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

Correlation

The correlation between AEP and HSY is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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.

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
2,619.77%
11,932.82%
AEP
HSY

Key characteristics

Sharpe Ratio

AEP:

1.00

HSY:

-0.46

Sortino Ratio

AEP:

1.60

HSY:

-0.43

Omega Ratio

AEP:

1.20

HSY:

0.95

Calmar Ratio

AEP:

1.65

HSY:

-0.24

Martin Ratio

AEP:

4.12

HSY:

-0.76

Ulcer Index

AEP:

5.24%

HSY:

14.20%

Daily Std Dev

AEP:

19.12%

HSY:

26.86%

Max Drawdown

AEP:

-62.75%

HSY:

-49.15%

Current Drawdown

AEP:

-3.73%

HSY:

-35.10%

Fundamentals

Market Cap

AEP:

$57.51B

HSY:

$33.10B

EPS

AEP:

$5.58

HSY:

$8.13

PE Ratio

AEP:

19.30

HSY:

20.09

PEG Ratio

AEP:

2.52

HSY:

44.27

PS Ratio

AEP:

2.91

HSY:

3.08

PB Ratio

AEP:

2.13

HSY:

8.97

Total Revenue (TTM)

AEP:

$20.16B

HSY:

$10.75B

Gross Profit (TTM)

AEP:

$12.62B

HSY:

$4.62B

EBITDA (TTM)

AEP:

$6.04B

HSY:

$2.50B

Returns By Period

In the year-to-date period, AEP achieves a 15.12% return, which is significantly higher than HSY's 1.32% return. Over the past 10 years, AEP has outperformed HSY with an annualized return of 10.41%, while HSY has yielded a comparatively lower 8.65% annualized return.


AEP

YTD

15.12%

1M

3.86%

6M

11.29%

1Y

20.60%

5Y*

9.44%

10Y*

10.41%

HSY

YTD

1.32%

1M

6.93%

6M

0.07%

1Y

-12.31%

5Y*

7.42%

10Y*

8.65%

*Annualized

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Risk-Adjusted Performance

AEP vs. HSY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEP
The Risk-Adjusted Performance Rank of AEP is 8383
Overall Rank
The Sharpe Ratio Rank of AEP is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of AEP is 7979
Sortino Ratio Rank
The Omega Ratio Rank of AEP is 7777
Omega Ratio Rank
The Calmar Ratio Rank of AEP is 9191
Calmar Ratio Rank
The Martin Ratio Rank of AEP is 8484
Martin Ratio Rank

HSY
The Risk-Adjusted Performance Rank of HSY is 3030
Overall Rank
The Sharpe Ratio Rank of HSY is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of HSY is 2626
Sortino Ratio Rank
The Omega Ratio Rank of HSY is 2727
Omega Ratio Rank
The Calmar Ratio Rank of HSY is 3737
Calmar Ratio Rank
The Martin Ratio Rank of HSY is 3636
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.

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.


The current AEP Sharpe Ratio is 1.00, which is higher than the HSY Sharpe Ratio of -0.46. 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-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
1.00
-0.46
AEP
HSY

Dividends

AEP vs. HSY - Dividend Comparison

AEP's dividend yield for the trailing twelve months is around 4.33%, more than HSY's 3.22% yield.


TTM20242023202220212020201920182017201620152014
AEP
American Electric Power Company, Inc.
4.33%3.87%4.15%3.34%3.37%3.41%2.87%3.39%3.25%3.61%3.69%3.34%
HSY
The Hershey Company
3.22%3.24%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%1.96%

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-3.73%
-35.10%
AEP
HSY

Volatility

AEP vs. HSY - Volatility Comparison

The current volatility for American Electric Power Company, Inc. (AEP) is 5.37%, while The Hershey Company (HSY) has a volatility of 6.31%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.37%
6.31%
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


2.00B3.00B4.00B5.00B6.00B20212022202320242025
5.46B
2.81B
(AEP) Total Revenue
(HSY) Total Revenue
Values in USD except per share items

AEP vs. HSY - Profitability Comparison

The chart below illustrates the profitability comparison between American Electric Power Company, Inc. and The Hershey Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20212022202320242025
60.3%
33.7%
(AEP) Gross Margin
(HSY) Gross Margin
AEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Electric Power Company, Inc. reported a gross profit of 3.29B and revenue of 5.46B. Therefore, the gross margin over that period was 60.3%.

HSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Hershey Company reported a gross profit of 944.27M and revenue of 2.81B. Therefore, the gross margin over that period was 33.7%.

AEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Electric Power Company, Inc. reported an operating income of 1.28B and revenue of 5.46B, resulting in an operating margin of 23.5%.

HSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Hershey Company reported an operating income of 369.22M and revenue of 2.81B, resulting in an operating margin of 13.2%.

AEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Electric Power Company, Inc. reported a net income of 800.20M and revenue of 5.46B, resulting in a net margin of 14.7%.

HSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Hershey Company reported a net income of 224.20M and revenue of 2.81B, resulting in a net margin of 8.0%.