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BG vs. HSY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BGHSY
YTD Return2.31%5.07%
1Y Return8.54%-21.24%
3Y Return (Ann)12.41%8.63%
5Y Return (Ann)17.58%13.43%
10Y Return (Ann)5.39%8.85%
Sharpe Ratio0.40-1.13
Daily Std Dev22.63%18.93%
Max Drawdown-77.34%-49.16%
Current Drawdown-14.98%-28.01%

Fundamentals


BGHSY
Market Cap$14.42B$40.38B
EPS$12.92$9.07
PE Ratio7.6821.83
PEG Ratio1.713.82
Revenue (TTM)$59.54B$11.16B
Gross Profit (TTM)$3.92B$4.50B
EBITDA (TTM)$3.72B$2.95B

Correlation

0.24
-1.001.00

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.


700.00%750.00%800.00%850.00%900.00%950.00%1,000.00%1,050.00%OctoberNovemberDecember2024FebruaryMarch
893.16%
980.72%
BG
HSY

Compare stocks, funds, or ETFs


Bunge Limited

The Hershey Company

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BG
Bunge Limited
0.40
HSY
The Hershey Company
-1.13

BG vs. HSY - Sharpe Ratio Comparison

The current BG Sharpe Ratio is 0.40, which is higher than the HSY Sharpe Ratio of -1.13. The chart below compares the 12-month rolling Sharpe Ratio of BG and HSY.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00OctoberNovemberDecember2024FebruaryMarch
0.40
-1.13
BG
HSY

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.


TTM20232022202120202019201820172016201520142013
BG
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%
HSY
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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%OctoberNovemberDecember2024FebruaryMarch
-14.98%
-28.01%
BG
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.


4.00%5.00%6.00%7.00%8.00%9.00%OctoberNovemberDecember2024FebruaryMarch
6.23%
7.35%
BG
HSY