INGLES MARKETS INC (IMKTA) Stock Analysis

INGLES MARKETS INC (IMKTA) Stock Analysis

Overall Grade: F (Concerning)

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INGLES MARKETS INC faces challenges in financial performance that warrant careful analysis.

Key Metrics:

Metric Value Context
ROIC 5.7% Below expectations
FCF Margin 2.3% Cash flow pressure
Debt/Equity 0.3x Conservative leverage

Investment Thesis: Financial metrics indicate concerning business quality with areas requiring attention.


What is INGLES MARKETS INC's Profitability and ROIC?

INGLES MARKETS INC's return on invested capital of 5.7% is below the typical cost of capital. Gross margin of 24.1% with operating margin at 2.5% reflects the company's moderate market position.

Key Metrics

Metric Value Rating Interpretation
Return on Invested Capital (ROIC) 5.7% Warning Below cost of capital
Return on Equity (ROE) 6.0% Warning Moderate equity returns
Gross Margin 24.1% Adequate Competitive pricing environment
Operating Margin 2.5% Warning Moderate operational efficiency

How Strong is INGLES MARKETS INC's Cash Flow Quality?

INGLES MARKETS INC generated $123.1M in free cash flow over the trailing twelve months, representing a 2.3% margin. Cash earnings quality is strong, with operating cash flow exceeding net income by 2.5x.

Key Metrics

Metric Value Rating Interpretation
Free Cash Flow Margin 2.3% Warning Thin cash margins
Free Cash Flow (TTM) $123.1M Good Positive cash generation
OCF/Net Income 2.5x Excellent High earnings quality
FCF Consistency (8Q) N/A Warning Variable cash flow

What is INGLES MARKETS INC's Financial Health?

INGLES MARKETS INC's debt-to-equity ratio of 0.3x indicates conservative leverage.

Key Metrics

Metric Value Rating Interpretation
Debt to Equity 0.3x Good Conservative capital structure
Net Cash Position $-149.8M Adequate Net debt position

Is INGLES MARKETS INC Stock Overvalued or Undervalued?

Key Metrics

Metric Value Rating Interpretation
EV/Sales 0.0x Excellent Attractive revenue multiple

Sector Rankings

Metric Value Percentile vs Median
Return on Invested Capital (ROIC) 5.7% Bottom 50% 0.6x below
Free Cash Flow Margin 2.3% Bottom 50% 0.7x below
Gross Margin 24.1% Bottom 25% 0.6x below
Operating Margin 2.5% Bottom 50% 0.5x below
Return on Equity (ROE) 6.0% Bottom 50% 0.5x below

Rating Thresholds

Return on Invested Capital (ROIC)

Measures how efficiently a company uses its debt and equity capital to generate profits. ROIC above 15% typically indicates a competitive moat.

Rating Range Interpretation
Excellent > 20% Exceptional capital efficiency, strong competitive moat
Good 12% - 20% Above-average returns, sustainable competitive position
Adequate 8% - 12% Around cost of capital, moderate competitive position
Warning 4% - 8% Below cost of capital, value may be eroding
Red flag < 4% Significant capital destruction, fundamental issues

Current: 5.7% (Warning - Bottom 50% of sector (median: 9.8%))

Free Cash Flow Margin

The percentage of revenue converted to free cash flow. Higher margins indicate stronger cash generation and business quality.

Rating Range Interpretation
Excellent > 20% Strong cash generation, high-quality business
Good 10% - 20% Healthy cash conversion
Adequate 5% - 10% Moderate cash generation
Warning 0% - 5% Thin cash margins, capital intensive
Red flag < 0% Cash burn, potential liquidity concerns

Current: 2.3% (Warning - Bottom 50% of sector (median: 3.2%))

Gross Margin

Revenue minus cost of goods sold as a percentage. Higher gross margins indicate pricing power and competitive advantage.

Rating Range Interpretation
Excellent > 50% Strong pricing power and competitive moat
Good 30% - 50% Healthy margins, differentiated product
Adequate 20% - 30% Moderate margins, competitive industry
Warning 10% - 20% Thin margins, commodity-like business
Red flag < 10% Very thin margins, structural challenges

Current: 24.1% (Adequate - Bottom 25% of sector (median: 40.9%))

Debt to Equity Ratio

Total debt divided by shareholders' equity. Lower ratios indicate more conservative financing and reduced financial risk.

Rating Range Interpretation
Excellent < 0.3x Conservative leverage, strong balance sheet
Good 0.3x - 0.7x Moderate leverage, healthy financial position
Adequate 0.7x - 1.5x Elevated leverage, monitor closely
Warning 1.5x - 3.0x High leverage, increased financial risk
Red flag > 3.0x Excessive leverage, potential distress risk

Current: 31.2% (Good)


Frequently Asked Questions

Q: What is INGLES MARKETS INC's Return on Invested Capital (ROIC)?

INGLES MARKETS INC (IMKTA) has a trailing twelve-month Return on Invested Capital (ROIC) of 5.7%. This compares below the sector median of 9.8%. An ROIC below 8% suggests the company may be destroying shareholder value.

Q: What is INGLES MARKETS INC's Free Cash Flow Margin?

INGLES MARKETS INC (IMKTA) has a free cash flow margin of 2.3%, generating $123.1 million in free cash flow over the trailing twelve months. A thin FCF margin may indicate heavy reinvestment or operational challenges.

Q: Is INGLES MARKETS INC stock overvalued or undervalued?

INGLES MARKETS INC (IMKTA) The EV/Sales multiple is 0.0x.

Q: What is INGLES MARKETS INC's revenue and earnings growth?

INGLES MARKETS INC (IMKTA) declined revenue by 0.5% year-over-year. Net income grew by 20.8% year-over-year. Revenue decline may indicate market challenges or industry headwinds.

Q: How does INGLES MARKETS INC compare to competitors in Consumer Discretionary?

Compared to other companies in Consumer Discretionary, INGLES MARKETS INC (IMKTA) shows: ROIC of 5.7% is below the sector median of 9.8% (Bottom 34%). FCF margin of 2.3% trails the sector median of 3.2% (Bottom 42% of sector). Gross margin at 24.1% is 16.7 percentage points lower than sector peers. These rankings are based on MetricDuck's analysis of all Consumer Discretionary companies with available SEC filings.

Q: What warning signs should I watch for with INGLES MARKETS INC?

Investors in INGLES MARKETS INC (IMKTA) should monitor these potential warning signs: 1) FCF margin is thin at 2.3%, leaving limited buffer for economic downturns. Regular monitoring of SEC filings and quarterly trends is recommended.


Data Source: Data sourced from 10-K filed 2025-11-26. TTM metrics as of Q4 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

This analysis is for informational purposes only and does not constitute investment advice.