Ingles Markets (IMKTA) Return on Invested Capital [ROIC] (2011 - 2026)
Ingles Markets' Return on Invested Capital [ROIC] came in at 5.01% for fiscal Q3 2026 (quarter ended Jun 27, 2026), up 2.06 percentage points from 2.95% a year earlier but down 0.07 percentage points from the prior quarter.
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Analysis
Ingles Markets (IMKTA) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 27, 2025), Ingles Markets' Return on Invested Capital [ROIC] was 4.25%, down 1.20 percentage points from FY2024.
- Return on Invested Capital [ROIC] has declined in each of the last four fiscal years, with a five-year change of -10.27 percentage points (FY2020 to FY2025).
- Going back by fiscal year, Return on Invested Capital [ROIC] was 5.45% in FY2024 (-6.07 pp), 11.52% in FY2023 (-5.20 pp), 16.72% in FY2022 (-1.08 pp) and 17.80% in FY2021 (+3.28 pp).
- The five-year range for quarterly Return on Invested Capital [ROIC] is 2.95% (fiscal Q3 2025) to 17.59% (fiscal Q2 2022).
- Year-over-year, Return on Invested Capital [ROIC] has increased for three consecutive quarters, with an average year-over-year change of -2.33 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in fiscal Q3 2026 (a gain of 2.06 percentage points), and the weakest in fiscal Q1 2024 (a drop of 5.90 percentage points).
- Business Quant data shows IMKTA's Return on Invested Capital [ROIC] at 5.09% (Q2 2026), 4.71% (Q1 2026) and 4.21% (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 999.02 Bn | 955.46 Bn | 49.13 Bn | 16.14% |
| 2 | Costco Wholesale | 473.50 Bn | 396.78 Bn | 12.19 Bn | 21.69% |
| 3 | Kroger | 41.27 Bn | 27.43 Bn | 7.86 Bn | 5.65% |
| 4 | Sysco | 37.80 Bn | 29.72 Bn | 4.05 Bn | 13.53% |
| 5 | Dollar General | 30.21 Bn | 24.89 Bn | 3.68 Bn | 13.65% |
| 6 | Dollar Tree | 26.28 Bn | 22.90 Bn | 2.10 Bn | 25.93% |
| 7 | Caseys General Stores | 25.54 Bn | 23.53 Bn | 1.24 Bn | 18.51% |
| 8 | US Foods Holding | 23.79 Bn | 23.59 Bn | 1.90 Bn | 10.60% |
| 9 | Tractor Supply | 19.46 Bn | 18.61 Bn | 1.42 Bn | 21.39% |
| 10 | Ingles Markets | 1.60 Bn | 1.60 Bn | 332.44 Mn | 5.01% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 5.01% |
| Mar 28, 2026 | 5.09% |
| Dec 27, 2025 | 4.71% |
| Sep 27, 2025 | 4.21% |
| Jun 28, 2025 | 2.95% |
| Mar 29, 2025 | 3.22% |
| Dec 28, 2024 | 4.04% |
| Sep 28, 2024 | 5.34% |
| Jun 29, 2024 | 8.02% |
| Mar 30, 2024 | 8.97% |
| Dec 30, 2023 | 9.57% |
| Sep 30, 2023 | 11.15% |
| Jun 24, 2023 | 12.34% |
| Mar 25, 2023 | 13.63% |
| Dec 24, 2022 | 15.47% |
| Sep 24, 2022 | 15.83% |
| Jun 25, 2022 | 16.60% |
| Mar 26, 2022 | 17.59% |
| Dec 25, 2021 | 17.33% |
| Sep 25, 2021 | 15.75% |
API Access
Ingles Markets Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=IMKTA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "IMKTA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=IMKTA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();