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Ingles Markets Inc. (IMKTA) Stock Fundamental Analysis & AI Rating 2026

IMKTA Nasdaq Retail-Grocery Stores NC CIK: 0000050493
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-28
Combined AI Rating
SELL
70% Confidence
AGREEMENT
SELL
72% Conf
HOLD
68% Conf

📊 IMKTA Key Takeaways

Revenue: $2.7B
Net Margin: 2.0%
Free Cash Flow: $69.2M
Current Ratio: 3.34x
Debt/Equity: 0.29x
EPS: $0.00
AI Rating: SELL with 72% confidence
Ingles Markets Inc. (IMKTA) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.7B, net profit margin of 2.0%, and return on equity (ROE) of 3.2%, Ingles Markets Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete IMKTA stock analysis for 2026.

Is Ingles Markets Inc. (IMKTA) a Good Investment?

Claude

Ingles Markets faces structural headwinds with revenue declining 5.4% YoY and net income falling 20.8%, indicating deteriorating competitive position in grocery retail despite a fortress balance sheet. Weak returns on equity (3.2%) and assets (2.0%) suggest the business cannot generate adequate returns, while thin margins (2.0% net) provide limited resilience.

ChatGPT

Balance sheet quality is strong with ample liquidity, low leverage, and solid interest coverage, providing resilience. However, revenue declined 5.4% YoY and net income fell 20.8%, compressing margins and yielding near-breakeven free cash flow, which keeps returns subdued. Near-term upside depends on stabilizing comps and improving operating efficiency without elevating capex.

Why Buy Ingles Markets Inc. Stock? IMKTA Key Strengths

Claude
  • + Strong balance sheet with 3.34x current ratio and conservative 0.29x debt-to-equity
  • + Robust cash position of $418M and positive free cash flow generation ($69.2M)
  • + Healthy interest coverage ratio of 8.1x and low financial distress risk
ChatGPT
  • + Strong liquidity (3.36x current, 1.69x quick)
  • + Conservative leverage (0.30x D/E) and 8.5x interest cover
  • + Healthy cash balance and stable grocery gross margin (24.4%)

IMKTA Stock Risks: Ingles Markets Inc. Investment Risks

Claude
  • ! Revenue decline of 5.4% YoY in mature competitive grocery market signals market share loss
  • ! Profitability deteriorating rapidly with net income down 20.8% despite cost controls
  • ! Anemic returns (3.2% ROE, 2.0% ROA) combined with razor-thin operating margins (2.7%) limit strategic flexibility
  • ! Structural industry headwinds from discount retailers and e-commerce competition without clear differentiation strategy
ChatGPT
  • ! Top-line decline indicating potential demand/pricing pressure
  • ! Margin compression and low returns (ROE 1.7%, Net margin 2.0%)
  • ! Minimal free cash flow (0.1% margin) amid ongoing capex needs

Key Metrics to Watch

Claude
  • * Quarterly comparable store sales and revenue trend reversal
  • * Gross margin stability amid input cost and pricing pressure
  • * Return on equity trajectory and capital allocation decisions
ChatGPT
  • * Same-store sales growth (YoY)
  • * Operating margin and free cash flow margin

Ingles Markets Inc. (IMKTA) Financial Metrics & Key Ratios

Revenue
$2.7B
Net Income
$52.4M
EPS (Diluted)
$0.00
Free Cash Flow
$69.2M
Total Assets
$2.6B
Cash Position
$418.0M

💡 AI Analyst Insight

The relatively thin 2.6% FCF margin may limit capital allocation flexibility. Strong liquidity with a 3.34x current ratio provides a solid financial cushion.

IMKTA Profit Margin, ROE & Profitability Analysis

Gross Margin 24.6%
Operating Margin 2.7%
Net Margin 2.0%
ROE 3.2%
ROA 2.0%
FCF Margin 2.6%

IMKTA vs Consumer Sector: How Ingles Markets Inc. Compares

How Ingles Markets Inc. compares to Consumer sector averages

Net Margin
IMKTA 2.0%
vs
Sector Avg 8.0%
IMKTA Sector
ROE
IMKTA 3.2%
vs
Sector Avg 18.0%
IMKTA Sector
Current Ratio
IMKTA 3.3x
vs
Sector Avg 1.5x
IMKTA Sector
Debt/Equity
IMKTA 0.3x
vs
Sector Avg 0.8x
IMKTA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ingles Markets Inc. Stock Overvalued? IMKTA Valuation Analysis 2026

