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

Correlation

The correlation between BERY and PKG is 0.50, 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.


Performance

BERY vs. PKG - Performance Comparison

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

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Key characteristics

Sharpe Ratio

BERY:

0.83

PKG:

0.34

Sortino Ratio

BERY:

1.39

PKG:

0.71

Omega Ratio

BERY:

1.17

PKG:

1.10

Calmar Ratio

BERY:

1.01

PKG:

0.34

Martin Ratio

BERY:

4.62

PKG:

0.85

Ulcer Index

BERY:

4.67%

PKG:

11.38%

Daily Std Dev

BERY:

23.88%

PKG:

24.86%

Max Drawdown

BERY:

-55.78%

PKG:

-66.88%

Current Drawdown

BERY:

-7.46%

PKG:

-21.95%

Fundamentals

Market Cap

BERY:

$7.83B

PKG:

$17.27B

EPS

BERY:

$4.52

PKG:

$9.55

PE Ratio

BERY:

14.95

PKG:

20.10

PEG Ratio

BERY:

1.19

PKG:

2.37

PS Ratio

BERY:

0.77

PKG:

2.02

PB Ratio

BERY:

3.55

PKG:

3.78

Total Revenue (TTM)

BERY:

$11.23B

PKG:

$8.54B

Gross Profit (TTM)

BERY:

$2.11B

PKG:

$1.87B

EBITDA (TTM)

BERY:

$1.54B

PKG:

$1.74B

Returns By Period

In the year-to-date period, BERY achieves a 4.95% return, which is significantly higher than PKG's -14.20% return. Over the past 10 years, BERY has underperformed PKG with an annualized return of 7.60%, while PKG has yielded a comparatively higher 13.96% annualized return.


BERY

YTD

4.95%

1M

-1.04%

6M

1.74%

1Y

14.38%

5Y*

12.13%

10Y*

7.60%

PKG

YTD

-14.20%

1M

0.66%

6M

-18.51%

1Y

8.30%

5Y*

19.83%

10Y*

13.96%

*Annualized

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Risk-Adjusted Performance

BERY vs. PKG — 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 7979
Overall Rank
The Sharpe Ratio Rank of BERY is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of BERY is 7575
Sortino Ratio Rank
The Omega Ratio Rank of BERY is 7272
Omega Ratio Rank
The Calmar Ratio Rank of BERY is 8484
Calmar Ratio Rank
The Martin Ratio Rank of BERY is 8585
Martin Ratio Rank

PKG
The Risk-Adjusted Performance Rank of PKG is 6262
Overall Rank
The Sharpe Ratio Rank of PKG is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of PKG is 5757
Sortino Ratio Rank
The Omega Ratio Rank of PKG is 5757
Omega Ratio Rank
The Calmar Ratio Rank of PKG is 6767
Calmar Ratio Rank
The Martin Ratio Rank of PKG is 6262
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. PKG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Global Group, Inc. (BERY) and Packaging Corporation of America (PKG). 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 current BERY Sharpe Ratio is 0.83, which is higher than the PKG Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of BERY and PKG, 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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Dividends

BERY vs. PKG - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.73%, less than PKG's 2.61% yield.


TTM20242023202220212020201920182017201620152014
BERY
Berry Global Group, Inc.
1.73%1.76%1.52%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PKG
Packaging Corporation of America
2.61%2.22%3.07%3.71%2.94%2.44%2.82%3.59%2.09%2.78%3.49%2.05%

Drawdowns

BERY vs. PKG - Drawdown Comparison

The maximum BERY drawdown since its inception was -55.78%, smaller than the maximum PKG drawdown of -66.88%. Use the drawdown chart below to compare losses from any high point for BERY and PKG. For additional features, visit the drawdowns tool.


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Volatility

BERY vs. PKG - Volatility Comparison

Berry Global Group, Inc. (BERY) has a higher volatility of 11.27% compared to Packaging Corporation of America (PKG) at 8.90%. This indicates that BERY's price experiences larger fluctuations and is considered to be riskier than PKG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BERY vs. PKG - Financials Comparison

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


1.50B2.00B2.50B3.00B3.50B20212022202320242025
2.52B
2.14B
(BERY) Total Revenue
(PKG) Total Revenue
Values in USD except per share items

BERY vs. PKG - Profitability Comparison

The chart below illustrates the profitability comparison between Berry Global Group, Inc. and Packaging Corporation of America over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

14.0%16.0%18.0%20.0%22.0%24.0%26.0%20212022202320242025
19.9%
21.2%
(BERY) Gross Margin
(PKG) Gross Margin
BERY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berry Global Group, Inc. reported a gross profit of 502.00M and revenue of 2.52B. Therefore, the gross margin over that period was 19.9%.

PKG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Packaging Corporation of America reported a gross profit of 454.70M and revenue of 2.14B. Therefore, the gross margin over that period was 21.2%.

BERY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berry Global Group, Inc. reported an operating income of 391.00M and revenue of 2.52B, resulting in an operating margin of 15.5%.

PKG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Packaging Corporation of America reported an operating income of 280.30M and revenue of 2.14B, resulting in an operating margin of 13.1%.

BERY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berry Global Group, Inc. reported a net income of 193.00M and revenue of 2.52B, resulting in a net margin of 7.7%.

PKG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Packaging Corporation of America reported a net income of 203.80M and revenue of 2.14B, resulting in a net margin of 9.5%.