IMKTA vs CBL

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

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

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

IMKTA vs CBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

IMKTA

$1.70B

Winner

CBL

$1.71B

Max Drawdown

IMKTA

73.96%

Winner

CBL

39.44%

Sharpe Ratio

IMKTA

1.21

Winner

CBL

2.77

5Y Beta

Winner

IMKTA

0.29

CBL

0.70

Industry

IMKTA

Grocery Stores

CBL

Reit - Retail

P/E Ratio

IMKTA

16.33

Winner

CBL

9.77

Forward P/E

IMKTA

8.64

CBL

N/A

PEG Ratio

IMKTA

0.24

Winner

CBL

0.06

Dividend Yield

IMKTA

0.75%

Winner

CBL

3.17%

5Y Dividends CAGR

IMKTA

4.56%

CBL

N/A

5Y EPS CAGR

IMKTA

-13.29%

CBL

N/A

Debt to Equity

Winner

IMKTA

31.92%

CBL

1050.70%

Free Cash Flow Yield

IMKTA

8.89%

Winner

CBL

15.84%

P/S Ratio

Winner

IMKTA

0.32

CBL

2.87

P/B Ratio

Winner

IMKTA

1.02

CBL

4.30

IMKTA vs CBL - Historical Returns

Returns include dividend reinvestment.

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

IMKTA

+1.76%

Winner

CBL

+9.88%

IMKTA

-0.87%

Winner

CBL

+32.43%

IMKTA

+29.95%

Winner

CBL

+46.60%

IMKTA

+36.27%

Winner

CBL

+115.06%

5Y(CAGR)

IMKTA

+10.16%

Winner

CBL

+21.63%

10Y(CAGR)

IMKTA

+10.55%

CBL

N/A

Max(CAGR)

IMKTA

+11.24%

Winner

CBL

+21.63%

IMKTA vs CBL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IMKTA	CBL
2026	+29.95%	+46.60%
2025	+7.71%	+35.33%
2024	-27.04%	+25.95%
2023	-8.77%	+12.62%
2022	+11.28%	-14.58%
2021	+104.32%	+4.00%
2020	-6.71%	N/A
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 CBL Drawdown Comparison

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

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

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

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

Correlation

Correlation between IMKTA and CBL 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)

IMKTA vs CBL dividend yield comparison.

Year	IMKTA	CBL
2026	0.37%	2.38%
2025	0.96%	6.76%
2024	1.02%	5.44%
2023	0.76%	6.14%
2022	0.68%	12.78%
2021	0.76%	0.00%
2020	1.55%	0.00%
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%