AVY vs. ATR
AVY (Avery Dennison Corporation) and ATR (AptarGroup, Inc.) are both stocks. AVY operates in Business Equipment & Supplies (Industrials), while ATR operates in Packaging & Containers (Consumer Cyclical). Over the past 10 years, AVY returned 9.47%/yr vs 5.23%/yr for ATR. At a 0.44 correlation, their price movements are largely independent.
Performance
AVY vs. ATR - Performance Comparison
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Returns By Period
In the year-to-date period, AVY achieves a -13.31% return, which is significantly lower than ATR's -7.01% return. Over the past 10 years, AVY has outperformed ATR with an annualized return of 9.47%, while ATR has yielded a comparatively lower 5.23% annualized return.
AVY
- 1D
- -0.10%
- 1M
- -2.23%
- YTD
- -13.31%
- 6M
- -10.21%
- 1Y
- -10.80%
- 3Y*
- -0.10%
- 5Y*
- -5.02%
- 10Y*
- 9.47%
ATR
- 1D
- 0.31%
- 1M
- -6.32%
- YTD
- -7.01%
- 6M
- -7.09%
- 1Y
- -26.95%
- 3Y*
- 0.82%
- 5Y*
- -3.77%
- 10Y*
- 5.23%
AVY vs. ATR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVY Avery Dennison Corporation | -13.31% | -0.73% | -5.95% | 13.66% | -15.06% | 41.41% | 20.86% | 48.54% | -20.28% | 66.75% |
ATR AptarGroup, Inc. | -7.01% | -21.40% | 28.60% | 13.89% | -8.93% | -9.54% | 19.87% | 24.47% | 10.55% | 19.32% |
Correlation
The correlation between AVY and ATR is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 1993 | 0.44 |
The correlation between AVY and ATR shifts across timeframes, from 0.44 (all time) to 0.61 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AVY:
$12.00B
ATR:
$7.30B
AVY:
$8.87
ATR:
$5.84
AVY:
17.57
ATR:
19.28
AVY:
5.87
ATR:
1.46
AVY:
1.35
ATR:
1.92
AVY:
5.22
ATR:
273.31
AVY:
$9.01B
ATR:
$3.87B
AVY:
$2.59B
ATR:
$780.96M
AVY:
$1.24B
ATR:
$800.93M
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Return for Risk
AVY vs. ATR — Risk / Return Rank
AVY
ATR
AVY vs. ATR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avery Dennison Corporation (AVY) and AptarGroup, Inc. (ATR). 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.
| AVY | ATR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.81 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | -0.91 | +0.40 |
| Martin ratioReturn relative to average drawdown | -1.13 | -1.39 | +0.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVY | ATR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.47 | -1.06 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | -0.17 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.24 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.42 | -0.08 |
Drawdowns
AVY vs. ATR - Drawdown Comparison
The maximum AVY drawdown since its inception was -73.03%, which is greater than ATR's maximum drawdown of -44.39%. Use the drawdown chart below to compare losses from any high point for AVY and ATR.
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Drawdown Indicators
| AVY | ATR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.03% | -44.39% | -28.64% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -29.87% | +8.38% |
Max Drawdown (3Y)Largest decline over 3 years | -30.44% | -35.02% | +4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -31.80% | -35.02% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -43.52% | -39.78% | -3.74% |
Current DrawdownCurrent decline from peak | -29.25% | -34.82% | +5.57% |
Average DrawdownAverage peak-to-trough decline | -16.78% | -10.03% | -6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.61% | 19.40% | -9.79% |
Volatility
AVY vs. ATR - Volatility Comparison
The current volatility for Avery Dennison Corporation (AVY) is 6.12%, while AptarGroup, Inc. (ATR) has a volatility of 6.85%. This indicates that AVY experiences smaller price fluctuations and is considered to be less risky than ATR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVY | ATR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 6.85% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 19.09% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.33% | 25.59% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.59% | 22.50% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.02% | 22.09% | +4.93% |
Dividends
AVY vs. ATR - Dividend Comparison
AVY's dividend yield for the trailing twelve months is around 3.05%, more than ATR's 1.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATR AptarGroup, Inc. | 1.68% | 1.50% | 1.09% | 1.28% | 1.38% | 1.22% | 1.05% | 1.23% | 1.40% | 1.48% | 1.66% | 1.57% |
AVY Avery Dennison Corporation | 3.05% | 2.03% | 1.84% | 1.57% | 1.62% | 1.23% | 1.52% | 1.73% | 2.24% | 1.53% | 2.28% | 2.33% |
Financials
AVY vs. ATR - Financials Comparison
This section allows you to compare key financial metrics between Avery Dennison Corporation and AptarGroup, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AVY vs. ATR - Profitability Comparison
AVY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Avery Dennison Corporation reported a gross profit of 664.80M and revenue of 2.30B. Therefore, the gross margin over that period was 28.9%.
ATR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AptarGroup, Inc. reported a gross profit of 0.00 and revenue of 982.87M. Therefore, the gross margin over that period was 0.0%.
AVY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Avery Dennison Corporation reported an operating income of 271.90M and revenue of 2.30B, resulting in an operating margin of 11.8%.
ATR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AptarGroup, Inc. reported an operating income of 107.50M and revenue of 982.87M, resulting in an operating margin of 10.9%.
AVY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Avery Dennison Corporation reported a net income of 168.10M and revenue of 2.30B, resulting in a net margin of 7.3%.
ATR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AptarGroup, Inc. reported a net income of 72.67M and revenue of 982.87M, resulting in a net margin of 7.4%.
Frequently Asked Questions
AVY and ATR have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ATR has higher volatility (6.85%) compared to AVY (6.12%). In terms of maximum drawdown, AVY dropped -73.03% vs ATR's -44.39%.
AVY currently has the higher Sharpe Ratio (-0.47 vs -1.06), 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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