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

Correlation

The correlation between BERY and SON is 0.55, 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. 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.

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Key characteristics

Sharpe Ratio

BERY:

0.83

SON:

-0.72

Sortino Ratio

BERY:

1.39

SON:

-0.89

Omega Ratio

BERY:

1.17

SON:

0.88

Calmar Ratio

BERY:

1.01

SON:

-0.61

Martin Ratio

BERY:

4.62

SON:

-1.14

Ulcer Index

BERY:

4.67%

SON:

17.52%

Daily Std Dev

BERY:

23.88%

SON:

27.03%

Max Drawdown

BERY:

-55.78%

SON:

-59.62%

Current Drawdown

BERY:

-7.46%

SON:

-22.55%

Fundamentals

Market Cap

BERY:

$7.83B

SON:

$4.52B

EPS

BERY:

$4.52

SON:

$0.82

PE Ratio

BERY:

14.95

SON:

55.89

PEG Ratio

BERY:

1.19

SON:

0.23

PS Ratio

BERY:

0.77

SON:

0.79

PB Ratio

BERY:

3.55

SON:

1.85

Total Revenue (TTM)

BERY:

$11.23B

SON:

$6.37B

Gross Profit (TTM)

BERY:

$2.11B

SON:

$2.15B

EBITDA (TTM)

BERY:

$1.54B

SON:

$564.94M

Returns By Period

In the year-to-date period, BERY achieves a 4.95% return, which is significantly higher than SON's -2.85% return. Over the past 10 years, BERY has outperformed SON with an annualized return of 7.25%, while SON has yielded a comparatively lower 3.44% annualized return.


BERY

YTD

4.95%

1M

1.14%

6M

2.04%

1Y

13.27%

5Y*

12.13%

10Y*

7.25%

SON

YTD

-2.85%

1M

8.09%

6M

-5.22%

1Y

-19.27%

5Y*

4.02%

10Y*

3.44%

*Annualized

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Risk-Adjusted Performance

BERY vs. SON — 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 8383
Calmar Ratio Rank
The Martin Ratio Rank of BERY is 8585
Martin Ratio Rank

SON
The Risk-Adjusted Performance Rank of SON is 1414
Overall Rank
The Sharpe Ratio Rank of SON is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of SON is 1414
Sortino Ratio Rank
The Omega Ratio Rank of SON is 1414
Omega Ratio Rank
The Calmar Ratio Rank of SON is 1313
Calmar Ratio Rank
The Martin Ratio Rank of SON is 1919
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. 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.


The current BERY Sharpe Ratio is 0.83, which is higher than the SON Sharpe Ratio of -0.72. 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.


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Dividends

BERY vs. SON - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.73%, less than SON's 4.51% 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%
SON
Sonoco Products Company
4.51%4.24%3.62%3.16%3.11%2.90%2.75%3.05%2.90%2.77%4.21%2.91%

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.


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Volatility

BERY vs. SON - Volatility Comparison

The current volatility for Berry Global Group, Inc. (BERY) is 11.27%, while Sonoco Products Company (SON) has a volatility of 16.42%. 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.


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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


1.50B2.00B2.50B3.00B3.50B20212022202320242025
2.52B
1.71B
(BERY) Total Revenue
(SON) Total Revenue
Values in USD except per share items

BERY vs. SON - Profitability Comparison

The chart below illustrates the profitability comparison between Berry Global Group, Inc. and Sonoco Products Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
19.9%
20.7%
(BERY) Gross Margin
(SON) 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%.

SON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sonoco Products Company reported a gross profit of 353.69M and revenue of 1.71B. Therefore, the gross margin over that period was 20.7%.

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%.

SON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sonoco Products Company reported an operating income of 126.86M and revenue of 1.71B, resulting in an operating margin of 7.4%.

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%.

SON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sonoco Products Company reported a net income of 54.43M and revenue of 1.71B, resulting in a net margin of 3.2%.