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AEP vs. HSY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


AEPHSY
YTD Return7.56%1.63%
1Y Return-4.55%-26.83%
3Y Return (Ann)3.25%7.36%
5Y Return (Ann)3.99%10.76%
10Y Return (Ann)8.75%9.37%
Sharpe Ratio-0.22-1.35
Daily Std Dev20.48%19.47%
Max Drawdown-62.75%-49.16%
Current Drawdown-12.74%-30.37%

Fundamentals


AEPHSY
Market Cap$44.34B$37.78B
EPS$4.24$9.07
PE Ratio19.8620.40
PEG Ratio1.753.59
Revenue (TTM)$18.98B$11.16B
Gross Profit (TTM)$8.41B$4.50B
EBITDA (TTM)$6.98B$2.95B

Correlation

-0.50.00.51.00.3

The correlation between AEP and HSY is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

AEP vs. HSY - Performance Comparison

In the year-to-date period, AEP achieves a 7.56% return, which is significantly higher than HSY's 1.63% return. Over the past 10 years, AEP has underperformed HSY with an annualized return of 8.75%, while HSY has yielded a comparatively higher 9.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
17.25%
-1.96%
AEP
HSY

Compare stocks, funds, or ETFs

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


American Electric Power Company, Inc.

The Hershey Company

Risk-Adjusted Performance

AEP vs. HSY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Electric Power Company, Inc. (AEP) and The Hershey Company (HSY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AEP
Sharpe ratio
The chart of Sharpe ratio for AEP, currently valued at -0.22, compared to the broader market-2.00-1.000.001.002.003.00-0.22
Sortino ratio
The chart of Sortino ratio for AEP, currently valued at -0.17, compared to the broader market-4.00-2.000.002.004.006.00-0.17
Omega ratio
The chart of Omega ratio for AEP, currently valued at 0.98, compared to the broader market0.501.001.500.98
Calmar ratio
The chart of Calmar ratio for AEP, currently valued at -0.15, compared to the broader market0.001.002.003.004.005.006.00-0.15
Martin ratio
The chart of Martin ratio for AEP, currently valued at -0.36, compared to the broader market0.0010.0020.0030.00-0.36
HSY
Sharpe ratio
The chart of Sharpe ratio for HSY, currently valued at -1.35, compared to the broader market-2.00-1.000.001.002.003.00-1.35
Sortino ratio
The chart of Sortino ratio for HSY, currently valued at -1.96, compared to the broader market-4.00-2.000.002.004.006.00-1.96
Omega ratio
The chart of Omega ratio for HSY, currently valued at 0.78, compared to the broader market0.501.001.500.78
Calmar ratio
The chart of Calmar ratio for HSY, currently valued at -0.77, compared to the broader market0.001.002.003.004.005.006.00-0.77
Martin ratio
The chart of Martin ratio for HSY, currently valued at -1.08, compared to the broader market0.0010.0020.0030.00-1.08

AEP vs. HSY - Sharpe Ratio Comparison

The current AEP Sharpe Ratio is -0.22, which is higher than the HSY Sharpe Ratio of -1.35. The chart below compares the 12-month rolling Sharpe Ratio of AEP and HSY.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.00NovemberDecember2024FebruaryMarchApril
-0.22
-1.35
AEP
HSY

Dividends

AEP vs. HSY - Dividend Comparison

AEP's dividend yield for the trailing twelve months is around 3.96%, more than HSY's 2.55% yield.


TTM20232022202120202019201820172016201520142013
AEP
American Electric Power Company, Inc.
3.96%4.15%3.34%3.37%3.41%2.87%3.39%3.25%3.61%3.69%3.34%4.17%
HSY
The Hershey Company
2.55%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%1.96%1.86%

Drawdowns

AEP vs. HSY - Drawdown Comparison

The maximum AEP drawdown since its inception was -62.75%, which is greater than HSY's maximum drawdown of -49.16%. Use the drawdown chart below to compare losses from any high point for AEP and HSY. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2024FebruaryMarchApril
-12.74%
-30.37%
AEP
HSY

Volatility

AEP vs. HSY - Volatility Comparison

American Electric Power Company, Inc. (AEP) has a higher volatility of 6.46% compared to The Hershey Company (HSY) at 5.71%. This indicates that AEP's price experiences larger fluctuations and is considered to be riskier than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%6.00%7.00%8.00%NovemberDecember2024FebruaryMarchApril
6.46%
5.71%
AEP
HSY

Financials

AEP vs. HSY - Financials Comparison

This section allows you to compare key financial metrics between American Electric Power Company, Inc. and The Hershey Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items