PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Hormel Foods Corporation (HRL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4404521001

CUSIP

440452100

Sector

Consumer Defensive

IPO Date

Jan 2, 1990

Highlights

Market Cap

$17.65B

EPS (TTM)

$1.47

PE Ratio

21.87

PEG Ratio

2.72

Total Revenue (TTM)

$11.92B

Gross Profit (TTM)

$2.04B

EBITDA (TTM)

$1.37B

Year Range

$27.77 - $36.19

Target Price

$32.15

Short %

1.70%

Short Ratio

4.29

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
HRL vs. KHC HRL vs. MKC HRL vs. EPD HRL vs. LEG HRL vs. TD HRL vs. PBA HRL vs. WASH HRL vs. SJM HRL vs. CAG HRL vs. SPY
Popular comparisons:
HRL vs. KHC HRL vs. MKC HRL vs. EPD HRL vs. LEG HRL vs. TD HRL vs. PBA HRL vs. WASH HRL vs. SJM HRL vs. CAG HRL vs. SPY

Performance

Performance Chart

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


1,500.00%2,000.00%2,500.00%3,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,818.20%
1,548.88%
HRL (Hormel Foods Corporation)
Benchmark (^GSPC)

Returns By Period

Hormel Foods Corporation had a return of 2.21% year-to-date (YTD) and 3.63% in the last 12 months. Over the past 10 years, Hormel Foods Corporation had an annualized return of 4.02%, while the S&P 500 had an annualized return of 11.06%, indicating that Hormel Foods Corporation did not perform as well as the benchmark.


HRL

YTD

2.21%

1M

4.83%

6M

5.30%

1Y

3.63%

5Y*

-4.39%

10Y*

4.02%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.57%16.30%-1.22%2.75%-12.88%-1.58%6.28%1.37%-2.61%-2.74%6.15%2.21%
20230.06%-2.05%-10.14%2.10%-5.42%5.15%2.35%-5.60%-1.45%-13.68%-6.02%4.97%-27.49%
2022-2.23%0.36%8.19%2.15%-7.10%-2.69%4.74%1.91%-9.63%2.80%1.18%-3.09%-4.67%
20211.08%-1.05%3.04%-2.80%5.06%-1.63%-2.37%-1.81%-9.97%3.81%-2.17%17.90%6.99%
20205.32%-11.98%12.12%0.95%4.23%-1.15%5.89%0.24%-4.10%0.05%-3.10%-1.21%5.38%
2019-0.36%2.46%3.23%-10.32%-1.13%2.66%1.63%3.95%2.63%-6.01%8.90%1.30%7.85%
2018-5.16%-5.45%5.73%6.19%-0.99%3.68%-2.85%8.84%0.64%11.27%3.32%-5.34%19.68%
20174.79%-2.89%-1.76%1.80%-4.13%1.43%0.70%-10.04%4.55%-2.51%16.98%-0.16%6.72%
20162.06%5.73%1.72%-10.52%-10.74%6.36%2.46%2.44%-0.86%1.89%-11.06%1.66%-10.62%
2015-1.20%14.23%-2.84%-3.98%5.28%-1.49%5.49%3.19%3.62%7.11%10.91%5.55%54.47%
20141.03%4.42%3.84%-2.80%3.19%0.28%-7.91%11.97%1.40%5.32%-1.54%-1.85%17.28%
201311.44%8.09%10.45%0.30%-3.51%-3.11%10.23%-2.17%1.67%3.59%3.59%0.33%47.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HRL is 51, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HRL is 5151
Overall Rank
The Sharpe Ratio Rank of HRL is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of HRL is 4747
Sortino Ratio Rank
The Omega Ratio Rank of HRL is 4848
Omega Ratio Rank
The Calmar Ratio Rank of HRL is 5454
Calmar Ratio Rank
The Martin Ratio Rank of HRL is 5353
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 Hormel Foods Corporation (HRL) 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 HRL, currently valued at 0.17, compared to the broader market-4.00-2.000.002.000.172.10
The chart of Sortino ratio for HRL, currently valued at 0.43, compared to the broader market-4.00-2.000.002.004.000.432.80
The chart of Omega ratio for HRL, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.39
The chart of Calmar ratio for HRL, currently valued at 0.10, compared to the broader market0.002.004.006.000.103.09
The chart of Martin ratio for HRL, currently valued at 0.41, compared to the broader market-5.000.005.0010.0015.0020.0025.000.4113.49
HRL
^GSPC

The current Hormel Foods Corporation Sharpe ratio is 0.17. 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 Hormel Foods Corporation 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.17
2.10
HRL (Hormel Foods Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Hormel Foods Corporation provided a 3.57% dividend yield over the last twelve months, with an annual payout of $1.13 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.


1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.13$1.10$1.04$0.98$0.93$0.84$0.75$0.68$0.58$0.50$0.40$0.34

Dividend yield

3.57%3.43%2.28%2.01%2.00%1.86%1.76%1.87%1.67%1.26%1.54%1.51%

Monthly Dividends

The table displays the monthly dividend distributions for Hormel Foods Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$1.13
2023$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$1.10
2022$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$1.04
2021$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.98
2020$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.93
2019$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.84
2018$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.75
2017$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.68
2016$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.58
2015$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.50
2014$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.40
2013$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.34

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.6%
Hormel Foods Corporation has a dividend yield of 3.57%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%72.0%
Hormel Foods Corporation has a payout ratio of 71.99%, which is quite average when compared to the overall market. This suggests that Hormel Foods Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-37.72%
-2.62%
HRL (Hormel Foods Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hormel Foods Corporation. 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 Hormel Foods Corporation was 45.01%, occurring on Feb 13, 2024. The portfolio has not yet recovered.

The current Hormel Foods Corporation drawdown is 37.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.01%Apr 22, 2022455Feb 13, 2024
-40.2%Apr 8, 2008166Dec 1, 2008305Feb 18, 2010471
-37.07%Oct 20, 1999101Mar 14, 2000299May 21, 2001400
-32.21%Mar 25, 1998128Sep 24, 1998153May 5, 1999281
-29.99%Feb 18, 2016430Oct 30, 2017247Oct 23, 2018677

Volatility

Volatility Chart

The current Hormel Foods Corporation volatility is 5.95%, 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%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.95%
3.79%
HRL (Hormel Foods Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hormel Foods Corporation 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 Hormel Foods Corporation compared to its peers in the Packaged Foods industry.


PE Ratio
20.040.060.080.021.9
The chart displays the price to earnings (P/E) ratio for HRL in comparison to other companies of the Packaged Foods industry. Currently, HRL has a PE value of 21.9. This PE ratio falls in the average range for the industry.
PEG Ratio
-100.0-50.00.02.7
The chart displays the price to earnings to growth (PEG) ratio for HRL in comparison to other companies of the Packaged Foods industry. Currently, HRL has a PEG value of 2.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hormel Foods Corporation.


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab