COMP <GO>
IMKTA vs COST // 10Y YIELD & FRED MACRO BETA
Ingles Markets Incorporated (Class A) (NASDAQ) VS. Costco Wholesale Corporation (NASDAQ) • 15-METRIC TALLY: IMKTA 5
— COST 7
■ METRIC PARITY
LAST: $83.22 (-0.49%) • MKT CAP: $1.58B
macro-sensitivity
—
LAST: $996.08 (+1.36%) • MKT CAP: $441.39B
macro-sensitivity
0.73
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IMKTA VS. COST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IMKTA | COST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.90% | 12.82% | +11.08 | IMKTA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.40% | 42.43% | -38.03 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 31.4x | -21.66 | IMKTA | /valuation <GO> |
| Free Cash Flow Yield | 2.51% | 2.09% | +0.42 | IMKTA | /fcf-yield <GO> |
| Operating Margin | 2.20% | 3.85% | -1.65 | COST | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 3.04% | -1.44 | COST | /net-margins <GO> |
| Revenue Growth (YoY) | -5.40% | 10.14% | -15.54 | COST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.78% | 0.58% | +0.20 | IMKTA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.46 | 9.38 | -4.92 | COST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.0 | 57.7 | -15.70 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.73 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 43.7x | -26.10 | IMKTA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.58B | $441.39B | -$439.81B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IMKTA REV | COST REV | IMKTA GROSS % | COST GROSS % | IMKTA FCF | COST FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $303.15B | — | 12.8% | — | $9.38B |
| FY 2025 | $5.33B | $275.24B | 23.9% | 12.8% | $39.6M | $7.84B |
| FY 2024 | $5.64B | $254.45B | 23.0% | 12.6% | $51.7M | $6.63B |
| FY 2023 | $5.89B | $242.29B | — | 12.3% | $266.4M | $6.75B |
| FY 2022 | — | $226.95B | — | 12.2% | — | $3.50B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IMKTA // BETA —
COST // BETA 0.73