BPOPM vs IMKTA

Comparison between Popular Capital Trust II (BPOPM, Company) and Ingles Markets Inc - Class A (IMKTA, Company).

BPOPM is from the Financials sector, while IMKTA is from the Consumer Defensive sector.

5-Year PerformanceIMKTA has outperformed BPOPM, delivering a return of +7.3% compared to +5.2%

BPOPM vs IMKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BPOPM(COMPANY)	IMKTA(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	71.33%	73.96%
Sharpe Ratio	0.47	1.34
5Y Beta	0.03	0.29
Industry	Banking Services	Grocery Stores
P/E Ratio	2.19	16.00
Forward P/E	N/A	8.64
PEG Ratio	0.00	0.19
Dividend Yield	7.38%	0.77%
5Y Dividends CAGR	1.61%	4.56%
5Y EPS CAGR	N/A	-14.38%
Debt to Equity	N/A	31.25%
Free Cash Flow Yield	N/A	9.00%
P/S Ratio	0.38	N/A
P/B Ratio	0.27	N/A

Market Cap

BPOPM

$1.66B

Winner

IMKTA

$1.66B

Max Drawdown

Winner

BPOPM

71.33%

IMKTA

73.96%

Sharpe Ratio

BPOPM

0.47

Winner

IMKTA

1.34

5Y Beta

Winner

BPOPM

0.03

IMKTA

0.29

Industry

BPOPM

Banking Services

IMKTA

Grocery Stores

P/E Ratio

Winner

BPOPM

2.19

IMKTA

16.00

Forward P/E

BPOPM

N/A

IMKTA

8.64

PEG Ratio

Winner

BPOPM

0.00

IMKTA

0.19

Dividend Yield

Winner

BPOPM

7.38%

IMKTA

0.77%

5Y Dividends CAGR

BPOPM

1.61%

Winner

IMKTA

4.56%

5Y EPS CAGR

BPOPM

N/A

IMKTA

-14.38%

Debt to Equity

BPOPM

N/A

IMKTA

31.25%

Free Cash Flow Yield

BPOPM

N/A

IMKTA

9.00%

P/S Ratio

BPOPM

0.38

IMKTA

N/A

P/B Ratio

BPOPM

0.27

IMKTA

N/A

BPOPM vs IMKTA - Historical Returns

Returns include dividend reinvestment.

Period	BPOPM	IMKTA
1 month	+0.35%	-2.44%
3 months	+1.16%	+4.01%
6 months	+2.50%	-0.59%
1 year	+6.91%	+37.72%
5 years(CAGR)	+5.22%	+7.28%
10 years(CAGR)	+7.38%	+10.53%
Max(CAGR)	+8.94%	+11.12%

Winner

BPOPM

+0.35%

IMKTA

-2.44%

BPOPM

+1.16%

Winner

IMKTA

+4.01%

Winner

BPOPM

+2.50%

IMKTA

-0.59%

BPOPM

+6.91%

Winner

IMKTA

+37.72%

5Y(CAGR)

BPOPM

+5.22%

Winner

IMKTA

+7.28%

10Y(CAGR)

BPOPM

+7.38%

Winner

IMKTA

+10.53%

Max(CAGR)

BPOPM

+8.94%

Winner

IMKTA

+11.12%

BPOPM vs IMKTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BPOPM	IMKTA
2026	+2.12%	+27.78%
2025	+3.92%	+7.71%
2024	+7.09%	-27.04%
2023	+6.27%	-8.77%
2022	+2.81%	+11.28%
2021	+9.35%	+104.32%
2020	-0.60%	-6.71%
2019	+18.20%	+74.66%
2018	+14.29%	-23.89%
2017	+8.23%	-28.79%
2016	+38.05%	+27.61%
2015	-11.33%	+16.17%
2014	+27.53%	+41.86%
2013	-14.62%	+58.17%
2012	+42.85%	+20.14%
2011	-9.22%	-21.30%
2010	+39.19%	+32.04%
2009	-18.42%	-12.70%
2008	+11.18%	-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%

BPOPM vs IMKTA Drawdown Comparison

The maximum drawdown for BPOPM was -71.12%, occurring on Feb 23, 2009. Recovery took 312 trading sessions.

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

The current BPOPM drawdown is -0.02%. The current IMKTA drawdown is -9.57%.

Rank	BPOPM	IMKTA
#1	-71.12% Jan 13, 2009 - Apr 12, 2010	-72.55% Feb 16, 2007 - Dec 15, 2014
#2	-27.17% Jul 15, 2011 - Mar 8, 2012	-61.86% Nov 25, 2015 - Feb 8, 2021
#3	-26.10% Jan 15, 2020 - Sep 28, 2020	-39.58% Dec 12, 2022 - Aug 5, 2025
#4	-24.79% Jun 12, 2013 - Sep 24, 2014	-28.99% Nov 1, 1999 - Jan 30, 2001
#5	-19.81% Jan 27, 2015 - May 23, 2016	-24.17% Apr 8, 2015 - Aug 14, 2015
#6	-18.71% May 4, 2010 - Sep 14, 2010	-21.43% Aug 30, 2001 - Jan 15, 2004
#7	-14.38% Aug 9, 2022 - Jul 5, 2023	-21.23% Aug 23, 2022 - Nov 29, 2022
#8	-10.63% Aug 11, 2017 - May 11, 2018	-20.68% Aug 17, 2015 - Nov 23, 2015
#9	-8.58% Aug 26, 2016 - Feb 28, 2017	-20.47% Apr 10, 2001 - Jul 30, 2001
#10	-8.23% Apr 12, 2010 - Apr 26, 2010	-16.52% Dec 15, 2021 - Mar 4, 2022
#11	-8.01% Jun 28, 2012 - Jul 13, 2012	-16.04% Apr 19, 2022 - Aug 23, 2022
#12	-7.85% Sep 23, 2021 - May 27, 2022	-15.67% Jan 20, 2015 - Mar 5, 2015
#13	-7.74% Sep 14, 2010 - Jan 4, 2011	-14.13% Jan 16, 2004 - Sep 7, 2004
#14	-7.40% Aug 30, 2019 - Dec 31, 2019	-13.42% May 6, 2021 - Aug 11, 2021
#15	-7.02% Aug 20, 2012 - Jan 17, 2013	-12.13% May 5, 2006 - Jul 27, 2006

Correlation

Correlation between BPOPM and IMKTA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

BPOPM vs IMKTA dividend yield comparison.

Year	BPOPM	IMKTA
2026	3.54%	0.56%
2025	6.11%	0.96%
2024	5.96%	1.02%
2023	6.09%	0.76%
2022	6.07%	0.68%
2021	5.87%	0.76%
2020	6.08%	1.55%
2019	5.68%	1.39%
2018	6.33%	2.42%
2017	6.78%	1.91%
2016	6.82%	1.37%
2015	8.75%	1.50%
2014	7.29%	1.78%
2013	8.53%	1.83%
2012	6.81%	8.60%
2011	9.28%	4.38%
2010	7.75%	3.44%
2009	9.89%	4.36%
2008	0.61%	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%