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AKO-A vs. HSY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AKO-A vs. HSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Embotelladora Andina S.A (AKO-A) and The Hershey Company (HSY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AKO-A achieves a 4.44% return, which is significantly higher than HSY's 1.84% return. Over the past 10 years, AKO-A has outperformed HSY with an annualized return of 10.38%, while HSY has yielded a comparatively lower 9.55% annualized return.


AKO-A

1D
0.00%
1M
7.87%
YTD
4.44%
6M
9.00%
1Y
18.97%
3Y*
32.73%
5Y*
25.60%
10Y*
10.38%

HSY

1D
-0.27%
1M
-0.43%
YTD
1.84%
6M
1.57%
1Y
16.54%
3Y*
-8.42%
5Y*
3.39%
10Y*
9.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AKO-A vs. HSY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AKO-A
Embotelladora Andina S.A
4.44%69.94%22.39%32.28%25.25%-15.56%-9.03%-14.12%-25.96%33.08%
HSY
The Hershey Company
1.84%10.98%-6.51%-17.88%21.86%29.58%5.90%40.20%-2.92%12.33%

Correlation

The correlation between AKO-A and HSY is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.04

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jul 8, 1994

0.07

The correlation between AKO-A and HSY shifts across timeframes, from -0.04 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AKO-A:

$3.55B

HSY:

$37.32B

EPS

AKO-A:

$1.95K

HSY:

$5.38

PE Ratio

AKO-A:

0.01

HSY:

33.99

PS Ratio

AKO-A:

0.00

HSY:

3.10

PB Ratio

AKO-A:

0.00

HSY:

7.88

Total Revenue (TTM)

AKO-A:

$3.42T

HSY:

$11.99B

Gross Profit (TTM)

AKO-A:

$1.34T

HSY:

$4.17B

EBITDA (TTM)

AKO-A:

$620.88B

HSY:

$2.04B

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Return for Risk

AKO-A vs. HSY — Risk / Return Rank

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

AKO-A
AKO-A Risk / Return Rank: 5757
Overall Rank
AKO-A Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
AKO-A Sortino Ratio Rank: 5252
Sortino Ratio Rank
AKO-A Omega Ratio Rank: 5555
Omega Ratio Rank
AKO-A Calmar Ratio Rank: 6363
Calmar Ratio Rank
AKO-A Martin Ratio Rank: 6161
Martin Ratio Rank

HSY
HSY Risk / Return Rank: 5858
Overall Rank
HSY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
HSY Sortino Ratio Rank: 5656
Sortino Ratio Rank
HSY Omega Ratio Rank: 5454
Omega Ratio Rank
HSY Calmar Ratio Rank: 5757
Calmar Ratio Rank
HSY Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AKO-A vs. HSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Embotelladora Andina S.A (AKO-A) 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.


AKO-AHSYDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.13

1.13

+0.01

Calmar ratioReturn relative to maximum drawdown

1.07

0.72

+0.34

Martin ratioReturn relative to average drawdown

2.07

1.78

+0.29

AKO-A vs. HSY - Sharpe Ratio Comparison

The current AKO-A Sharpe Ratio is 0.38, which is lower than the HSY Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of AKO-A and HSY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AKO-AHSYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

0.61

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.15

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

0.41

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.49

-0.28

Drawdowns

AKO-A vs. HSY - Drawdown Comparison

The maximum AKO-A drawdown since its inception was -79.18%, which is greater than HSY's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for AKO-A and HSY.


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Drawdown Indicators


AKO-AHSYDifference

Max Drawdown

Largest peak-to-trough decline

-79.18%

-49.15%

-30.03%

Max Drawdown (1Y)

Largest decline over 1 year

-17.84%

-22.97%

+5.13%

Max Drawdown (3Y)

Largest decline over 3 years

-25.41%

-42.23%

+16.82%

Max Drawdown (5Y)

Largest decline over 5 years

-25.41%

-45.25%

+19.84%

Max Drawdown (10Y)

Largest decline over 10 years

-63.51%

-45.25%

-18.26%

Current Drawdown

Current decline from peak

-9.73%

-27.60%

+17.87%

Average Drawdown

Average peak-to-trough decline

-30.92%

-13.09%

-17.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.25%

9.31%

-0.06%

Volatility

AKO-A vs. HSY - Volatility Comparison

Embotelladora Andina S.A (AKO-A) has a higher volatility of 10.46% compared to The Hershey Company (HSY) at 8.42%. This indicates that AKO-A'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.


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Volatility by Period


AKO-AHSYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.46%

8.42%

+2.04%

Volatility (6M)

Calculated over the trailing 6-month period

39.94%

19.43%

+20.51%

Volatility (1Y)

Calculated over the trailing 1-year period

50.65%

27.19%

+23.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.02%

22.65%

+19.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.81%

23.40%

+18.41%

Dividends

AKO-A vs. HSY - Dividend Comparison

AKO-A's dividend yield for the trailing twelve months is around 4.37%, more than HSY's 3.09% yield.


PositionTTM20252024202320222021202020192018201720162015
AKO-A
Embotelladora Andina S.A
4.37%5.24%6.95%9.27%17.81%8.12%5.74%4.72%4.16%2.63%2.34%2.50%
HSY
The Hershey Company
3.09%3.01%3.24%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%

Financials

AKO-A vs. HSY - Financials Comparison

This section allows you to compare key financial metrics between Embotelladora Andina S.A 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


0.00200.00B400.00B600.00B800.00B1.00T20222023202420252026
958.49B
3.10B
(AKO-A) Total Revenue
(HSY) Total Revenue
Values in USD except per share items

AKO-A vs. HSY - Profitability Comparison

The chart below illustrates the profitability comparison between Embotelladora Andina S.A 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%35.0%40.0%45.0%50.0%20222023202420252026
41.0%
39.4%
Portfolio components
AKO-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported a gross profit of 393.07B and revenue of 958.49B. Therefore, the gross margin over that period was 41.0%.

HSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported a gross profit of 1.22B and revenue of 3.10B. Therefore, the gross margin over that period was 39.4%.

AKO-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported an operating income of 147.46B and revenue of 958.49B, resulting in an operating margin of 15.4%.

HSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported an operating income of 640.69M and revenue of 3.10B, resulting in an operating margin of 20.6%.

AKO-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported a net income of 102.93B and revenue of 958.49B, resulting in a net margin of 10.7%.

HSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported a net income of 435.11M and revenue of 3.10B, resulting in a net margin of 14.0%.


Frequently Asked Questions


AKO-A and HSY have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AKO-A has higher volatility (10.46%) compared to HSY (8.42%). In terms of maximum drawdown, AKO-A dropped -79.18% vs HSY's -49.15%.

HSY currently has the higher Sharpe Ratio (0.61 vs 0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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