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

Key characteristics


AVYIRM
YTD Return11.34%15.46%
1Y Return32.20%66.42%
3Y Return (Ann)8.58%35.19%
5Y Return (Ann)16.69%25.03%
10Y Return (Ann)18.53%19.66%
Sharpe Ratio1.622.96
Daily Std Dev20.13%22.29%
Max Drawdown-73.03%-55.71%
Current Drawdown0.00%-0.98%

Fundamentals


AVYIRM
Market Cap$17.36B$23.22B
EPS$6.21$0.63
PE Ratio34.72126.13
PEG Ratio2.371.08
Revenue (TTM)$8.36B$5.48B
Gross Profit (TTM)$2.40B$2.91B
EBITDA (TTM)$1.27B$1.83B

Correlation

0.34
-1.001.00

The correlation between AVY and IRM is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

AVY vs. IRM - Performance Comparison

In the year-to-date period, AVY achieves a 11.34% return, which is significantly lower than IRM's 15.46% return. Over the past 10 years, AVY has underperformed IRM with an annualized return of 18.53%, while IRM has yielded a comparatively higher 19.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%OctoberNovemberDecember2024FebruaryMarch
1,529.19%
6,423.40%
AVY
IRM

Compare stocks, funds, or ETFs


Avery Dennison Corporation

Iron Mountain Incorporated

Risk-Adjusted Performance

AVY vs. IRM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avery Dennison Corporation (AVY) and Iron Mountain Incorporated (IRM). 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
IRM
Iron Mountain Incorporated
2.96

AVY vs. IRM - Sharpe Ratio Comparison

The current AVY Sharpe Ratio is 1.62, which is lower than the IRM Sharpe Ratio of 2.96. The chart below compares the 12-month rolling Sharpe Ratio of AVY and IRM.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.62
2.96
AVY
IRM

Dividends

AVY vs. IRM - Dividend Comparison

AVY's dividend yield for the trailing twelve months is around 1.44%, less than IRM's 3.21% 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%
IRM
Iron Mountain Incorporated
3.21%3.63%4.96%4.73%8.39%7.69%7.32%5.93%6.17%7.07%6.00%4.39%

Drawdowns

AVY vs. IRM - Drawdown Comparison

The maximum AVY drawdown since its inception was -73.03%, which is greater than IRM's maximum drawdown of -55.71%. The drawdown chart below compares losses from any high point along the way for AVY and IRM


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch0
-0.98%
AVY
IRM

Volatility

AVY vs. IRM - Volatility Comparison

The current volatility for Avery Dennison Corporation (AVY) is 3.78%, while Iron Mountain Incorporated (IRM) has a volatility of 8.08%. This indicates that AVY experiences smaller price fluctuations and is considered to be less risky than IRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
3.78%
8.08%
AVY
IRM