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AVY vs. ATR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AVY vs. ATR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avery Dennison Corporation (AVY) and AptarGroup, Inc. (ATR). The values are adjusted to include any dividend payments, if applicable.

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AVY vs. ATR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AVY
Avery Dennison Corporation
-4.59%-0.73%-5.95%13.66%-15.06%41.41%20.86%48.54%-20.28%66.75%
ATR
AptarGroup, Inc.
3.73%-21.40%28.60%13.89%-8.93%-9.54%19.87%24.47%10.55%19.32%

Fundamentals

Market Cap

AVY:

$13.37B

ATR:

$8.29B

EPS

AVY:

$8.82

ATR:

$5.89

PE Ratio

AVY:

19.58

ATR:

21.41

PEG Ratio

AVY:

6.53

ATR:

1.62

PS Ratio

AVY:

1.52

ATR:

2.23

PB Ratio

AVY:

5.96

ATR:

315.94

Total Revenue (TTM)

AVY:

$8.86B

ATR:

$3.78B

Gross Profit (TTM)

AVY:

$2.55B

ATR:

$921.38M

EBITDA (TTM)

AVY:

$1.34B

ATR:

$797.54M

Returns By Period

In the year-to-date period, AVY achieves a -4.59% return, which is significantly lower than ATR's 3.73% return. Over the past 10 years, AVY has outperformed ATR with an annualized return of 11.02%, while ATR has yielded a comparatively lower 6.17% annualized return.


AVY

1D
2.69%
1M
-11.62%
YTD
-4.59%
6M
7.60%
1Y
-0.89%
3Y*
0.66%
5Y*
-0.01%
10Y*
11.02%

ATR

1D
2.16%
1M
-12.31%
YTD
3.73%
6M
-5.00%
1Y
-13.93%
3Y*
3.46%
5Y*
-1.36%
10Y*
6.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AVY vs. ATR — Risk / Return Rank

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

AVY
AVY Risk / Return Rank: 3838
Overall Rank
AVY Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
AVY Sortino Ratio Rank: 3434
Sortino Ratio Rank
AVY Omega Ratio Rank: 3333
Omega Ratio Rank
AVY Calmar Ratio Rank: 4242
Calmar Ratio Rank
AVY Martin Ratio Rank: 4343
Martin Ratio Rank

ATR
ATR Risk / Return Rank: 2222
Overall Rank
ATR Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
ATR Sortino Ratio Rank: 1818
Sortino Ratio Rank
ATR Omega Ratio Rank: 1818
Omega Ratio Rank
ATR Calmar Ratio Rank: 2828
Calmar Ratio Rank
ATR Martin Ratio Rank: 2929
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.

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.


AVYATRDifference

Sharpe ratio

Return per unit of total volatility

-0.04

-0.53

+0.49

Sortino ratio

Return per unit of downside risk

0.14

-0.58

+0.72

Omega ratio

Gain probability vs. loss probability

1.02

0.92

+0.10

Calmar ratio

Return relative to maximum drawdown

0.02

-0.44

+0.46

Martin ratio

Return relative to average drawdown

0.05

-0.78

+0.84

AVY vs. ATR - Sharpe Ratio Comparison

The current AVY Sharpe Ratio is -0.04, which is higher than the ATR Sharpe Ratio of -0.53. The chart below compares the historical Sharpe Ratios of AVY and ATR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AVYATRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.04

-0.53

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.00

-0.06

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.28

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.44

-0.08

Correlation

The correlation between AVY and ATR is 0.44, 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.


Dividends

AVY vs. ATR - Dividend Comparison

AVY's dividend yield for the trailing twelve months is around 2.18%, more than ATR's 1.48% yield.


TTM20252024202320222021202020192018201720162015
AVY
Avery Dennison Corporation
2.18%2.03%1.84%1.57%1.62%1.23%1.52%1.73%2.24%1.53%2.28%2.33%
ATR
AptarGroup, Inc.
1.48%1.50%1.09%1.28%1.38%1.22%1.05%1.23%1.40%1.48%1.66%1.57%

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


AVYATRDifference

Max Drawdown

Largest peak-to-trough decline

-73.03%

-44.39%

-28.64%

Max Drawdown (1Y)

Largest decline over 1 year

-17.97%

-29.84%

+11.87%

Max Drawdown (5Y)

Largest decline over 5 years

-31.80%

-39.78%

+7.98%

Max Drawdown (10Y)

Largest decline over 10 years

-43.52%

-39.78%

-3.74%

Current Drawdown

Current decline from peak

-22.13%

-27.29%

+5.16%

Average Drawdown

Average peak-to-trough decline

-16.74%

-9.93%

-6.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.95%

16.66%

-9.71%

Volatility

AVY vs. ATR - Volatility Comparison

Avery Dennison Corporation (AVY) and AptarGroup, Inc. (ATR) have volatilities of 7.80% and 7.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AVYATRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

7.89%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

17.73%

18.60%

-0.87%

Volatility (1Y)

Calculated over the trailing 1-year period

25.11%

26.57%

-1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.49%

22.15%

+2.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.94%

21.94%

+5.00%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2022202320242025
2.27B
962.74M
(AVY) Total Revenue
(ATR) Total Revenue
Values in USD except per share items

AVY vs. ATR - Profitability Comparison

The chart below illustrates the profitability comparison between Avery Dennison Corporation and AptarGroup, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%2022202320242025
28.7%
0
Portfolio components
AVY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Avery Dennison Corporation reported a gross profit of 650.70M and revenue of 2.27B. Therefore, the gross margin over that period was 28.7%.

ATR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AptarGroup, Inc. reported a gross profit of 0.00 and revenue of 962.74M. 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 Apr 2026, Avery Dennison Corporation reported an operating income of 281.50M and revenue of 2.27B, resulting in an operating margin of 12.4%.

ATR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AptarGroup, Inc. reported an operating income of 102.53M and revenue of 962.74M, resulting in an operating margin of 10.7%.

AVY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Avery Dennison Corporation reported a net income of 166.40M and revenue of 2.27B, 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 Apr 2026, AptarGroup, Inc. reported a net income of 74.34M and revenue of 962.74M, resulting in a net margin of 7.7%.