(INCO) Columbia India Consumer - Ratings and Ratios
Consumer Staples, Consumer Discretionary, Beverages, Retail
Description: INCO Columbia India Consumer October 26, 2025
The Columbia India Consumer ETF (NYSE ARCA: INCO) commits at least 80% of its net assets to Indian consumer stocks that are constituents of its underlying index, with a typical allocation near 95%. The index-and thus the fund-is heavily weighted toward consumer discretionary and consumer staples, making the vehicle non-diversified and sector-concentrated.
Key drivers for this exposure include India’s projected middle-class expansion, which is expected to add roughly 150 million consumers by 2030, and a compound annual growth rate (CAGR) of about 12% in household consumption spending over the past five years. Recent data show FY 2024 retail sales growth of 9.5% YoY, while e-commerce penetration is climbing at ~30% annualized, bolstering the outlook for both discretionary and staple retailers.
For a deeper quantitative breakdown of INCO’s risk-adjusted performance and sector sensitivities, you might explore ValueRay’s analytics platform.
INCO ETF Overview
| Market Cap in USD | 296m |
| Category | India Equity |
| TER | 0.75% |
| IPO / Inception | 2011-08-10 |
INCO ETF Ratings
| Growth Rating | 50.8% |
| Fundamental | - |
| Dividend Rating | 53.7% |
| Return 12m vs S&P 500 | -19.1% |
| Analyst Rating | - |
INCO Dividends
| Dividend Yield 12m | 2.84% |
| Yield on Cost 5y | 5.80% |
| Annual Growth 5y | 83.14% |
| Payout Consistency | 71.7% |
| Payout Ratio | % |
INCO Growth Ratios
| Growth Correlation 3m | 27.3% |
| Growth Correlation 12m | 21.4% |
| Growth Correlation 5y | 87.2% |
| CAGR 5y | 13.77% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.51 |
| CAGR/Mean DD 3y (Pain Ratio) | 1.93 |
| Sharpe Ratio 12m | -0.25 |
| Alpha | -12.83 |
| Beta | 0.380 |
| Volatility | 14.16% |
| Current Volume | 8.8k |
| Average Volume 20d | 17.6k |
| Stop Loss | 63.3 (-3.1%) |
| Signal | 0.02 |
What is the price of INCO shares?
Over the past week, the price has changed by -1.74%, over one month by +0.25%, over three months by +3.63% and over the past year by -1.99%.
Is Columbia India Consumer a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of INCO is around 67.86 USD . This means that INCO is currently overvalued and has a potential downside of 3.87%.
Is INCO a buy, sell or hold?
What are the forecasts/targets for the INCO price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 74.9 | 14.7% |
INCO Fundamental Data Overview October 27, 2025
Beta = 0.38
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 295.5m USD (295.5m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 295.5m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 295.5m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.42% (E(295.5m)/V(295.5m) * Re(7.42%) + (debt-free company))
Discount Rate = 7.42% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for INCO ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle