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

Correlation

The correlation between HSY and AEP is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

HSY vs. AEP - Performance Comparison

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

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
11,932.82%
2,619.77%
HSY
AEP

Key characteristics

Sharpe Ratio

HSY:

-0.46

AEP:

1.00

Sortino Ratio

HSY:

-0.43

AEP:

1.60

Omega Ratio

HSY:

0.95

AEP:

1.20

Calmar Ratio

HSY:

-0.24

AEP:

1.65

Martin Ratio

HSY:

-0.76

AEP:

4.12

Ulcer Index

HSY:

14.20%

AEP:

5.24%

Daily Std Dev

HSY:

26.86%

AEP:

19.12%

Max Drawdown

HSY:

-49.15%

AEP:

-62.75%

Current Drawdown

HSY:

-35.10%

AEP:

-3.73%

Fundamentals

Market Cap

HSY:

$33.10B

AEP:

$57.51B

EPS

HSY:

$8.13

AEP:

$5.58

PE Ratio

HSY:

20.09

AEP:

19.30

PEG Ratio

HSY:

44.27

AEP:

2.52

PS Ratio

HSY:

3.08

AEP:

2.91

PB Ratio

HSY:

8.97

AEP:

2.13

Total Revenue (TTM)

HSY:

$10.75B

AEP:

$20.16B

Gross Profit (TTM)

HSY:

$4.62B

AEP:

$12.62B

EBITDA (TTM)

HSY:

$2.50B

AEP:

$6.04B

Returns By Period

In the year-to-date period, HSY achieves a 1.32% return, which is significantly lower than AEP's 15.12% return. Over the past 10 years, HSY has underperformed AEP with an annualized return of 8.65%, while AEP has yielded a comparatively higher 10.41% annualized return.


HSY

YTD

1.32%

1M

6.93%

6M

0.07%

1Y

-12.31%

5Y*

7.42%

10Y*

8.65%

AEP

YTD

15.12%

1M

3.86%

6M

11.29%

1Y

20.60%

5Y*

9.44%

10Y*

10.41%

*Annualized

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Risk-Adjusted Performance

HSY vs. AEP — Risk-Adjusted Performance Rank

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

HSY
The Risk-Adjusted Performance Rank of HSY is 3030
Overall Rank
The Sharpe Ratio Rank of HSY is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of HSY is 2626
Sortino Ratio Rank
The Omega Ratio Rank of HSY is 2727
Omega Ratio Rank
The Calmar Ratio Rank of HSY is 3737
Calmar Ratio Rank
The Martin Ratio Rank of HSY is 3636
Martin Ratio Rank

AEP
The Risk-Adjusted Performance Rank of AEP is 8383
Overall Rank
The Sharpe Ratio Rank of AEP is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of AEP is 7979
Sortino Ratio Rank
The Omega Ratio Rank of AEP is 7777
Omega Ratio Rank
The Calmar Ratio Rank of AEP is 9191
Calmar Ratio Rank
The Martin Ratio Rank of AEP is 8484
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.

HSY vs. AEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hershey Company (HSY) and American Electric Power Company, Inc. (AEP). 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 HSY Sharpe Ratio is -0.46, which is lower than the AEP Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of HSY and AEP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
-0.46
1.00
HSY
AEP

Dividends

HSY vs. AEP - Dividend Comparison

HSY's dividend yield for the trailing twelve months is around 3.22%, less than AEP's 4.33% yield.


TTM20242023202220212020201920182017201620152014
HSY
The Hershey Company
3.22%3.24%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%1.96%
AEP
American Electric Power Company, Inc.
4.33%3.87%4.15%3.34%3.37%3.41%2.87%3.39%3.25%3.61%3.69%3.34%

Drawdowns

HSY vs. AEP - Drawdown Comparison

The maximum HSY drawdown since its inception was -49.15%, smaller than the maximum AEP drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for HSY and AEP. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-35.10%
-3.73%
HSY
AEP

Volatility

HSY vs. AEP - Volatility Comparison

The Hershey Company (HSY) has a higher volatility of 6.31% compared to American Electric Power Company, Inc. (AEP) at 5.37%. This indicates that HSY's price experiences larger fluctuations and is considered to be riskier than AEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.31%
5.37%
HSY
AEP

Financials

HSY vs. AEP - Financials Comparison

This section allows you to compare key financial metrics between The Hershey Company and American Electric Power Company, Inc.. 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


2.00B3.00B4.00B5.00B6.00B20212022202320242025
2.81B
5.46B
(HSY) Total Revenue
(AEP) Total Revenue
Values in USD except per share items

HSY vs. AEP - Profitability Comparison

The chart below illustrates the profitability comparison between The Hershey Company and American Electric Power Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20212022202320242025
33.7%
60.3%
(HSY) Gross Margin
(AEP) Gross Margin
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%.

AEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Electric Power Company, Inc. reported a gross profit of 3.29B and revenue of 5.46B. Therefore, the gross margin over that period was 60.3%.

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%.

AEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Electric Power Company, Inc. reported an operating income of 1.28B and revenue of 5.46B, resulting in an operating margin of 23.5%.

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%.

AEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Electric Power Company, Inc. reported a net income of 800.20M and revenue of 5.46B, resulting in a net margin of 14.7%.