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4 / 10Stock Comparison
IMKTA vs CASY vs WMT vs MUSA
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
Specialty Retail
Specialty Retail
IMKTA vs CASY vs WMT vs MUSA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Grocery Stores | Specialty Retail | Specialty Retail | Specialty Retail |
| Market Cap | $1.63B | $31.59B | $1.04T | $10.75B |
| Revenue (TTM) | $5.40B | $16.98B | $703.06B | $19.68B |
| Net Income (TTM) | $104M | $650M | $22.91B | $554M |
| Gross Margin | 24.5% | 23.9% | 24.9% | 5.5% |
| Operating Margin | 6.4% | 6.3% | 4.1% | 4.3% |
| Forward P/E | 19.5x | 47.1x | 44.7x | 19.8x |
| Total Debt | $544M | $2.96B | $67.09B | $3.25B |
| Cash & Equiv. | $366M | $327M | $10.73B | $29M |
IMKTA vs CASY vs WMT vs MUSA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Ingles Markets, Inc… (IMKTA) | 100 | 201.3 | +101.3% |
| Casey's General Sto… (CASY) | 100 | 532.7 | +432.7% |
| Walmart Inc. (WMT) | 100 | 314.9 | +214.9% |
| Murphy USA Inc. (MUSA) | 100 | 500.6 | +400.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IMKTA vs CASY vs WMT vs MUSA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IMKTA is the #2 pick in this set and the best alternative if defensive is your priority.
- Beta 0.36, yield 0.8%, current ratio 3.22x
- Lower P/E (19.5x vs 47.1x)
- 0.8% yield, 11-year raise streak, vs WMT's 0.7%
CASY carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 7.3%, EPS growth 9.0%, 3Y rev CAGR 7.2%
- 7.3% revenue growth vs IMKTA's -5.4%
- 3.8% margin vs IMKTA's 1.9%
- +83.1% vs MUSA's +15.3%
WMT is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 37 yrs, beta 0.12, yield 0.7%
- Lower volatility, beta 0.12, Low D/E 67.2%, current ratio 0.79x
- Beta 0.12 vs IMKTA's 0.36
MUSA is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 8.0% 10Y total return vs CASY's 6.4%
- PEG 1.53 vs WMT's 4.06
- 11.7% ROA vs IMKTA's 4.1%, ROIC 15.8% vs 5.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.3% revenue growth vs IMKTA's -5.4% | |
| Value | Lower P/E (19.5x vs 47.1x) | |
| Quality / Margins | 3.8% margin vs IMKTA's 1.9% | |
| Stability / Safety | Beta 0.12 vs IMKTA's 0.36 | |
| Dividends | 0.8% yield, 11-year raise streak, vs WMT's 0.7% | |
| Momentum (1Y) | +83.1% vs MUSA's +15.3% | |
| Efficiency (ROA) | 11.7% ROA vs IMKTA's 4.1%, ROIC 15.8% vs 5.0% |
IMKTA vs CASY vs WMT vs MUSA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IMKTA vs CASY vs WMT vs MUSA — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IMKTA leads in 1 of 6 categories
CASY leads 1 • WMT leads 0 • MUSA leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — IMKTA and MUSA each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WMT is the larger business by revenue, generating $703.1B annually — 130.3x IMKTA's $5.4B. Profitability is closely matched — net margins range from 3.8% (CASY) to 1.9% (IMKTA). On growth, MUSA holds the edge at +6.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $5.4B | $17.0B | $703.1B | $19.7B |
| EBITDAEarnings before interest/tax | $34.7B | $1.5B | $42.8B | $1.1B |
| Net IncomeAfter-tax profit | $104M | $650M | $22.9B | $554M |
| Free Cash FlowCash after capex | $69.3B | $667M | $15.3B | $555M |
| Gross MarginGross profit ÷ Revenue | +24.5% | +23.9% | +24.9% | +5.5% |
| Operating MarginEBIT ÷ Revenue | +6.4% | +6.3% | +4.1% | +4.3% |
| Net MarginNet income ÷ Revenue | +1.9% | +3.8% | +3.3% | +2.8% |
| FCF MarginFCF ÷ Revenue | +12.8% | +3.9% | +2.2% | +2.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.8% | +0.3% | +5.8% | +6.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +35.0% | +49.8% | +35.1% | +176.8% |
Valuation Metrics
IMKTA leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 19.5x trailing earnings, IMKTA trades at a 66% valuation discount to CASY's 58.1x P/E. Adjusting for growth (PEG ratio), MUSA offers better value at 1.85x vs WMT's 4.33x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $1.6B | $31.6B | $1.04T | $10.8B |
| Enterprise ValueMkt cap + debt − cash | $1.8B | $34.2B | $1.09T | $14.0B |
