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BYCBF vs. HSY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BYCBF vs. HSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barry Callebaut AG (BYCBF) and The Hershey Company (HSY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BYCBF achieves a -12.43% return, which is significantly lower than HSY's 1.84% return. Over the past 10 years, BYCBF has underperformed HSY with an annualized return of 4.06%, while HSY has yielded a comparatively higher 9.55% annualized return.


BYCBF

1D
-4.29%
1M
-4.60%
YTD
-12.43%
6M
-2.10%
1Y
50.24%
3Y*
-8.01%
5Y*
-5.79%
10Y*
4.06%

HSY

1D
-0.27%
1M
-0.43%
YTD
1.84%
6M
1.57%
1Y
16.54%
3Y*
-8.42%
5Y*
3.39%
10Y*
9.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BYCBF vs. HSY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BYCBF
Barry Callebaut AG
-12.43%26.67%-14.21%-13.53%-16.97%9.60%13.01%33.05%-23.93%72.05%
HSY
The Hershey Company
1.84%10.98%-6.51%-17.88%21.86%29.58%5.90%40.20%-2.92%12.33%

Correlation

The correlation between BYCBF and HSY is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.02

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2007

0.02

Fundamentals

Market Cap

BYCBF:

$7.99B

HSY:

$37.32B

EPS

BYCBF:

$70.32

HSY:

$5.38

PE Ratio

BYCBF:

20.62

HSY:

33.99

PS Ratio

BYCBF:

0.29

HSY:

3.10

PB Ratio

BYCBF:

3.18

HSY:

7.88

Total Revenue (TTM)

BYCBF:

$27.27B

HSY:

$11.99B

Gross Profit (TTM)

BYCBF:

$2.80B

HSY:

$4.17B

EBITDA (TTM)

BYCBF:

$1.67B

HSY:

$2.04B

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Return for Risk

BYCBF vs. HSY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BYCBF
BYCBF Risk / Return Rank: 7878
Overall Rank
BYCBF Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
BYCBF Sortino Ratio Rank: 7272
Sortino Ratio Rank
BYCBF Omega Ratio Rank: 9696
Omega Ratio Rank
BYCBF Calmar Ratio Rank: 7373
Calmar Ratio Rank
BYCBF Martin Ratio Rank: 7676
Martin Ratio Rank

HSY
HSY Risk / Return Rank: 5858
Overall Rank
HSY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
HSY Sortino Ratio Rank: 5656
Sortino Ratio Rank
HSY Omega Ratio Rank: 5454
Omega Ratio Rank
HSY Calmar Ratio Rank: 5757
Calmar Ratio Rank
HSY Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BYCBF vs. HSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barry Callebaut AG (BYCBF) 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.


BYCBFHSYDifference
Sharpe ratioReturn per unit of total volatility

+0.51

Sortino ratioReturn per unit of downside risk

+0.74

Omega ratioGain probability vs. loss probability

1.63

1.13

+0.51

Calmar ratioReturn relative to maximum drawdown

1.85

0.72

+1.13

Martin ratioReturn relative to average drawdown

5.10

1.78

+3.32

BYCBF vs. HSY - Sharpe Ratio Comparison

The current BYCBF Sharpe Ratio is 1.12, which is higher than the HSY Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of BYCBF and HSY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BYCBFHSYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

0.61

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

0.15

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

0.41

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.49

-0.32

Drawdowns

BYCBF vs. HSY - Drawdown Comparison

The maximum BYCBF drawdown since its inception was -61.90%, which is greater than HSY's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for BYCBF and HSY.


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Drawdown Indicators


BYCBFHSYDifference

Max Drawdown

Largest peak-to-trough decline

-61.90%

-49.15%

-12.75%

Max Drawdown (1Y)

Largest decline over 1 year

-27.28%

-22.97%

-4.31%

Max Drawdown (3Y)

Largest decline over 3 years

-52.31%

-42.23%

-10.08%

Max Drawdown (5Y)

Largest decline over 5 years

-61.90%

-45.25%

-16.65%

Max Drawdown (10Y)

Largest decline over 10 years

-61.90%

-45.25%

-16.65%

Current Drawdown

Current decline from peak

-36.93%

-27.60%

-9.33%

Average Drawdown

Average peak-to-trough decline

-13.23%

-13.09%

-0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.88%

9.31%

+0.57%

Volatility

BYCBF vs. HSY - Volatility Comparison

The current volatility for Barry Callebaut AG (BYCBF) is 5.22%, while The Hershey Company (HSY) has a volatility of 8.42%. This indicates that BYCBF 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.


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Volatility by Period


BYCBFHSYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

8.42%

-3.20%

Volatility (6M)

Calculated over the trailing 6-month period

31.28%

19.43%

+11.85%

Volatility (1Y)

Calculated over the trailing 1-year period

45.01%

27.19%

+17.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.57%

22.65%

+15.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.04%

23.40%

+9.64%

Dividends

BYCBF vs. HSY - Dividend Comparison

BYCBF has not paid dividends to shareholders, while HSY's dividend yield for the trailing twelve months is around 3.09%.


PositionTTM20252024202320222021202020192018201720162015
BYCBF
Barry Callebaut AG
0.00%1.94%5.09%3.68%3.01%1.96%2.36%1.20%1.37%0.75%0.00%0.00%
HSY
The Hershey Company
3.09%3.01%3.24%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%

Financials

BYCBF vs. HSY - Financials Comparison

This section allows you to compare key financial metrics between Barry Callebaut AG and The Hershey 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


2.00B3.00B4.00B5.00B6.00B7.00B20222023202420252026
6.75B
3.10B
(BYCBF) Total Revenue
(HSY) Total Revenue
Values in USD except per share items

BYCBF vs. HSY - Profitability Comparison

The chart below illustrates the profitability comparison between Barry Callebaut AG and The Hershey 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%20222023202420252026
9.9%
39.4%
Portfolio components
BYCBF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barry Callebaut AG reported a gross profit of 668.39M and revenue of 6.75B. Therefore, the gross margin over that period was 9.9%.

HSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported a gross profit of 1.22B and revenue of 3.10B. Therefore, the gross margin over that period was 39.4%.

BYCBF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barry Callebaut AG reported an operating income of 294.80M and revenue of 6.75B, resulting in an operating margin of 4.4%.

HSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported an operating income of 640.69M and revenue of 3.10B, resulting in an operating margin of 20.6%.

BYCBF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barry Callebaut AG reported a net income of 89.31M and revenue of 6.75B, resulting in a net margin of 1.3%.

HSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported a net income of 435.11M and revenue of 3.10B, resulting in a net margin of 14.0%.


Frequently Asked Questions


BYCBF and HSY have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HSY has higher volatility (8.42%) compared to BYCBF (5.22%). In terms of maximum drawdown, BYCBF dropped -61.90% vs HSY's -49.15%.

BYCBF currently has the higher Sharpe Ratio (1.12 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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