AVY vs. ATR
Compare and contrast key facts about Avery Dennison Corporation (AVY) and AptarGroup, Inc. (ATR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVY or ATR.
Key characteristics
AVY | ATR | |
---|---|---|
YTD Return | 11.34% | 17.38% |
1Y Return | 32.20% | 27.42% |
3Y Return (Ann) | 8.58% | 1.27% |
5Y Return (Ann) | 16.69% | 7.70% |
10Y Return (Ann) | 18.53% | 10.03% |
Sharpe Ratio | 1.62 | 1.72 |
Daily Std Dev | 20.13% | 16.65% |
Max Drawdown | -73.03% | -44.39% |
Current Drawdown | 0.00% | -4.79% |
Fundamentals
AVY | ATR | |
---|---|---|
Market Cap | $17.36B | $9.35B |
EPS | $6.21 | $4.25 |
PE Ratio | 34.72 | 33.32 |
PEG Ratio | 2.37 | 3.37 |
Revenue (TTM) | $8.36B | $3.49B |
Gross Profit (TTM) | $2.40B | $1.16B |
EBITDA (TTM) | $1.27B | $699.45M |
Correlation
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.
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Avery Dennison Corporation | 1.62 | ||||
AptarGroup, Inc. | 1.72 |
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.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
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.