocery Stores
P/E Ratio	11.02	16.33
Forward P/E	N/A	8.64
PEG Ratio	0.04	0.24
Dividend Yield	4.65%	0.75%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	-14.28%	-13.29%
Debt to Equity	45.97%	31.92%
Free Cash Flow Yield	4.88%	8.89%
P/S Ratio	N/A	0.32
P/B Ratio	N/A	1.02

Market Cap

Winner

ADAMZ

$1.71B

IMKTA

$1.70B

Max Drawdown

Winner

ADAMZ

40.33%

IMKTA

73.96%

Sharpe Ratio

ADAMZ

0.54

Winner

IMKTA

1.21

5Y Beta

Winner

ADAMZ

0.09

IMKTA

0.29

Industry

ADAMZ

Reit - Mortgage

IMKTA

Grocery Stores

P/E Ratio

Winner

ADAMZ

11.02

IMKTA

16.33

Forward P/E

ADAMZ

N/A

IMKTA

8.64

PEG Ratio

Winner

ADAMZ

0.04

IMKTA

0.24

Dividend Yield

Winner

ADAMZ

4.65%

IMKTA

0.75%

5Y Dividends CAGR

ADAMZ

N/A

IMKTA

4.56%

5Y EPS CAGR

ADAMZ

-14.28%

Winner

IMKTA

-13.29%

Debt to Equity

ADAMZ

45.97%

Winner

IMKTA

31.92%

Free Cash Flow Yield

ADAMZ

4.88%

Winner

IMKTA

8.89%

P/S Ratio

ADAMZ

N/A

IMKTA

0.32

P/B Ratio

ADAMZ

N/A

IMKTA

1.02

ADAMZ vs IMKTA - Historical Returns

Returns include dividend reinvestment.

Period	ADAMZ	IMKTA
1 month	+4.31%	+1.76%
3 months	+9.55%	-0.87%
6 months	+2.15%	+29.95%
1 year	+11.71%	+36.27%
5 years(CAGR)	+1.97%	+10.16%
10 years(CAGR)	N/A	+10.55%
Max(CAGR)	+1.97%	+11.24%

Winner

ADAMZ

+4.31%

IMKTA

+1.76%

Winner

ADAMZ

+9.55%

IMKTA

-0.87%

ADAMZ

+2.15%

Winner

IMKTA

+29.95%

ADAMZ

+11.71%

Winner

IMKTA

+36.27%

5Y(CAGR)

ADAMZ

+1.97%

Winner

IMKTA

+10.16%

10Y(CAGR)

ADAMZ

N/A

IMKTA

+10.55%

Max(CAGR)

ADAMZ

+1.97%

Winner

IMKTA

+11.24%

ADAMZ vs IMKTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ADAMZ	IMKTA
2026	+2.15%	+29.95%
2025	+12.89%	+7.71%
2024	+13.09%	-27.04%
2023	+25.81%	-8.77%
2022	-36.72%	+11.28%
2021	+1.27%	+104.32%
2020	N/A	-6.71%
2019	N/A	+74.66%
2018	N/A	-23.89%
2017	N/A	-28.79%
2016	N/A	+27.61%
2015	N/A	+16.17%
2014	N/A	+41.86%
2013	N/A	+58.17%
2012	N/A	+20.14%
2011	N/A	-21.30%
2010	N/A	+32.04%
2009	N/A	-12.70%
2008	N/A	-29.31%
2007	N/A	-16.03%
2006	N/A	+96.29%
2005	N/A	+32.42%
2004	N/A	+27.95%
2003	N/A	-6.03%
2002	N/A	+0.35%
2001	N/A	+26.22%
2000	N/A	-2.53%
1999	N/A	-9.14%

ADAMZ vs IMKTA Drawdown Comparison

The maximum drawdown for ADAMZ was -40.33%, occurring on Oct 13, 2022. Recovery took 671 trading sessions.

The maximum drawdown for IMKTA was -72.55%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

The current ADAMZ drawdown is -1.21%. The current IMKTA drawdown is -8.03%.

Rank	ADAMZ	IMKTA
#1	-40.33% Jan 13, 2022 - Sep 17, 2024	-72.55% Feb 16, 2007 - Dec 15, 2014
#2	-18.25% Oct 3, 2024 - Oct 3, 2025	-61.86% Nov 25, 2015 - Feb 8, 2021
#3	-11.03% Mar 2, 2026 - Mar 31, 2026	-39.58% Dec 12, 2022 - Aug 5, 2025
#4	-7.20% Oct 10, 2025 - Feb 11, 2026	-28.99% Nov 1, 1999 - Jan 30, 2001
#5	-2.02% Nov 24, 2021 - Dec 28, 2021	-24.17% Apr 8, 2015 - Aug 14, 2015
#6	-2.01% Oct 3, 2025 - Oct 10, 2025	-21.43% Aug 30, 2001 - Jan 15, 2004
#7	-1.53% Sep 18, 2024 - Sep 30, 2024	-21.23% Aug 23, 2022 - Nov 29, 2022
#8	-1.51% Feb 26, 2026 - Mar 2, 2026	-20.68% Aug 17, 2015 - Nov 23, 2015
#9	-0.72% Dec 28, 2021 - Jan 4, 2022	-20.47% Apr 10, 2001 - Jul 30, 2001
#10	-0.51% Feb 18, 2026 - Feb 23, 2026	-16.52% Dec 15, 2021 - Mar 4, 2022
#11	-0.40% Jan 4, 2022 - Jan 11, 2022	-16.04% Apr 19, 2022 - Aug 23, 2022
#12	-0.32% Jan 11, 2022 - Jan 13, 2022	-15.67% Jan 20, 2015 - Mar 5, 2015
#13	-0.20% Feb 12, 2026 - Feb 17, 2026	-14.13% Jan 16, 2004 - Sep 7, 2004
#14	-0.16% Nov 18, 2021 - Nov 22, 2021	-13.42% May 6, 2021 - Aug 11, 2021
#15	-0.10% Feb 23, 2026 - Feb 25, 2026	-12.13% May 5, 2006 - Jul 27, 2006

Correlation

Correlation between ADAMZ and IMKTA is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101

Dividend Comparison (2000 - 2026)

ADAMZ vs IMKTA dividend yield comparison.

Year	ADAMZ	IMKTA
2026	4.67%	0.37%
2025	9.06%	0.96%
2024	9.32%	1.02%
2023	9.98%	0.76%
2022	2.87%	0.68%
2021	0.00%	0.76%
2020	0.00%	1.55%
2019	0.00%	1.39%
2018	0.00%	2.42%
2017	0.00%	1.91%
2016	0.00%	1.37%
2015	0.00%	1.50%
2014	0.00%	1.78%
2013	0.00%	1.83%
2012	0.00%	8.60%
2011	0.00%	4.38%
2010	0.00%	3.44%
2009	0.00%	4.36%
2008	0.00%	3.75%
2007	0.00%	2.60%
2006	0.00%	2.22%
2005	0.00%	3.16%
2004	0.00%	5.33%
2003	0.00%	8.03%
2002	0.00%	5.70%
2001	0.00%	5.52%
2000	0.00%	6.56%