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

Company Info

ISIN

US08579W1036

CUSIP

08579W103

IPO Date

Oct 4, 2012

Highlights

Market Cap

$7.83B

EPS (TTM)

$4.52

PE Ratio

14.95

PEG Ratio

1.19

Total Revenue (TTM)

$11.23B

Gross Profit (TTM)

$2.11B

EBITDA (TTM)

$1.54B

Year Range

$56.54 - $74.24

Target Price

$74.38

Short %

12.34%

Short Ratio

5.28

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.


Performance

Performance Chart


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Returns By Period

Berry Global Group, Inc. (BERY) returned 4.95% year-to-date (YTD) and 13.27% over the past 12 months. Over the past 10 years, BERY returned 7.25% annually, underperforming the S&P 500 benchmark at 10.87%.


BERY

YTD

4.95%

1M

1.14%

6M

2.04%

1Y

13.27%

5Y*

12.13%

10Y*

7.25%

^GSPC (Benchmark)

YTD

1.30%

1M

12.94%

6M

1.49%

1Y

12.48%

5Y*

15.82%

10Y*

10.87%

*Annualized

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
20255.03%6.26%-2.85%-3.19%4.95%
2024-2.86%-10.65%3.90%-6.35%5.72%-1.27%11.67%4.78%-0.88%-4.86%11.81%-10.18%-2.32%
20232.15%1.01%-5.15%-1.85%-0.61%12.46%1.91%0.03%-5.25%-11.16%20.73%1.92%13.37%
2022-8.62%-10.04%-4.44%-2.78%3.51%-6.33%5.51%-5.76%-14.36%1.70%24.38%3.12%-17.73%
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%
20157.20%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, BERY is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BERY is 7979
Overall Rank
The Sharpe Ratio Rank of BERY is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of BERY is 7575
Sortino Ratio Rank
The Omega Ratio Rank of BERY is 7272
Omega Ratio Rank
The Calmar Ratio Rank of BERY is 8383
Calmar Ratio Rank
The Martin Ratio Rank of BERY is 8585
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Berry Global Group, Inc. Sharpe ratios as of May 17, 2025 (values are recalculated daily):

  • 1-Year: 0.83
  • 5-Year: 0.42
  • 10-Year: 0.25
  • All Time: 0.45

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Berry Global Group, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Berry Global Group, Inc. provided a 1.73% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The company has been increasing its dividends for 2 consecutive years.


0.40%0.60%0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.20$0.40$0.60$0.80$1.00$1.20202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$1.17$1.14$1.03$0.25

Dividend yield

1.73%1.76%1.52%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
2025$0.00$0.00$0.31$0.00$0.31
2024$0.00$0.28$0.00$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.31$1.14
2023$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.28$0.00$1.03
2022$0.25$0.00$0.25

Dividend Yield & Payout


Dividend Yield

Berry Global Group, Inc. has a dividend yield of 1.73%, which is quite average when compared to the overall market.

Payout Ratio

Berry Global Group, Inc. has a payout ratio of 16.50%, 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.


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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.

The current Berry Global Group, Inc. drawdown is 7.46%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.78%Jan 9, 2018549Mar 16, 2020257Mar 23, 2021806
-37.79%Dec 30, 2021198Oct 12, 2022532Nov 22, 2024730
-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 chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Berry Global Group, Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


1.001.201.401.601.802.002.2020212022202320242025
1.55
1.79
Actual
Estimate

Valuation

The Valuation section provides an overview of how Berry Global Group, Inc. is priced in the market compared to other companies in the Packaging & Containers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BERY, comparing it with other companies in the Packaging & Containers industry. Currently, BERY has a P/E ratio of 15.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BERY compared to other companies in the Packaging & Containers industry. BERY currently has a PEG ratio of 1.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BERY relative to other companies in the Packaging & Containers industry. Currently, BERY has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BERY in comparison with other companies in the Packaging & Containers industry. Currently, BERY has a P/B value of 3.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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