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Tootsie Roll Industries, Inc. (TR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8905161076

CUSIP

890516107

Sector

Consumer Defensive

IPO Date

Dec 30, 1987

Highlights

Market Cap

$1.33B

EPS (TTM)

$1.31

PE Ratio

24.69

Total Revenue (TTM)

$731.33M

Gross Profit (TTM)

$250.14M

EBITDA (TTM)

$111.87M

Year Range

$27.50 - $34.48

Target Price

$19.00

Short %

9.53%

Short Ratio

15.06

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:
TR vs. GIS TR vs. HSY TR vs. SPY TR vs. MDLZ TR vs. VOO TR vs. PM TR vs. NTSX
Popular comparisons:
TR vs. GIS TR vs. HSY TR vs. SPY TR vs. MDLZ TR vs. VOO TR vs. PM TR vs. NTSX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Tootsie Roll Industries, Inc., 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%15.00%JulyAugustSeptemberOctoberNovemberDecember
11.40%
7.29%
TR (Tootsie Roll Industries, Inc.)
Benchmark (^GSPC)

Returns By Period

Tootsie Roll Industries, Inc. had a return of -0.76% year-to-date (YTD) and -1.59% in the last 12 months. Over the past 10 years, Tootsie Roll Industries, Inc. had an annualized return of 4.59%, while the S&P 500 had an annualized return of 10.96%, indicating that Tootsie Roll Industries, Inc. did not perform as well as the benchmark.


TR

YTD

-0.76%

1M

-1.79%

6M

12.06%

1Y

-1.59%

5Y*

2.13%

10Y*

4.59%

^GSPC (Benchmark)

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.96%-0.21%1.73%-7.24%-1.51%4.81%0.88%-3.63%4.21%-5.52%13.47%-0.76%
20235.07%-1.56%5.28%-8.97%-4.43%-9.15%-1.55%-7.77%-7.12%4.49%6.36%0.72%-18.76%
2022-6.29%-0.59%6.97%0.20%-5.60%7.19%-0.65%2.02%-7.12%21.69%11.29%-5.10%22.26%
202133.27%-22.16%11.07%-4.71%-0.89%8.99%1.42%-7.97%-3.85%4.30%-0.63%15.48%27.39%
2020-0.09%-5.95%15.79%-2.31%1.39%-3.55%-7.50%0.92%-3.41%-3.02%3.65%-3.81%-9.37%
20193.74%7.33%3.40%4.27%-2.24%-2.48%1.16%-1.82%1.25%-7.47%0.20%-0.34%6.36%
2018-1.65%-6.70%-8.93%-3.06%1.93%6.35%-3.08%-3.68%1.56%8.28%10.90%-4.34%-4.36%
2017-5.79%4.54%-1.51%0.00%-7.10%0.68%6.74%0.40%1.98%-6.32%5.06%-2.43%-4.77%
20163.89%1.52%8.29%2.00%0.42%7.91%-3.63%2.59%-3.31%-3.51%6.49%5.53%30.85%
20151.76%5.74%6.18%-8.67%-0.77%5.38%0.50%-4.28%0.68%1.71%0.98%-1.17%7.26%
2014-6.76%-0.96%2.89%-5.84%3.23%1.43%-10.56%7.29%-0.92%6.22%-1.72%5.48%-1.94%
20134.55%3.62%10.00%4.41%0.61%1.38%6.55%-11.43%2.77%4.07%0.16%1.76%30.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TR is 41, 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 TR is 4141
Overall Rank
The Sharpe Ratio Rank of TR is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of TR is 3636
Sortino Ratio Rank
The Omega Ratio Rank of TR is 3535
Omega Ratio Rank
The Calmar Ratio Rank of TR is 4545
Calmar Ratio Rank
The Martin Ratio Rank of TR is 4545
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 Tootsie Roll Industries, Inc. (TR) 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 TR, currently valued at -0.05, compared to the broader market-4.00-2.000.002.00-0.051.83
The chart of Sortino ratio for TR, currently valued at 0.09, compared to the broader market-4.00-2.000.002.004.000.092.46
The chart of Omega ratio for TR, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.34
The chart of Calmar ratio for TR, currently valued at -0.03, compared to the broader market0.002.004.006.00-0.032.72
The chart of Martin ratio for TR, currently valued at -0.12, compared to the broader market0.0010.0020.00-0.1211.89
TR
^GSPC

The current Tootsie Roll Industries, Inc. Sharpe ratio is -0.05. 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 Tootsie Roll Industries, 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.05
1.90
TR (Tootsie Roll Industries, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Tootsie Roll Industries, Inc. provided a 0.84% dividend yield over the last twelve months, with an annual payout of $0.27 per share.


0.90%1.00%1.10%1.20%1.30%$0.00$0.10$0.20$0.30$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.27$0.35$0.34$0.42$0.32$0.32$0.32$0.31$0.30$0.28$0.25$0.24

Dividend yield

0.84%1.08%0.85%1.27%1.21%1.09%1.14%1.05%0.95%1.17%1.10%1.04%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.09$0.00$0.00$0.27
2023$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.09$0.00$0.09$0.35
2022$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.08$0.34
2021$0.00$0.00$0.08$0.00$0.00$0.17$0.00$0.00$0.00$0.08$0.00$0.08$0.42
2020$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.08$0.32
2019$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.08$0.32
2018$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.08$0.32
2017$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.31
2016$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.08$0.30
2015$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.00$0.07$0.00$0.07$0.28
2014$0.00$0.06$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.06$0.00$0.06$0.25
2013$0.06$0.00$0.00$0.06$0.00$0.00$0.00$0.06$0.00$0.06$0.24

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.8%
Tootsie Roll Industries, Inc. has a dividend yield of 0.84%, 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%27.0%
Tootsie Roll Industries, Inc. has a payout ratio of 27.01%, which is quite average when compared to the overall market. This suggests that Tootsie Roll Industries, Inc. 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
-27.37%
-3.58%
TR (Tootsie Roll Industries, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Tootsie Roll Industries, 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 Tootsie Roll Industries, Inc. was 46.73%, occurring on Mar 5, 2009. Recovery took 1019 trading sessions.

The current Tootsie Roll Industries, Inc. drawdown is 27.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.73%May 30, 20021704Mar 5, 20091019Mar 22, 20132723
-37.69%Apr 19, 1999218Feb 25, 2000208Dec 20, 2000426
-36.4%Feb 7, 2023380Aug 12, 2024
-35.2%Jul 10, 199087Nov 8, 199085Mar 13, 1991172
-32.39%Apr 1, 1993429Dec 9, 1994179Aug 25, 1995608

Volatility

Volatility Chart

The current Tootsie Roll Industries, Inc. volatility is 5.69%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.69%
3.64%
TR (Tootsie Roll Industries, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Tootsie Roll Industries, 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 Tootsie Roll Industries, Inc. compared to its peers in the Confectioners industry.


PE Ratio
10.015.020.025.030.035.024.7
The chart displays the price to earnings (P/E) ratio for TR in comparison to other companies of the Confectioners industry. Currently, TR has a PE value of 24.7. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for TR in comparison to other companies of the Confectioners industry. Currently, TR has a PEG value of 0.0. 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 Tootsie Roll Industries, 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
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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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