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4 / 10Stock Comparison
TBBB vs IMKTA vs VLGEA vs CASY
Revenue, margins, valuation, and 5-year total return — side by side.
Grocery Stores
Grocery Stores
Specialty Retail
TBBB vs IMKTA vs VLGEA vs CASY — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Discount Stores | Grocery Stores | Grocery Stores | Specialty Retail |
| Market Cap | $4.43B | $1.63B | $648M | $31.59B |
| Revenue (TTM) | $77.56B | $5.40B | $2.39B | $16.98B |
| Net Income (TTM) | $-2.81B | $104M | $57M | $650M |
| Gross Margin | 16.2% | 24.5% | 28.0% | 23.9% |
| Operating Margin | -0.6% | 6.4% | 3.0% | 6.3% |
| Forward P/E | — | 19.5x | 11.5x | 47.1x |
| Total Debt | $14.00B | $544M | $341M | $2.96B |
| Cash & Equiv. | $1.43B | $366M | $111M | $327M |
TBBB vs IMKTA vs VLGEA vs CASY — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 24 | May 26 | Return |
|---|---|---|---|
| BBB Foods Inc. (TBBB) | 100 | 183.4 | +83.4% |
| Ingles Markets, Inc… (IMKTA) | 100 | 111.4 | +11.4% |
| Village Super Marke… (VLGEA) | 100 | 160.7 | +60.7% |
| Casey's General Sto… (CASY) | 100 | 279.5 | +179.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TBBB vs IMKTA vs VLGEA vs CASY
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TBBB is the clearest fit if your priority is growth exposure.
- Rev growth 27.6%, EPS growth -10.7%, 3Y rev CAGR 32.2%
- 27.6% revenue growth vs IMKTA's -5.4%
IMKTA lags the leaders in this set but could rank higher in a more targeted comparison.
VLGEA carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.07, yield 2.1%
- Lower volatility, beta 0.07, Low D/E 69.2%, current ratio 1.13x
- PEG 0.66 vs CASY's 3.02
- Beta 0.07, yield 2.1%, current ratio 1.13x
CASY is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 6.4% 10Y total return vs IMKTA's 125.9%
- 3.8% margin vs TBBB's -3.6%
- +83.1% vs VLGEA's +22.3%
- 10.0% ROA vs TBBB's -10.5%, ROIC 11.3% vs -2.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.6% revenue growth vs IMKTA's -5.4% | |
| Value | Lower P/E (11.5x vs 47.1x), PEG 0.66 vs 3.02 | |
| Quality / Margins | 3.8% margin vs TBBB's -3.6% | |
| Stability / Safety | Beta 0.07 vs TBBB's 0.57, lower leverage | |
| Dividends | 2.1% yield, vs CASY's 0.2%, (1 stock pays no dividend) | |
| Momentum (1Y) | +83.1% vs VLGEA's +22.3% | |
| Efficiency (ROA) | 10.0% ROA vs TBBB's -10.5%, ROIC 11.3% vs -2.8% |
TBBB vs IMKTA vs VLGEA vs CASY — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
TBBB vs IMKTA vs VLGEA vs CASY — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CASY leads in 2 of 6 categories
VLGEA leads 1 • TBBB leads 0 • IMKTA leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — IMKTA and CASY each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TBBB is the larger business by revenue, generating $77.6B annually — 32.5x VLGEA's $2.4B. CASY is the more profitable business, keeping 3.8% of every revenue dollar as net income compared to TBBB's -3.6%. On growth, TBBB holds the edge at +32.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $77.6B | $5.4B | $2.4B | $17.0B |
| EBITDAEarnings before interest/tax | $1.4B | $34.7B | $108M | $1.5B |
| Net IncomeAfter-tax profit | -$2.8B | $104M | $57M | $650M |
| Free Cash FlowCash after capex | $1.1B | $69.3B | $62M | $667M |
| Gross MarginGross profit ÷ Revenue | +16.2% | +24.5% | +28.0% | +23.9% |
| Operating MarginEBIT ÷ Revenue | -0.6% | +6.4% | +3.0% | +6.3% |
| Net MarginNet income ÷ Revenue | -3.6% | +1.9% | +2.4% | +3.8% |
| FCF MarginFCF ÷ Revenue | +1.5% | +12.8% | +2.6% | +3.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +32.3% | -1.8% | +6.9% | +0.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -50.9% | +35.0% | +6.1% | +49.8% |
Valuation Metrics
VLGEA leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 11.5x trailing earnings, VLGEA trades at a 80% valuation discount to CASY's 58.1x P/E. Adjusting for growth (PEG ratio), VLGEA offers better value at 0.66x vs CASY's 3.73x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $4.4B | $1.6B | $648M | $31.6B |
