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Upturn AI Summary - About
Ingles Markets Incorporated(IMKTA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IMKTA
10/23/2026: IMKTA (1-star) is currently NOT-A-BUY. Pass it for now.
Ingles Markets is a stable, regional grocery retailer known for its asset-heavy approach, particularly its ownership of real estate and vertically integrated supply chain. The company benefits from a predictable business model and strong regional brand presence, making it a defensive fit for conservative investors. Its primary growth opportunity lies in optimizing store performance and expanding private label offerings. However, Ingles faces significant competitive risks from national giants with superior scale and digital infrastructure, alongside margin pressure from rising costs. Potential investors should monitor the company's ability to modernize its digital presence and manage operational costs in a highly competitive grocery market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company operates in a mature, low-growth sector with limited aggressive expansion plans. |
| Momentum investor | Weak fit | The stock is generally characterized by lower trading volume and lacks the volatility-driven trends momentum investors seek. |
| Value investor | Strong fit | The company trades at reasonable valuation multiples, supported by a significant portfolio of owned real estate assets. |
| Dividend investor | Mixed fit | While it pays a dividend, the yield is typically modest compared to dedicated income-generating stocks. |
| Low-risk investor | Strong fit | Its essential business model and asset-heavy balance sheet provide a level of stability suitable for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally stable due to its defensive business model. |
| Valuation risk | Low | The company typically trades in line with its asset-heavy fundamental value. |
| Competition risk (National Grocery Giants) | High | Intense pricing pressure from large, efficient competitors threatens market share. |
| Business quality | Medium | The core grocery business is stable but lacks the high-growth potential of tech or service sectors. |
| Dividend income | Medium | Dividends are reliable but not the primary driver of shareholder returns. |
| Execution risk | Medium | Operating a large retail chain requires constant focus on supply chain and labor management. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -6.12% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.67B USD | Price to earnings Ratio 16.07 | 1Y Target Price - |
Price to earnings Ratio 16.07 | 1Y Target Price - | ||
Volume (30-day avg) 112.9K shares | Beta 0.57 | 52 Weeks Range 66.58 - 95.26 | Updated Date 10/25/2026 |
52 Weeks Range 66.58 - 95.26 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 0.74% | Basic EPS (TTM) 5.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Supermarket Retail | Sale of groceries, pharmacy, and pharmacy products across regional locations. | This is the primary source of revenue, relying on consistent consumer demand for food staples. |
| Fuel Centers | Gasoline sales and convenience items adjacent to stores. | Acts as a key driver of foot traffic and customer loyalty. |
| Manufacturing/Distribution | Internal dairy operations and logistics infrastructure. | Supports operational efficiency and margin control by reducing reliance on external suppliers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 16.07 | Forward PE 8.64 | Enterprise Value 1.66B | Price to Sales(TTM) 0.31 |
Enterprise Value 1.66B | Price to Sales(TTM) 0.31 | ||
Enterprise Value to Revenue 0.31 | Enterprise Value to EBITDA 6.03 | Shares Outstanding 14.55M | Shares Floating 13.56M |
Shares Outstanding 14.55M | Shares Floating 13.56M | ||
Percent Insiders 0.09 | Percent Institutions 101.59 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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