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

Correlation

The correlation between BERY and TDS 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. TDS - Performance Comparison

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

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Key characteristics

Sharpe Ratio

BERY:

0.83

TDS:

1.63

Sortino Ratio

BERY:

1.39

TDS:

3.26

Omega Ratio

BERY:

1.17

TDS:

1.43

Calmar Ratio

BERY:

1.01

TDS:

1.93

Martin Ratio

BERY:

4.62

TDS:

15.58

Ulcer Index

BERY:

4.67%

TDS:

8.08%

Daily Std Dev

BERY:

23.88%

TDS:

55.33%

Max Drawdown

BERY:

-55.78%

TDS:

-85.84%

Current Drawdown

BERY:

-7.46%

TDS:

-20.96%

Fundamentals

Market Cap

BERY:

$7.83B

TDS:

$3.95B

EPS

BERY:

$4.52

TDS:

-$1.05

PEG Ratio

BERY:

1.19

TDS:

4.56

PS Ratio

BERY:

0.77

TDS:

0.81

PB Ratio

BERY:

3.55

TDS:

0.98

Total Revenue (TTM)

BERY:

$11.23B

TDS:

$4.86B

Gross Profit (TTM)

BERY:

$2.11B

TDS:

$2.56B

EBITDA (TTM)

BERY:

$1.54B

TDS:

$1.17B

Returns By Period

In the year-to-date period, BERY achieves a 4.95% return, which is significantly higher than TDS's 1.49% return. Over the past 10 years, BERY has outperformed TDS with an annualized return of 7.65%, while TDS has yielded a comparatively lower 4.67% annualized return.


BERY

YTD

4.95%

1M

0.75%

6M

1.30%

1Y

14.80%

5Y*

11.63%

10Y*

7.65%

TDS

YTD

1.49%

1M

-3.06%

6M

8.34%

1Y

72.73%

5Y*

18.69%

10Y*

4.67%

*Annualized

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Risk-Adjusted Performance

BERY vs. TDS — 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 7878
Overall Rank
The Sharpe Ratio Rank of BERY is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of BERY is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BERY is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BERY is 8181
Calmar Ratio Rank
The Martin Ratio Rank of BERY is 8484
Martin Ratio Rank

TDS
The Risk-Adjusted Performance Rank of TDS is 9494
Overall Rank
The Sharpe Ratio Rank of TDS is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of TDS is 9797
Sortino Ratio Rank
The Omega Ratio Rank of TDS is 9595
Omega Ratio Rank
The Calmar Ratio Rank of TDS is 9191
Calmar Ratio Rank
The Martin Ratio Rank of TDS is 9898
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. TDS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Global Group, Inc. (BERY) and Telephone and Data Systems, Inc. (TDS). 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 lower than the TDS Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of BERY and TDS, 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. TDS - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.73%, more than TDS's 0.46% 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%
TDS
Telephone and Data Systems, Inc.
0.46%0.91%4.03%6.86%3.47%3.66%2.60%1.97%2.23%2.05%2.18%2.12%

Drawdowns

BERY vs. TDS - Drawdown Comparison

The maximum BERY drawdown since its inception was -55.78%, smaller than the maximum TDS drawdown of -85.84%. Use the drawdown chart below to compare losses from any high point for BERY and TDS. For additional features, visit the drawdowns tool.


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Volatility

BERY vs. TDS - Volatility Comparison

The current volatility for Berry Global Group, Inc. (BERY) is 11.27%, while Telephone and Data Systems, Inc. (TDS) has a volatility of 16.41%. This indicates that BERY experiences smaller price fluctuations and is considered to be less risky than TDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BERY vs. TDS - Financials Comparison

This section allows you to compare key financial metrics between Berry Global Group, Inc. and Telephone and Data Systems, Inc.. 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


1.00B1.50B2.00B2.50B3.00B3.50B20212022202320242025
2.52B
1.15B
(BERY) Total Revenue
(TDS) Total Revenue
Values in USD except per share items

BERY vs. TDS - Profitability Comparison

The chart below illustrates the profitability comparison between Berry Global Group, Inc. and Telephone and Data Systems, Inc. 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%20212022202320242025
19.9%
60.3%
(BERY) Gross Margin
(TDS) 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%.

TDS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Telephone and Data Systems, Inc. reported a gross profit of 696.00M and revenue of 1.15B. Therefore, the gross margin over that period was 60.3%.

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%.

TDS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Telephone and Data Systems, Inc. reported an operating income of 35.00M and revenue of 1.15B, resulting in an operating margin of 3.0%.

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%.

TDS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Telephone and Data Systems, Inc. reported a net income of 7.00M and revenue of 1.15B, resulting in a net margin of 0.6%.