| Enterprise ValueMkt cap + debt − cash | $5.2B | $1.8B | $878M | $34.2B |
| Trailing P/EPrice ÷ TTM EPS | -28.58x | 19.50x | 11.50x | 58.13x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — | 47.05x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.66x | 3.73x |
| EV / EBITDAEnterprise value multiple | 71.54x | 7.51x | 8.07x | 28.51x |
| Price / SalesMarket cap ÷ Revenue | 1.04x | 0.31x | 0.28x | 1.98x |
| Price / BookPrice ÷ Book value/share | 18.48x | 1.01x | 1.32x | 9.06x |
| Price / FCFMarket cap ÷ FCF | 67.41x | 41.15x | 18.82x | 54.03x |
Profitability & Efficiency
CASY leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
CASY delivers a 23.7% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-67 for TBBB. IMKTA carries lower financial leverage with a 0.34x debt-to-equity ratio, signaling a more conservative balance sheet compared to TBBB's 3.39x. On the Piotroski fundamental quality scale (0–9), IMKTA scores 7/9 vs TBBB's 3/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -67.2% | +6.4% | +11.4% | +23.7% |
| ROA (TTM)Return on assets | -10.5% | +4.1% | +5.6% | +10.0% |
| ROICReturn on invested capital | -2.8% | +5.0% | +7.6% | +11.3% |
| ROCEReturn on capital employed | -4.1% | +5.3% | +8.8% | +12.5% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 | 6 | 6 |
| Debt / EquityFinancial leverage | 3.39x | 0.34x | 0.69x | 0.84x |
| Net DebtTotal debt minus cash | $12.6B | $177M | $230M | $2.6B |
| Cash & Equiv.Liquid assets | $1.4B | $366M | $111M | $327M |
| Total DebtShort + long-term debt | $14.0B | $544M | $341M | $3.0B |
| Interest CoverageEBIT ÷ Interest expense | -0.43x | 6.36x | 15.89x | 13.45x |
Total Returns (Dividends Reinvested)
CASY leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CASY five years ago would be worth $38,512 today (with dividends reinvested), compared to $13,557 for IMKTA. Over the past 12 months, CASY leads with a +83.1% total return vs VLGEA's +22.3%. 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 | +12.0% | +23.6% | +27.4% | +53.2% |
| 1-Year ReturnPast 12 months | +24.3% | +41.6% | +22.3% | +83.1% |
| 3-Year ReturnCumulative with dividends | +102.1% | +7.6% | +122.1% | +272.4% |
| 5-Year ReturnCumulative with dividends | +102.1% | +35.6% | +93.8% | +285.1% |
| 10-Year ReturnCumulative with dividends | +102.1% | +125.9% | +111.9% | +638.3% |
| CAGR (3Y)Annualised 3-year return | +26.4% | +2.5% | +30.5% | +55.0% |
Risk & Volatility
Evenly matched — VLGEA and CASY each lead in 1 of 2 comparable metrics.
Risk & Volatility
VLGEA is the less volatile stock with a 0.07 beta — it tends to amplify market swings less than TBBB's 0.57 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 | 0.57x | 0.36x | 0.07x | 0.29x |
| 52-Week HighHighest price in past year | $40.09 | $95.62 | $45.12 | $867.40 |
| 52-Week LowLowest price in past year | $23.81 | $59.09 | $30.08 | $430.00 |
| % of 52W HighCurrent price vs 52-week peak | +96.0% | +89.7% | +97.4% | +98.1% |
| RSI (14)Momentum oscillator 0–100 | 54.1 | 46.6 | 55.1 | 76.8 |
| Avg Volume (50D)Average daily shares traded | 478K | 128K | 49K | 545K |
Analyst Outlook
Evenly matched — VLGEA and CASY each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: TBBB as "Buy", CASY as "Buy". Consensus price targets imply 13.4% upside for TBBB (target: $44) vs -19.1% for CASY (target: $688). For income investors, VLGEA offers the higher dividend yield at 2.05% vs CASY's 0.23%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — | — | Buy |
| Price TargetConsensus 12-month target | $43.67 | — | — | $688.10 |
| # AnalystsCovering analysts | 7 | — | — | 25 |
| Dividend YieldAnnual dividend ÷ price | — | +0.8% | +2.1% | +0.2% |
| Dividend StreakConsecutive years of raises | — | 11 | 0 | 19 |
| Dividend / ShareAnnual DPS | — | $0.65 | $0.90 | $1.94 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | +0.0% |
CASY leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). VLGEA leads in 1 (Valuation Metrics). 3 tied.
