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

Correlation

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.


-0.50.00.51.00.3

Performance

AEP vs. HSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Electric Power Company, Inc. (AEP) and The Hershey Company (HSY). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
7.98%
-5.45%
AEP
HSY

Key characteristics

Sharpe Ratio

AEP:

1.06

HSY:

-0.16

Sortino Ratio

AEP:

1.59

HSY:

-0.06

Omega Ratio

AEP:

1.19

HSY:

0.99

Calmar Ratio

AEP:

0.84

HSY:

-0.11

Martin Ratio

AEP:

4.00

HSY:

-0.47

Ulcer Index

AEP:

4.90%

HSY:

8.18%

Daily Std Dev

AEP:

18.51%

HSY:

24.74%

Max Drawdown

AEP:

-62.75%

HSY:

-49.15%

Current Drawdown

AEP:

-11.13%

HSY:

-35.51%

Fundamentals

Market Cap

AEP:

$48.95B

HSY:

$35.94B

EPS

AEP:

$4.96

HSY:

$8.70

PE Ratio

AEP:

18.53

HSY:

20.42

PEG Ratio

AEP:

1.48

HSY:

4.80

Total Revenue (TTM)

AEP:

$19.65B

HSY:

$10.97B

Gross Profit (TTM)

AEP:

$10.73B

HSY:

$4.77B

EBITDA (TTM)

AEP:

$7.65B

HSY:

$2.86B

Returns By Period

In the year-to-date period, AEP achieves a 18.36% return, which is significantly higher than HSY's -5.88% return. Over the past 10 years, AEP has outperformed HSY with an annualized return of 7.86%, while HSY has yielded a comparatively lower 7.28% annualized return.


AEP

YTD

18.36%

1M

-5.35%

6M

8.32%

1Y

19.60%

5Y*

3.36%

10Y*

7.86%

HSY

YTD

-5.88%

1M

-2.47%

6M

-6.91%

1Y

-3.86%

5Y*

5.38%

10Y*

7.28%

Compare stocks, funds, or ETFs

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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.


Sharpe ratio
The chart of Sharpe ratio for AEP, currently valued at 1.06, compared to the broader market-4.00-2.000.002.001.06-0.16
The chart of Sortino ratio for AEP, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.001.59-0.06
The chart of Omega ratio for AEP, currently valued at 1.19, compared to the broader market0.501.001.502.001.190.99
The chart of Calmar ratio for AEP, currently valued at 0.84, compared to the broader market0.002.004.006.000.84-0.11
The chart of Martin ratio for AEP, currently valued at 4.00, compared to the broader market0.0010.0020.004.00-0.47
AEP
HSY

The current AEP Sharpe Ratio is 1.06, which is higher than the HSY Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of AEP and HSY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00JulyAugustSeptemberOctoberNovemberDecember
1.06
-0.16
AEP
HSY

Dividends

AEP vs. HSY - Dividend Comparison

AEP's dividend yield for the trailing twelve months is around 3.86%, more than HSY's 3.21% yield.


TTM20232022202120202019201820172016201520142013
AEP
American Electric Power Company, Inc.
3.86%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
3.21%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 -49.15%. Use the drawdown chart below to compare losses from any high point for AEP and HSY. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.13%
-35.51%
AEP
HSY

Volatility

AEP vs. HSY - Volatility Comparison

The current volatility for American Electric Power Company, Inc. (AEP) is 4.44%, while The Hershey Company (HSY) has a volatility of 14.33%. This indicates that AEP experiences smaller price fluctuations and is considered to be less risky than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
4.44%
14.33%
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
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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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