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

Key characteristics


BERYSON
YTD Return-9.82%3.53%
1Y Return6.86%-0.50%
3Y Return (Ann)-0.19%-0.36%
5Y Return (Ann)2.87%1.80%
10Y Return (Ann)10.38%6.78%
Sharpe Ratio0.270.00
Daily Std Dev27.53%20.08%
Max Drawdown-55.78%-59.62%
Current Drawdown-16.07%-9.19%

Fundamentals


BERYSON
Market Cap$6.84B$5.53B
EPS$4.60$4.80
PE Ratio12.8311.76
PEG Ratio1.194.30
Revenue (TTM)$12.46B$6.78B
Gross Profit (TTM)$2.31B$1.47B
EBITDA (TTM)$1.96B$1.04B

Correlation

0.53
-1.001.00

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.

Performance

BERY vs. SON - Performance Comparison

In the year-to-date period, BERY achieves a -9.82% return, which is significantly lower than SON's 3.53% return. Over the past 10 years, BERY has outperformed SON with an annualized return of 10.38%, while SON has yielded a comparatively lower 6.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


150.00%200.00%250.00%300.00%350.00%OctoberNovemberDecember2024FebruaryMarch
308.22%
167.48%
BERY
SON

Compare stocks, funds, or ETFs


Berry Global Group, Inc.

Sonoco Products Company

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BERY
Berry Global Group, Inc.
0.27
SON
Sonoco Products Company
0.00

BERY vs. SON - Sharpe Ratio Comparison

The current BERY Sharpe Ratio is 0.27, which is higher than the SON Sharpe Ratio of 0.00. The chart below compares the 12-month rolling Sharpe Ratio of BERY and SON.


Rolling 12-month Sharpe Ratio-0.500.000.501.00OctoberNovemberDecember2024FebruaryMarch
0.27
0.00
BERY
SON

Dividends

BERY vs. SON - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.74%, less than SON's 3.53% yield.


TTM20232022202120202019201820172016201520142013
BERY
Berry Global Group, Inc.
1.74%1.52%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SON
Sonoco Products Company
3.53%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%. The drawdown chart below compares losses from any high point along the way for BERY and SON


-25.00%-20.00%-15.00%-10.00%-5.00%OctoberNovemberDecember2024FebruaryMarch
-16.07%
-9.19%
BERY
SON

Volatility

BERY vs. SON - Volatility Comparison

Berry Global Group, Inc. (BERY) has a higher volatility of 5.40% compared to Sonoco Products Company (SON) at 4.58%. This indicates that BERY's price experiences larger fluctuations and is considered to be riskier than SON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%OctoberNovemberDecember2024FebruaryMarch
5.40%
4.58%
BERY
SON