TBBB vs IMKTA vs VLGEA vs CASY: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TBBB or IMKTA or VLGEA or CASY a better buy right now?
For growth investors, BBB Foods Inc.
(TBBB) is the stronger pick with 27. 6% revenue growth year-over-year, versus -5. 4% for Ingles Markets, Incorporated (IMKTA). Village Super Market, Inc. (VLGEA) offers the better valuation at 11. 5x trailing P/E, making it the more compelling value choice. Analysts rate BBB Foods Inc. (TBBB) a "Buy" — based on 7 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 — TBBB or IMKTA or VLGEA or CASY?
On trailing P/E, Village Super Market, Inc.
(VLGEA) is the cheapest at 11. 5x versus Casey's General Stores, Inc. at 58. 1x.
03Which is the better long-term investment — TBBB or IMKTA or VLGEA or CASY?
Over the past 5 years, Casey's General Stores, Inc.
(CASY) delivered a total return of +285. 1%, compared to +35. 6% for Ingles Markets, Incorporated (IMKTA). Over 10 years, the gap is even starker: CASY returned +638. 3% versus TBBB's +102. 1%. 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 — TBBB or IMKTA or VLGEA or CASY?
By beta (market sensitivity over 5 years), Village Super Market, Inc.
(VLGEA) is the lower-risk stock at 0. 07β versus BBB Foods Inc. 's 0. 57β — meaning TBBB is approximately 771% more volatile than VLGEA relative to the S&P 500. On balance sheet safety, Ingles Markets, Incorporated (IMKTA) carries a lower debt/equity ratio of 34% versus 3% for BBB Foods Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — TBBB or IMKTA or VLGEA or CASY?
By revenue growth (latest reported year), BBB Foods Inc.
(TBBB) is pulling ahead at 27. 6% versus -5. 4% for Ingles Markets, Incorporated (IMKTA). On earnings-per-share growth, the picture is similar: Village Super Market, Inc. grew EPS 12. 4% year-over-year, compared to -1067. 9% for BBB Foods Inc.. Over a 3-year CAGR, TBBB leads at 32. 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 — TBBB or IMKTA or VLGEA or CASY?
Casey's General Stores, Inc.
(CASY) is the more profitable company, earning 3. 4% net margin versus -3. 6% for BBB Foods Inc. — 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 -0. 7% for TBBB. At the gross margin level — before operating expenses — VLGEA leads at 28. 6%, 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 TBBB or IMKTA or VLGEA or CASY more undervalued right now?
Analyst consensus price targets imply the most upside for TBBB: 13.
4% to $43. 67.
08Which pays a better dividend — TBBB or IMKTA or VLGEA or CASY?
In this comparison, VLGEA (2.
1% yield), IMKTA (0. 8% yield), CASY (0. 2% yield) pay a dividend. TBBB does not pay a meaningful dividend and should not be held primarily for income.
09Is TBBB or IMKTA or VLGEA or CASY better for a retirement portfolio?
For long-horizon retirement investors, Village Super Market, Inc.
(VLGEA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 07), 2. 1% yield, +111. 9% 10Y return). Both have compounded well over 10 years (VLGEA: +111. 9%, TBBB: +102. 1%), 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 TBBB and IMKTA and VLGEA and CASY?
These companies operate in different sectors (TBBB (Consumer Defensive) and IMKTA (Consumer Defensive) and VLGEA (Consumer Defensive) and CASY (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TBBB is a small-cap high-growth stock; IMKTA is a small-cap quality compounder stock; VLGEA is a small-cap deep-value stock; CASY is a mid-cap quality compounder stock. IMKTA, VLGEA pay a dividend while TBBB, CASY 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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