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IMKTA vs RLJ

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

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

5-Year PerformanceIMKTA has outperformed RLJ, delivering a return of +7.3% compared to -1.5%

IMKTA vs RLJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IMKTA
$1.66B
RLJ
$1.66B
Max Drawdown
Winner
IMKTA
73.96%
RLJ
88.16%
Sharpe Ratio
IMKTA
1.34
Winner
RLJ
1.78
5Y Beta
Winner
IMKTA
0.29
RLJ
1.09
Industry
IMKTA
Grocery Stores
RLJ
Reit - Hotel & Motel
P/E Ratio
Winner
IMKTA
16.00
RLJ
60.27
Forward P/E
Winner
IMKTA
8.64
RLJ
144.93
PEG Ratio
IMKTA
0.19
RLJ
N/A
Dividend Yield
IMKTA
0.77%
Winner
RLJ
5.46%
5Y Dividends CAGR
IMKTA
4.56%
Winner
RLJ
79.72%
5Y EPS CAGR
IMKTA
-14.38%
RLJ
N/A
Debt to Equity
Winner
IMKTA
31.25%
RLJ
125.24%
Free Cash Flow Yield
IMKTA
9.00%
Winner
RLJ
16.08%

IMKTA vs RLJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMKTA
-2.44%
RLJ
-4.03%
3M
IMKTA
+4.01%
Winner
RLJ
+24.73%
6M
IMKTA
-0.59%
Winner
RLJ
+36.46%
1Y
IMKTA
+37.72%
Winner
RLJ
+59.85%
5Y(CAGR)
Winner
IMKTA
+7.28%
RLJ
-1.48%
10Y(CAGR)
Winner
IMKTA
+10.53%
RLJ
-3.01%
Max(CAGR)
Winner
IMKTA
+11.12%
RLJ
+1.19%

IMKTA vs RLJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMKTARLJ
2026+27.78%+47.88%
2025+7.71%-19.07%
2024-27.04%-8.61%
2023-8.77%+16.05%
2022+11.28%-23.98%
2021+104.32%+3.31%
2020-6.71%-19.08%
2019+74.66%+17.70%
2018-23.89%-21.68%
2017-28.79%-4.85%
2016+27.61%+23.48%
2015+16.17%-32.85%
2014+41.86%+43.25%
2013+58.17%+26.14%
2012+20.14%+18.09%
2011-21.30%-2.36%
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 RLJ Drawdown Comparison

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

The maximum drawdown for RLJ was -83.84%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current IMKTA drawdown is -9.57%. The current RLJ drawdown is -48.77%.

RankIMKTARLJ
#1-72.55%
Feb 16, 2007 - Dec 15, 2014
-83.84%
Jan 26, 2015 - Mar 18, 2020
#2-61.86%
Nov 25, 2015 - Feb 8, 2021
-34.77%
Jun 9, 2011 - Jan 25, 2012
#3-39.58%
Dec 12, 2022 - Aug 5, 2025
-12.19%
Apr 2, 2012 - Sep 13, 2012
#4-28.99%
Nov 1, 1999 - Jan 30, 2001
-11.84%
Feb 8, 2012 - Apr 2, 2012
#5-24.17%
Apr 8, 2015 - Aug 14, 2015
-10.85%
Sep 21, 2012 - Dec 24, 2012
#6-21.43%
Aug 30, 2001 - Jan 15, 2004
-10.67%
Oct 28, 2013 - Jan 15, 2014
#7-21.23%
Aug 23, 2022 - Nov 29, 2022
-8.12%
Jul 30, 2013 - Oct 18, 2013
#8-20.68%
Aug 17, 2015 - Nov 23, 2015
-7.76%
Jun 18, 2013 - Jul 11, 2013
#9-20.47%
Apr 10, 2001 - Jul 30, 2001
-6.75%
Apr 1, 2014 - May 9, 2014
#10-16.52%
Dec 15, 2021 - Mar 4, 2022
-6.16%
Sep 5, 2014 - Oct 21, 2014
#11-16.04%
Apr 19, 2022 - Aug 23, 2022
-5.21%
Apr 12, 2013 - May 7, 2013
#12-15.67%
Jan 20, 2015 - Mar 5, 2015
-4.79%
Jul 23, 2014 - Aug 13, 2014
#13-14.13%
Jan 16, 2004 - Sep 7, 2004
-4.67%
Jan 15, 2014 - Feb 14, 2014
#14-13.42%
May 6, 2021 - Aug 11, 2021
-4.27%
May 20, 2013 - Jun 18, 2013
#15-12.13%
May 5, 2006 - Jul 27, 2006
-3.13%
Dec 9, 2014 - Dec 17, 2014

Correlation

Correlation between IMKTA and RLJ is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42
-101

Dividend Comparison (2000 - 2026)

IMKTA vs RLJ dividend yield comparison.

YearIMKTARLJ
20260.56%2.74%
20250.96%8.05%
20241.02%4.90%
20230.76%3.07%
20220.68%1.13%
20210.76%0.29%
20201.55%0.28%
20191.39%7.45%
20182.42%8.05%
20171.91%6.01%
20161.37%5.39%
20151.50%6.10%
20141.78%3.10%
20131.83%3.52%
20128.60%3.61%
20114.38%2.26%
20103.44%0.00%
20094.36%0.00%
20083.75%0.00%
20072.60%0.00%
20062.22%0.00%
20053.16%0.00%
20045.33%0.00%
20038.03%0.00%
20025.70%0.00%
20015.52%0.00%
20006.56%0.00%

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