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

Company Info

ISINUS08579W1036
CUSIP08579W103
SectorConsumer Cyclical
IndustryPackaging & Containers

Highlights

Market Cap$6.61B
EPS$4.60
PE Ratio12.40
PEG Ratio1.19
Revenue (TTM)$12.46B
Gross Profit (TTM)$2.31B
EBITDA (TTM)$1.96B
Year Range$52.91 - $69.61
Target Price$72.05
Short %4.40%
Short Ratio2.99

Share Price Chart


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Compare to other instruments

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Berry Global Group, Inc.

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


200.00%250.00%300.00%350.00%NovemberDecember2024FebruaryMarchApril
282.30%
244.58%
BERY (Berry Global Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Berry Global Group, Inc. had a return of -15.55% year-to-date (YTD) and -0.57% in the last 12 months. Over the past 10 years, Berry Global Group, Inc. had an annualized return of 9.85%, while the S&P 500 had an annualized return of 10.37%, indicating that Berry Global Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-15.55%5.57%
1 month-6.35%-4.16%
6 months3.92%20.07%
1 year-0.57%20.82%
5 years (annualized)1.64%11.56%
10 years (annualized)9.85%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.86%-10.65%3.90%
2023-11.16%20.73%1.92%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BERY is 44, suggesting that the investment has average results relative to the market 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 4444
Berry Global Group, Inc.(BERY)
The Sharpe Ratio Rank of BERY is 4646Sharpe Ratio Rank
The Sortino Ratio Rank of BERY is 4040Sortino Ratio Rank
The Omega Ratio Rank of BERY is 3939Omega Ratio Rank
The Calmar Ratio Rank of BERY is 4747Calmar Ratio Rank
The Martin Ratio Rank of BERY is 4646Martin 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.


BERY
Sharpe ratio
The chart of Sharpe ratio for BERY, currently valued at -0.01, compared to the broader market-2.00-1.000.001.002.003.00-0.01
Sortino ratio
The chart of Sortino ratio for BERY, currently valued at 0.17, compared to the broader market-4.00-2.000.002.004.006.000.17
Omega ratio
The chart of Omega ratio for BERY, currently valued at 1.02, compared to the broader market0.501.001.501.02
Calmar ratio
The chart of Calmar ratio for BERY, currently valued at -0.01, compared to the broader market0.002.004.006.00-0.01
Martin ratio
The chart of Martin ratio for BERY, currently valued at -0.03, compared to the broader market-10.000.0010.0020.0030.00-0.03
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current Berry Global Group, Inc. Sharpe ratio is -0.01. This value is calculated based on the past 12 months 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 Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.01
1.78
BERY (Berry Global Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Berry Global Group, Inc. granted a 1.85% dividend yield in the last twelve months. The annual payout for that period amounted to $1.05 per share.


PeriodTTM20232022
Dividend$1.05$1.03$0.25

Dividend yield

1.85%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.28$0.00
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
2022$0.25$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.9%
Berry Global Group, Inc. has a dividend yield of 1.85%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%14.3%
Berry Global Group, Inc. has a payout ratio of 14.27%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-21.40%
-4.16%
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.

The current Berry Global Group, Inc. drawdown is 21.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.78%Jan 9, 2018549Mar 16, 2020257Mar 23, 2021806
-37.79%Dec 30, 2021198Oct 12, 2022
-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 5.55%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
5.55%
3.95%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items