| Trailing P/EPrice ÷ TTM EPS | 19.50x | 58.13x | 47.69x | 24.12x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 47.05x | 44.71x | 19.84x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.73x | 4.33x | 1.85x |
| EV / EBITDAEnterprise value multiple | 7.51x | 28.51x | 24.85x | 13.71x |
| Price / SalesMarket cap ÷ Revenue | 0.31x | 1.98x | 1.46x | 0.55x |
| Price / BookPrice ÷ Book value/share | 1.01x | 9.06x | 10.45x | 18.20x |
| Price / FCFMarket cap ÷ FCF | 41.15x | 54.03x | 24.97x | 28.73x |
Profitability & Efficiency
Evenly matched — IMKTA and MUSA each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
MUSA delivers a 89.5% return on equity — every $100 of shareholder capital generates $90 in annual profit, vs $6 for IMKTA. IMKTA carries lower financial leverage with a 0.34x debt-to-equity ratio, signaling a more conservative balance sheet compared to MUSA's 5.22x. On the Piotroski fundamental quality scale (0–9), IMKTA scores 7/9 vs MUSA's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.4% | +23.7% | +22.3% | +89.5% |
| ROA (TTM)Return on assets | +4.1% | +10.0% | +7.9% | +11.7% |
| ROICReturn on invested capital | +5.0% | +11.3% | +14.7% | +15.8% |
| ROCEReturn on capital employed | +5.3% | +12.5% | +17.5% | +20.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.34x | 0.84x | 0.67x | 5.22x |
| Net DebtTotal debt minus cash | $177M | $2.6B | $56.4B | $3.2B |
| Cash & Equiv.Liquid assets | $366M | $327M | $10.7B | $29M |
| Total DebtShort + long-term debt | $544M | $3.0B | $67.1B | $3.3B |
| Interest CoverageEBIT ÷ Interest expense | 6.36x | 13.45x | 11.85x | 7.47x |
Total Returns (Dividends Reinvested)
CASY leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MUSA five years ago would be worth $41,821 today (with dividends reinvested), compared to $13,557 for IMKTA. Over the past 12 months, CASY leads with a +83.1% total return vs MUSA's +15.3%. The 3-year compound annual growth rate (CAGR) favors CASY at 55.0% vs IMKTA's 2.5% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +23.6% | +53.2% | +15.7% | +43.5% |
| 1-Year ReturnPast 12 months | +41.6% | +83.1% | +32.7% | +15.3% |
| 3-Year ReturnCumulative with dividends | +7.6% | +272.4% | +160.5% | +106.0% |
| 5-Year ReturnCumulative with dividends | +35.6% | +285.1% | +186.9% | +318.2% |
| 10-Year ReturnCumulative with dividends | +125.9% | +638.3% | +499.5% | +803.3% |
| CAGR (3Y)Annualised 3-year return | +2.5% | +55.0% | +37.6% | +27.2% |
Risk & Volatility
Evenly matched — CASY and MUSA each lead in 1 of 2 comparable metrics.
Risk & Volatility
MUSA is the less volatile stock with a -0.23 beta — it tends to amplify market swings less than IMKTA's 0.36 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CASY currently trades 98.1% from its 52-week high vs IMKTA's 89.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.36x | 0.29x | 0.12x | -0.23x |
| 52-Week HighHighest price in past year | $95.62 | $867.40 | $134.69 | $609.82 |
| 52-Week LowLowest price in past year | $59.09 | $430.00 | $91.89 | $345.23 |
| % of 52W HighCurrent price vs 52-week peak | +89.7% | +98.1% | +96.7% | +95.3% |
| RSI (14)Momentum oscillator 0–100 | 46.6 | 76.8 | 55.9 | 64.0 |
| Avg Volume (50D)Average daily shares traded | 128K | 545K | 17.2M | 354K |
Analyst Outlook
Evenly matched — IMKTA and WMT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CASY as "Buy", WMT as "Buy", MUSA as "Hold". Consensus price targets imply 5.3% upside for WMT (target: $137) vs -19.1% for CASY (target: $688). For income investors, IMKTA offers the higher dividend yield at 0.75% vs CASY's 0.23%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $688.10 | $137.04 | $504.25 |
| # AnalystsCovering analysts | — | 25 | 64 | 11 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +0.2% | +0.7% | +0.4% |
| Dividend StreakConsecutive years of raises | 11 | 19 | 37 | 5 |
| Dividend / ShareAnnual DPS | $0.65 | $1.94 | $0.94 | $2.13 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | +0.8% | +6.0% |
IMKTA leads in 1 of 6 categories (Valuation Metrics). CASY leads in 1 (Total Returns). 4 tied.
