IMKTA vs BCAT

Comparison between Ingles Markets Inc - Class A (IMKTA, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

IMKTA is from the Consumer Defensive sector, while BCAT is from the Financial Services sector.

5-Year PerformanceBCAT has outperformed IMKTA, delivering a return of +8.8% compared to +7.3%

IMKTA vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMKTA(COMPANY)	BCAT(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	73.96%	44.30%
Sharpe Ratio	1.34	1.98
5Y Beta	0.29	0.57
Industry	Grocery Stores	Asset Management
P/E Ratio	16.00	7.60
Forward P/E	8.64	N/A
PEG Ratio	0.19	0.54
Dividend Yield	0.77%	N/A
5Y Dividends CAGR	4.56%	32.66%
5Y EPS CAGR	-14.38%	12.69%
Debt to Equity	31.25%	0.00%
Free Cash Flow Yield	9.00%	19.80%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	1.03

Market Cap

IMKTA

$1.66B

Winner

BCAT

$1.66B

Max Drawdown

IMKTA

73.96%

Winner

BCAT

44.30%

Sharpe Ratio

IMKTA

1.34

Winner

BCAT

1.98

5Y Beta

Winner

IMKTA

0.29

BCAT

0.57

Industry

IMKTA

Grocery Stores

BCAT

Asset Management

P/E Ratio

IMKTA

16.00

Winner

BCAT

7.60

Forward P/E

IMKTA

8.64

BCAT

N/A

PEG Ratio

Winner

IMKTA

0.19

BCAT

0.54

Dividend Yield

IMKTA

0.77%

BCAT

N/A

5Y Dividends CAGR

IMKTA

4.56%

Winner

BCAT

32.66%

5Y EPS CAGR

IMKTA

-14.38%

Winner

BCAT

12.69%

Debt to Equity

IMKTA

31.25%

Winner

BCAT

0.00%

Free Cash Flow Yield

IMKTA

9.00%

Winner

BCAT

19.80%

P/S Ratio

IMKTA

N/A

BCAT

7.38

P/B Ratio

IMKTA

N/A

BCAT

1.03

IMKTA vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	IMKTA	BCAT
1 month	-2.44%	+3.08%
3 months	+4.01%	+8.22%
6 months	-0.59%	+17.85%
1 year	+37.72%	+30.96%
5 years(CAGR)	+7.28%	+8.75%
10 years(CAGR)	+10.53%	N/A
Max(CAGR)	+11.12%	+9.65%

IMKTA

-2.44%

Winner

BCAT

+3.08%

IMKTA

+4.01%

Winner

BCAT

+8.22%

IMKTA

-0.59%

Winner

BCAT

+17.85%

Winner

IMKTA

+37.72%

BCAT

+30.96%

5Y(CAGR)

IMKTA

+7.28%

Winner

BCAT

+8.75%

10Y(CAGR)

IMKTA

+10.53%

BCAT

N/A

Max(CAGR)

Winner

IMKTA

+11.12%

BCAT

+9.65%

IMKTA vs BCAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IMKTA	BCAT
2026	+27.78%	+27.54%
2025	+7.71%	+16.32%
2024	-27.04%	+19.78%
2023	-8.77%	+17.82%
2022	+11.28%	-22.68%
2021	+104.32%	-4.09%
2020	-6.71%	+9.35%
2019	+74.66%	N/A
2018	-23.89%	N/A
2017	-28.79%	N/A
2016	+27.61%	N/A
2015	+16.17%	N/A
2014	+41.86%	N/A
2013	+58.17%	N/A
2012	+20.14%	N/A
2011	-21.30%	N/A
2010	+32.04%	N/A
2009	-12.70%	N/A
2008	-29.31%	N/A
2007	-16.03%	N/A
2006	+96.29%	N/A
2005	+32.42%	N/A
2004	+27.95%	N/A
2003	-6.03%	N/A
2002	+0.35%	N/A
2001	+26.22%	N/A
2000	-2.53%	N/A
1999	-9.14%	N/A

IMKTA vs BCAT Drawdown Comparison

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

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current IMKTA drawdown is -9.57%.

Rank	IMKTA	BCAT
#1	-72.55% Feb 16, 2007 - Dec 15, 2014	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-61.86% Nov 25, 2015 - Feb 8, 2021	-13.69% Feb 13, 2025 - May 12, 2025
#3	-39.58% Dec 12, 2022 - Aug 5, 2025	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-28.99% Nov 1, 1999 - Jan 30, 2001	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-24.17% Apr 8, 2015 - Aug 14, 2015	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-21.43% Aug 30, 2001 - Jan 15, 2004	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-21.23% Aug 23, 2022 - Nov 29, 2022	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-20.68% Aug 17, 2015 - Nov 23, 2015	-3.49% Jul 10, 2026 - Aug 4, 2026
#9	-20.47% Apr 10, 2001 - Jul 30, 2001	-3.01% Jun 1, 2026 - Jun 11, 2026
#10	-16.52% Dec 15, 2021 - Mar 4, 2022	-2.85% May 13, 2025 - Jun 2, 2025
#11	-16.04% Apr 19, 2022 - Aug 23, 2022	-2.84% Aug 13, 2025 - Aug 29, 2025
#12	-15.67% Jan 20, 2015 - Mar 5, 2015	-2.41% Dec 5, 2025 - Jan 2, 2026
#13	-14.13% Jan 16, 2004 - Sep 7, 2004	-2.01% May 13, 2026 - May 21, 2026
#14	-13.42% May 6, 2021 - Aug 11, 2021	-1.93% Jun 29, 2026 - Jul 10, 2026
#15	-12.13% May 5, 2006 - Jul 27, 2006	-1.78% Nov 18, 2020 - Nov 30, 2020

Correlation

Correlation between IMKTA and BCAT is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06

-101

Dividend Comparison (2000 - 2026)

IMKTA vs BCAT dividend yield comparison.

Year	IMKTA	BCAT
2026	0.56%	11.17%
2025	0.96%	23.45%
2024	1.02%	17.48%
2023	0.76%	10.08%
2022	0.68%	9.01%
2021	0.76%	6.42%
2020	1.55%	0.48%
2019	1.39%	0.00%
2018	2.42%	0.00%
2017	1.91%	0.00%
2016	1.37%	0.00%
2015	1.50%	0.00%
2014	1.78%	0.00%
2013	1.83%	0.00%
2012	8.60%	0.00%
2011	4.38%	0.00%
2010	3.44%	0.00%
2009	4.36%	0.00%
2008	3.75%	0.00%
2007	2.60%	0.00%
2006	2.22%	0.00%
2005	3.16%	0.00%
2004	5.33%	0.00%
2003	8.03%	0.00%
2002	5.70%	0.00%
2001	5.52%	0.00%
2000	6.56%	0.00%