CBL vs IMKTA

Comparison between CBL& Associates Properties Inc - New (CBL, Company) and Ingles Markets Inc - Class A (IMKTA, Company).

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

5-Year PerformanceCBL has outperformed IMKTA, delivering a return of +21.6% compared to +10.2%

CBL vs IMKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBL(COMPANY)	IMKTA(COMPANY)
Market Cap	$1.71B	$1.70B
Max Drawdown	39.44%	73.96%
Sharpe Ratio	2.77	1.21
5Y Beta	0.70	0.29
Industry	Reit - Retail	Grocery Stores
P/E Ratio	9.77	16.33
Forward P/E	N/A	8.64
PEG Ratio	0.06	0.24
Dividend Yield	3.17%	0.75%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	N/A	-13.29%
Debt to Equity	1050.70%	31.92%
Free Cash Flow Yield	15.84%	8.89%
P/S Ratio	2.87	0.32
P/B Ratio	4.30	1.02

Market Cap

Winner

CBL

$1.71B

IMKTA

$1.70B

Max Drawdown

Winner

CBL

39.44%

IMKTA

73.96%

Sharpe Ratio

Winner

CBL

2.77

IMKTA

1.21

5Y Beta

CBL

0.70

Winner

IMKTA

0.29

Industry

CBL

Reit - Retail

IMKTA

Grocery Stores

P/E Ratio

Winner

CBL

9.77

IMKTA

16.33

Forward P/E

CBL

N/A

IMKTA

8.64

PEG Ratio

Winner

CBL

0.06

IMKTA

0.24

Dividend Yield

Winner

CBL

3.17%

IMKTA

0.75%

5Y Dividends CAGR

CBL

N/A

IMKTA

4.56%

5Y EPS CAGR

CBL

N/A

IMKTA

-13.29%

Debt to Equity

CBL

1050.70%

Winner

IMKTA

31.92%

Free Cash Flow Yield

Winner

CBL

15.84%

IMKTA

8.89%

P/S Ratio

CBL

2.87

Winner

IMKTA

0.32

P/B Ratio

CBL

4.30

Winner

IMKTA

1.02

CBL vs IMKTA - Historical Returns

Returns include dividend reinvestment.

Period	CBL	IMKTA
1 month	+9.88%	+1.76%
3 months	+32.43%	-0.87%
6 months	+46.60%	+29.95%
1 year	+115.06%	+36.27%
5 years(CAGR)	+21.63%	+10.16%
10 years(CAGR)	N/A	+10.55%
Max(CAGR)	+21.63%	+11.24%

Winner

CBL

+9.88%

IMKTA

+1.76%

Winner

CBL

+32.43%

IMKTA

-0.87%

Winner

CBL

+46.60%

IMKTA

+29.95%

Winner

CBL

+115.06%

IMKTA

+36.27%

5Y(CAGR)

Winner

CBL

+21.63%

IMKTA

+10.16%

10Y(CAGR)

CBL

N/A

IMKTA

+10.55%

Max(CAGR)

Winner

CBL

+21.63%

IMKTA

+11.24%

CBL vs IMKTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CBL	IMKTA
2026	+46.60%	+29.95%
2025	+35.33%	+7.71%
2024	+25.95%	-27.04%
2023	+12.62%	-8.77%
2022	-14.58%	+11.28%
2021	+4.00%	+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%

CBL vs IMKTA Drawdown Comparison

The maximum drawdown for CBL was -34.02%, occurring on May 10, 2022. Recovery took 638 trading sessions.

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

The current CBL drawdown is -4.81%. The current IMKTA drawdown is -8.03%.

Rank	CBL	IMKTA
#1	-34.02% Apr 1, 2022 - Oct 16, 2024	-72.55% Feb 16, 2007 - Dec 15, 2014
#2	-29.03% Feb 14, 2025 - Aug 22, 2025	-61.86% Nov 25, 2015 - Feb 8, 2021
#3	-18.71% Nov 5, 2021 - Mar 28, 2022	-39.58% Dec 12, 2022 - Aug 5, 2025
#4	-12.31% Sep 11, 2025 - Nov 7, 2025	-28.99% Nov 1, 1999 - Jan 30, 2001
#5	-11.40% Dec 4, 2024 - Feb 13, 2025	-24.17% Apr 8, 2015 - Aug 14, 2015
#6	-10.58% Dec 18, 2025 - Feb 20, 2026	-21.43% Aug 30, 2001 - Jan 15, 2004
#7	-5.16% Oct 22, 2024 - Nov 6, 2024	-21.23% Aug 23, 2022 - Nov 29, 2022
#8	-4.95% Jun 12, 2026 - Jun 23, 2026	-20.68% Aug 17, 2015 - Nov 23, 2015
#9	-4.81% Jul 1, 2026 - Jul 2, 2026	-20.47% Apr 10, 2001 - Jul 30, 2001
#10	-4.05% Apr 27, 2026 - May 8, 2026	-16.52% Dec 15, 2021 - Mar 4, 2022
#11	-3.43% Mar 10, 2026 - Mar 19, 2026	-16.04% Apr 19, 2022 - Aug 23, 2022
#12	-3.29% May 8, 2026 - May 20, 2026	-15.67% Jan 20, 2015 - Mar 5, 2015
#13	-3.11% Nov 7, 2025 - Nov 21, 2025	-14.13% Jan 16, 2004 - Sep 7, 2004
#14	-2.90% Feb 20, 2026 - Mar 10, 2026	-13.42% May 6, 2021 - Aug 11, 2021
#15	-2.76% Mar 19, 2026 - Mar 30, 2026	-12.13% May 5, 2006 - Jul 27, 2006

Correlation

Correlation between CBL and IMKTA is 0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

0.12

-101

Dividend Comparison (2000 - 2026)

CBL vs IMKTA dividend yield comparison.

Year	CBL	IMKTA
2026	2.38%	0.37%
2025	6.76%	0.96%
2024	5.44%	1.02%
2023	6.14%	0.76%
2022	12.78%	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%