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The Hershey Company (HSY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4278661081

CUSIP

427866108

Sector

Consumer Defensive

IPO Date

Jul 1, 1985

Highlights

Market Cap

$35.94B

EPS (TTM)

$8.70

PE Ratio

20.42

PEG Ratio

4.80

Total Revenue (TTM)

$10.97B

Gross Profit (TTM)

$4.77B

EBITDA (TTM)

$2.86B

Year Range

$168.16 - $208.03

Target Price

$184.53

Short %

5.72%

Short Ratio

3.85

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:
HSY vs. MDLZ HSY vs. COST HSY vs. PEP HSY vs. MCD HSY vs. AEP HSY vs. SPY HSY vs. ADM HSY vs. LOW HSY vs. TGT HSY vs. CALM
Popular comparisons:
HSY vs. MDLZ HSY vs. COST HSY vs. PEP HSY vs. MCD HSY vs. AEP HSY vs. SPY HSY vs. ADM HSY vs. LOW HSY vs. TGT HSY vs. CALM

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-3.81%
7.29%
HSY (The Hershey Company)
Benchmark (^GSPC)

Returns By Period

The Hershey Company had a return of -4.79% year-to-date (YTD) and -2.76% in the last 12 months. Over the past 10 years, The Hershey Company had an annualized return of 7.52%, while the S&P 500 had an annualized return of 11.01%, indicating that The Hershey Company did not perform as well as the benchmark.


HSY

YTD

-4.79%

1M

1.45%

6M

-4.19%

1Y

-2.76%

5Y*

5.46%

10Y*

7.52%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.81%-2.21%3.50%-0.30%2.70%-7.08%7.43%-1.55%-0.66%-7.40%-0.02%-4.79%
2023-3.01%6.57%6.75%7.33%-4.52%-3.85%-7.36%-6.60%-6.88%-6.36%0.92%-0.79%-17.88%
20221.86%3.09%7.10%4.22%-5.82%1.63%5.95%-1.00%-1.87%8.30%-1.05%-1.53%21.86%
2021-4.52%0.68%8.59%3.88%5.82%0.65%2.70%-0.16%-4.76%3.60%1.73%9.00%29.58%
20205.57%-6.76%-7.98%-0.05%3.06%-4.47%12.18%2.78%-3.57%-4.10%8.16%3.00%5.90%
2019-1.01%5.00%3.75%8.73%6.28%1.57%13.21%4.95%-2.20%-5.24%1.40%-0.80%40.20%
2018-2.80%-10.34%0.71%-7.09%-1.36%3.35%5.53%3.09%1.47%5.05%1.75%-1.03%-2.92%
20171.97%3.32%0.83%-0.96%7.12%-6.85%-1.92%0.24%4.05%-2.74%5.10%2.33%12.33%
2016-1.30%3.83%1.32%1.11%0.37%22.23%-2.41%-9.32%-4.29%7.18%-5.09%7.03%18.75%
2015-1.66%2.05%-2.77%-8.91%1.59%-4.34%4.57%-3.01%2.64%-3.47%-2.01%3.43%-12.02%
20142.23%6.94%-1.34%-7.82%1.65%0.03%-9.47%4.32%4.39%0.50%5.15%3.64%9.16%
201310.01%5.44%5.03%1.86%0.42%0.19%6.26%-2.58%0.60%7.29%-1.87%0.35%37.38%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HSY is 38, 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 HSY is 3838
Overall Rank
The Sharpe Ratio Rank of HSY is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of HSY is 3434
Sortino Ratio Rank
The Omega Ratio Rank of HSY is 3434
Omega Ratio Rank
The Calmar Ratio Rank of HSY is 4343
Calmar Ratio Rank
The Martin Ratio Rank of HSY is 4141
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 The Hershey Company (HSY) 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 HSY, currently valued at -0.11, compared to the broader market-4.00-2.000.002.00-0.111.90
The chart of Sortino ratio for HSY, currently valued at 0.02, compared to the broader market-4.00-2.000.002.004.000.022.54
The chart of Omega ratio for HSY, currently valued at 1.00, compared to the broader market0.501.001.502.001.001.35
The chart of Calmar ratio for HSY, currently valued at -0.07, compared to the broader market0.002.004.006.00-0.072.81
The chart of Martin ratio for HSY, currently valued at -0.33, compared to the broader market0.0010.0020.00-0.3312.39
HSY
^GSPC

The current The Hershey Company Sharpe ratio is -0.11. 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 The Hershey Company 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
-0.11
1.90
HSY (The Hershey Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Hershey Company provided a 3.18% dividend yield over the last twelve months, with an annual payout of $5.48 per share. The company has been increasing its dividends for 23 consecutive years.


1.60%1.80%2.00%2.20%2.40%2.60%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.48$4.46$3.87$3.41$3.15$2.99$2.76$2.55$2.40$2.24$2.04$1.81

Dividend yield

3.18%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%1.96%1.86%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$1.37$0.00$0.00$1.37$0.00$0.00$1.37$0.00$0.00$1.37$0.00$5.48
2023$0.00$1.04$0.00$0.00$1.04$0.00$0.00$1.19$0.00$0.00$1.19$0.00$4.46
2022$0.00$0.90$0.00$0.00$0.90$0.00$0.00$1.04$0.00$0.00$1.04$0.00$3.87
2021$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.90$0.00$0.00$0.90$0.00$3.41
2020$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.80$0.00$0.00$0.80$0.00$3.15
2019$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.77$0.00$0.00$0.77$0.00$2.99
2018$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.72$0.00$0.00$0.72$0.00$2.76
2017$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.66$0.00$0.00$0.66$0.00$2.55
2016$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.62$0.00$0.00$0.62$0.00$2.40
2015$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.58$0.00$0.00$0.58$0.00$2.24
2014$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.54$0.00$0.00$0.54$0.00$2.04
2013$0.42$0.00$0.00$0.42$0.00$0.00$0.49$0.00$0.00$0.49$0.00$1.81

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.2%
The Hershey Company has a dividend yield of 3.18%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%63.0%
The Hershey Company has a payout ratio of 62.99%, which is quite average when compared to the overall market. This suggests that The Hershey Company 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
-34.77%
-3.58%
HSY (The Hershey Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Hershey Company. 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 The Hershey Company was 49.15%, occurring on Mar 10, 2009. Recovery took 531 trading sessions.

The current The Hershey Company drawdown is 34.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.15%May 17, 2005960Mar 10, 2009531Apr 15, 20111491
-48.52%Oct 23, 1998319Jan 28, 2000507Feb 7, 2002826
-40.55%Oct 8, 19878Oct 19, 1987448Jul 27, 1989456
-35.87%May 2, 2023390Nov 15, 2024
-30.77%Mar 5, 202013Mar 23, 2020255Mar 26, 2021268

Volatility

Volatility Chart

The current The Hershey Company volatility is 14.30%, 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%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
14.30%
3.64%
HSY (The Hershey Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Hershey Company 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 The Hershey Company compared to its peers in the Confectioners industry.


PE Ratio
10.015.020.025.030.035.020.4
The chart displays the price to earnings (P/E) ratio for HSY in comparison to other companies of the Confectioners industry. Currently, HSY has a PE value of 20.4. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.04.8
The chart displays the price to earnings to growth (PEG) ratio for HSY in comparison to other companies of the Confectioners industry. Currently, HSY has a PEG value of 4.8. 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 The Hershey Company.


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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
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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.

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