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AVY vs. ATR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AVYATR
YTD Return11.34%17.38%
1Y Return32.20%27.42%
3Y Return (Ann)8.58%1.27%
5Y Return (Ann)16.69%7.70%
10Y Return (Ann)18.53%10.03%
Sharpe Ratio1.621.72
Daily Std Dev20.13%16.65%
Max Drawdown-73.03%-44.39%
Current Drawdown0.00%-4.79%

Fundamentals


AVYATR
Market Cap$17.36B$9.35B
EPS$6.21$4.25
PE Ratio34.7233.32
PEG Ratio2.373.37
Revenue (TTM)$8.36B$3.49B
Gross Profit (TTM)$2.40B$1.16B
EBITDA (TTM)$1.27B$699.45M

Correlation

0.43
-1.001.00

The correlation between AVY and ATR is 0.43, 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

AVY vs. ATR - Performance Comparison

In the year-to-date period, AVY achieves a 11.34% return, which is significantly lower than ATR's 17.38% return. Over the past 10 years, AVY has outperformed ATR with an annualized return of 18.53%, while ATR has yielded a comparatively lower 10.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


2,500.00%3,000.00%3,500.00%4,000.00%OctoberNovemberDecember2024FebruaryMarch
3,029.83%
4,251.07%
AVY
ATR

Compare stocks, funds, or ETFs


Avery Dennison Corporation

AptarGroup, Inc.

Risk-Adjusted Performance

AVY vs. ATR - Risk-Adjusted Performance 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AVY
Avery Dennison Corporation
1.62
ATR
AptarGroup, Inc.
1.72

AVY vs. ATR - Sharpe Ratio Comparison

The current AVY Sharpe Ratio is 1.62, which roughly equals the ATR Sharpe Ratio of 1.72. The chart below compares the 12-month rolling Sharpe Ratio of AVY and ATR.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00OctoberNovemberDecember2024FebruaryMarch
1.62
1.72
AVY
ATR

Dividends

AVY vs. ATR - Dividend Comparison

AVY's dividend yield for the trailing twelve months is around 1.44%, more than ATR's 1.11% yield.


TTM20232022202120202019201820172016201520142013
AVY
Avery Dennison Corporation
1.44%1.57%1.62%1.23%1.52%1.73%2.24%1.53%2.28%2.33%2.58%2.27%
ATR
AptarGroup, Inc.
1.11%1.28%1.38%1.22%1.05%1.23%1.40%1.48%1.66%1.57%1.63%1.47%

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%. The drawdown chart below compares losses from any high point along the way for AVY and ATR


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch0
-4.79%
AVY
ATR

Volatility

AVY vs. ATR - Volatility Comparison

Avery Dennison Corporation (AVY) has a higher volatility of 3.78% compared to AptarGroup, Inc. (ATR) at 3.08%. This indicates that AVY's price experiences larger fluctuations and is considered to be riskier than ATR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
3.78%
3.08%
AVY
ATR