AVY vs. WSO
Compare and contrast key facts about Avery Dennison Corporation (AVY) and Watsco, Inc. (WSO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVY or WSO.
Performance
AVY vs. WSO - Performance Comparison
Returns By Period
In the year-to-date period, AVY achieves a -1.09% return, which is significantly lower than WSO's 27.44% return. Over the past 10 years, AVY has underperformed WSO with an annualized return of 17.38%, while WSO has yielded a comparatively higher 21.78% annualized return.
AVY
-1.09%
-8.25%
-13.09%
5.97%
10.70%
17.38%
WSO
27.44%
8.37%
11.60%
39.04%
28.51%
21.78%
Fundamentals
| AVY | WSO | |
|---|---|---|
| Market Cap | $15.88B | $21.46B |
| EPS | $8.33 | $13.01 |
| PE Ratio | 23.73 | 41.00 |
| PEG Ratio | 1.19 | 4.71 |
| Total Revenue (TTM) | $8.68B | $7.47B |
| Gross Profit (TTM) | $2.52B | $1.97B |
| EBITDA (TTM) | $1.40B | $774.63M |
Key characteristics
| AVY | WSO | |
|---|---|---|
| Sharpe Ratio | 0.34 | 1.45 |
| Sortino Ratio | 0.58 | 1.98 |
| Omega Ratio | 1.07 | 1.25 |
| Calmar Ratio | 0.42 | 2.91 |
| Martin Ratio | 1.19 | 6.82 |
| Ulcer Index | 4.94% | 5.86% |
| Daily Std Dev | 17.26% | 27.59% |
| Max Drawdown | -73.03% | -79.75% |
| Current Drawdown | -13.54% | -1.78% |
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Correlation
The correlation between AVY and WSO is 0.29, 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. WSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avery Dennison Corporation (AVY) and Watsco, Inc. (WSO). 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.
Dividends
AVY vs. WSO - Dividend Comparison
AVY's dividend yield for the trailing twelve months is around 1.71%, less than WSO's 1.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WSO Watsco, Inc. | 1.98% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% | 1.20% |
Drawdowns
AVY vs. WSO - Drawdown Comparison
The maximum AVY drawdown since its inception was -73.03%, smaller than the maximum WSO drawdown of -79.75%. Use the drawdown chart below to compare losses from any high point for AVY and WSO. For additional features, visit the drawdowns tool.
Volatility
AVY vs. WSO - Volatility Comparison
The current volatility for Avery Dennison Corporation (AVY) is 3.87%, while Watsco, Inc. (WSO) has a volatility of 9.22%. This indicates that AVY experiences smaller price fluctuations and is considered to be less risky than WSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AVY vs. WSO - Financials Comparison
This section allows you to compare key financial metrics between Avery Dennison Corporation and Watsco, 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.
Total Revenue: Total amount of money received from sales and other business activities