IMKTA vs CASY vs WMT vs MUSA: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is IMKTA or CASY or WMT or MUSA a better buy right now?
For growth investors, Casey's General Stores, Inc.
(CASY) is the stronger pick with 7. 3% revenue growth year-over-year, versus -5. 4% for Ingles Markets, Incorporated (IMKTA). Ingles Markets, Incorporated (IMKTA) offers the better valuation at 19. 5x trailing P/E, making it the more compelling value choice. Analysts rate Casey's General Stores, Inc. (CASY) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — IMKTA or CASY or WMT or MUSA?
On trailing P/E, Ingles Markets, Incorporated (IMKTA) is the cheapest at 19.
5x versus Casey's General Stores, Inc. at 58. 1x. On forward P/E, Murphy USA Inc. is actually cheaper at 19. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Murphy USA Inc. wins at 1. 53x versus Walmart Inc. 's 4. 06x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — IMKTA or CASY or WMT or MUSA?
Over the past 5 years, Murphy USA Inc.
(MUSA) delivered a total return of +318. 2%, compared to +35. 6% for Ingles Markets, Incorporated (IMKTA). Over 10 years, the gap is even starker: MUSA returned +803. 3% versus IMKTA's +125. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — IMKTA or CASY or WMT or MUSA?
By beta (market sensitivity over 5 years), Murphy USA Inc.
(MUSA) is the lower-risk stock at -0. 23β versus Ingles Markets, Incorporated's 0. 36β — meaning IMKTA is approximately -254% more volatile than MUSA relative to the S&P 500. On balance sheet safety, Ingles Markets, Incorporated (IMKTA) carries a lower debt/equity ratio of 34% versus 5% for Murphy USA Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IMKTA or CASY or WMT or MUSA?
By revenue growth (latest reported year), Casey's General Stores, Inc.
(CASY) is pulling ahead at 7. 3% versus -5. 4% for Ingles Markets, Incorporated (IMKTA). On earnings-per-share growth, the picture is similar: Walmart Inc. grew EPS 13. 3% year-over-year, compared to -20. 9% for Ingles Markets, Incorporated. Over a 3-year CAGR, CASY leads at 7. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — IMKTA or CASY or WMT or MUSA?
Casey's General Stores, Inc.
(CASY) is the more profitable company, earning 3. 4% net margin versus 1. 6% for Ingles Markets, Incorporated — meaning it keeps 3. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CASY leads at 5. 0% versus 2. 2% for IMKTA. At the gross margin level — before operating expenses — WMT leads at 24. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is IMKTA or CASY or WMT or MUSA more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Murphy USA Inc. (MUSA) is the more undervalued stock at a PEG of 1. 53x versus Walmart Inc. 's 4. 06x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Murphy USA Inc. (MUSA) trades at 19. 8x forward P/E versus 47. 1x for Casey's General Stores, Inc. — 27. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WMT: 5. 3% to $137. 04.
08Which pays a better dividend — IMKTA or CASY or WMT or MUSA?
All stocks in this comparison pay dividends.
Ingles Markets, Incorporated (IMKTA) offers the highest yield at 0. 8%, versus 0. 2% for Casey's General Stores, Inc. (CASY).
09Is IMKTA or CASY or WMT or MUSA better for a retirement portfolio?
For long-horizon retirement investors, Murphy USA Inc.
(MUSA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 23), +803. 3% 10Y return). Both have compounded well over 10 years (MUSA: +803. 3%, CASY: +638. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between IMKTA and CASY and WMT and MUSA?
These companies operate in different sectors (IMKTA (Consumer Defensive) and CASY (Consumer Cyclical) and WMT (Consumer Defensive) and MUSA (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
IMKTA, WMT pay a dividend while CASY, MUSA do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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