HSY vs. LOW
Compare and contrast key facts about The Hershey Company (HSY) and Lowe's Companies, Inc. (LOW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSY or LOW.
Key characteristics
HSY | LOW | |
---|---|---|
YTD Return | 6.92% | 5.33% |
1Y Return | -26.29% | 16.82% |
3Y Return (Ann) | 7.98% | 7.05% |
5Y Return (Ann) | 12.48% | 17.76% |
10Y Return (Ann) | 9.96% | 19.89% |
Sharpe Ratio | -1.36 | 0.71 |
Daily Std Dev | 19.28% | 21.77% |
Max Drawdown | -49.16% | -62.28% |
Current Drawdown | -26.75% | -10.64% |
Fundamentals
HSY | LOW | |
---|---|---|
Market Cap | $38.02B | $131.53B |
EPS | $9.07 | $13.19 |
PE Ratio | 20.52 | 17.43 |
PEG Ratio | 3.59 | 3.02 |
Revenue (TTM) | $11.16B | $86.38B |
Gross Profit (TTM) | $4.50B | $32.26B |
EBITDA (TTM) | $2.95B | $13.48B |
Correlation
The correlation between HSY and LOW is 0.25, 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
HSY vs. LOW - Performance Comparison
In the year-to-date period, HSY achieves a 6.92% return, which is significantly higher than LOW's 5.33% return. Over the past 10 years, HSY has underperformed LOW with an annualized return of 9.96%, while LOW has yielded a comparatively higher 19.89% 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
HSY vs. LOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hershey Company (HSY) and Lowe's Companies, Inc. (LOW). 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
HSY vs. LOW - Dividend Comparison
HSY's dividend yield for the trailing twelve months is around 2.42%, more than LOW's 1.90% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
The Hershey Company | 2.42% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% | 1.86% |
Lowe's Companies, Inc. | 1.90% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% | 1.19% | 1.37% |
Drawdowns
HSY vs. LOW - Drawdown Comparison
The maximum HSY drawdown since its inception was -49.16%, smaller than the maximum LOW drawdown of -62.28%. Use the drawdown chart below to compare losses from any high point for HSY and LOW. For additional features, visit the drawdowns tool.
Volatility
HSY vs. LOW - Volatility Comparison
The Hershey Company (HSY) has a higher volatility of 5.56% compared to Lowe's Companies, Inc. (LOW) at 5.04%. This indicates that HSY's price experiences larger fluctuations and is considered to be riskier than LOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HSY vs. LOW - Financials Comparison
This section allows you to compare key financial metrics between The Hershey Company and Lowe's Companies, 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.
Total Revenue: Total amount of money received from sales and other business activities