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

Correlation

The correlation between BERY and SON is 0.53, 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.


-0.50.00.51.00.5

Performance

BERY vs. SON - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
15.86%
-8.24%
BERY
SON

Key characteristics

Sharpe Ratio

BERY:

0.23

SON:

-0.33

Sortino Ratio

BERY:

0.47

SON:

-0.34

Omega Ratio

BERY:

1.07

SON:

0.96

Calmar Ratio

BERY:

0.25

SON:

-0.28

Martin Ratio

BERY:

0.64

SON:

-0.60

Ulcer Index

BERY:

8.97%

SON:

10.58%

Daily Std Dev

BERY:

24.48%

SON:

18.92%

Max Drawdown

BERY:

-55.78%

SON:

-59.62%

Current Drawdown

BERY:

-10.83%

SON:

-18.45%

Fundamentals

Market Cap

BERY:

$7.68B

SON:

$4.96B

EPS

BERY:

$4.38

SON:

$2.91

PE Ratio

BERY:

15.22

SON:

17.34

PEG Ratio

BERY:

1.19

SON:

1.20

Total Revenue (TTM)

BERY:

$12.26B

SON:

$6.57B

Gross Profit (TTM)

BERY:

$2.14B

SON:

$1.39B

EBITDA (TTM)

BERY:

$1.71B

SON:

$952.12M

Returns By Period

In the year-to-date period, BERY achieves a 5.64% return, which is significantly higher than SON's -7.03% return. Over the past 10 years, BERY has outperformed SON with an annualized return of 8.91%, while SON has yielded a comparatively lower 4.57% annualized return.


BERY

YTD

5.64%

1M

-6.56%

6M

15.86%

1Y

4.85%

5Y*

8.87%

10Y*

8.91%

SON

YTD

-7.03%

1M

1.59%

6M

-9.64%

1Y

-6.31%

5Y*

-1.02%

10Y*

4.57%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BERY vs. SON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Global Group, Inc. (BERY) and Sonoco Products Company (SON). 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 BERY, currently valued at 0.23, compared to the broader market-4.00-2.000.002.000.23-0.33
The chart of Sortino ratio for BERY, currently valued at 0.47, compared to the broader market-4.00-2.000.002.004.000.47-0.34
The chart of Omega ratio for BERY, currently valued at 1.07, compared to the broader market0.501.001.502.001.070.96
The chart of Calmar ratio for BERY, currently valued at 0.25, compared to the broader market0.002.004.006.000.25-0.28
The chart of Martin ratio for BERY, currently valued at 0.64, compared to the broader market-5.000.005.0010.0015.0020.0025.000.64-0.60
BERY
SON

The current BERY Sharpe Ratio is 0.23, which is higher than the SON Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of BERY and SON, 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 Ratio-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.23
-0.33
BERY
SON

Dividends

BERY vs. SON - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.77%, less than SON's 4.14% yield.


TTM20232022202120202019201820172016201520142013
BERY
Berry Global Group, Inc.
1.77%1.62%0.45%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SON
Sonoco Products Company
4.14%3.62%3.16%3.11%2.90%2.75%3.05%2.90%2.77%4.21%2.91%2.95%

Drawdowns

BERY vs. SON - Drawdown Comparison

The maximum BERY drawdown since its inception was -55.78%, smaller than the maximum SON drawdown of -59.62%. Use the drawdown chart below to compare losses from any high point for BERY and SON. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.83%
-18.45%
BERY
SON

Volatility

BERY vs. SON - Volatility Comparison

The current volatility for Berry Global Group, Inc. (BERY) is 5.52%, while Sonoco Products Company (SON) has a volatility of 6.08%. This indicates that BERY experiences smaller price fluctuations and is considered to be less risky than SON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.52%
6.08%
BERY
SON

Financials

BERY vs. SON - Financials Comparison

This section allows you to compare key financial metrics between Berry Global Group, Inc. and Sonoco Products Company. 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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