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Berry Global Group, Inc. (BERY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US08579W1036

CUSIP

08579W103

Sector

Consumer Cyclical

IPO Date

Oct 4, 2012

Highlights

Market Cap

$8.14B

EPS (TTM)

$4.38

PE Ratio

16.19

PEG Ratio

1.19

Total Revenue (TTM)

$12.26B

Gross Profit (TTM)

$4.69B

EBITDA (TTM)

$1.71B

Year Range

$48.94 - $72.50

Target Price

$73.17

Short %

4.92%

Short Ratio

6.07

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BERY vs. CCK BERY vs. GLW BERY vs. PKG BERY vs. SON BERY vs. APH BERY vs. GPK BERY vs. NBO BERY vs. ATR BERY vs. TDS BERY vs. MMM
Popular comparisons:
BERY vs. CCK BERY vs. GLW BERY vs. PKG BERY vs. SON BERY vs. APH BERY vs. GPK BERY vs. NBO BERY vs. ATR BERY vs. TDS BERY vs. MMM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Berry Global Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


250.00%300.00%350.00%400.00%JuneJulyAugustSeptemberOctoberNovember
432.70%
308.47%
BERY (Berry Global Group, Inc.)
Benchmark (^GSPC)

Returns By Period

Berry Global Group, Inc. had a return of 17.54% year-to-date (YTD) and 23.06% in the last 12 months. Over the past 10 years, Berry Global Group, Inc. had an annualized return of 10.88%, which was very close to the S&P 500 benchmark's annualized return of 11.18%.


BERY

YTD

17.54%

1M

14.02%

6M

32.61%

1Y

23.06%

5Y (annualized)

12.20%

10Y (annualized)

10.88%

^GSPC (Benchmark)

YTD

25.15%

1M

2.74%

6M

12.53%

1Y

30.93%

5Y (annualized)

13.79%

10Y (annualized)

11.18%

Monthly Returns

The table below presents the monthly returns of BERY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.86%-10.61%3.90%-6.35%5.72%-1.27%11.67%4.78%-0.84%3.63%17.54%
20232.15%1.04%-5.15%-1.85%-0.57%12.46%1.91%0.03%-5.25%-11.16%20.73%1.92%13.45%
2022-8.62%-10.04%-4.44%-2.78%3.51%-6.33%5.51%-5.76%-14.36%1.70%24.43%3.12%-17.70%
2021-12.14%12.21%10.83%3.62%7.21%-4.38%-1.43%4.48%-9.36%7.65%5.36%6.85%31.30%
2020-10.47%-10.72%-11.20%18.04%12.87%-1.31%12.79%3.10%-6.25%-3.50%13.66%6.02%18.32%
20193.62%6.54%2.67%9.15%-20.03%11.85%-14.34%-13.12%0.33%5.70%12.48%1.71%-0.08%
20180.89%-8.09%0.75%0.35%-12.20%-4.87%6.33%-2.29%1.38%-9.86%15.36%-5.54%-18.99%
20174.72%-1.37%-3.50%2.94%15.98%-1.69%-1.63%0.29%0.73%4.94%0.54%-1.84%20.40%
2016-14.04%0.10%16.13%-0.36%8.75%-0.82%5.53%10.71%-3.39%-0.23%13.76%-2.09%34.69%
20157.19%1.45%5.48%-5.44%-2.19%-3.20%0.49%-9.09%1.59%11.41%8.54%-0.50%14.68%
2014-6.26%9.10%-4.85%-2.85%4.98%9.28%-5.85%-0.74%4.69%3.09%11.22%9.02%32.62%
20139.33%9.33%-0.88%-0.26%10.58%5.05%4.49%-0.22%-13.21%0.55%6.82%10.91%47.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BERY is 68, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BERY is 6868
Combined Rank
The Sharpe Ratio Rank of BERY is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of BERY is 6262
Sortino Ratio Rank
The Omega Ratio Rank of BERY is 6666
Omega Ratio Rank
The Calmar Ratio Rank of BERY is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BERY is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Berry Global Group, Inc. (BERY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BERY, currently valued at 0.98, compared to the broader market-4.00-2.000.002.004.000.982.53
The chart of Sortino ratio for BERY, currently valued at 1.37, compared to the broader market-4.00-2.000.002.004.001.373.39
The chart of Omega ratio for BERY, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.47
The chart of Calmar ratio for BERY, currently valued at 1.06, compared to the broader market0.002.004.006.001.063.65
The chart of Martin ratio for BERY, currently valued at 2.51, compared to the broader market0.0010.0020.0030.002.5116.21
BERY
^GSPC

The current Berry Global Group, Inc. Sharpe ratio is 0.98. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Berry Global Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.98
2.53
BERY (Berry Global Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Berry Global Group, Inc. provided a 1.47% dividend yield over the last twelve months, with an annual payout of $1.06 per share.


0.40%0.60%0.80%1.00%1.20%1.40%1.60%$0.00$0.20$0.40$0.60$0.80$1.0020222023
Dividends
Dividend Yield
PeriodTTM20232022
Dividend$1.06$0.98$0.23

Dividend yield

1.47%1.59%0.41%

Monthly Dividends

The table displays the monthly dividend distributions for Berry Global Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.25$0.00$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.80
2023$0.00$0.25$0.00$0.00$0.23$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.98
2022$0.23$0.00$0.23

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.5%
Berry Global Group, Inc. has a dividend yield of 1.47%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%14.3%
Berry Global Group, Inc. has a payout ratio of 14.31%, which is below the market average. This means Berry Global Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-0.53%
BERY (Berry Global Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Berry Global Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Berry Global Group, Inc. was 55.78%, occurring on Mar 16, 2020. Recovery took 257 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.78%Jan 9, 2018549Mar 16, 2020257Mar 23, 2021806
-37.79%Dec 30, 2021198Oct 12, 2022520Nov 6, 2024718
-27.49%Sep 17, 201321Oct 15, 2013167Jun 16, 2014188
-24.13%Dec 9, 201548Feb 18, 201658May 11, 2016106
-21.93%Mar 31, 2015108Sep 1, 201556Nov 19, 2015164

Volatility

Volatility Chart

The current Berry Global Group, Inc. volatility is 7.09%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
7.09%
3.97%
BERY (Berry Global Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Berry Global Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Berry Global Group, Inc. compared to its peers in the Packaging & Containers industry.


PE Ratio
20.040.060.080.0100.016.2
The chart displays the price to earnings (P/E) ratio for BERY in comparison to other companies of the Packaging & Containers industry. Currently, BERY has a PE value of 16.2. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.010.01.2
The chart displays the price to earnings to growth (PEG) ratio for BERY in comparison to other companies of the Packaging & Containers industry. Currently, BERY has a PEG value of 1.2. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Berry Global Group, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items