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

Performance

AVY vs. IRM - Performance Comparison

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

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%JuneJulyAugustSeptemberOctoberNovember
1,347.96%
9,344.02%
AVY
IRM

Returns By Period

In the year-to-date period, AVY achieves a -1.05% return, which is significantly lower than IRM's 67.15% return. Over the past 10 years, AVY has underperformed IRM with an annualized return of 17.50%, while IRM has yielded a comparatively higher 18.71% annualized return.


AVY

YTD

-1.05%

1M

-9.02%

6M

-11.93%

1Y

5.75%

5Y (annualized)

10.32%

10Y (annualized)

17.50%

IRM

YTD

67.15%

1M

-8.98%

6M

41.85%

1Y

89.78%

5Y (annualized)

34.82%

10Y (annualized)

18.71%

Fundamentals


AVYIRM
Market Cap$16.27B$33.60B
EPS$8.33$0.36
PE Ratio24.31318.06
PEG Ratio1.241.08
Total Revenue (TTM)$8.68B$5.99B
Gross Profit (TTM)$2.52B$3.62B
EBITDA (TTM)$1.40B$2.38B

Key characteristics


AVYIRM
Sharpe Ratio0.373.54
Sortino Ratio0.613.95
Omega Ratio1.081.57
Calmar Ratio0.457.71
Martin Ratio1.3427.26
Ulcer Index4.71%3.32%
Daily Std Dev17.25%25.59%
Max Drawdown-73.03%-55.71%
Current Drawdown-13.50%-10.67%

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Correlation

-0.50.00.51.00.3

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.

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 ratio
The chart of Sharpe ratio for AVY, currently valued at 0.36, compared to the broader market-4.00-2.000.002.004.000.363.54
The chart of Sortino ratio for AVY, currently valued at 0.60, compared to the broader market-4.00-2.000.002.004.000.603.95
The chart of Omega ratio for AVY, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.57
The chart of Calmar ratio for AVY, currently valued at 0.45, compared to the broader market0.002.004.006.000.457.71
The chart of Martin ratio for AVY, currently valued at 1.29, compared to the broader market0.0010.0020.0030.001.2927.26
AVY
IRM

The current AVY Sharpe Ratio is 0.37, which is lower than the IRM Sharpe Ratio of 3.54. The chart below compares the historical Sharpe Ratios of AVY and IRM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00JuneJulyAugustSeptemberOctoberNovember
0.36
3.54
AVY
IRM

Dividends

AVY vs. IRM - Dividend Comparison

AVY's dividend yield for the trailing twelve months is around 1.71%, less than IRM's 2.33% yield.


TTM20232022202120202019201820172016201520142013
AVY
Avery Dennison Corporation
1.71%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
2.33%3.63%4.97%4.73%8.40%7.69%7.33%5.93%6.17%7.07%6.05%4.52%

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%. Use the drawdown chart below to compare losses from any high point for AVY and IRM. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-13.50%
-10.67%
AVY
IRM

Volatility

AVY vs. IRM - Volatility Comparison

The current volatility for Avery Dennison Corporation (AVY) is 3.92%, while Iron Mountain Incorporated (IRM) has a volatility of 12.35%. 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%12.00%JuneJulyAugustSeptemberOctoberNovember
3.92%
12.35%
AVY
IRM

Financials

AVY vs. IRM - Financials Comparison

This section allows you to compare key financial metrics between Avery Dennison Corporation and Iron Mountain Incorporated. 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


Values in USD except per share items