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DRI vs. HSY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DRI and HSY is 0.38, 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

DRI vs. HSY - Performance Comparison

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

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Key characteristics

Sharpe Ratio

DRI:

1.41

HSY:

-0.74

Sortino Ratio

DRI:

2.61

HSY:

-0.74

Omega Ratio

DRI:

1.30

HSY:

0.92

Calmar Ratio

DRI:

2.21

HSY:

-0.35

Martin Ratio

DRI:

10.43

HSY:

-1.11

Ulcer Index

DRI:

4.25%

HSY:

14.33%

Daily Std Dev

DRI:

30.27%

HSY:

26.93%

Max Drawdown

DRI:

-72.80%

HSY:

-49.15%

Current Drawdown

DRI:

-1.48%

HSY:

-37.70%

Fundamentals

Market Cap

DRI:

$23.86B

HSY:

$33.95B

EPS

DRI:

$8.89

HSY:

$8.13

PE Ratio

DRI:

22.93

HSY:

20.61

PEG Ratio

DRI:

1.95

HSY:

46.77

PS Ratio

DRI:

2.03

HSY:

3.16

PB Ratio

DRI:

10.54

HSY:

9.38

Total Revenue (TTM)

DRI:

$11.76B

HSY:

$10.75B

Gross Profit (TTM)

DRI:

$3.92B

HSY:

$4.62B

EBITDA (TTM)

DRI:

$1.87B

HSY:

$2.50B

Returns By Period

In the year-to-date period, DRI achieves a 11.46% return, which is significantly higher than HSY's -2.74% return. Over the past 10 years, DRI has outperformed HSY with an annualized return of 16.98%, while HSY has yielded a comparatively lower 7.95% annualized return.


DRI

YTD

11.46%

1M

5.41%

6M

24.55%

1Y

42.27%

5Y*

29.03%

10Y*

16.98%

HSY

YTD

-2.74%

1M

-1.42%

6M

-8.52%

1Y

-19.66%

5Y*

6.90%

10Y*

7.95%

*Annualized

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Risk-Adjusted Performance

DRI vs. HSY — Risk-Adjusted Performance Rank

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

DRI
The Risk-Adjusted Performance Rank of DRI is 9292
Overall Rank
The Sharpe Ratio Rank of DRI is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of DRI is 9292
Sortino Ratio Rank
The Omega Ratio Rank of DRI is 8888
Omega Ratio Rank
The Calmar Ratio Rank of DRI is 9494
Calmar Ratio Rank
The Martin Ratio Rank of DRI is 9595
Martin Ratio Rank

HSY
The Risk-Adjusted Performance Rank of HSY is 1919
Overall Rank
The Sharpe Ratio Rank of HSY is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of HSY is 1717
Sortino Ratio Rank
The Omega Ratio Rank of HSY is 1818
Omega Ratio Rank
The Calmar Ratio Rank of HSY is 2828
Calmar Ratio Rank
The Martin Ratio Rank of HSY is 2121
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.

DRI vs. HSY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Darden Restaurants, Inc. (DRI) 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.


The current DRI Sharpe Ratio is 1.41, which is higher than the HSY Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of DRI and HSY, 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

DRI vs. HSY - Dividend Comparison

DRI's dividend yield for the trailing twelve months is around 2.73%, less than HSY's 3.36% yield.


TTM20242023202220212020201920182017201620152014
DRI
Darden Restaurants, Inc.
2.73%2.90%3.07%3.34%2.29%0.99%2.99%2.76%2.48%2.92%3.09%3.75%
HSY
The Hershey Company
3.36%3.24%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%1.96%

Drawdowns

DRI vs. HSY - Drawdown Comparison

The maximum DRI drawdown since its inception was -72.80%, which is greater than HSY's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for DRI and HSY. For additional features, visit the drawdowns tool.


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Volatility

DRI vs. HSY - Volatility Comparison

The current volatility for Darden Restaurants, Inc. (DRI) is 6.22%, while The Hershey Company (HSY) has a volatility of 7.12%. This indicates that DRI 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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Financials

DRI vs. HSY - Financials Comparison

This section allows you to compare key financial metrics between Darden Restaurants, Inc. 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


1.50B2.00B2.50B3.00B20212022202320242025
3.16B
2.81B
(DRI) Total Revenue
(HSY) Total Revenue
Values in USD except per share items

DRI vs. HSY - Profitability Comparison

The chart below illustrates the profitability comparison between Darden Restaurants, Inc. 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

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%20212022202320242025
69.8%
33.7%
(DRI) Gross Margin
(HSY) Gross Margin
DRI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Darden Restaurants, Inc. reported a gross profit of 2.20B and revenue of 3.16B. Therefore, the gross margin over that period was 69.8%.

HSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Hershey Company reported a gross profit of 944.27M and revenue of 2.81B. Therefore, the gross margin over that period was 33.7%.

DRI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Darden Restaurants, Inc. reported an operating income of 418.20M and revenue of 3.16B, resulting in an operating margin of 13.2%.

HSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Hershey Company reported an operating income of 369.22M and revenue of 2.81B, resulting in an operating margin of 13.2%.

DRI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Darden Restaurants, Inc. reported a net income of 323.40M and revenue of 3.16B, resulting in a net margin of 10.2%.

HSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Hershey Company reported a net income of 224.20M and revenue of 2.81B, resulting in a net margin of 8.0%.