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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
09/28/2026: IMKTA (1-star) is currently NOT-A-BUY. Pass it for now.
Ingles Markets Incorporated is a mature regional grocery retailer and real estate owner operating primarily in the southeastern United States. The company is characterized by a conservative, asset-heavy business model, notably owning much of its store real estate. Its main strength lies in this physical asset base and deep regional brand loyalty. The primary growth opportunity involves modernizing store facilities and digital capabilities to compete in a changing retail environment. Risks include intense pricing pressure from national giants and rising operating costs. This stock may suit value-oriented or risk-averse investors who prioritize asset-backed stability, though investors should monitor digital competitiveness and management's capital allocation strategy.
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 is a mature, slow-growth operator rather than a high-growth tech or emerging industry entity. |
| Momentum investor | Weak fit | The stock typically exhibits low volatility and modest price movement, making it unsuitable for momentum strategies. |
| Value investor | Strong fit | The company's asset-heavy business model and historical valuation metrics often appeal to value-oriented investors. |
| Dividend investor | Mixed fit | While dividends are paid, the yield is often modest compared to high-yield income investments. |
| Low-risk investor | Strong fit | The stable nature of the grocery business and owned real estate portfolio provides a defensive investment profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally less volatile than the broader market due to its stable, defensive business model. |
| Valuation risk | Medium | While often fairly valued, investors should monitor for periods where the stock price disconnects from fundamental book value. |
| Competition risk (National retail giants) | High | Large-scale competitors like WMT and KR possess superior pricing power and digital capabilities that could erode local market share. |
| Business quality | Medium / high | The company benefits from a solid real estate franchise, although the retail operations face pressure from modern grocery trends. |
| Dividend income | Low | Dividend payments are consistent but do not represent a high-yield income play for investors. |
| Execution risk | Medium | Success depends on maintaining store efficiency and navigating the rising costs of labor and goods in the southeastern US. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -5.82% | 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 09/28/2026 |
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 1.59B USD | Price to earnings Ratio 15.31 | 1Y Target Price - |
Price to earnings Ratio 15.31 | 1Y Target Price - | ||
Volume (30-day avg) 110.1K shares | Beta 0.57 | 52 Weeks Range 66.71 - 95.45 | Updated Date 09/27/2026 |
52 Weeks Range 66.71 - 95.45 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 0.78% | Basic EPS (TTM) 5.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Retail Supermarkets | Revenue from the sale of groceries, produce, meat, and pharmacy items across all store locations. | The vast majority of income comes from selling everyday food and household items to local consumers. |
| Real Estate and Property Management | Rental income from third-party tenants in Ingles-owned shopping centers. | The company acts as a landlord, providing a steady stream of secondary income separate from grocery sales. |
| Fluid Dairy Operations | Production and sale of milk and dairy products through the Laura Lynn brand. | Vertical integration in dairy helps stabilize supply costs and provides internal revenue streams. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 15.31 | Forward PE 8.64 | Enterprise Value 1.66B | Price to Sales(TTM) 0.29 |
Enterprise Value 1.66B | Price to Sales(TTM) 0.29 | ||
Enterprise Value to Revenue 0.3 | Enterprise Value to EBITDA 5.97 | Shares Outstanding 14.55M | Shares Floating 13.56M |
Shares Outstanding 14.55M | Shares Floating 13.56M | ||
Percent Insiders 0.09 | Percent Institutions 101.41 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About Ingles Markets Incorporated
Exchange NASDAQ | Headquarters Asheville, NC, United States | ||
IPO Launch date 1990-03-26 | CEO, COO, President & Director Mr. James W. Lanning | ||
Sector Consumer Defensive | Industry Grocery Stores | Full time employees 12152 | Website https://www.ingles-markets.com |
Full time employees 12152 | Website https://www.ingles-markets.com | ||
Ingles Markets, Incorporated, together with its subsidiaries, operates a chain of supermarkets in the United States. The company offers food products, such as grocery, meat, and dairy products, produce, frozen food, and other perishables; and non-food products, which include fuel centers, pharmacies, health and beauty care products, and general merchandise, as well as private label items, organic, and locally sourced items. It also owns and operates a milk processing and packaging plant that supplies organic milk, fruit juices, and bottled water products to other retailers, food service distributors, and grocery warehouses. In addition, the company provides home meal replacement items, delicatessens, bakeries, floral departments, and greeting cards, as well as broad selections of local organic, beverage, and health-related items. It operates under the Ingles and Sav-Mor brand names. Ingles Markets, Incorporated was founded in 1963 and is headquartered in Asheville, North Carolina.
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