BG vs. HSY
Compare and contrast key facts about Bunge Limited (BG) and The Hershey Company (HSY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BG or HSY.
Key characteristics
BG | HSY | |
---|---|---|
YTD Return | 2.31% | 5.07% |
1Y Return | 8.54% | -21.24% |
3Y Return (Ann) | 12.41% | 8.63% |
5Y Return (Ann) | 17.58% | 13.43% |
10Y Return (Ann) | 5.39% | 8.85% |
Sharpe Ratio | 0.40 | -1.13 |
Daily Std Dev | 22.63% | 18.93% |
Max Drawdown | -77.34% | -49.16% |
Current Drawdown | -14.98% | -28.01% |
Fundamentals
BG | HSY | |
---|---|---|
Market Cap | $14.42B | $40.38B |
EPS | $12.92 | $9.07 |
PE Ratio | 7.68 | 21.83 |
PEG Ratio | 1.71 | 3.82 |
Revenue (TTM) | $59.54B | $11.16B |
Gross Profit (TTM) | $3.92B | $4.50B |
EBITDA (TTM) | $3.72B | $2.95B |
Correlation
The correlation between BG and HSY is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BG vs. HSY - Performance Comparison
In the year-to-date period, BG achieves a 2.31% return, which is significantly lower than HSY's 5.07% return. Over the past 10 years, BG has underperformed HSY with an annualized return of 5.39%, while HSY has yielded a comparatively higher 8.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Risk-Adjusted Performance
BG vs. HSY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bunge Limited (BG) and The Hershey Company (HSY). 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 | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Bunge Limited | 0.40 | ||||
The Hershey Company | -1.13 |
Dividends
BG vs. HSY - Dividend Comparison
BG's dividend yield for the trailing twelve months is around 2.55%, more than HSY's 2.46% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Bunge Limited | 2.55% | 2.55% | 2.31% | 2.20% | 3.05% | 3.48% | 3.59% | 2.62% | 2.21% | 2.11% | 1.41% | 1.39% |
The Hershey Company | 2.46% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% | 1.86% |
Drawdowns
BG vs. HSY - Drawdown Comparison
The maximum BG drawdown since its inception was -77.34%, which is greater than HSY's maximum drawdown of -49.16%. The drawdown chart below compares losses from any high point along the way for BG and HSY
Volatility
BG vs. HSY - Volatility Comparison
The current volatility for Bunge Limited (BG) is 6.23%, while The Hershey Company (HSY) has a volatility of 7.35%. This indicates that BG experiences smaller price fluctuations and is considered to be less risky than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.