Based on fundamental analysis, Ingles Markets Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
3.2%
Sector avg: 18%
Net Profit Margin
2.0%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.29x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ingles Markets Inc. Balance Sheet: IMKTA Debt, Cash & Liquidity

Current Ratio
3.34x
Quick Ratio
1.77x
Debt/Equity
0.29x
Debt/Assets
36.0%
Interest Coverage
8.09x
Long-term Debt
$486.3M

IMKTA Revenue & Earnings Growth: 5-Year Financial Trend

IMKTA 5-year financial data: Year 2021: Revenue $5.0B, Net Income $81.6M, EPS N/A. Year 2022: Revenue $5.7B, Net Income $178.6M, EPS N/A. Year 2023: Revenue $5.9B, Net Income $249.7M, EPS N/A. Year 2024: Revenue $5.9B, Net Income $272.8M, EPS N/A. Year 2025: Revenue $5.9B, Net Income $210.8M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ingles Markets Inc.'s revenue has grown significantly by 18% over the 5-year period, indicating strong business expansion.

IMKTA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.6%
Free cash flow / Revenue

IMKTA Quarterly Earnings & Performance

Quarterly financial performance data for Ingles Markets Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $1.3B $15.1M N/A
Q1 2026 $1.3B $16.6M N/A
Q3 2025 $1.3B $15.1M N/A
Q2 2025 $1.3B $15.1M N/A
Q1 2025 $1.3B $16.6M N/A
Q3 2024 $1.4B $31.7M N/A
Q2 2024 $1.4B $31.9M N/A
Q1 2024 $1.5B $43.4M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ingles Markets Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$122.2M
Cash generated from operations
Stock Buybacks
$80.0M
Shares repurchased (TTM)
Capital Expenditures
$53.0M
Investment in assets
Dividends Paid
$6.1M
Returned to shareholders

IMKTA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ingles Markets Inc. (CIK: 0000050493)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/rdgdoc.xml View →
May 7, 2026 10-Q imkt-20260328x10q.htm View →
May 7, 2026 8-K imkta20260506_8k.htm View →
May 5, 2026 8-K imkta20260504_8k.htm View →
Feb 5, 2026 10-Q imkt-20251227x10q.htm View →

Frequently Asked Questions about IMKTA

What is the AI rating for IMKTA?

Ingles Markets Inc. (IMKTA) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are IMKTA's key strengths?

Claude: Strong balance sheet with 3.34x current ratio and conservative 0.29x debt-to-equity. Robust cash position of $418M and positive free cash flow generation ($69.2M). ChatGPT: Strong liquidity (3.36x current, 1.69x quick). Conservative leverage (0.30x D/E) and 8.5x interest cover.

What are the risks of investing in IMKTA?

Claude: Revenue decline of 5.4% YoY in mature competitive grocery market signals market share loss. Profitability deteriorating rapidly with net income down 20.8% despite cost controls. ChatGPT: Top-line decline indicating potential demand/pricing pressure. Margin compression and low returns (ROE 1.7%, Net margin 2.0%).

What is IMKTA's revenue and growth?

Ingles Markets Inc. reported revenue of $2.7B.

Does IMKTA pay dividends?

Ingles Markets Inc. pays dividends, with $6.1M distributed to shareholders in the trailing twelve months.

Where can I find IMKTA SEC filings?

Official SEC filings for Ingles Markets Inc. (CIK: 0000050493) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IMKTA's EPS?

Ingles Markets Inc. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is IMKTA a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Ingles Markets Inc. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is IMKTA stock overvalued or undervalued?

Valuation metrics for IMKTA: ROE of 3.2% (sector avg: 18%), net margin of 2.0% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy IMKTA stock in 2026?

Our dual AI analysis gives Ingles Markets Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is IMKTA's free cash flow?

Ingles Markets Inc.'s operating cash flow is $122.2M, with capital expenditures of $53.0M. FCF margin is 2.6%.

How does IMKTA compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 2.0% (avg: 8%), ROE 3.2% (avg: 18%), current ratio 3.34 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 16, 2026 | Data as of: 2026-03-28 | Powered by Claude AI