DGE.L vs. HSY
Compare and contrast key facts about Diageo plc (DGE.L) and The Hershey Company (HSY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGE.L or HSY.
Key characteristics
| DGE.L | HSY | |
|---|---|---|
| YTD Return | -9.58% | 8.23% |
| 1Y Return | -18.33% | -2.89% |
| 3Y Return (Ann) | -7.93% | 6.37% |
| 5Y Return (Ann) | -2.56% | 7.39% |
| 10Y Return (Ann) | 5.86% | 10.23% |
| Sharpe Ratio | -0.90 | -0.22 |
| Daily Std Dev | 21.36% | 20.58% |
| Max Drawdown | -47.06% | -49.16% |
| Current Drawdown | -34.23% | -25.85% |
Fundamentals
| DGE.L | HSY | |
|---|---|---|
| Market Cap | £55.16B | $39.98B |
| EPS | £1.31 | $9.03 |
| PE Ratio | 18.96 | 21.89 |
| PEG Ratio | 1.71 | 4.17 |
| Total Revenue (TTM) | £24.29B | $11.01B |
| Gross Profit (TTM) | £14.65B | $4.90B |
| EBITDA (TTM) | £7.89B | $2.83B |
Correlation
The correlation between DGE.L and HSY is 0.13, 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
DGE.L vs. HSY - Performance Comparison
In the year-to-date period, DGE.L achieves a -9.58% return, which is significantly lower than HSY's 8.23% return. Over the past 10 years, DGE.L has underperformed HSY with an annualized return of 5.86%, while HSY has yielded a comparatively higher 10.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DGE.L vs. HSY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DGE.L) 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.
Dividends
DGE.L vs. HSY - Dividend Comparison
DGE.L's dividend yield for the trailing twelve months is around 4.17%, more than HSY's 2.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGE.L Diageo plc | 4.17% | 2.80% | 2.09% | 1.80% | 2.43% | 2.14% | 2.34% | 2.28% | 2.81% | 3.04% | 2.80% | 2.37% |
HSY The Hershey Company | 2.68% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% | 1.86% |
Drawdowns
DGE.L vs. HSY - Drawdown Comparison
The maximum DGE.L drawdown since its inception was -47.06%, roughly equal to the maximum HSY drawdown of -49.16%. Use the drawdown chart below to compare losses from any high point for DGE.L and HSY. For additional features, visit the drawdowns tool.
Volatility
DGE.L vs. HSY - Volatility Comparison
Diageo plc (DGE.L) has a higher volatility of 6.60% compared to The Hershey Company (HSY) at 5.15%. This indicates that DGE.L's price experiences larger fluctuations and is considered to be riskier than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DGE.L vs. HSY - Financials Comparison
This section allows you to compare key financial metrics between Diageo plc 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.
Total Revenue: Total amount of money received from sales and other business activities