Transaction log

  • Oct 23, 2024 - Bought 25 @ $62.42 (0.81% wtg, opportunistic)

Ingles Markets

Location: Asheville, North Carolina

 

Estimated fair value history

  • Dec-24 - $99 (8.0% MFCF yield)

  • Mar-25 - $98

  • Jun-25 - $98

  • Sep-25 - $107

  • Dec-25 - $110

Profile

Industry: Grocery stores

Sector: Consumer defensive

Theme: Migration trends

5-Year shareholder growth: +15.3%/year

Estimated fair value: $110

Valuation assumption: 8.0% MFCF yield

Operating income/gross profit: 12.6%

Insider ownership: 22.2