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BERY vs. APH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BERY and APH is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.9

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Performance

BERY vs. APH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berry Global Group, Inc. (BERY) and Amphenol Corporation (APH). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%NovemberDecember2025FebruaryMarchApril
-4.58%
-6.58%
FOSFX
IXUS

Key characteristics

Sharpe Ratio

BERY:

1.12

APH:

0.10

Sortino Ratio

BERY:

1.67

APH:

0.35

Omega Ratio

BERY:

1.21

APH:

1.05

Calmar Ratio

BERY:

1.09

APH:

0.14

Martin Ratio

BERY:

6.03

APH:

0.39

Ulcer Index

BERY:

4.02%

APH:

8.71%

Daily Std Dev

BERY:

21.57%

APH:

34.55%

Max Drawdown

BERY:

-55.78%

APH:

-63.42%

Current Drawdown

BERY:

-9.08%

APH:

-24.58%

Fundamentals

Market Cap

BERY:

$7.69B

APH:

$71.56B

EPS

BERY:

$4.52

APH:

$1.92

PE Ratio

BERY:

14.69

APH:

30.78

PEG Ratio

BERY:

1.19

APH:

2.23

Total Revenue (TTM)

BERY:

$8.71B

APH:

$11.97B

Gross Profit (TTM)

BERY:

$1.61B

APH:

$4.05B

EBITDA (TTM)

BERY:

$1.15B

APH:

$2.99B

Returns By Period

In the year-to-date period, BERY achieves a 3.12% return, which is significantly higher than APH's -14.70% return. Over the past 10 years, BERY has underperformed APH with an annualized return of 7.77%, while APH has yielded a comparatively higher 16.07% annualized return.


BERY

YTD

3.12%

1M

-7.17%

6M

9.51%

1Y

24.79%

5Y*

18.64%

10Y*

7.77%

APH

YTD

-14.70%

1M

-8.45%

6M

-4.85%

1Y

3.60%

5Y*

29.46%

10Y*

16.07%

*Annualized

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Berry Global Group, Inc.

Amphenol Corporation

Risk-Adjusted Performance

BERY vs. APH — Risk-Adjusted Performance Rank

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

BERY
The Risk-Adjusted Performance Rank of BERY is 8585
Overall Rank
The Sharpe Ratio Rank of BERY is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BERY is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BERY is 7979
Omega Ratio Rank
The Calmar Ratio Rank of BERY is 8686
Calmar Ratio Rank
The Martin Ratio Rank of BERY is 8989
Martin Ratio Rank

APH
The Risk-Adjusted Performance Rank of APH is 5757
Overall Rank
The Sharpe Ratio Rank of APH is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of APH is 5151
Sortino Ratio Rank
The Omega Ratio Rank of APH is 5252
Omega Ratio Rank
The Calmar Ratio Rank of APH is 6262
Calmar Ratio Rank
The Martin Ratio Rank of APH is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BERY vs. APH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Global Group, Inc. (BERY) and Amphenol Corporation (APH). 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.


The chart of Sharpe ratio for FOSFX, currently valued at 0.03, compared to the broader market-2.00-1.000.001.002.00
FOSFX: 0.03
IXUS: -0.02
The chart of Sortino ratio for FOSFX, currently valued at 0.16, compared to the broader market-6.00-4.00-2.000.002.004.00
FOSFX: 0.16
IXUS: 0.10
The chart of Omega ratio for FOSFX, currently valued at 1.02, compared to the broader market0.501.001.502.00
FOSFX: 1.02
IXUS: 1.01
The chart of Calmar ratio for FOSFX, currently valued at 0.03, compared to the broader market0.001.002.003.004.00
FOSFX: 0.03
IXUS: -0.02
The chart of Martin ratio for FOSFX, currently valued at 0.10, compared to the broader market-10.000.0010.0020.00
FOSFX: 0.10
IXUS: -0.07

The current BERY Sharpe Ratio is 1.12, which is higher than the APH Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of BERY and APH, 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 Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.03
-0.02
FOSFX
IXUS

Dividends

BERY vs. APH - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.76%, more than APH's 1.02% yield.


TTM20242023202220212020201920182017201620152014

Drawdowns

BERY vs. APH - Drawdown Comparison

The maximum BERY drawdown since its inception was -55.78%, smaller than the maximum APH drawdown of -63.42%. Use the drawdown chart below to compare losses from any high point for BERY and APH. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.60%
-9.13%
FOSFX
IXUS

Volatility

BERY vs. APH - Volatility Comparison

The current volatility for Berry Global Group, Inc. (BERY) is NaN%, while Amphenol Corporation (APH) has a volatility of NaN%. This indicates that BERY experiences smaller price fluctuations and is considered to be less risky than APH 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%NovemberDecember2025FebruaryMarchApril
11.27%
10.95%
FOSFX
IXUS

Financials

BERY vs. APH - Financials Comparison

This section allows you to compare key financial metrics between Berry Global Group, Inc. and Amphenol Corporation. 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


2.00B2.50B3.00B3.50B4.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
2.39B
4.32B
(BERY) Total Revenue
(APH) Total Revenue
Values in USD except per share items

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